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Family Office Buzz
From $60 to $2.3bn. Family office expert generalists. Worries over Gen-Z
Mr FamilyOffice
August 26, 2024
Family Office Buzz
It’s short. It’s snappy. It’s family office. It’s family office-adjacent.
A weekly collection of family office news and highlights
Included this week:
How Aristotle Onassis turned $60 into $2.3 billion
How to raise a non-spoiled rich kid
Wealthy families in turmoil over handing businesses to ‘incapable’ Gen Z
A wealth of evidence that family offices existed in antiquity
How family offices can harness AI
𝕏 highlights
Generating alpha through fees and tax management.
Daniel Burke, Investment Management Partner at Callan Family Office, joined @JillMalandrino to discuss the how private wealth is tackling taxes and fees, M&A activity since 2020, and how the focus on data has shifted.
Watch the full video: spr.ly/6017laQ5N
— TradeTalks (@TradeTalks)
1:30 PM • Aug 23, 2024
The story of Aristotle Onassis.
The billionaire Greek playboy who seduced Jackie Kennedy.
At 16 years old, his father’s wealth-empire was destroyed and his family barely survived a village massacre.
But he turned $60 and a job as a phone operator into $2.3 BILLION.
This is the story of Aristotle Onassis:
— The Heirs Journal (@heirsjournal)
5:10 PM • Aug 21, 2024
How to raise well-adjusted kids.
NEW MONEYWISE PODCAST:
Dr. Becky.
She's blown up. 2m followers on insta, runs a parenting community.
The topic...
How to raise a non-spoiled rich kid.
One of the biggest fears of every parent.
She gave so much practical, actionable advice
Link below.
— Sam Parr (@thesamparr)
2:17 PM • Aug 21, 2024
The Friday Newsletter includes book recommendations. Here are the books that Charlie Munger recommended.
Every book Charlie Munger has recommended since 1994:
— Alex & Books 📚 (@AlexAndBooks_)
3:53 PM • Aug 24, 2024
in LinkedIn highlights
Family offices and the role of the expert generalist.
The $84 trillion wealth transfer put into context.
A short summary of hidden family office internal investment team costs.
📰 family office news roundup
If you missed Friday’s Newsletter The 5-Minute Guide to Family Office Software, you can find it here.
It’s a humdinger!
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