Mr Family Office
Posts
Family Office Buzz

Family Office Buzz

Family office deals in February. The hidden dangers of family offices. The best citizenship for your kids. Family offices as a platform for entrepreneurship.

Mr FamilyOffice & Mr FO
March 10, 2025

FAMILY OFFICE BUZZ

A weekly collection of family office news and highlights. Included this week:

Family office deals in February
The best citizenship for your kids
The family office as a platform for entrepreneurship
Britain’s richest person recruits a new family office CEO
Inside the Jaguar luxury rebrand

𝕏 highlights

Another investment banker joins a family office.

An investment-banking veteran who helped fuel Michael Spencer’s rise to billionaire status is hired by the ICAP founder’s family office as an adviser
— Bloomberg Wealth (@wealth)
11:51 AM • Mar 5, 2025

Yes please.

HBO just announced that “Succession” creator Jesse Armstrong will make a new film…
…with Steve Carrell in the lead…
…about a group of billionaire friends who get together against the backdrop of a international crisis…
…inject this directly into my veins.
— Trung Phan (@TrungTPhan)
7:13 PM • Mar 4, 2025

Purposeful wealth transfer.

Purposeful wealth transfer starts with intention.
In the latest piece from Sharon’s expert series for Simple, explore four key steps to spending down with impact—ensuring your wealth aligns with your values and legacy.
🔗 Read more:
#WealthManagement
— Simple (@andsimpleco)
3:06 PM • Mar 4, 2025

The best citizenship for your kids.

Revealed: the best citizenship options to secure your child's future success
spearswms.com/wealth/best-ci…
— Spear's Magazine (@SpearsMagazine)
5:25 PM • Mar 4, 2025

What kind of fun to pursue.

Heard this concept the other day and kinda love it:
Type 1 Fun = fun now, but bad for you later (eg. getting drunk)
Type 2 Fun = hard now, but fun later when you look back (eg. having kids, starting a company)
what about Type 3 fun? Fun now, Fun later. (eg. travel)
— Shaan Puri (@ShaanVP)
4:39 PM • Mar 5, 2025

in LinkedIn highlights

The family office as a platform for entrepreneurship.

The Family Office as a Platform for Entrepreneurship - The Family Office…

A real pleasure to speak to Margaret Steen about the topic of Entrepreneurship in the Family Office. We discussed the family office as a platform for…

www.linkedin.com/feed/update/urn:li:activity:7302920514379874304?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7302920514379874304%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29

James Dyson recruits new CEO to oversee his $20 billion fortune.

Scoop: Britain’s richest person, James Dyson, has recruited a new chief… | Ben Stupples

Scoop: Britain’s richest person, James Dyson, has recruited a new chief executive officer to oversee his $20 billion fortune. Read the full story on…

www.linkedin.com/feed/update/urn:li:activity:7302400335807934465?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7302400335807934465%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29

The controversial Anthony Ritossa and his family office events plow ahead unfazed.

#gratitude #miami #dubai #gfois #authenticity #investing #entrepreneurship | Anthony Ritossa | 49 comments

“Opportunities multiply as they are seized.” – Sun Tzu With heartfelt gratitude, I wanted to personally extend my deepest thanks to all the exceptional… | 49 comments on LinkedIn

www.linkedin.com/posts/anthony-ritossa_gratitude-miami-dubai-activity-7304175341281898497-9tNn?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA1yzSABrt3YeH6j8ZoWGuzHBCxo_ASFyww

📰 family office news roundup

What’s Behind the Secret Walls of Family Offices? A Wharton Global Family Alliance survey found that while many offices achieve strong investment returns, they struggle with succession planning, slow adoption of AI and technology, and lack structured governance such as mission statements - Knowledge at Wharton

The hidden dangers of family offices. A massive money laundering scandal in Singapore exposed how loosely regulated family offices were used to move illicit funds. The case, alongside past incidents like Archegos Capital’s collapse, highlights the lack of oversight in the sector. As family offices continue to grow, regulators worldwide are debating whether stricter rules are needed to prevent financial instability and abuse - Financial Times

Family office deal-making doubled in February with bets on crab shells, nuclear reactors and more. Per Fintrx, family offices ramped up direct investments in February, making 48 deals—twice as many as in January. Notable bets included Laurene Powell Jobs’ Emerson Collective investing in a nuclear reactor startup - CNBC

Family offices rattled by market swings and tariffs. NBC reports that family offices, despite their long-term investment focus, are pausing major deals due to tariff-related market volatility and policy uncertainty. While they are not making drastic portfolio shifts, some are recalibrating by increasing allocations to U.S. steel and aluminum producers - NBC News

Family Offices Love Real Estate, US Leads Wealth Creation. Knight Frank Study Family offices are increasing their real estate investments, with 44% planning to boost allocations, focusing on living, logistics, and luxury residential sectors. (Last week's newsletter has much more on the Knight Frank report) - Family Wealth Report