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Family Office Buzz
Why ultra-rich really flock to Monaco. Family offices ramping up risk-taking. New Zealand changes ‘golden visa’ laws. Fast food fortunes. Living large!
Mr FamilyOffice
February 10, 2025
FAMILY OFFICE BUZZ
A weekly collection of family office news and highlights. Included this week:
The wealthiest 0.01% are firing active managers
Family offices are ramping up the risk-taking
New Zealand changes ‘golden visa’ laws to attract wealthy
Fast food fortunes - how the families behind food empires manage wealth
A new section: Living Large looks at the finer things in life!
𝕏 highlights
Why the wealthy flock to Monaco.
The world's wealthiest people are flocking to Monaco.
Not because the average net worth is $2.1 Million or 0% taxes.
But because of a hidden system creating more Billionaires than Wall Street.
Here's the REAL reason the ultra-rich are fighting to get in:
— Darshan 🦖 (@darshan)
3:00 PM • Feb 4, 2025
This chart is a little out of date, but it hits home.
Family offices own a large portion of global assets. FOs command 27% of private capital markets globally, with $6.1 Trillion in assets under management, larger than Hedge Funds, Private Equity and Venture Capital. FOs are early, focused and quiet, hence winning.
— Gabor Gurbacs (@gaborgurbacs)
6:39 PM • Aug 28, 2024
Warren Buffett’s operation could not be more like a family office without being one.
The way Warren runs Berkshire Hathaway is insane.
Only 26 people in the middle of nowhere (Omaha) manage almost 400,000 employees.
But to get here, Buffett had to self-manufacture and scale a very unconventional model.
Here's the full story: 🧵
— Christopher Ho (@Chr1stopherHo)
3:11 PM • Feb 4, 2025
Are you a family trustee?
Are you the trustee on a trust for your family?
Or are you the friend that's a trustee for another family?
Do you know what's involved?Listen here for more . . .
cc: @jennyrozelle@Helpful_Trustee@MrFamilyOffice@jd_foote@thenanofamily
— Frazer Rice (@frazerrice)
7:08 PM • Feb 4, 2025
Golden passports in New Zealand.
New Zealand is simplifying its “golden visa” program, including removing an English-language requirement, to attract more wealthy immigrants
— Bloomberg Wealth (@wealth)
7:18 AM • Feb 9, 2025
in LinkedIn highlights
Family offices are ramping up the risk-taking.
MBA students on family office network deal flow vs. access.
Insights on how family offices are investing their capital in 2025.
📰 family office news roundup
Fast-food fortunes: How the families behind Chick-fil-A, Panda Express manage their wealth. Family offices behind Chick-fil-A (Cathy family), Panda Express (Cherng family), and Little Caesars (Ilitch family) are expanding beyond fast food. They're investing in tech, real estate, private equity, and entertainment. The Cathys focus on fintech and healthcare, the Cherng’s on tech and entertainment, and the Ilitch family on sports and Detroit real estate. CNBC
How And Why MFOs Are Cashing In On The M&A Boom. Multi-family offices (MFOs) are actively engaging in mergers and acquisitions to achieve greater scale and address a shortage of talent capable of serving ultra-high-net-worth clients. This strategic move allows them to enhance service offerings and expand their client base. Family Wealth Report
How I Help GPs Get in Front of the Right Family Offices - Without Wasting Time. Investor relations expert Adam Metz has a fascinating approach to targeting the right family offices. It combines clear processes, systems and AI. Adam tracks active family offices, coordinates introductions, and tries to ensure that every meeting is with an LP that’s actually deploying. Adam Metz
+ Here’s a useful resource: The Expert Due Diligence Checklist: Spotting Financial Manipulation & Investor Scams
Inside a PE Vet’s Family Office. A former BC Partners veteran has launched a family office, leveraging their private equity expertise to manage wealth and deploy capital strategically. The office focuses on direct investments, co-investments, and private market opportunities, rather than traditional asset allocation. It reflects a growing trend of ex-PE professionals using their networks and dealmaking skills to build family offices with an institutional approach. Private Equity International
Where Will 2025 Investments Be Made by Family Offices? In 2025, family offices are focusing on private equity, venture capital, and tech investments, moving beyond traditional assets. There’s growing interest in impact investing, niche real estate (e.g., tourism, student housing), and direct deals in innovative sectors. The shift reflects a push for higher returns, diversification, and greater control over capital deployment. Hubbis
Outsourcing Family Office Services: Key Considerations. Family offices are increasingly outsourcing services to improve efficiency, scale operations, and meet regulatory demands. Key benefits include automation, specialized expertise, and enhanced data security, allowing firms to focus on strategic investments. Alvarez & Marsal
🍾 Living Large
Family offices are about building and preserving wealth, but what is the point of wealth if not to enjoy it? Living Large is a new section looking at the finer things in life.
The wealthy 1% are turning to new status symbols that can’t be bought - and it’s hurting Dior, Versace, and Burberry. On unplugging and intangible luxury - Fortune
The Middle East’s first super-luxury train will gleam gold. On Saudi Arabia’s 5 star luxury desert train - CNN
Trump Sends D.C.’s Luxury-Home Market Into an All-Out Buying Frenzy.
Deep-pocketed nominees are circling multimillion-dollar properties to be closer to the president and his inner circle.
— The Life of Luxury (@TheLifeOfLuxury)
4:22 PM • Jan 26, 2025
What do you think of Living Large?
Friday’s newsletter is on love and wealth. The risks and the measures wealthy families can take to protect their wealth.
Until then, see you on 𝕏 or LinkedIn.
in LinkedIn
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