Family Office Buzz

How fake family offices bait and switch. Corona heiress’ prepares $8B succession. Family offices pouring money into oil and gas. Lawyers put in awkward position by professional family offices.

Author

Mr FamilyOffice
July 07, 2025

FAMILY OFFICE BUZZ

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

  • How fake family offices bait and switch

  • Corona heiress’ family office prepares $8B succession

  • Family offices are pouring money into oil and gas

  • Lawyers put in awkward position by professionalization of family offices

  • Living large: the Louis Vuitton ‘ship shop’ in China

𝕏 highlights

Spotlight on succession from MFO Stonehage Fleming.

Lessons from the father of value investing.

Are business continuity plans for family offices a thing?

The silent crisis in family wealth transfer.

The treadmill never stops.

in LinkedIn highlights

Anatomy of a fake family office bait and switch.

Here’s the anatomy of a fake family office bait and switch.

Here’s the anatomy of a fake family office bait and switch. 1st meeting: we’re an FO looking for investment opportunities - you look really interesting. 2nd meeting: we really like the look of you and we’d like to invest. We’re going to invest $Xmillion. We’d also like to introduce some of our other FO friends to invest as well. 3rd meeting …

www.linkedin.com/feed/update/urn:li:activity:7346101262909628418?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7346101262909628418%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29

A hidden cost to family offices professionalizing?

A hidden cost curve of professionalizing a Family Office?

A hidden cost curve of professionalizing a Family Office? After three years of steady declines, average operating costs for family offices are rising again - up to 41.1bps in 2025, from a low of 38.1bps in 2023. But the headline masks a more nuanced story.

www.linkedin.com/feed/update/urn:li:activity:7347327397777580033?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7347327397777580033%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29

When the family office model doesn’t make sense.

For some wealthy people, the family office model just doesn’t work.

For some wealthy people, the family office model just doesn’t work. Thanks to our experts, Peter Jaskiewicz and Katrina Barclay of the Family Enterprise Legacy Institute (FELI) at the University of Ottawa and Lucy Ryan and Carolyn Cole of Cole & Associates in this Canadian Family Offices article.

www.linkedin.com/posts/canadianfamilyoffices_seven-reasons-why-starting-a-family-office-activity-7346527752801394688-X_VK?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA1yzSABrt3YeH6j8ZoWGuzHBCxo_ASFyww

📰 family office news roundup

Corona Heiress’ Family Office Prepares For $8 Billion Succession. Corona beer heiress is putting a detailed plan in place to pass her $8 billion fortune smoothly to the next generation, and bringing in veteran advisors to avoid family office drama and tax headaches - Financial Advisor

Family Offices Deploy Long-Term Capital in Oil and Gas. Family offices are quietly pouring big money into oil and gas deals, betting that energy demand will stay strong despite green hype. Stable cash flow and the chance to buy assets at a discount from public companies under ESG pressure are most appealing - Hart Energy

Next-Gens' Wealth Creation Imperative. AITi Tiedemann’s head of family office practice Erik Christoffersen says younger heirs aren’t content to just preserve wealth – they want to grow it by backing impact investments and startups, a big mindset shift from their parents’ focus on safety and tradition - WealthBriefingAsia

Family Offices Put Lawyers In Awkward Position. The growing sophistication of family offices means legal advisers no longer get automatic access to the wealthy principal. This can cause issues ensuring instructions are accurate, and uncertainty around what communications attract legal privilege - Financial Times

Singapore’s 240,000 Millionaires Spur Spending On Luxury Brands. Decades of pro-wealth policies have drawn high-net-worth individuals and built a robust finance sector, making it one of the world’s richest countries - where luxury spending is now defying a global slump. - The Business Times SG

🍾 Living Large: the finer things in life

Louis Vuitton has launched a ship? Nope, that’s the latest Louis Vuitton store in Shanghai. Just one example of how luxury brands are providing Chinese consumers with over-the-top experiences that outdo anything in Europe or the US - Yahoo Finance

That’s all for today!

Until Friday, see you on 𝕏 or LinkedIn.

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