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Family Office Buzz

Family Office Buzz

A weekly collection of news and highlights that caught the eye

Mr FamilyOffice
April 29, 2024

Welcome to Family Office Buzz

It’s short. It’s snappy. It’s family office. It’s family office-adjacent.

Family Office Buzz is a new weekly collection of news and highlights that stood out

Included this week:

Charitable gifting benefits beyond tax deductions
Insight from the Goldman Sachs head of private wealth management
A single family office recruitment guide
The best wine advisors for high-net-worth clients (santé!)
Cities with most billionaires in 2024

𝕏 highlights

I’m saying nothing…

Literally every position in a family office
— Zarathustra Capital (@ZarathustraCap)
5:47 PM • Apr 12, 2024

Philanthropy is is a game-changer

Your family can get much more out of charitable gifting than tax deductions.
Every gift you make is chance for your family to:
•express your values
•work together in a meaningful way
•make your own problems seem a little smaller
— Secrets Of Old Money (@500YearFamily)
11:50 AM • Sep 5, 2023

Nicole Pullen Ross, head of private wealth management at Goldman Sachs

"The role that we play as part of their team is really to act as part of the family office."
Nicole Pullen Ross, head of private wealth management for the New York region at @GoldmanSachs, joins @JabariJYoung on Forbes Talks to discuss her career, the 2023 NBA draft and more.
— Forbes (@Forbes)
1:22 PM • Jun 20, 2023

A primer on investment funds

📺How Investment Funds Work📺
Here's an 8-minute breakdown on how investment funds work. 👨🏼‍🏫
This video has:
1⃣ Why people start funds
2⃣ Basic fund structure
3⃣ Parties involved in raising a fund
4⃣ How investors send money to the fund
5⃣ How investment managers get paid… twitter.com/i/web/status/1…
— The Investments Lawyer (Michael Huseby) (@investing_law)
2:01 PM • Apr 25, 2024

AI is disrupting everything.. here’s how to mitigate those risks

I just read about a study I can’t stop thinking about…
AI will disrupt 44% of your skills by 2027 (according to the World Economic Forum).
Here’s how to futureproof your career:
— Vivian Shen (@vivianmshen)
3:35 PM • Apr 26, 2024

in LinkedIn highlights

How to spot a fake family office, by Keith Johnston of the SFO Alliance

How to spot the fake family office?

How do we spot the fake family offices and stop them infiltrating single family office events? This is a massive problem in the sector and it doesn't seem to be going away any time soon. I am talking about events where the organiser says, or genuinely thinks, that the people in the room are single f

www.linkedin.com/pulse/how-spot-fake-family-office-keith-johnston

A useful recruitment guide for single family offices:

A Recruitment Guide for Single Family Offices

The term family office covers many forms of organization that manage substantial wealth on behalf of a family. These organizations are sometimes structured as a group of family-owned companies, where the family’s wealth is pooled and managed by an ‘office’ that provides financial and investment serv

www.linkedin.com/pulse/recruitment-guide-single-family-offices-stryde-search

📰 family office news roundup

🔗 Great and good of Europe’s family dynasties invest in new asset class idea - Family Capital

🔗 Chinese Metal Tycoon’s Heir Buys $62 Million Singapore Mansion - Bloomberg Wealth

🔗 Best wine advisers for high-net-worth clients in 2024 - Spears

🔗 The Cities With The Most Billionaires 2024 - Forbes

🔗 136 family offices mull setting up or expanding business in HK - Marketing Interactive

🔗 Solving The Family Office Data Problem - Wealth Briefing Asia

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