Family Offices Face Hiring Crisis, Career Paths Missing
It’s not easy for Family Offices to recruit and retain staff • 78% of family offices reported difficulties in hiring staff • 54% of family offices reported difficulties in retaining staff • Large family offices reported an average turnover of one employee every 9 months • Only 26% cited compensation as the biggest challenge • 55% of respondents cited lack of clear career paths
Family Office Exec Pay Rises With Asset Size
Family office compensation CEO, CIO, COO, CFO Avg. total compensation in North American Family Offices Chief execs: Very large: ($1bn+) $1,142,000 Large: ($500M-$999M) $750,000 Midsize: ($250-$499M) $650,000 Small: ($100-$250M) $286,000 https://t.co/BQFZjGeHvq
Ultra‑Wealthy Use Debt and Timing to Slash Taxes
"Tax deferred is tax reduced" Today, we’re looking at the tax secrets of the ultra-wealthy > Why they borrow instead of sell > How jurisdiction becomes a strategy > The steps at death that can reset a lifetime of gains > Why losses are assets >...
Million Dollars Buys Less Space Worldwide, Except London, Melbourne
What does $1M buy you in prime real estate? Here's the space you get and how it's changed since 2020: 🇲🇨 Monaco: 16 m², 172 ft², -7% 🇭🇰 Hong Kong: 23 m², 248 ft², 0% ➡️ 🇨🇭 Geneva:...
Shielding Beneficiaries From Creditors: Clever or Cynical?
Protecting beneficiaries from creditors ... including spouses Cynical or smart? Friday's newsletter: Tax secrets of the ultra-wealthy https://t.co/e3EZsg82z0
Private Credit Panic Is Plumbing, Not Credit Issue
Private credit headlines have been ugly lately A few high-profile blowups. Talk of redemption gates. Pundits calling the top But Alex Branton, Managing Partner at Nodem Capital thinks the noise is hiding what's actually happening on the ground His argument: the recent panic...
Three Core Family Office Archetypes: Founder, Administrative, Philanthropic
Family Office Archetypes Family Offices come in all shapes and sizes, but there are common themes 1. The Founder’s Family Office Where the visionary who created the fortune still calls the shots • FO created after founder's...
Weekly Family Office Digest: AI, Wealth Trends, Risks
The best family office content from the last week is wrapped up in today's email, including: ∘ What does AI already know about your family office? ∘ The world’s richest real estate baron ∘ The $410M casino billionaire inheritance battle ∘ Managing Tom Cruise,...
Family Offices Boost Secondary Allocations, Yet Access Remains Limited
Family Offices and secondaries 28% of family offices plan to increase their secondary allocations Global secondary transactions topped $240B last year But having money is no guarantee of access to secondaries
Tech Can Preserve Family Office Institutional Knowledge
Has your family office’s institutional knowledge become an institutional risk? Losing that lived experience and understanding of the 'why' behind big decisions is a cost that's hard to quantify Which is exactly why most family offices have simply learned to...
Fewer Decisions, More Conviction Drive Real Success
It's easy to conflate activity with progress 76% of family offices expect to make ten transactions or fewer each year Warren Buffett famously told business school students to imagine a punch card with only 20 slots, representing every investment decision they'd be...
Family Offices: From Strategy to First Trade
A great podcast from our friend Shaun Parkin Implementing Your Investment Policy New family offices should define their investment strategy, but then comes the hard bit.. how to actually start trading https://t.co/KsA7u3Sifa https://t.co/6JLQj3yfZ6
Coast Cities Need Nearly Double Salary of Mid‑South Cities
Salary required to live comfortably in US cities: At the top: New York $158,954 San Jose $158,080 At the bottom: Memphis $86,444 San Antonio $83,242 Survey factors in housing, food, transportation, savings, and discretionary spending https://t.co/fEdd323Wcb
Family Offices Confront Succession, Tech, and Downsizing Trends
Monday's Family Office Buzz email There's something for everyone ∘ Robinhood's cofounder on wealth platforms ∘ Family offices and direct deals ∘ Bloomberg's family office playbook ∘ The cost and structure of a $10M family office ∘ A succession wave in family businesses ∘ Billionaires in support...
Coutts Raises Minimum to £3 Million, Heightening Exclusivity
King Charles’ bank just got even more exclusive Coutts, the centuries old private bank to the British establishment, triples the minimum to £3M https://t.co/dosmyLSXbu
Bill Ackman's Family Office Collapse Offers Key Lessons
Let's talk about Bill ⫸ Lessons from Bill Ackman’s family office meltdown ⫸ Single family office cost trends ⫸ Podcasts: a profile of F1 billionaire Toto Wolff ⫸ Jamie Dimon on four day weeks, the real impact of AI and a tilt at...
Next‑Gen Family Office Members Join Elite VC Co‑Investment Club
Do you know a next-gen member of a family office that's curious about VC and wants to learn by doing, not just reading? @AlumniVentures is forming a new class of NextGen VC Club members This is a chance for...
AI Leads Family Office Investments, Shaping Global Themes
Top investment themes for Family Offices, 2026 (JP Morgan report) Top global themes: - AI: 65% - Healthcare innovation: 50% - Infrastructure: 41% AI angle: - A cross-cutting driver → likely to expand allocations across multiple sectors Regional differences: - Automation & robotics: 40% international vs 29% US -...
Family Offices Shift to Fractional Talent, Cutting Costs
Bill Ackman replaced his $1M family office legal counsel with a fractional alternative This signals a wider trend in the family office world Families are embracing a hybrid / virtual models Fractional talent Small central teams Lean costs
Ackman Must Tighten Family Office Governance and Costs
My take on Bill Ackman's post... His family office TABLE had a clear goal: Be a hands-off hub for admin and coordination → to let Bill focus on core business and family TABLE operated for ~15 years, but recent years saw problems Scope...
Family Offices Grapple with Drama, Taxes, and Geopolitics
The biggest family office stories of the week: 𝕏 Bill Ackman's family office drama (it had to be) An agentic-first family office A head-to-head on US wealth taxes Good news for London's FO scene The 94-year-old cashing in Billionaires age distribition reddit Lifestyle creep: How a planned $500k...
Family Offices Can't Venture Alone, Need Partnerships
Can Family Offices Do Venture Alone? Friday's newsletter looked at VC and family offices Direct deals, fees, control, all things VC Airing the family laundry in public The seminal book on venture The best private banks in the world Our new...