Family Offices News and Headlines
Family Offices News and Headlines
Family Offices Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Generational wealth often disappears not because of poor investments but due to missing communication, financial literacy, and stewardship frameworks. Studies cite that about 70% of families lose wealth by the second generation and 90% by the third, highlighting a behavioral rather than market‑driven problem. The article outlines a staged family‑education model—from basic money concepts in early years to professional‑guided stewardship in adulthood—to build confidence and continuity. Sequoia Financial Group is presented as a partner that integrates education with coordinated planning to protect legacy.
Michael Paulus cashed out his insurance business to Prudential for $2.35 billion in 2019 and subsequently founded a dedicated family office to steward the proceeds. The office quickly moved beyond passive holdings, deploying capital into private‑equity, venture, real‑estate and impact projects...
A new Empathy study of 555 advisors in the U.S., U.K. and Canada finds that while 97% are aware of the looming $124 trillion great wealth transfer, only 44% feel prepared to guide clients through it. Advisors report low concern—72% are...
Family offices are increasing investments in next‑generation nuclear fission plants, seeing them as a more reliable route to profitability than the still‑experimental nuclear fusion sector. The new fission designs promise lower construction costs, modular construction, and shorter timelines, aligning with...
