Family Office Buzz

The family business controlling both Ferrari and The Economist. Stingy Boomers. Ray Dalio online course. Goodbye fake FOs.

FAMILY OFFICE BUZZ

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

  • They control Ferrari & The Economist - a look at one of the world’s largest family businesses

  • The shocking % of Boomers that plan to share their wealth while still alive

  • Ray Dalio develops a course for family office investors

  • A new approach to squeeze out fake family offices

  • Why family offices are risk magnets

𝕏 highlights

A fascinating thread on one of the largest family businesses in the world.

A new Dutch exit tax for wealthy individuals.

Europe’s billionaires are struggling to find talent. Could pay be a factor?

Only 21% of Boomers are sharing the wealth during their lifetime.

There’s some truth here!

in LinkedIn highlights

Latest European family office report from Campden Wealth.

Super rich are moving to Dubai, but keeping assets in Singapore, Switzerland.

Why family offices are risk magnets.

📰 family office news roundup

Corporate Transparency Act Temporarily Blocked. Law invalidated less than one month before reporting deadline by a Texas federal court that says requirements exceed Congress’s commerce authority - Bloomberg Law

Emerging VC Managers: A Family Office Perspective - Family offices are increasingly drawn to venture capital, balancing investments between established and emerging managers to capture high-return potential. Emerging managers, often spin-offs or founder-turned-investors, fill the gap left by larger VCs shifting towards private-equity-like returns, offering agility, alignment, and niche expertise - Forbes

Ray Dalio’s Latest Project: An Online Training Course for Family Office Investors - Ray Dalio has launched a global online course series focused on market principles and strategies tailored for family offices. The program builds on Dalio's decades of experience with Bridgewater Associates and his own family office and integrates lessons from his best-selling books. - Investopedia 

World’s Best Private Banks 2025. A look at Global Finance's awards for the top global private banks. There is also a brief summary of trends in the private banking sector. From banks "moving upmarket" to the transformational impact of tech. There is also a discussion of how private banks are embracing family offices rather than trying to out-compete them - Global Finance

"Fake" Family Offices To Be Squeezed Out With New Benchmark. AYU community network has launched an Approved Family Office (AFO) Programme to combat misrepresentation in the rapidly growing family office sector, providing verified entities with certification to ensure transparency and integrity. The initiative addresses a surge of "fake family offices" exploiting access to exclusive networks, and requires applicant organizations to manage over $50M in wealth and define their structure. - Wealth Briefing 

Startups and small businesses are missing family office funding opportunities. Family offices can offer shorter due diligence periods and long-term investment horizons, making them attractive partners for founders willing to invest time in building trust. Amid declining VC funding, aligning with family offices can not only secure funding but also attract additional investors as a vote of confidence - Insider Media 

Friday’s newsletter is on fractional employees in family offices. It’s a growing trend that has big advantages for both employees and family offices.

Plus our December family office jobs newsletter goes out on Wednesday - you can still share a work opportunity to [email protected] for potential inclusion.

Until then, see you on 𝕏 or LinkedIn.

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