Mr Family Office
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Family Office Buzz

Family Office Buzz

The art of getting a family office job. Six-figure Palm Beach nannies. Family offices fuel AI push.

Mr FamilyOffice & Mr FO
March 31, 2025

FAMILY OFFICE BUZZ

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

Is agency the most important idea of the 21st century?
The art of getting a job in a family office
The six-figure nannies of Palm Beach
How Chisholm got rich enough to buy the Celtics
Why real estate is a cornerstone investment for SFOs
Living Large: space hotels

𝕏 highlights

An incredible essay on high agency.

After 7 months of writing, I finished my essay!
I think agency might be the most important idea of the 21st century
— George Mack (@george__mack)
2:42 PM • Mar 24, 2025

"Money is like wax on wood - it amplifies what's already there."
What a line!

TALKING BILLIONS: NEW EPISODE 🎙️ I spoke with family wealth expert Emily Bouchard about the psychology of money in families. She shares game-changing insights on prenups, blended families, teaching kids about money, and inheritance planning.
"Money is like wax on wood - it
— Bogumil Baranowski (@bogumil_nyc)
11:34 AM • Mar 24, 2025

Money buys optionality.

Money buys optionality...
Having options in where you live, what you eat (if you can afford to eat), having heat & how warm you want to be, what you buy, where you go, what you do for work, if you work, and how you spend your time.
Optionality is King.
— Dr. Julie Gurner (@drgurner)
6:11 PM • Mar 24, 2025

The wealthy are leaving India.

Uday Kotak wants the next generation to roll up their sleeves and work hard instead of running a family office.
Maybe she should first talk to his managers in Kotak Private Wealth. 😉 economictimes.indiatimes.com/nri/migrate/mo…
— Debashis Basu (@Moneylifers)
9:41 AM • Mar 27, 2025

And capital is leaving the UK.

🇬🇧 MILLIONAIRES ESCAPING THE UK
UBS's latest estimates say the UK will lose +500,000 millionaires by 2028.
The top 1% of taxpayers in the UK pay 29% of all income tax.
Don’t you see the UK is heading towards a socialist failed state like Cuba or Venezuela?
— Alex Recouso (@alexrecouso)
10:41 AM • Mar 28, 2025

in LinkedIn highlights

AlTi Tiedemann Global MD on challenges facing family offices.

#cybersecurity #technology #startups #strategy #familyoffice… | Crain Currency

Erik Christoffersen is a managing director at the wealth management firm AlTi Tiedemann Global and an active investor in real estate, #cybersecurity…

www.linkedin.com/posts/crain-currency_cybersecurity-technology-startups-activity-7311084280061796353-aWQB?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA1yzSABrt3YeH6j8ZoWGuzHBCxo_ASFyww

The six-figure nannies of Palm Beach.

The Six-Figure Nannies and Housekeepers of Palm Beach | Skye Y.

If The New Yorker writes about #PersonalServices and #HouseholdStaffing, it must be important, right?! A peek behind the curtain of the demands, intricacies…

www.linkedin.com/feed/update/urn:li:activity:7311424080593760258?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7311424080593760258%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29

Billionaire’s three secrets on transitioning to the next generation.

#wealth #investing #familybusiness #realestate #miami | Robert Frank

Succession is one of the toughest challenges for family-owned companies. In a rare interview, billionaire developer Jorge Perez and his sons Jon Paul and…

www.linkedin.com/posts/robertfrank-cnbc_wealth-investing-familybusiness-activity-7312444655340564480-F1fS?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA1yzSABrt3YeH6j8ZoWGuzHBCxo_ASFyww

📰 family office news roundup

The art of getting a job in a family office. The article explores how to land a job in a family office—private wealth management firms for ultra-high-net-worth individuals. It explains the differences between traditional and institutional family offices, the types of roles available, and why these jobs are both appealing and elusive - efinancialcareers

How did Chisholm get rich enough to buy the Celtics? William Chisholm, co-founder of Symphony Technology Group built his wealth through private equity to lead the $6.1 billion acquisition of the Boston Celtics. The article explains how Chisholm's disciplined investment approach and long-term strategy helped him amass the capital and credibility to take on one of the biggest deals in sports franchise history - PressReader

Modern family offices want values aligned, pioneer companies. Modern family offices are prioritizing alignment of values across generations and seeking high-impact, high-return investments - Financial Standard

What Single Family Offices Need To Know About Real Estate Investing. Real estate is a cornerstone investment for single-family offices aiming to preserve and grow multigenerational wealth. It offers stability, consistent cash flow, tax advantages, and protection against inflation - Forbes

Family offices fuel AI push in private markets. Family offices are heavily backing AI, now in 80% of portfolios, with a strong shift toward private markets for early access and higher returns. They're targeting sectors like software, energy, and healthcare, while using AI internally to boost efficiency. Despite the momentum, concerns around regulation, geopolitics, and valuations are keeping focus on fundamentals - Private Wealth Management

🍾 Living Large

The ultimate luxurious getaway: Space hotels. Including a floating 400-guest ‘orbital ring’ and Hilton’s Starlab with flying sky gym

Friday’s newsletter is on next-gen family office events. Have you been to a family office event recently? Hit reply and let us know if it was worthwhile.

Until then, see you on 𝕏 or LinkedIn.

𝕏 @MrFamilyOffice

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