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Family Office Buzz

Family Office Buzz

Loyalty vs. talent. Private members' clubs. Flip-flopping bosses. Dubai momentum.

Mr FamilyOffice & Mr FO
January 13, 2025

FAMILY OFFICE BUZZ

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

The wealth whisperers who save super-rich families from themselves
The Ferrero Rocher family
How billionaire wealth has evolved over the last decade
Record-breaking bespoke sales drive £300m Rolls-Royce expansion
An interview with the head of the Zell Family Office
Arguably the best and simplest career advice yet

𝕏 highlights

Introducing the Ferrero Rocher family.

This family runs one of the world's most successful empires—but no one talks about them.
With $17.7 billion turnover in 2023, Hershey, Cadbury, and Lindt envy their success.
Here's the full story behind Ferrero Rocher—the most powerful chocolate brand in the world: 🧵
— Dickie Bush 🚢 (@dickiebush)
1:52 PM • Jan 9, 2025

How billionaire wealth has evolved over the last decade.

📊 Chart of the Month
With the release of the latest UBS Billionaire Ambitions Report 2024 we look back at how regional billionaire wealth has evolved over the past decade.
— GPFO (@GPFOffices)
2:58 PM • Jan 2, 2025

Spain is ending its Golden Visa program.

Americans have been flocking to Spain in recent years, but the county is ending it's golden visa program
— Bloomberg Wealth (@wealth)
10:05 AM • Jan 10, 2025

How to introduce yourself.

Here is a practical framework you can leverage to introduce yourself with confidence in any context, online or in-person.
— Harvard Business Review (@HarvardBiz)
7:16 PM • Jan 12, 2025

And finally, some excellent career advice.

the only career advice i have is make every decision that moves you closer to not having to be on linkedin
— dax (@thdxr)
3:14 AM • Jan 5, 2025

in LinkedIn highlights

The first UBS Family Office Quarterly for 2025 is out.

Family offices are evolving with multiple challenges and opportunities for…

Family offices are evolving with multiple challenges and opportunities for leaders. Discover how taking a modern approach to structuring and managing family…

www.linkedin.com/posts/ubs_family-offices-are-evolving-with-multiple-activity-7282033214666227714-lono?utm_source=share&utm_medium=member_desktop

An interview with the head of the Zell Family Office.

Zell Family Office head: Wealth Is ‘Concentrated Potential’

Scott Peppet is a major thought leader in the field of looking at families with significant financial capital through a well thought through qualitative lens.…

www.linkedin.com/feed/update/urn:li:activity:7282623249824235520?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7282623249824235520%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29

A good list of family office podcasts.

Here is an aggregated compendium of Family Office podcasts based on… | 17 comments

Here is an aggregated compendium of Family Office podcasts based on comments from my prior post (in no particular order). Any must listen shows that I am… | 17 comments on LinkedIn

www.linkedin.com/posts/brian-c-adams_here-is-an-aggregated-compendium-of-family-activity-7281681152963145728-zaFZ?utm_source=share&utm_medium=member_desktop

📰 family office news roundup

The Wealth Whisperers Who Save Super-rich Families from Themselves. This wide ranging article explores the challenges and dynamics of inheriting extreme wealth, including its psychological burdens, family conflicts, and societal responsibilities. The Economist

Cracking the Family Office Code: How to Win Over These Powerful Investors. In case you missed it - my recent interview giving family office industry insights on trends, misconceptions, and strategies to help GPs align with family office priorities and raise their next fund. LP Blueprint

Trends In The Family Office Space: A Tax Lawyer's Perspective. A tax lawyer outlines his view on family office trends, with a lot of focus on compliance with international regulations, customized risk management, and leveraging both in-house expertise and outsourced services to optimize costs. Financial Advisor Magazine

Record-breaking luxury bespoke sales drive £300 million Rolls-Royce expansion.The demand for bespoke cars is driving sales at Rolls Royce. The British luxury car manufacturer has announced a £300 million expansion of its Goodwood facility to meet the growing demand for bespoke luxury vehicles. Customization includes 18-carat gold sculptures, intricate wood veneers, and holographic paint finishes. Spears

Putting Expertise Under One Roof For UHNW Families – In Conversation With Ascent. An interview with Ascent Private Capital Management. Ascent emphasizes facilitating open family discussions on wealth, values, and estate planning while preparing heirs for future responsibilities. Proactive planning and education are central to their strategy, ensuring clarity and peace of mind. Family Wealth Report

Hong Kong may extend tax exemptions for private funds and family office investments. Hong Kong is refining its tax regimes to attract more funds and family offices by expanding the unified fund exemption (UFE), the family-owned investment holding vehicle (FIHV) exemption, and carried interest tax concessions. Step

The week ahead will see the Careers newsletter on Wednesday and it will be a deep dive on Multi-Family Offices on Friday.

Until then, see you on 𝕏 or LinkedIn.

𝕏 @MrFamilyOffice

in LinkedIn

✉️ [email protected]

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