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Family Office Buzz

Family Office Buzz

The power of intra-family loans. More women leading investments at family offices. A next-gen Multi-Family Office in Turkey. How families protect assets through geographic diversification.

Mr FamilyOffice
March 24, 2025

FAMILY OFFICE BUZZ

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

The power of intra-family loans
More women are leading investments at family offices
A next-gen Multi-Family Office in Turkey
Cybersecurity and family offices
How families protect assets through geographic diversification

𝕏 highlights

What it means to be a tax haven.

The concept of “tax havens” is often misunderstood.
Pure tax havens impose zero or negligible taxes.
This would include Cayman, BVI, Monaco etc. but NOT Singapore or even Dubai.
Why is this important?
Because most people don’t realize that they aren’t actually looking for
— Alessandro Palombo (@thealepalombo)
6:57 PM • Mar 19, 2025

The power of intra-family loans.

They're not widely-discussed, but 𝐈𝐧𝐭𝐫𝐚-𝐟𝐚𝐦𝐢𝐥𝐲 𝐋𝐨𝐚𝐧𝐬 are what HNW families use to shift wealth to family members, while paying less in taxes and int rates.
They allow you to:
- help family with cash goals/needs
- arbitrage tax brackets / step-up in basis
-
— Bryan Hasling (@bryanhasling)
6:24 PM • Mar 18, 2025

Words of wisdom.

— Imade. (@ImadeIyamu)
11:26 PM • Mar 16, 2025

Work with experts.

There are 3 skills involved in Generational Wealth:
1. Making money
2. Growing it
3. Keeping it
Most people will not be great at all of them.
Don't be stubborn.
Hire financial experts to help you thrive.
— Dr. Julie Gurner (@drgurner)
8:47 PM • Mar 15, 2025

Why trust in family offices is fundamental.

Chinese businessman alleges $74m theft by Singapore-based family office staff
— The Straits Times (@straits_times)
12:48 PM • Mar 18, 2025

in LinkedIn highlights

The importance of open dialogue for estate planning.

Setting the stage for open dialogue about estate planning: The role of… | Shaun Parkin

Family Office Communication. I attend a lot of family office meetings, usually the Investment Committee or Family Update. But the meetings where it's just the…

www.linkedin.com/posts/shaun-parkin-41973425_setting-the-stage-for-open-dialogue-about-activity-7308275156341116929-bQZ5?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA1yzSABrt3YeH6j8ZoWGuzHBCxo_ASFyww

Four cities that stand out as ideal family office locations.

Where To Locate Your Family Office | Agreus

Are you considering establishing a Family Office? Strategic location selection is crucial. Our latest article explores the popular Family Office destinations:…

www.linkedin.com/posts/agreus_where-to-locate-your-family-office-activity-7309876681891037187-dLmN?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA1yzSABrt3YeH6j8ZoWGuzHBCxo_ASFyww

Cybersecurity and family offices - an ongoing hot topic.

#familyoffice #familyoffices #cybersecurity #technologymanagement… | Family Office Exchange

Grab a coffee or tea and read through the recent addition to our blog from our Media Partner, Crain Currency: Cybersecurity poses real consequences for family…

www.linkedin.com/posts/family-office-exchange_familyoffice-familyoffices-cybersecurity-activity-7308531103345086464-TTsh?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA1yzSABrt3YeH6j8ZoWGuzHBCxo_ASFyww

📰 family office news roundup

More women are leading investments for the likes of Lukas Walton and Len Blavatnik. A growing number of women are leading family offices as billionaires like Sergey Brin and Michael Dell name female chief investment officers of their private investment firms - CNBC

It’s a family affair: inside Hong Kong’s quest to lure the world’s wealthiest clans. Two years ago, Hong Kong introduced eight initiatives to attract wealthy families to set up family offices, offering tax breaks, eased charity rules, and a revamped investment migration scheme. Since then, the city has helped 160 family offices establish operations, with another 150 in the pipeline. The effort is driving increased investment and philanthropy, with only one measure (a planned art storage facility) still pending - South China Morning Post

Why private investors are staying closer to home. Private investors and family offices are snapping up prime real estate in cities like Munich, Paris, and London, driven by local pride, market repricing, and long-term value. Focused on core sectors like office and retail, they’re using their agility and local knowledge to secure rare, high-quality assets at attractive prices - Private Wealth Management

Karman Beyond: a next gen family office. Karman Beyond, founded by Özge Doğan, is Türkiye’s first independent multi-family office, created after she struggled to find suitable wealth solutions for her own family. Now serving multiple families, the firm focuses on asset diversification, estate planning, and next-gen succession. Built on trust, emotional understanding, and financial expertise, Karman Beyond aims to modernize wealth management in Turkey and expand globally in the coming years - Private Banker International

How family offices are adapting to global changes: Family Matters. Family offices are going more global—even as politics lean isolationist—with 80% now having international ties. Citi's Hannes Hofmann says families are focused on protecting assets through geographic diversification, second passports, and risk strategies - Private Wealth Management

Richest woman in Indonesia loses $3.6 billion in three days. After making roughly $350 million a day for three weeks straight, Marina Budiman, the president commissioner of Indonesia’s biggest data center operator, was the nation’s wealthiest woman. Then she lost $3.6B in three days - Bloomberg