Family Office Buzz

A weekly collection of family office news and highlights

Author

Mr FamilyOffice
May 27, 2024

Family Office Buzz

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 from around X, LinkedIn and the media.

Included this week:

  • The four types of wealth

  • The complexities of the Silver Tsunami

  • Bezos on meetings, Thiel on AI

  • Singapore is building a family office talent pool

  • Guidance on deal sourcing

  • The $200 billion billionaire factory

  • The New Zealand property out of reach from billionaires

𝕏 highlights

Clarity from Clear.

The Silver Tsunami will not be a straightforward transfer of wealth/businesses.

A great tip for meetings - the most senior person should speak last. I have seen family office principals stay quiet in meetings and on emails for exactly this reason.

Peter Thiel on the implications of AI for math people.

The enduring appeal of Monaco.

in LinkedIn highlights

Singapore is actively developing a family office talent pool.

Wealth Management Institute (WMI) on LinkedIn: Wealth Planning Tools & Solutions Used by the UHNW Segment

What are the successful strategies employed by the UHNW segment to preserve wealth?    WMI Faculty and Tax, Trust, and Wealth Planning Veteran, Peter Triggs…

www.linkedin.com/posts/wealth-management-institute_wealth-planning-tools-solutions-used-by-activity-7198261967176810496-T0EP?utm_source=share&utm_medium=member_desktop

3i members on where to source the best deals.

Meet Mark Gerson, 3i Members co-founder | Crain Currency posted on the topic | LinkedIn

We recently talked with Mark Gerson, co-founder of 3i Members, an invitation-only community of private #investors sharing deals, insights and contacts. Gerson…

www.linkedin.com/posts/crain-currency_qa-mark-gerson-co-founder-of-3i-members-activity-7199100664088567809-1EPK?utm_source=share&utm_medium=member_desktop

Simple hosts a webinar this week on Family Offices and Security and Risk Management. These are usually super insightful.

Family Office Security & Risk Management | LinkedIn

Our upcoming webinar on Family Office Security & Risk Management will explore how the family office landscape has increased risk considerations, and what strategies family offices can pursue to mitigate risk into the future. We’ll further explore key risk areas from fraud to reputation management, service providers in this category, future considerations, and more.

www.linkedin.com/events/familyofficesecurity-riskmanage7189560515772243968/theater

📰 family office news roundup

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