Family Office Buzz

Berkshire Hathaway investor turns $1.2M into $450M. Musk family office looking at Mars. The youngest female self-made billionaire ever. Family office tech on the back burner.

Author

Mr FamilyOffice
April 28, 2025

FAMILY OFFICE BUZZ

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

  • How a Berkshire Hathaway investor turned $1.2M into $450M

  • Elon Musk family office looking towards Mars?

  • The youngest female self-made billionaire ever

  • Family office tech temporarily on the back burner

  • Preparing your family office for Q2 of 2025

  • Living Large: Inside Japan’s most beautiful bathhouses

𝕏 highlights

How wealth groups hold assets in the US.

Should family offices rethink inheritance?

The youngest self-made woman billionaire.

How one Berkshire Hathaway investor turned $1.2M into $450M.

And here’s what $450M can buy you.

in LinkedIn highlights

The rise of subscription-based payment models for advisors.

Report: More Advisors Using Subscription-Based Models

Subscription-based pricing models are growing in the US #financialplanning market, according to this piece from WealthManagement.com referencing the new AdvicePay report, the 2025 AdvicePay Fee-for-Service Industry Trend Report. The research highlighted how, in 2024, 85% of all financial planner invoices were subscription-based.

www.linkedin.com/posts/stephenkwall_report-more-advisors-using-subscription-based-activity-7321477025385377792-XfB-?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA1yzSABrt3YeH6j8ZoWGuzHBCxo_ASFyww

Family offices are temporarily paying more attention to investments than tech.

Family Office Technology Gets the Back-Burner

Family offices are paying more attention to investment portfolios and less to improving their tech and operations. https://lnkd.in/eK9ZyjNe #familyoffice #fintech #assetmanagement

www.linkedin.com/feed/update/urn:li:activity:7320136543380152320?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7320136543380152320%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29

The opportunities for disintermediation that family offices enable.

In this panel episode on The Mack Podcast, Henry Brandts-Giesen discusses…

In this panel episode on The Mack Podcast, Henry Brandts-Giesen discusses the opportunity for disintermediation in family offices, highlighting how families can access exclusive asset classes directly and the importance of strong investment governance.

www.linkedin.com/posts/the-mack-podcast_in-this-panel-episode-on-the-mack-podcast-activity-7320846441399156737-LDeU?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA1yzSABrt3YeH6j8ZoWGuzHBCxo_ASFyww

📰 family office news roundup

Creative Artists Agency Forms Family Office Advisory Group. Creative Artists Agency (CAA) has launched CAA Global Family Office Advisory, a new service for ultra-wealthy families, led by veteran Julie Zorn. The group combines CAA’s entertainment and sports network with strategic family office advisory services - Wealth Briefing

Could Mars Be Elon Musk’s Next Business Venture? Elon Musk’s family office adviser Jared Birchall quietly set up three new companies in Texas called Red Planet I, II, and III, hinting at Musk’s long-standing obsession with Mars. While it’s unclear what exactly Red Planet will do, the name suggests it’s tied to Musk’s Mars ambitions - New York Times

Family offices adopting ‘dual hub’ approach to manage Asian wealth. Singapore and Hong Kong have become the top hubs for Asian family offices managing intergenerational wealth. Many ultra-wealthy families are now setting up in both cities to diversify risk and tap into each hub’s strengths - Personal Wealth Management

Inside the $1 billion berry startup backed by Ray Dalio’s family office. Fruitist, the berry company formerly known as Agrovision, has surpassed $400 million in annual sales with backing from Ray Dalio’s family office. The investment highlights the growing role of family offices in funding fast-growing, direct-to-consumer businesses - CNBC

Family Offices Must Gear Up For Larger Investment Deals. PwC’s recent report on around 11,000 family offices highlights that family offices must strengthen operations as larger deal sizes, especially in private equity and direct investments, become more common - Wealth Briefing 

Preparing Your Family Office For The Second Quarter Of 2025. As Q2 2025 approaches, family offices face a complex economic landscape. Here’s a high-level review of the key forces likely to define the next quarter with strategies for family offices - Forbes

🍾 Living Large

Inside Japan’s most beautiful bathhouses - Financial Times

Coming up on Friday: the latest insights on the world’s wealthiest cities.

In the meantime, see you on 𝕏 or LinkedIn.

 

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