Our monthly Family Office Focus newsletter reports on the opportunities and data behind the investment firms of the ultra rich. Read the latest edition and subscribe: https://t.co/YxXjDi8teP https://t.co/Dn7d14AI1n ...

Our monthly Family Office Focus newsletter reports on the opportunities and data behind the investment firms of the ultra rich. Read the latest edition and subscribe: https://t.co/EK3yymqIxX https://t.co/b7evvo8pmk ...

London’s unsettled family office economy has drawn rising investment from wealthy Middle Eastern families in the past 18 months https://t.co/DAWMwG9YAz ...

Howard Schultz, the billionaire former head of Starbucks, has moved to Miami after more than four decades in Seattle, bringing his family office with him. https://t.co/4beDZnF0DD ...

Group 1 - The core viewpoint of the article highlights the significant growth of family offices in Hong Kong, with an estimated 3,384 single-family offices expected to operate by the end of 2025 [1] - As of the end of 2024, the asset and wealth management scale in Hong Kong is projected to reach HKD 35.14 trillion, representing a substantial increase of 45% since 2017 [1] - The number of ultra-high-net-worth individuals in Hong Kong is estimated at 17,215, ranking second globally after New York, which indicates a strong demand for family office services [1] Group 2 - The research indicates that offshore assets from the Asia-Pacific region in Hong Kong family offices amount to USD 1.29 trillion (approximately HKD 10.1 trillion), with the largest share coming from mainland China at USD 555 billion (approximately HKD 4.33 trillion), accounting for 43% of the total [1] - The family office business is experiencing robust growth, with assets from family offices and private trusts in Hong Kong's private banking and wealth management sector expected to reach HKD 1.55 trillion by 2024, an impressive increase of 88% since 2017 [1] - Tax incentives in Hong Kong, which are generally viewed as more flexible compared to Singapore, include no pre-approval requirements and local investment regulations for qualified family offices [1]

Back time now for a look at the 15 most active family offices over the last year. Robert Frank is here at Post 9 and he has the list. They're very active. Very active.Dave, this is a fantastic list. We spent about a year putting it together because this is very hard data to get and it's called the family office 15 and the family office of Eric Schmidt topped that first ever inside wealth family office 15 list. Now the list was developed with exclusive data from FINRX.They're the private wealth intelligence ...

It wasn't that long ago you and I were having a conversation about the Saudi borrowing figures for this year. And I remember one of the elements of the discussion that came up is that they were looking for other sources of funding beyond public markets. This seems to be another perhaps innovative way of them getting and tapping into funding, but from within the kingdom.Absolutely. That's very right. Joanna.So you've really got two key factors that are at play here. And the first is, as you said, around the ...

Core Insights - Angeles Wealth Management has made its first acquisition by purchasing XO Capital, which will lead to the establishment of Angeles Family Office, aimed at affluent families [1][2] - The new family office division will be led by XO Capital's founder Adam Stern as CEO and Jason Oclaray as president [2] - The acquisition is part of Angeles Wealth's strategy to combine XO's family office expertise with its existing wealth management services [3][4] Company Developments - Angeles Wealth Management, based in Santa Monica, California, manages $2.7 billion in assets and is focusing on expanding its services through this acquisition [1] - XO Capital, founded in 2021, had approximately $186 million in client assets at the time of the acquisition [4] - The new family office will provide a range of services including investment management, tax and legal advice, customized financial reporting, and cash-flow management for families with assets in the hundreds of millions [5] Market Context - There is a growing demand for family office services among wealthy families, particularly those facing complex financial issues [4][6] - Other registered investment advisors (RIAs) are also moving to establish dedicated family office divisions or acquire expertise in this area to cater to multi-generational wealth [7] - Recent examples include Prime Capital Financial launching a family office division through acquisition and CI Financial's Corient acquiring a multi-family office [7]

RT Flood (@ThinkingUSD)2025 Year in Review: HungerI’m going into 2026 hungrier than I’ve ever been.I feel like I’ve spent the last five years with a blindfold on. This was the year everything became clear. Maybe it’s just a symptom of getting older; maybe it’s a result of my circumstances changing. I’ve worked so hard that sometimes I look around and wonder where my life went. I’ve become a vessel that other people live through.To all the young grinders out there: Just know it will never be enough. You’ll a ...

Core Insights - Walmart CEO Doug McMillan is set to step down after over a decade, during which the Walton family's wealth has significantly increased [1][3] - The Walton family, heirs to Walmart founder Sam Walton, now has a collective net worth exceeding $450 billion, making them the richest family in America and possibly the world [4] Wealth Creation - The wealth of the Walton family has more than tripled since Doug McMillan became CEO in 2014 [3] - Each of Sam Walton's children—Jim, Rob, and Alice—has a net worth of over $135 billion, while grandson Lucas Walton is valued at $48 billion [4] Investment Structure - Walton Enterprises, the family office, manages the majority of the family's 45% ownership in Walmart and has a portfolio that includes over $4 billion in standard ETFs and bonds [5] - Individual family members also manage their own investment strategies, with Rob Walton's Madrron Capital being a notable investor in StubHub [6] Generational Transition - The Walton family has expanded their voting power in Walmart from three to eleven family members as they prepare for the third generation [7]