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Family Office Buzz
A weekly collection of family office news and highlights
Mr FamilyOffice
August 12, 2024
It’s short. It’s snappy. It’s family office. It’s family office-adjacent.
Family Office Buzz is a weekly collection of news and highlights.
Included this week:
The wild story of the lost Hermès fortune
Trump vs. Harris: the wealth, the tax returns
Who’s running investments for the $18 billion Dyson empire?
A look inside the $128 trillion wealth management industry
A guide to integrated accounting systems for family offices
𝕏 highlights
The Hermès heir, the $11bn gift, the gardener…
This story keeps getting crazier.
Last year the heir to Hermès shocked the world by deciding to adopt his gardener to gift them his $11BN fortune.
But last week he claimed the money… vanished.
Why did he leave it to his gardener? Where did the money go? Here’s what I found:
— The Heirs Journal (@heirsjournal)
8:28 PM • Aug 8, 2024
One election, two candidates, two sets of tax returns:
I reviewed Donald Trump’s tax returns from 2015 to 2020.
2,744 pages.
Here’s all you need to know:
— The Money Cruncher, CPA (@money_cruncher)
12:55 PM • Aug 7, 2024
I reviewed Kamala Harris’s tax returns from 2004 to 2023.
929 pages.
Here is all you need to know:
— The Money Cruncher, CPA (@money_cruncher)
12:58 PM • Jul 31, 2024
Why are family offices using Excel?
This week @MrFamilyOffice shared some Excel memes on Linked in. As I had too many thoughts for a comment (and it seems like many had comments on the topic) I got them down in a post over on @Forbes
#familyoffice#fintech
hubs.la/Q02KTWc-0— Francois Botha (@francoisbotha)
4:00 PM • Aug 11, 2024
Italy doubling the flat tax levy on wealthy expats.
Italy will double a flat levy on foreign income for wealthy new residents who’ve been flocking to the country to take advantage of it
— Bloomberg Wealth (@wealth)
12:13 PM • Aug 7, 2024
in LinkedIn highlights
More on heirs: an interview with Adani’s 26-Year Old Son.
How do you engage your family in a regenerative culture?
For anyone trying to understand how the family office industry got here.
📰 family office news roundup
Have you seen any great family office content? Hit reply and let me know!
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