The pitfalls of retiring young:

Met Gala tickets

$75,000 per person
$350,000 tables

Who's your plus-one?

Family office service providers should read this

The functions outsourced by family offices

Bruno Schneller, managing director at INVICO Asset Management, says the family office makes outsourcing decisions based on three metrics – can it provide a benefit in terms of…

Mentors are part of the fabric of wealthy families

They help kids develop and reach their potential

But mentors shouldn't be the preserve of rich families

Whatever the family background, mentors can help kids flourish

In his book Family Wealth, James E Hughes identifies 6…

Family office net sentiment for 2024

Citi Bank Global Family Office Survey

Family office followers:

Do you hold crypto?
What's your strategy?
Drop me a DM

(Upcoming newsletter: family offices and crypto)

A harsh truth

The bigger the words, the dumber the investment.

Philanthropy is an expression of who we are.

What do you think of these family office topics?

→ family office tech
→ how to improve your parents’ lives
→ business skills; first principles thinking
→ business skills; communication
→ the family office surge
→ family offices and alternatives
→ family office memes
→…

My definition of success is Optionality.
...and the more money you have, the more options you've got.

This applies to everything.

Sure, options in purchases (house, car), but optionality in healthcare, how you spend time, what you can do for others.

Optionality has a price.

Lessons from the ultra-rich

Here's where the world's wealthiest families are investing

Family office asset allocations:

• Family offices are favoring alternative asset classes alongside traditional holdings

• Larger offices allocate more to alternatives = higher risk…

S&P 500 📈

Family Office Buzz newsletter is out today

'The meaning of life is to find your gift. The purpose of life is to give it away' - Pablo Picasso

Last week's newsletter set out the benefits of philanthropy to families

Everyone can benefit from giving

- legacy
- tax advantages
- networking
- brand
- professional development

Family office objectives