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FAMILY OFFICES PULSE

Saturday, April 11, 2026

Market Intelligence for Family Offices Professionals

🎯 Today's Family Offices PulseUpdated 2h ago

Oil‑price surge fuels new wave of family‑office formation

A spike in oil prices triggered by the Iran war has dramatically boosted the fortunes of fossil‑fuel‑linked families, prompting them to channel windfalls into dedicated family offices. Notable examples include HFO Holdings in the United States, Perwyn in the United Kingdom, and AHL Venture.

Also developing:

⭐ Big Story of the Day

Locked Into Concentrated Capital Gains? Exchange Funds Could Help

Exchange funds let investors swap concentrated, highly‑appreciated stocks for a diversified basket, deferring capital‑gains taxes under Section 721. A mandatory seven‑year hold period spreads gains across participants, instantly reducing single‑stock risk. Start‑ups like Cache are popularizing the model, amassing over $1.25 billion in assets with a $100,000 minimum contribution. Fees range from 0.40 % to 0.95% annually, dropping to 0.25% after the lock‑up period.

Source: Financial Planning (Arizent)

🚀 Top Family Offices Headlines

Mel Lagomasino in Crain Currency: Separating Fundamentals From Sentiment in 2026

In a recent Crain Currency article, WE Family Offices CEO and Managing Partner Mel Lagomasino addresses one of the most pressing challenges facing family offices today: maintaining investment discipline when markets are moving fast, and the pressure to react is high. Mel makes the case that distinguishing between information that genuinely changes underlying fundamentals and […] The post Mel Lagomasino in Crain Currency: Separating Fundamentals from Sentiment in 2026 appeared first on WE Family Offices.

WE Family Offices

💬 Top Family Offices Social Posts

Thread by @Mrfamilyoffice

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 the presidency? ⫸ Family office jobs in Florida, Dallas and London

by Mr Family Office•

📈 Family Offices Stock Movers

🟢 Top Weekly Gainers

Evercore (EVR)+10.86%

$337.90 | N/A Market Cap

LPL Financial (LPLA)+6.52%

$312.53 | N/A Market Cap

JPMorgan Chase (JPM)+5.38%

$309.87 | N/A Market Cap

🔴 Top Weekly Losers

FactSet (FDS)-7.01%

$211.60 | N/A Market Cap

Broadridge Financial Solutions (BR)-5.89%

$151.12 | N/A Market Cap

Nasdaq (NDAQ)-4.03%

$83.16 | $63.0M Market Cap

FAMILY OFFICES PULSE

Saturday, April 11, 2026

Market Intelligence for Family Offices Professionals

🎯 Today's Family Offices PulseUpdated 2h ago

Oil‑price surge fuels new wave of family‑office formation

A spike in oil prices triggered by the Iran war has dramatically boosted the fortunes of fossil‑fuel‑linked families, prompting them to channel windfalls into dedicated family offices. Notable examples include HFO Holdings in the United States, Perwyn in the United Kingdom, and AHL Venture.

Also developing:

⭐ Big Story of the Day

Locked Into Concentrated Capital Gains? Exchange Funds Could Help

Exchange funds let investors swap concentrated, highly‑appreciated stocks for a diversified basket, deferring capital‑gains taxes under Section 721. A mandatory seven‑year hold period spreads gains across participants, instantly reducing single‑stock risk. Start‑ups like Cache are popularizing the model, amassing over $1.25 billion in assets with a $100,000 minimum contribution. Fees range from 0.40 % to 0.95% annually, dropping to 0.25% after the lock‑up period.

Source: Financial Planning (Arizent)

🚀 Top Family Offices Headlines

Mel Lagomasino in Crain Currency: Separating Fundamentals From Sentiment in 2026

In a recent Crain Currency article, WE Family Offices CEO and Managing Partner Mel Lagomasino addresses one of the most pressing challenges facing family offices today: maintaining investment discipline when markets are moving fast, and the pressure to react is high. Mel makes the case that distinguishing between information that genuinely changes underlying fundamentals and […] The post Mel Lagomasino in Crain Currency: Separating Fundamentals from Sentiment in 2026 appeared first on WE Family Offices.

WE Family Offices

💬 Top Family Offices Social Posts

Thread by @Mrfamilyoffice

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 the presidency? ⫸ Family office jobs in Florida, Dallas and London

by Mr Family Office•