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Family Office Buzz
Life in a MFO. The man behind Rolls Royce. Latest UBS Family Office Quarterly. The 'do nothing' succession plan. A primer on alternative investments.
Mr FamilyOffice & Mr FO
April 14, 2025
FAMILY OFFICE BUZZ
A weekly collection of family office news and highlights. Included this week:
Life in a MFO: part allocator, part therapist, part travel agent
The man behind Rolls Royce
Latest UBS Family Office Quarterly is out
When the best succession plan is doing nothing
A primer on alternative investments
𝕏 highlights
Life in a multi-family office. Part allocator, part therapist, part travel agent.
Imagine not working a day in your life but spending $80,000 per month of money you didn't earn.
As CEO of a public company, our client's life was a journey of incredible success.
I worked for a multi-family office that managed all of his family's financial (and some
— Mark Cecchini, CFP® (@markcecchini)
12:06 PM • Apr 10, 2025
I recently read Gambling Man by Lionel Barber. A gripping biography of SoftBank CEO Masayoshi Son… here’s a short profile of the man behind SoftBank.
This founder was richer than Bill Gates for 3 days.
Then he lost $70,000,000,000 when the dot-com bubble burst.
It was the biggest single loss of personal wealth in history at the time.
But Masayoshi Son's comeback story is even crazier. 🧵
— Max Einhorn (@max_einhorn)
4:00 PM • Apr 10, 2025
The man behind Rolls Royce.
Henry Royce created the world's most luxurious car from scratch with almost nothing.
He had one year of schooling and $20 to his name.
So how did Rolls-Royce become a $64 billion empire?
The exact opposite of what every automotive "experts" recommend:🧵
— Ken Berenger (@KenBerenger)
2:43 PM • Apr 8, 2025
The 80/20 rule and why you should abandon fairness to your people.
McKinsey found a shocking truth about most companies:
20% of your employees generate 80% of the value.
Yet most companies treat ALL their workers exactly the same.
Here's why this "fair" approach is a deathblow to your company:
— Amir Barsoum (@AmirMBarsoum)
3:00 PM • Apr 12, 2025
A lot of people can relate.
Finance bros who learned that stocks and bonds have inverse relationship watching both go down at the same time
— Boring_Business (@BoringBiz_)
12:55 AM • Apr 11, 2025
in LinkedIn highlights
The second UBS Family Office Quarterly of 2025 is out.
New way for a family business to evolve after generations.
Family office recruiting insights from GPFO.
📰 family office news roundup
Beyond 60/40: A Guide to Alternatives for Private Investors. A standard 60/40 stock/bond allocation is a thing of the distant past. This article is a primer on alternative investments - designed for those new to the space, as well as investors looking to evolve their private portfolios - Mr Family Office
Family offices deals are getting larger and more complex. Trump’s tariffs could put that on pause. Despite a strong 2024—highlighted by Mars Inc.’s $36B Kellanova acquisition—2025 dealmaking is down sharply due to uncertainty over Trump’s trade policies - Fortune
Sometimes the best succession plan is . . . doing nothing. While trusts are often recommended to preserve assets and reduce tax, the author shares real-life cautionary tales where patriarchs regret ceding control—leading to family conflict and estrangement - Financial Times
So, you’re going to be rich, what do you do now? This Spear’s feature gathers top advisers to guide newly wealthy individuals—like a fictional entrepreneur with £100M—through a liquidity event. Key takeaways include starting tax and estate planning early, building a trusted adviser team, and redefining identity post-exit. - Spears
Northern Trust Expands Global Family Office Services. Northern Trust Wealth Management is expanding its family office suite of services by launching Family Office Solutions, a new offering designed to provide ultra-high-net-worth families with customized financial and wealth management services without requiring a standalone office - Nasdaq
UAE, Hong Kong Family Offices Groups Sign Co-operation Pact. The Emirates Family Office Association (EFOA), which supports UAE and global family offices, has signed a co-operation pact with the Hong Kong Academy for Wealth Legacy (HKAWL). - WealthBriefing
Living Large
Some parking congestion in Augusta
The number of private jets at Augusta Airport for the Masters is absurd. 🤯
(📹: Instagram/ bnatower)
— Golf Digest (@GolfDigest)
3:30 PM • Apr 10, 2025
This $110 Million 4-Story Penthouse on Billionaire’s Row Is N.Y.C.’s Most Expensive Home for Sale - Robb Report
Friday’s newsletter dives into accounting complexities for family offices.
Until then, see you on 𝕏 or LinkedIn.
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