Mr Family Office
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Looking back and looking forward

Looking back and looking forward

Mr FamilyOffice
December 29, 2023

Looking back and looking forward

This week I’m looking back on the 2023 newsletters and asking what you want in 2024

It’s been said that newsletters are like shouting into the void - there’s no direct feedback

I know that around 2/3 of the newsletters get opened, which feels like a good metric, but I have no idea how each is received

So this week I’m looking back on the newsletters and asking for your feedback. Which ones did you like? Which were a waste of time and what do you want to see more of?

Here are the 2023 newsletters:

_{7 Family Office Investor Archetypes}

🔹 Endowment Portfolio Archetype

🔹 Direct Investment Portfolio Archetype

🔹 Real Estate Portfolio Archetype

🔹 Stock Market Archetype

🔹 Impact Investment Archetype

🔹 Hybrid Portfolio Archetype

_{13 reasons Family Offices Pass on Deals}

Why Family Offices say “no”

_{Key Man Risk in Family Offices}

You don’t notice Key Man Risk until it’s too late

A look at the challenges of key man risk in family offices and the techniques that can mitigate the risks

_{Should Venture Capital be worried about Family Offices?}

This was a collaboration with Confluence VC Newsletter

> Should Venture Capital be worried about Family Offices?

> Guest posting: 99 brutally honest takeaways from working in venture capital

_{Family Office Asset Allocations}

Latest survey results on allocations

Single Family Offices - all you need to know

This newsletter got back to basics and discussed SFOs

🔹 The functions

🔹 The org chart

🔹 The different types of SFOs

_{The secrets of connecting with Family Offices}

➡️ How to approach family offices

➡️ How to find family offices

_{Wealth Strategies: Private Trust Companies}

🔹 Estate planning

🔹 Asset protection

🔹 Tax efficiency

🔹 Wealth management

🔹 Legacy preservation

_{Building a legacy: Your family story}

This was a deep dive into family history and legacy

📖 Memoirs/biographies

🎥 Videos/interviews

📷 Photo books

✉️ Letters

🕰️ Heirlooms

_{Inside the eight-figure Canadian Virtual Family Office}

👔 The Principal

📜 The Origin Story

📈 What they are working on

🌱 Supporting the next gen

🧑‍🎓 Lessons in generational wealth

💻 The Tech

_{Virtual Family Offices}

🔹 Open a family office with as little as $30M

🔹 VFOs defined

🔹 The role of a VFO

🔹 The tech

_{Introducing the Mr Family Office Newsletter}

The start!

So let me know which ones worked for you - are there topics you want to hear more about? What was useful? What do you want to see hitting your inboxes in 2024?

𝕏 highlights

1962
32 years old
Net worth <$1M million
But this guy is smart and measured
He’ll go far
— Mr Family Office (@MrFamilyOffice)
8:01 AM • Nov 12, 2023

Some gems from Felix Dennis

The Eight Secrets to Getting Rich
- the Felix Dennis way:
1. Analyze your need. Desire is insufficient. Compulsion is mandatory
2. Cut loose from negative influences. Never give in. Stay the course
3. Ignore "great ideas." Concentrate on great execution
4. Focus. Keep your… twitter.com/i/web/status/1…
— Mr Family Office (@MrFamilyOffice)
1:03 PM • Nov 8, 2023