#  @MrFamilyOffice Mr Family Office Simon Cowell, a billionaire with a $600 million net worth, plans to leave his wealth to charities for children or dogs rather than his son, sparking discussions on inheritance and wealth transfer. This decision has generated interest and debate among family office professionals and enthusiasts. Cowell's stance on not passing down wealth to the next generation has become a notable topic in the industry. ### Engagements: [------] [#](/creator/twitter::1615285773418258432/interactions)  - [--] Week [-------] -26% - [--] Month [-------] -69% - [--] Months [----------] +975% - [--] Year [----------] +60% ### Mentions: [--] [#](/creator/twitter::1615285773418258432/posts_active)  - [--] Week [--] -42% - [--] Month [--] -96% - [--] Months [-----] +575% - [--] Year [-----] +224% ### Followers: [------] [#](/creator/twitter::1615285773418258432/followers)  - [--] Week [------] +0.28% - [--] Month [------] +1.50% - [--] Months [------] +13% - [--] Year [------] +29% ### CreatorRank: [-------] [#](/creator/twitter::1615285773418258432/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 29.13% [stocks](/list/stocks) 11.65% [financial services](/list/financial-services) #1467 [countries](/list/countries) 4.85% [travel destinations](/list/travel-destinations) 2.91% [currencies](/list/currencies) 2.91% [luxury brands](/list/luxury-brands) 1.94% [fashion brands](/list/fashion-brands) 1.94% [celebrities](/list/celebrities) 1.94% [nhl](/list/nhl) 0.97% **Social topic influence** [asset allocation](/topic/asset-allocation) 8.74%, [the world](/topic/the-world) 8.74%, [in the](/topic/in-the) 7.77%, [money](/topic/money) 7.77%, [investment](/topic/investment) 4.85%, [the most](/topic/the-most) 3.88%, [whats the](/topic/whats-the) 3.88%, [ai](/topic/ai) 2.91%, [staff](/topic/staff) 2.91%, [wealthy](/topic/wealthy) 2.91% **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@fountainlifehq](/creator/undefined) [@aimerystratcap](/creator/undefined) [@ericbahn](/creator/undefined) [@investmentbankg](/creator/undefined) [@solana](/creator/undefined) [@pavy14](/creator/undefined) [@gccooke](/creator/undefined) [@ibuild](/creator/undefined) [@privatequityguy](/creator/undefined) [@juliusbaer](/creator/undefined) [@hhorsley](/creator/undefined) [@business](/creator/undefined) [@handicappadonna](/creator/undefined) [@espnf1](/creator/undefined) [@geirjordet](/creator/undefined) [@moneycruncher](/creator/undefined) [@signulll](/creator/undefined) [@realest](/creator/undefined) [@interiorporn1](/creator/undefined) **Top assets mentioned** [Morgan Stanley (MS)](/topic/morgan-stanley) [Solana (SOL)](/topic/solana) [Stifel Financial Corp. (SF)](/topic/$sf) [Charles Schwab Corporation (SCHW)](/topic/charles-schwab) [Ameriprise Financial, Inc. (AMP)](/topic/ameriprise) ### Top Social Posts Top posts by engagements in the last [--] hours "Latest Family Office Asset Allocation JP Morgan [----] Global Family Office Report Risk still rules: 70% of portfolios sit in equities and private markets Private capital is core: 31% allocation PE real estate majority-owned deals dominate private exposure Hedge funds remain sidelined (5%) US family offices swing harder: more privates less fixed income Family offices look institutional: long-term capital alt-heavy patient 🔽 US asset allocation 🔽 International asset allocation https://twitter.com/i/web/status/2018346635441414565 https://twitter.com/i/web/status/2018346635441414565" [X Link](https://x.com/MrFamilyOffice/status/2018346635441414565) 2026-02-02T15:31Z 57.9K followers, 96.6K engagements "Family Office Buzz today: A major shortfall in US wealth managers The billionaire shipping family riding the storm Inside a $14bn family office Vancouver Canucks owners embroiled in family fight The succession battle over a trillion Ugandan Shilling estate $10M $100M and $1bn lifestyle Ten mistakes in a family office structure (and how to fix them) JP Morgan can help you find a private jet or butler Global family offices upbeat (Citi report) Managing wealth amongst political instability Reliable compensation data as a business tool Family office surge testing Asia talent supply How family" [X Link](https://x.com/MrFamilyOffice/status/1970084028280721431) 2025-09-22T11:13Z 57.8K followers, 19.9K engagements "Friday's newsletter. it's a big one The state of Family Offices in [----] From AUM and asset allocation to team size tech co-invests governance and where family offices are really heading" [X Link](https://x.com/MrFamilyOffice/status/2011810160990183887) 2026-01-15T14:38Z 57.7K followers, [----] engagements "Family offices stress-test portfolios model financial risk and obsess over downside protection But the biggest unmanaged risk on the balance sheet is usually ignored: Health Fountain Life global leader in precision longevity have written a Thought Leadership piece for us It examines how precision medicine and AI can turn healthcare from reactive damage control into proactive risk management https://twitter.com/i/web/status/2014361194140696864 https://twitter.com/i/web/status/2014361194140696864" [X Link](https://x.com/MrFamilyOffice/status/2014361194140696864) 2026-01-22T15:35Z 57.8K followers, [----] engagements "The game is moving on If wealth advisors don't understand how the next gen wants to engage their time is already up According to Capgemini: 📊 71% of wealth management executives say next-gen HNWIs prefer digital-first services 📱 Millennials prefer mobile apps for transactions & portfolios 👔 Baby boomers (78%) still favor face-to-face meetings 💻 Video and web calls boost trust clarity & engagement ☎ The phone is dying https://twitter.com/i/web/status/2016511728838689045 https://twitter.com/i/web/status/2016511728838689045" [X Link](https://x.com/MrFamilyOffice/status/2016511728838689045) 2026-01-28T14:00Z 57.8K followers, 13.1K engagements "problems with the in-laws" [X Link](https://x.com/MrFamilyOffice/status/2018035622125212007) 2026-02-01T18:56Z 57.8K followers, 42.8K engagements "US asset allocation:" [X Link](https://x.com/MrFamilyOffice/status/2018346638327030052) 2026-02-02T15:31Z 57.8K followers, [----] engagements "International asset allocation:" [X Link](https://x.com/MrFamilyOffice/status/2018346641099468866) 2026-02-02T15:31Z 57.8K followers, [----] engagements "The recent article by @fountainlife_hq has hit a nerve The Biological Balance Sheet: Why health needs to be considered the new asset class What do you think Should family offices provide health or longevity-related services Yes like any asset Maybe depends on family No irrelevant Yes like any asset Maybe depends on family No irrelevant" [X Link](https://x.com/MrFamilyOffice/status/2018549613838643674) 2026-02-03T04:58Z 57.7K followers, [----] engagements "For more on this @solana has written an article for us: Visa Brings Stablecoin Integration Into The Mainstream https://www.mrfamilyoffice.com/p/visa-brings-stablecoin-integration-into-the-mainstream https://www.mrfamilyoffice.com/p/visa-brings-stablecoin-integration-into-the-mainstream" [X Link](https://x.com/MrFamilyOffice/status/2018719458659901741) 2026-02-03T16:13Z 57.7K followers, [----] engagements "Family Offices double down on private markets FOs are putting more cash to work in private investments Drawdown funds are still the main way in used by 67% of family offices globally Direct control investing is common: 64% hold direct control minority stakes and 49% hold majority positions Fund-of-funds strategies are used by 40% of FOs 35% invest through evergreen funds Bigger offices lean harder into drawdowns rising from 26% for those under $250m AUM to 44% for those above $1bn Nearly half of FOs put more than half of their private investments into direct control positions (majority or" [X Link](https://x.com/MrFamilyOffice/status/2019380493796667577) 2026-02-05T12:00Z 57.8K followers, [----] engagements "Today's newsletter: Benchmarking Family Offices How family offices actually compare Family office jobs in NY Houston and Chicago Watch: a deep dive on Privates benchmarking Latest family office data from JP Morgan Books: family values Podcasts: build wealth minimize financial stress and buy freedom [--] noon EST Free direct to your inbox Join 10.5k+ family office subscribers https://twitter.com/i/web/status/2019745810540335605 https://twitter.com/i/web/status/2019745810540335605" [X Link](https://x.com/MrFamilyOffice/status/2019745810540335605) 2026-02-06T12:11Z 57.8K followers, [----] engagements "The [--] wealthiest families in the world - dynatstic wealth - shared across multiple relatives - handed down through generations [--]. Wertheimer Family Custodians of the Chanel empire the Wertheimers have built one of the most valuable luxury franchises in the world Estimated wealth: $86bn Family members: Multigeneration family ownership Source of wealth: Chanel (luxury fashion) and wine estates Major investments: Global luxury retail vineyards https://twitter.com/i/web/status/2009998247251661123 https://twitter.com/i/web/status/2009998247251661123" [X Link](https://x.com/MrFamilyOffice/status/2009998247251661123) 2026-01-10T14:38Z 57.9K followers, [----] engagements "Most clicked job in yesterday's newsletter: Chief of Staff Rockerfeller Global Family Office New York On site Full time $225-275k per year" [X Link](https://x.com/MrFamilyOffice/status/2020145524829987064) 2026-02-07T14:40Z 57.9K followers, 16.9K engagements "The legendary Milken Global conference closed yesterday [--] must-watch sessions for Family Offices:" [X Link](https://x.com/MrFamilyOffice/status/1920436454456508570) 2025-05-08T11:11Z 57.9K followers, 54.3K engagements "@AimeryStratCap Ask JP Morgan" [X Link](https://x.com/MrFamilyOffice/status/2021710174109552868) 2026-02-11T22:17Z 57.9K followers, [--] engagements "what's the best way to meet wealthy people" [X Link](https://x.com/anyuser/status/1897675386437226551) 2025-03-06T15:47Z 57.9K followers, 1.2M engagements "Simon Cowell (66) plans to leave no assets to his son I dont believe in passing down from generation to generation. His $600 million net worth will go to children's or dog's charities Im not too interested in money but I dont aim to have some pot of gold for my son. Ill take what my folks stated College will be paid for and then you must start" [X Link](https://x.com/MrFamilyOffice/status/1983504087074095506) 2025-10-29T12:00Z 57.9K followers, 51.3M engagements "5 key takeways from the [----] JP Morgan Family Office Report:" [X Link](https://x.com/MrFamilyOffice/status/2018687165904093591) 2026-02-03T14:05Z 57.9K followers, 13.7K engagements "74% of family offices are crypto-curious (BNY 2025) but serious crypto allocations haven't followed 89% have zero crypto exposure according to the [----] JP Morgan family office report released yesterday Volatility is a main blocker so could stablecoins bridge the gap They're already a $300B market expected to hit $2T in the next two years And payments giant Visa just took a big step to integrate them into mainstream finance Could stablecoins be the on-ramp for family offices https://twitter.com/i/web/status/2018719456231317725 https://twitter.com/i/web/status/2018719456231317725" [X Link](https://x.com/MrFamilyOffice/status/2018719456231317725) 2026-02-03T16:13Z 57.9K followers, [----] engagements "NatWest beats Barclays to acquire Evelyn Partners one of the UKs largest wealth managers" [X Link](https://x.com/MrFamilyOffice/status/2020761807590129894) 2026-02-09T07:28Z 57.9K followers, [----] engagements "The wealthiest people in history but measured by the Gold Standard 1999: Bill Gates: $100bn gold at $278 360m oz 2026: Elon Musk: $852bn gold at $4900 174m oz At his peak Gates was worth more than 2x Musk in real terms" [X Link](https://x.com/MrFamilyOffice/status/2020918347328520492) 2026-02-09T17:50Z 57.9K followers, 30.3K engagements "A lot of family offices are moving away from traditional trusts for wealth preservation SPVs Private Funds and hybrid structures are filling the void Its part of a broader shift: families want structures that are more flexible more global and actually fit how they invest today not ones designed for a private-bank playbook from [--] years ago. Increasingly theyre working with partners who can help with: bespoke investment structures smooth cross-border execution operating-company support real investment committees and dealflow Andreas Hadjioannou at Nomus Capital has written a Thought Leadership" [X Link](https://x.com/MrFamilyOffice/status/2021192434181402639) 2026-02-10T12:00Z 57.9K followers, [----] engagements "Wealth Management stocks took a major hit yesterday As Alturist launches a personalized tax AI tool Wall Street started dumping traditional advisory platforms Charles Schwab: [---] % to [----] % Raymond James Financial: [----] % to [----] % LPL Financial Holdings: [----] % to [---] %+ Morgan Stanley: [----] % Ameriprise Financial: [----] % to [----] % Stifel Financial: [----] % Piper Sandler Companies: [----] %" [X Link](https://x.com/MrFamilyOffice/status/2021525078710645173) 2026-02-11T10:01Z 57.9K followers, 23.4K engagements "@pavy14 But stock prices represent long term expectations" [X Link](https://x.com/MrFamilyOffice/status/2021542204905279919) 2026-02-11T11:09Z 57.9K followers, [---] engagements "Where Family Offices are placing their bets Asset classes family offices plan to increase exposure to in the next [----] months Private Equity leads the way: 37% plan to increase allocations Private markets dominate: Real estate (30%) growth equity/VC (29%) private credit (29%) secondaries (28%) infrastructure (24%) Equities still in favour: Europe/UK (33%) U.S. large caps (28%) U.S. mid/small caps (21%) Limited fixed income appetite: Only investment-grade bonds (19%) make the top [--] source: JP Morgan Global Family Office Report [----] https://twitter.com/i/web/status/2021554812328771706" [X Link](https://x.com/MrFamilyOffice/status/2021554812328771706) 2026-02-11T12:00Z 57.9K followers, 21K engagements "Schroders founding family sell up after [---] years" [X Link](https://x.com/MrFamilyOffice/status/2021917739137311129) 2026-02-12T12:02Z 57.9K followers, 33.1K engagements "Barriers to Setting Up a Family Office: As per the latest Julius Baer & PwC Family Barometer [----] 40.8% cited cost as the primary obstacle to creating a family office 29.5% said complexity of management is a major barrier 28.3% said wealth not large enough 22.9% mentioned lack of perceived benefits 9.7% said everything already managed by a bank https://twitter.com/i/web/status/1981031935750393928 https://twitter.com/i/web/status/1981031935750393928" [X Link](https://x.com/MrFamilyOffice/status/1981031935750393928) 2025-10-22T16:16Z 57.8K followers, [----] engagements "Most read in yesterday's email: [--]. How tech is replacing private banks [--]. Tell me how rich you are without telling me [--]. The value of family values [--]. Julius Baer Family Barometer report [--]. The UAE exodus [--]. Former Qatar leader's FO is hiring [--]. [--] Catastrophic risks of family offices @gccooke @ibuild @PrivatEquityGuy @juliusbaer @HHorsley @business https://twitter.com/i/web/status/1983126612162871532 https://twitter.com/i/web/status/1983126612162871532" [X Link](https://x.com/MrFamilyOffice/status/1983126612162871532) 2025-10-28T11:00Z 57.8K followers, [----] engagements "whats the best use of FU-money" [X Link](https://x.com/MrFamilyOffice/status/1987587098254217519) 2025-11-09T18:24Z 57.8K followers, 127.6K engagements "What assets make up wealth distribution by net worth source: Federal Reserve Survey of Consumer Finance / Visual Capitalist" [X Link](https://x.com/MrFamilyOffice/status/2015446784508674381) 2026-01-25T15:28Z 57.7K followers, 12.6K engagements "Why do we still ignore cybersecurity This week we had an early look at Deloitte Private's latest Family Business Cybersecurity report We spoke to Dr. Rebecca Gooch Global Head of Insights at Deloitte Private Today's newsletter: Why Do We Still Ignore Cybersecurtiy Family office jobs in Dallas La Jolla CA and Miami Books: How Warren Buffett's culture lives on Podcast: from Olympic Hockey to $46B CIO Watch: the scandals that haunt billionaire dynasties : how family offices spend their time the digital revolution in family offices Sponsored this week by @fountainlife_hq" [X Link](https://x.com/MrFamilyOffice/status/2017207163639509137) 2026-01-30T12:04Z 57.7K followers, [----] engagements "Recruiting and retaining family office staff is harder than you think" [X Link](https://x.com/MrFamilyOffice/status/2017667697556000810) 2026-01-31T18:34Z 57.7K followers, [----] engagements "working for a family office makes your network smaller year by year Maybe a valid charge in the past but no longer holds true There are more family office networks and communities than ever Done right your network should expand with exceptionally smart well connected people - The decision makers of the world - Serious capital allocators - Pioneering entrepreneurs Your network is what you make it" [X Link](https://x.com/MrFamilyOffice/status/2017956830350094427) 2026-02-01T13:42Z 57.7K followers, [----] engagements "Early in my career I worked with a banker who had a tactic he used to devastating effect I don't know if it was because English was his second language or if he was just smarter and more confident than me. Probably the latter He was supremely comfortable with silences Like most people I was not So whenever there was a void I would talk to fill it He would ask a question I would answer disclosing the information I intended silence I kept talking silence I talked some more I would end up clumsily repeating myself and divulging far more than I planned It took me a while to grasp what was" [X Link](https://x.com/anyuser/status/1676931292758175744) 2023-07-06T12:29Z 57.9K followers, 425.5K engagements "'OK Boomer' trigger warning. 🚨🚨 Everywhere I look I see young people prioritizing work-life balance over career ambition I see recruitment problems in so many professions - law banking accounting audit The latest example I saw is a Head of Legal at a multi-family office doing entry-level legal research and filing papers because she can't hire a junior lawyer Maybe I'm just old school but when you're young shouldn't you have the energy to live your life and pursue a career You can sleep later on" [X Link](https://x.com/anyuser/status/1704148593186160934) 2023-09-19T15:01Z 57.9K followers, 561K engagements "I was on an early morning portfolio review call with an investment bank today I'm always struck by how cold and clinical these guys can be in the face of world events "The events in the Middle East" And then straight into portfolio implications the macroeconomic impact scenario planning to protect and grow capital Nothing on the human cost the tragedy the injustice I'm not saying they should be commenting on the human toll. They are doing their job and doing it well But it still feels cold how quickly bankers shift to the financial ramifications of tragic events" [X Link](https://x.com/anyuser/status/1711352141044981927) 2023-10-09T12:05Z 57.9K followers, 919.3K engagements "My daughter went down a social media rabbit hole that changed her life forever As Florida bans social media for under 14s I feel I should share her story At the age of 11/12 we gave our daughter her first phone. Before long she had discovered TikTok Somehow she ended up in a sub-community that I had never heard of. A sub-community that has quietly amassed billions of views worldwide. A community that would change her entire character and behavior BookTok BookTok is a subculture devoted to book reviews recommendations and literary discussions Since discovering BookTok my daughter has literally" [X Link](https://x.com/anyuser/status/1772612713975292392) 2024-03-26T13:12Z 57.9K followers, 203.2K engagements "@Handicappadonna Not sure I agree Hes created more joy than 99.9% of the world" [X Link](https://x.com/anyuser/status/1776688202159362184) 2024-04-06T19:07Z 57.9K followers, 239K engagements "Awkward amount to inherit: $5 million Greg: I'm good anyway cuz uh my so I was just talkin' to my mom and she said apparently he'll leave me five million anyway so I'm golden baby Connor: You can't do anything with five Greg. Five's a nightmare Greg: Is it Connor: Oh yeah. Can't retire. Not worth it to work. Oh yes five will drive you un poco loco my fine feathered friend Tom: The poorest rich person in America. The world's tallest dwarf Connor: The weakest strong man at the circus" [X Link](https://x.com/anyuser/status/1790064391624225017) 2024-05-13T16:59Z 57.9K followers, 758.2K engagements "Monaco is a fantastic location for UHNW individuals and family offices But there are other great places: Bahamas🌴 Belgium🍫 Bermuda🏝 Boston🏫 California🌞 Cayman Islands🏦 Channel Islands🐄 Dallas🤠 Dubai🏙 Florida🏖 Greece🏛 Hong Kong🏢 Houston🚀 Italy🍝 Liechtenstein🏰 London🎡 Luxembourg💼 Miami🌴 New York🗽 Puerto Rico🌺 Panama🛳 Singapore🏙 Spain🎨 Switzerland🕵♂ Sydney🐨 Tennessee🎸 Tokyo🗼 Toronto🍁 Wyoming🦬 (this happens to be the topic of my latest newsletter and next week's newsletter)" [X Link](https://x.com/anyuser/status/1792627449852756447) 2024-05-20T18:44Z 57.9K followers, 769.2K engagements "@ESPNF1 There is no better place in the world to watch cars not overtaking each other" [X Link](https://x.com/anyuser/status/1794356454998388892) 2024-05-25T13:14Z 57.9K followers, 35K engagements "Whats the best hobby to meet rich people" [X Link](https://x.com/anyuser/status/1799469334559097015) 2024-06-08T15:51Z 57.9K followers, 644.1K engagements "a guy casually sparked up a cigarette on my Zoom call today" [X Link](https://x.com/anyuser/status/1801281585267835139) 2024-06-13T15:52Z 57.9K followers, 250.5K engagements "@GeirJordet Truly insightful. I usually learn precisely nothing from tired cliched sports commentary - this was fascinating And a timely reminder that just because things are done in a certain way doesnt mean that its the right way" [X Link](https://x.com/anyuser/status/1810342570213494976) 2024-07-08T15:57Z 57.9K followers, 238.1K engagements "He's worth USD [---] billion he loves spearfishing he's Trump to the core The audacious Project Harmony could make the 52-year-old one of the most powerful men in the world" [X Link](https://x.com/anyuser/status/1816794506806620442) 2024-07-26T11:15Z 57.9K followers, 396K engagements "@money_cruncher Really interesting. Non-partisan a fascinating insight. Please do more of these" [X Link](https://x.com/anyuser/status/1818719289106629021) 2024-07-31T18:44Z 57.9K followers, 76.3K engagements "Asset allocation at Family Offices allocation by assets under supervision: source: JP Morgan 2024" [X Link](https://x.com/anyuser/status/1819968313713213843) 2024-08-04T05:27Z 57.9K followers, 223.9K engagements "@signulll In moderation But imagine replacing the wine with Dr Pepper in this scene" [X Link](https://x.com/anyuser/status/1827251538399490556) 2024-08-24T07:48Z 57.9K followers, 69.7K engagements "Let's say you have a son who is totally entrepreneurial He's [--] and has zero interest in university He wants to get out there into the world and build something Would you support him financially for say three years Back his ventures pay his living costs Parents will happily ship tens of thousands to support their kids at university. But should they back their kids' entrepreneurial pursuits It's arguably a better life education" [X Link](https://x.com/anyuser/status/1832812700004446525) 2024-09-08T16:06Z 57.9K followers, 195.8K engagements "whats the most obscene display of wealth you have seen" [X Link](https://x.com/anyuser/status/1835292394201243692) 2024-09-15T12:19Z 57.9K followers, 25.9M engagements "@realest Signs were in a bubble" [X Link](https://x.com/anyuser/status/1835312841399714045) 2024-09-15T13:40Z 57.9K followers, 111.9K engagements "Family Office Asset Allocation Public equities increased from 22% to 28% in 2024.- Fixed income rose from 16% to 18% The rise in public equities was due to cash deployment and continued market recovery from [----] lows Private equity decreased from 22% to 17% likely due to slower valuation adjustments Real estate (direct and via funds) fell from 17% to 14% impacted by interest rate hikes and industry challenges post-COVID Cash (12%) hedge funds (4%) and private credit (3%) remained steady source: Citi Private Bank Global Family Office Survey [----] Below: - AUM differences - Regional differences" [X Link](https://x.com/anyuser/status/1845895425695404463) 2024-10-14T18:32Z 57.9K followers, 83.7K engagements "scenes over on Reddit 👀" [X Link](https://x.com/anyuser/status/1852706371663229222) 2024-11-02T13:36Z 57.9K followers, 217.5K engagements "whats a tell-tale sign of new money" [X Link](https://x.com/anyuser/status/1858898586559225892) 2024-11-19T15:42Z 57.9K followers, 407.9K engagements "Financial Times MBA rankings" [X Link](https://x.com/anyuser/status/1891227763245305973) 2025-02-16T20:46Z 57.9K followers, 1.1M engagements "Wage slavery in a Gucci suit" [X Link](https://x.com/anyuser/status/1909973868141334726) 2025-04-09T14:17Z 57.9K followers, 173.7K engagements "the typical cost to run a family office the typical size of family office teams JP Morgan Family Office Report" [X Link](https://x.com/anyuser/status/1913991524779467220) 2025-04-20T16:21Z 57.9K followers, 84.8K engagements "How many MBAs in this list:" [X Link](https://x.com/anyuser/status/1919001561897873499) 2025-05-04T12:10Z 57.9K followers, 356K engagements "The Single Family Office:" [X Link](https://x.com/anyuser/status/1919801698656112893) 2025-05-06T17:09Z 57.9K followers, 56.6K engagements "Asset class performance source: Blackstone Essentials Private Markets 2025" [X Link](https://x.com/anyuser/status/1927681259750531133) 2025-05-28T11:00Z 57.9K followers, 57.1K engagements "A thought experiment: a micro-family office $20 million AUM Self-managed outsourced fractional roles leaning into tech What do you think This will be the topic of tomorrow's newsletter" [X Link](https://x.com/anyuser/status/1933126573479088475) 2025-06-12T11:37Z 57.9K followers, 200.4K engagements "the S&P party is over - hedge fund manager in my DMs" [X Link](https://x.com/anyuser/status/1933934880863248771) 2025-06-14T17:09Z 57.9K followers, 68.7K engagements "Family Offices are struggling to recruit and retain staff And it's not down to comp: 78% of family offices reported difficulties in hiring staff 54% of family offices reported difficulties in retaining staff Large family offices reported an average turnover of one employee every [--] months Only 26% cited compensation as the biggest challenge 55% of respondents cited lack of clear career paths" [X Link](https://x.com/anyuser/status/1934204244904579554) 2025-06-15T11:00Z 57.9K followers, 64.8K engagements "UBS Millionaire Index Distribution of USD millionaires around the world:" [X Link](https://x.com/anyuser/status/1936397860293243369) 2025-06-21T12:16Z 57.9K followers, 70.8K engagements "Family office Asset Allocation Regional variations source: PWC Global Family Office Report 2025" [X Link](https://x.com/anyuser/status/1941830488164831380) 2025-07-06T12:04Z 57.9K followers, 67.7K engagements "@INTERIORPORN1 Need What I need is less of this AI crap that makes no sense when you look at it" [X Link](https://x.com/anyuser/status/1944823783577010615) 2025-07-14T18:18Z 57.9K followers, [----] engagements "Some jaw-dropping numbers around Family Office growth" [X Link](https://x.com/anyuser/status/1954165240003719474) 2025-08-09T12:57Z 57.9K followers, 54.3K engagements "Family Offices" [X Link](https://x.com/anyuser/status/1956701141363753468) 2025-08-16T12:54Z 57.9K followers, 42.5K engagements "whats easier" [X Link](https://x.com/anyuser/status/1959352055094788515) 2025-08-23T20:28Z 57.9K followers, 380.3K engagements "You've just banked $50 million How do you manage it: Private bank Multi-Family Office Self-manage" [X Link](https://x.com/anyuser/status/1960667554306736323) 2025-08-27T11:35Z 57.9K followers, 171.4K engagements "The problem with spending money: it creates work" [X Link](https://x.com/anyuser/status/1964289748488409471) 2025-09-06T11:29Z 57.9K followers, 645K engagements "A profile of wealthy America Those with at least $3M of investable assets:" [X Link](https://x.com/anyuser/status/1968787867943239754) 2025-09-18T21:23Z 57.9K followers, 154.4K engagements "an Excel horror show 1/3" [X Link](https://x.com/anyuser/status/1976029528452665511) 2025-10-08T20:58Z 57.9K followers, 100.3K engagements "Two awesome book recommendations lately The Dealmaker by Guy Hands recommended by @TheIcahnist and The Art of Spending Money by @morganhousel recommended by The Entirety of Individually powerful but they pair exceptionally well The Dealmaker is a fascinating account of British PE pioneer Guy Hands. It chronicles a lifetime of PE deals at Nomura his own firm Terra Firma and later through the Hands Family Office For anyone involved in dealmaking the book is undoubtedly inspiring but Hands is also brutally honest about the sacrifices he made along the way Time away from his children his wife." [X Link](https://x.com/anyuser/status/1978795560099262537) 2025-10-16T12:10Z 57.9K followers, 57.2K engagements "Family Office functions" [X Link](https://x.com/anyuser/status/1983171827951382747) 2025-10-28T13:59Z 57.9K followers, 44.6K engagements "@ericbahn 😂 you win observation of the day Eric" [X Link](https://x.com/anyuser/status/1983544581410214157) 2025-10-29T14:40Z 57.9K followers, 580K engagements "@skylarromines Absolutely his decision But bad luck or bad decisions can have a devastating impact if you dont have a safety net I would be heartbroken at the thought of my kids or eventually grandkids suffering unnecessarily" [X Link](https://x.com/anyuser/status/1983550596037710294) 2025-10-29T15:04Z 57.9K followers, 788.5K engagements "Everyone should do what they like with their money But in my opinion the disinheritance movement has it all wrong: - It fetishizes the struggle - Its simplistic - It overstates the problems of inherited wealth - It underestimates the hardships of a life without financial security - It assumes your kids want to build their own empire Weve all seen useless floundering third-generation kids But dont blame the wealth blame the parenting If your kids a spoiled brat its on you Ive seen 2nd/3rd generation children turn multi-million companies into multi-billion companies Ive seen 2nd/3rd generation" [X Link](https://x.com/anyuser/status/1983830946311766345) 2025-10-30T09:38Z 57.9K followers, 2.2M engagements "New money: I opened a family office Old money:" [X Link](https://x.com/anyuser/status/1984698203648778291) 2025-11-01T19:05Z 57.9K followers, 364.1K engagements "How big is too big for a family home Fairfield Pond the Hamptons [------] square feet of living space [--] acres [--] bedrooms [--] bathrooms [--] bowling alleys [--] tennis courts [--] basketball court [--] squash courts" [X Link](https://x.com/anyuser/status/1662482542774165506) 2023-05-27T15:35Z 57.9K followers, 280.4K engagements "Let's get down to brass tacks. the $ comp at family offices: CEO CFO CIO COO Legal Counsel Portfolio Managers Investment Analysts Controller FD Tax Director Accounting Director Head of Security CTO Family Liaison EA 👇" [X Link](https://x.com/anyuser/status/1665701294068183041) 2023-06-05T12:45Z 57.9K followers, 297.3K engagements "Next time you are in a hotel check the concierge for a pair of golden keys on his or her lapel The mysterious keys are the sign of Les Clefs d'Or a guild of elite international concierges With just [----] members working in the most exclusive hotels across the world Les Clefs d'Or is notoriously difficult to join with applicants subjected to rigorous assessment interviews and aptitude tests Members of Les Clefs d'Or must be patient passionate and have a propensity to say yes In fact they will go to almost any lengths to fulfill guests' wishes Tales of outlandish requests by guests include" [X Link](https://x.com/anyuser/status/1691479225574866944) 2023-08-15T15:57Z 57.9K followers, 257.3K engagements "I met with a buddy of mine recently He's 48-years-old and retired He made some good investments had some luck "Let's catch up soon" I say "yeah - sure mate but I'm on vacation for the next [--] weeks" [--] weeks fly fishing Frying Pan River Colorado [--] weeks in Thailand for a family holiday [--] weeks sailing with his son in the Adriatic Sea [--] weeks hiking in the Pyrenees [--] week golfing with the boys in Catalonia I always assume I would get bored if I retired I love the mental challenges that come with work I get my kicks from doing deals But I have to admit this sounds alright" [X Link](https://x.com/anyuser/status/1692956244250664987) 2023-08-19T17:46Z 57.9K followers, 384.6K engagements "Im seeing a lot of ultra-wealthy families opting to home school their children This is purely anecdotal but my feeling is that there is a growing sense of disillusionment with public and private education" [X Link](https://x.com/anyuser/status/1703819908004315562) 2023-09-18T17:14Z 57.9K followers, 122.4K engagements "Mick Jagger (80) plans to leave no assets to his [--] children My kids dont need $500 million to live well. Come on He plans to leave his wife Melanie Hamrick (37) and [--] year old kid some space to live and resources to live their lives comfortably For the rest of the estate you maybe do some good in the world" [X Link](https://x.com/anyuser/status/1776600647594336760) 2024-04-06T13:19Z 57.9K followers, 4.9M engagements "@ericbahn I did not grow up wealthy and I remember family discussions about saving money and not wasting money As I started working with wealthy families and building wealth myself I see the contrast - the discussions are around building wealth investing and giving" [X Link](https://x.com/anyuser/status/1806911448704016523) 2024-06-29T04:43Z 57.9K followers, 41.3K engagements "if youre rich and sober how do you not get bored" [X Link](https://x.com/anyuser/status/1843739788534599798) 2024-10-08T19:46Z 57.9K followers, 227.9K engagements "a model family office structure:" [X Link](https://x.com/anyuser/status/1856343842208817351) 2024-11-12T14:30Z 57.9K followers, 158.1K engagements "The typical cost to run a family office The typical size of a FO team JP Morgan Family Office Report" [X Link](https://x.com/anyuser/status/1878446873666523494) 2025-01-12T14:20Z 57.9K followers, 84K engagements "why do so many self-made people plan to leave their kids nothing" [X Link](https://x.com/anyuser/status/1889793829143781441) 2025-02-12T21:48Z 57.9K followers, 109.1K engagements "Real Estate is the ultimate cash cow for Family Offices The booming cities the biggest deals the hot family office trends. Everything you need to know about family offices and real estate in [--] charts and stats:" [X Link](https://x.com/anyuser/status/1899109485878169778) 2025-03-10T14:45Z 57.9K followers, 150.7K engagements "Top [--] cities by number of millionaires: Monaco didn't make the top [--] Dubai down in 21st position" [X Link](https://x.com/anyuser/status/1899493422978748911) 2025-03-11T16:11Z 57.9K followers, 172.6K engagements "Career paths in family offices 💼 The jobs 💵 The comp" [X Link](https://x.com/anyuser/status/1902022678619259241) 2025-03-18T15:41Z 57.9K followers, 135.9K engagements "good question in comments today whats easier:" [X Link](https://x.com/anyuser/status/1906794047148052534) 2025-03-31T19:41Z 57.9K followers, 307.5K engagements "Asset allocation at family offices source: UBS Family Office Report 2025" [X Link](https://x.com/anyuser/status/1925526496396857555) 2025-05-22T12:17Z 57.9K followers, 171.2K engagements "Show Me The Money How much you could earn in a Family Office Morgan Stanley surveyed U.S. investment-focused family offices. Here are the results:" [X Link](https://x.com/anyuser/status/1943009223626944680) 2025-07-09T18:07Z 57.9K followers, 64.7K engagements "Is there a better way to eviscerate wealth than divorce" [X Link](https://x.com/anyuser/status/1963971835000721727) 2025-09-05T14:25Z 57.9K followers, 71.8K engagements "LATEST: Family Office Asset Allocation data Goldman Sachs just dropped its [----] Family Office Investment Insights report They interviewed [---] global family offices Here's how Family Offices are investing Regional picture below" [X Link](https://x.com/anyuser/status/1966835853302657244) 2025-09-13T12:06Z 57.9K followers, 71.8K engagements "@moschutte Its absolutely his decision Probably the wrong decision though" [X Link](https://x.com/anyuser/status/1983507864346906888) 2025-10-29T12:15Z 57.9K followers, 216.8K engagements "@truthandiron I dunno connections and mindset are important but $600M is a lot of cheddar" [X Link](https://x.com/anyuser/status/1983540899335545275) 2025-10-29T14:26Z 57.9K followers, 178.2K engagements "@yosoymario91 Ruff decision" [X Link](https://x.com/anyuser/status/1983849004829184043) 2025-10-30T10:50Z 57.9K followers, 1M engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@MrFamilyOffice Mr Family OfficeSimon Cowell, a billionaire with a $600 million net worth, plans to leave his wealth to charities for children or dogs rather than his son, sparking discussions on inheritance and wealth transfer. This decision has generated interest and debate among family office professionals and enthusiasts. Cowell's stance on not passing down wealth to the next generation has become a notable topic in the industry.
Social category influence finance 29.13% stocks 11.65% financial services #1467 countries 4.85% travel destinations 2.91% currencies 2.91% luxury brands 1.94% fashion brands 1.94% celebrities 1.94% nhl 0.97%
Social topic influence asset allocation 8.74%, the world 8.74%, in the 7.77%, money 7.77%, investment 4.85%, the most 3.88%, whats the 3.88%, ai 2.91%, staff 2.91%, wealthy 2.91%
Top accounts mentioned or mentioned by @grok @fountainlifehq @aimerystratcap @ericbahn @investmentbankg @solana @pavy14 @gccooke @ibuild @privatequityguy @juliusbaer @hhorsley @business @handicappadonna @espnf1 @geirjordet @moneycruncher @signulll @realest @interiorporn1
Top assets mentioned Morgan Stanley (MS) Solana (SOL) Stifel Financial Corp. (SF) Charles Schwab Corporation (SCHW) Ameriprise Financial, Inc. (AMP)
Top posts by engagements in the last [--] hours
"Latest Family Office Asset Allocation JP Morgan [----] Global Family Office Report Risk still rules: 70% of portfolios sit in equities and private markets Private capital is core: 31% allocation PE real estate majority-owned deals dominate private exposure Hedge funds remain sidelined (5%) US family offices swing harder: more privates less fixed income Family offices look institutional: long-term capital alt-heavy patient 🔽 US asset allocation 🔽 International asset allocation https://twitter.com/i/web/status/2018346635441414565 https://twitter.com/i/web/status/2018346635441414565"
X Link 2026-02-02T15:31Z 57.9K followers, 96.6K engagements
"Family Office Buzz today: A major shortfall in US wealth managers The billionaire shipping family riding the storm Inside a $14bn family office Vancouver Canucks owners embroiled in family fight The succession battle over a trillion Ugandan Shilling estate $10M $100M and $1bn lifestyle Ten mistakes in a family office structure (and how to fix them) JP Morgan can help you find a private jet or butler Global family offices upbeat (Citi report) Managing wealth amongst political instability Reliable compensation data as a business tool Family office surge testing Asia talent supply How family"
X Link 2025-09-22T11:13Z 57.8K followers, 19.9K engagements
"Friday's newsletter. it's a big one The state of Family Offices in [----] From AUM and asset allocation to team size tech co-invests governance and where family offices are really heading"
X Link 2026-01-15T14:38Z 57.7K followers, [----] engagements
"Family offices stress-test portfolios model financial risk and obsess over downside protection But the biggest unmanaged risk on the balance sheet is usually ignored: Health Fountain Life global leader in precision longevity have written a Thought Leadership piece for us It examines how precision medicine and AI can turn healthcare from reactive damage control into proactive risk management https://twitter.com/i/web/status/2014361194140696864 https://twitter.com/i/web/status/2014361194140696864"
X Link 2026-01-22T15:35Z 57.8K followers, [----] engagements
"The game is moving on If wealth advisors don't understand how the next gen wants to engage their time is already up According to Capgemini: 📊 71% of wealth management executives say next-gen HNWIs prefer digital-first services 📱 Millennials prefer mobile apps for transactions & portfolios 👔 Baby boomers (78%) still favor face-to-face meetings 💻 Video and web calls boost trust clarity & engagement ☎ The phone is dying https://twitter.com/i/web/status/2016511728838689045 https://twitter.com/i/web/status/2016511728838689045"
X Link 2026-01-28T14:00Z 57.8K followers, 13.1K engagements
"problems with the in-laws"
X Link 2026-02-01T18:56Z 57.8K followers, 42.8K engagements
"US asset allocation:"
X Link 2026-02-02T15:31Z 57.8K followers, [----] engagements
"International asset allocation:"
X Link 2026-02-02T15:31Z 57.8K followers, [----] engagements
"The recent article by @fountainlife_hq has hit a nerve The Biological Balance Sheet: Why health needs to be considered the new asset class What do you think Should family offices provide health or longevity-related services Yes like any asset Maybe depends on family No irrelevant Yes like any asset Maybe depends on family No irrelevant"
X Link 2026-02-03T04:58Z 57.7K followers, [----] engagements
"For more on this @solana has written an article for us: Visa Brings Stablecoin Integration Into The Mainstream https://www.mrfamilyoffice.com/p/visa-brings-stablecoin-integration-into-the-mainstream https://www.mrfamilyoffice.com/p/visa-brings-stablecoin-integration-into-the-mainstream"
X Link 2026-02-03T16:13Z 57.7K followers, [----] engagements
"Family Offices double down on private markets FOs are putting more cash to work in private investments Drawdown funds are still the main way in used by 67% of family offices globally Direct control investing is common: 64% hold direct control minority stakes and 49% hold majority positions Fund-of-funds strategies are used by 40% of FOs 35% invest through evergreen funds Bigger offices lean harder into drawdowns rising from 26% for those under $250m AUM to 44% for those above $1bn Nearly half of FOs put more than half of their private investments into direct control positions (majority or"
X Link 2026-02-05T12:00Z 57.8K followers, [----] engagements
"Today's newsletter: Benchmarking Family Offices How family offices actually compare Family office jobs in NY Houston and Chicago Watch: a deep dive on Privates benchmarking Latest family office data from JP Morgan Books: family values Podcasts: build wealth minimize financial stress and buy freedom [--] noon EST Free direct to your inbox Join 10.5k+ family office subscribers https://twitter.com/i/web/status/2019745810540335605 https://twitter.com/i/web/status/2019745810540335605"
X Link 2026-02-06T12:11Z 57.8K followers, [----] engagements
"The [--] wealthiest families in the world - dynatstic wealth - shared across multiple relatives - handed down through generations [--]. Wertheimer Family Custodians of the Chanel empire the Wertheimers have built one of the most valuable luxury franchises in the world Estimated wealth: $86bn Family members: Multigeneration family ownership Source of wealth: Chanel (luxury fashion) and wine estates Major investments: Global luxury retail vineyards https://twitter.com/i/web/status/2009998247251661123 https://twitter.com/i/web/status/2009998247251661123"
X Link 2026-01-10T14:38Z 57.9K followers, [----] engagements
"Most clicked job in yesterday's newsletter: Chief of Staff Rockerfeller Global Family Office New York On site Full time $225-275k per year"
X Link 2026-02-07T14:40Z 57.9K followers, 16.9K engagements
"The legendary Milken Global conference closed yesterday [--] must-watch sessions for Family Offices:"
X Link 2025-05-08T11:11Z 57.9K followers, 54.3K engagements
"@AimeryStratCap Ask JP Morgan"
X Link 2026-02-11T22:17Z 57.9K followers, [--] engagements
"what's the best way to meet wealthy people"
X Link 2025-03-06T15:47Z 57.9K followers, 1.2M engagements
"Simon Cowell (66) plans to leave no assets to his son I dont believe in passing down from generation to generation. His $600 million net worth will go to children's or dog's charities Im not too interested in money but I dont aim to have some pot of gold for my son. Ill take what my folks stated College will be paid for and then you must start"
X Link 2025-10-29T12:00Z 57.9K followers, 51.3M engagements
"5 key takeways from the [----] JP Morgan Family Office Report:"
X Link 2026-02-03T14:05Z 57.9K followers, 13.7K engagements
"74% of family offices are crypto-curious (BNY 2025) but serious crypto allocations haven't followed 89% have zero crypto exposure according to the [----] JP Morgan family office report released yesterday Volatility is a main blocker so could stablecoins bridge the gap They're already a $300B market expected to hit $2T in the next two years And payments giant Visa just took a big step to integrate them into mainstream finance Could stablecoins be the on-ramp for family offices https://twitter.com/i/web/status/2018719456231317725 https://twitter.com/i/web/status/2018719456231317725"
X Link 2026-02-03T16:13Z 57.9K followers, [----] engagements
"NatWest beats Barclays to acquire Evelyn Partners one of the UKs largest wealth managers"
X Link 2026-02-09T07:28Z 57.9K followers, [----] engagements
"The wealthiest people in history but measured by the Gold Standard 1999: Bill Gates: $100bn gold at $278 360m oz 2026: Elon Musk: $852bn gold at $4900 174m oz At his peak Gates was worth more than 2x Musk in real terms"
X Link 2026-02-09T17:50Z 57.9K followers, 30.3K engagements
"A lot of family offices are moving away from traditional trusts for wealth preservation SPVs Private Funds and hybrid structures are filling the void Its part of a broader shift: families want structures that are more flexible more global and actually fit how they invest today not ones designed for a private-bank playbook from [--] years ago. Increasingly theyre working with partners who can help with: bespoke investment structures smooth cross-border execution operating-company support real investment committees and dealflow Andreas Hadjioannou at Nomus Capital has written a Thought Leadership"
X Link 2026-02-10T12:00Z 57.9K followers, [----] engagements
"Wealth Management stocks took a major hit yesterday As Alturist launches a personalized tax AI tool Wall Street started dumping traditional advisory platforms Charles Schwab: [---] % to [----] % Raymond James Financial: [----] % to [----] % LPL Financial Holdings: [----] % to [---] %+ Morgan Stanley: [----] % Ameriprise Financial: [----] % to [----] % Stifel Financial: [----] % Piper Sandler Companies: [----] %"
X Link 2026-02-11T10:01Z 57.9K followers, 23.4K engagements
"@pavy14 But stock prices represent long term expectations"
X Link 2026-02-11T11:09Z 57.9K followers, [---] engagements
"Where Family Offices are placing their bets Asset classes family offices plan to increase exposure to in the next [----] months Private Equity leads the way: 37% plan to increase allocations Private markets dominate: Real estate (30%) growth equity/VC (29%) private credit (29%) secondaries (28%) infrastructure (24%) Equities still in favour: Europe/UK (33%) U.S. large caps (28%) U.S. mid/small caps (21%) Limited fixed income appetite: Only investment-grade bonds (19%) make the top [--] source: JP Morgan Global Family Office Report [----] https://twitter.com/i/web/status/2021554812328771706"
X Link 2026-02-11T12:00Z 57.9K followers, 21K engagements
"Schroders founding family sell up after [---] years"
X Link 2026-02-12T12:02Z 57.9K followers, 33.1K engagements
"Barriers to Setting Up a Family Office: As per the latest Julius Baer & PwC Family Barometer [----] 40.8% cited cost as the primary obstacle to creating a family office 29.5% said complexity of management is a major barrier 28.3% said wealth not large enough 22.9% mentioned lack of perceived benefits 9.7% said everything already managed by a bank https://twitter.com/i/web/status/1981031935750393928 https://twitter.com/i/web/status/1981031935750393928"
X Link 2025-10-22T16:16Z 57.8K followers, [----] engagements
"Most read in yesterday's email: [--]. How tech is replacing private banks [--]. Tell me how rich you are without telling me [--]. The value of family values [--]. Julius Baer Family Barometer report [--]. The UAE exodus [--]. Former Qatar leader's FO is hiring [--]. [--] Catastrophic risks of family offices @gccooke @ibuild @PrivatEquityGuy @juliusbaer @HHorsley @business https://twitter.com/i/web/status/1983126612162871532 https://twitter.com/i/web/status/1983126612162871532"
X Link 2025-10-28T11:00Z 57.8K followers, [----] engagements
"whats the best use of FU-money"
X Link 2025-11-09T18:24Z 57.8K followers, 127.6K engagements
"What assets make up wealth distribution by net worth source: Federal Reserve Survey of Consumer Finance / Visual Capitalist"
X Link 2026-01-25T15:28Z 57.7K followers, 12.6K engagements
"Why do we still ignore cybersecurity This week we had an early look at Deloitte Private's latest Family Business Cybersecurity report We spoke to Dr. Rebecca Gooch Global Head of Insights at Deloitte Private Today's newsletter: Why Do We Still Ignore Cybersecurtiy Family office jobs in Dallas La Jolla CA and Miami Books: How Warren Buffett's culture lives on Podcast: from Olympic Hockey to $46B CIO Watch: the scandals that haunt billionaire dynasties : how family offices spend their time the digital revolution in family offices Sponsored this week by @fountainlife_hq"
X Link 2026-01-30T12:04Z 57.7K followers, [----] engagements
"Recruiting and retaining family office staff is harder than you think"
X Link 2026-01-31T18:34Z 57.7K followers, [----] engagements
"working for a family office makes your network smaller year by year Maybe a valid charge in the past but no longer holds true There are more family office networks and communities than ever Done right your network should expand with exceptionally smart well connected people - The decision makers of the world - Serious capital allocators - Pioneering entrepreneurs Your network is what you make it"
X Link 2026-02-01T13:42Z 57.7K followers, [----] engagements
"Early in my career I worked with a banker who had a tactic he used to devastating effect I don't know if it was because English was his second language or if he was just smarter and more confident than me. Probably the latter He was supremely comfortable with silences Like most people I was not So whenever there was a void I would talk to fill it He would ask a question I would answer disclosing the information I intended silence I kept talking silence I talked some more I would end up clumsily repeating myself and divulging far more than I planned It took me a while to grasp what was"
X Link 2023-07-06T12:29Z 57.9K followers, 425.5K engagements
"'OK Boomer' trigger warning. 🚨🚨 Everywhere I look I see young people prioritizing work-life balance over career ambition I see recruitment problems in so many professions - law banking accounting audit The latest example I saw is a Head of Legal at a multi-family office doing entry-level legal research and filing papers because she can't hire a junior lawyer Maybe I'm just old school but when you're young shouldn't you have the energy to live your life and pursue a career You can sleep later on"
X Link 2023-09-19T15:01Z 57.9K followers, 561K engagements
"I was on an early morning portfolio review call with an investment bank today I'm always struck by how cold and clinical these guys can be in the face of world events "The events in the Middle East" And then straight into portfolio implications the macroeconomic impact scenario planning to protect and grow capital Nothing on the human cost the tragedy the injustice I'm not saying they should be commenting on the human toll. They are doing their job and doing it well But it still feels cold how quickly bankers shift to the financial ramifications of tragic events"
X Link 2023-10-09T12:05Z 57.9K followers, 919.3K engagements
"My daughter went down a social media rabbit hole that changed her life forever As Florida bans social media for under 14s I feel I should share her story At the age of 11/12 we gave our daughter her first phone. Before long she had discovered TikTok Somehow she ended up in a sub-community that I had never heard of. A sub-community that has quietly amassed billions of views worldwide. A community that would change her entire character and behavior BookTok BookTok is a subculture devoted to book reviews recommendations and literary discussions Since discovering BookTok my daughter has literally"
X Link 2024-03-26T13:12Z 57.9K followers, 203.2K engagements
"@Handicappadonna Not sure I agree Hes created more joy than 99.9% of the world"
X Link 2024-04-06T19:07Z 57.9K followers, 239K engagements
"Awkward amount to inherit: $5 million Greg: I'm good anyway cuz uh my so I was just talkin' to my mom and she said apparently he'll leave me five million anyway so I'm golden baby Connor: You can't do anything with five Greg. Five's a nightmare Greg: Is it Connor: Oh yeah. Can't retire. Not worth it to work. Oh yes five will drive you un poco loco my fine feathered friend Tom: The poorest rich person in America. The world's tallest dwarf Connor: The weakest strong man at the circus"
X Link 2024-05-13T16:59Z 57.9K followers, 758.2K engagements
"Monaco is a fantastic location for UHNW individuals and family offices But there are other great places: Bahamas🌴 Belgium🍫 Bermuda🏝 Boston🏫 California🌞 Cayman Islands🏦 Channel Islands🐄 Dallas🤠 Dubai🏙 Florida🏖 Greece🏛 Hong Kong🏢 Houston🚀 Italy🍝 Liechtenstein🏰 London🎡 Luxembourg💼 Miami🌴 New York🗽 Puerto Rico🌺 Panama🛳 Singapore🏙 Spain🎨 Switzerland🕵♂ Sydney🐨 Tennessee🎸 Tokyo🗼 Toronto🍁 Wyoming🦬 (this happens to be the topic of my latest newsletter and next week's newsletter)"
X Link 2024-05-20T18:44Z 57.9K followers, 769.2K engagements
"@ESPNF1 There is no better place in the world to watch cars not overtaking each other"
X Link 2024-05-25T13:14Z 57.9K followers, 35K engagements
"Whats the best hobby to meet rich people"
X Link 2024-06-08T15:51Z 57.9K followers, 644.1K engagements
"a guy casually sparked up a cigarette on my Zoom call today"
X Link 2024-06-13T15:52Z 57.9K followers, 250.5K engagements
"@GeirJordet Truly insightful. I usually learn precisely nothing from tired cliched sports commentary - this was fascinating And a timely reminder that just because things are done in a certain way doesnt mean that its the right way"
X Link 2024-07-08T15:57Z 57.9K followers, 238.1K engagements
"He's worth USD [---] billion he loves spearfishing he's Trump to the core The audacious Project Harmony could make the 52-year-old one of the most powerful men in the world"
X Link 2024-07-26T11:15Z 57.9K followers, 396K engagements
"@money_cruncher Really interesting. Non-partisan a fascinating insight. Please do more of these"
X Link 2024-07-31T18:44Z 57.9K followers, 76.3K engagements
"Asset allocation at Family Offices allocation by assets under supervision: source: JP Morgan 2024"
X Link 2024-08-04T05:27Z 57.9K followers, 223.9K engagements
"@signulll In moderation But imagine replacing the wine with Dr Pepper in this scene"
X Link 2024-08-24T07:48Z 57.9K followers, 69.7K engagements
"Let's say you have a son who is totally entrepreneurial He's [--] and has zero interest in university He wants to get out there into the world and build something Would you support him financially for say three years Back his ventures pay his living costs Parents will happily ship tens of thousands to support their kids at university. But should they back their kids' entrepreneurial pursuits It's arguably a better life education"
X Link 2024-09-08T16:06Z 57.9K followers, 195.8K engagements
"whats the most obscene display of wealth you have seen"
X Link 2024-09-15T12:19Z 57.9K followers, 25.9M engagements
"@realest Signs were in a bubble"
X Link 2024-09-15T13:40Z 57.9K followers, 111.9K engagements
"Family Office Asset Allocation Public equities increased from 22% to 28% in 2024.- Fixed income rose from 16% to 18% The rise in public equities was due to cash deployment and continued market recovery from [----] lows Private equity decreased from 22% to 17% likely due to slower valuation adjustments Real estate (direct and via funds) fell from 17% to 14% impacted by interest rate hikes and industry challenges post-COVID Cash (12%) hedge funds (4%) and private credit (3%) remained steady source: Citi Private Bank Global Family Office Survey [----] Below: - AUM differences - Regional differences"
X Link 2024-10-14T18:32Z 57.9K followers, 83.7K engagements
"scenes over on Reddit 👀"
X Link 2024-11-02T13:36Z 57.9K followers, 217.5K engagements
"whats a tell-tale sign of new money"
X Link 2024-11-19T15:42Z 57.9K followers, 407.9K engagements
"Financial Times MBA rankings"
X Link 2025-02-16T20:46Z 57.9K followers, 1.1M engagements
"Wage slavery in a Gucci suit"
X Link 2025-04-09T14:17Z 57.9K followers, 173.7K engagements
"the typical cost to run a family office the typical size of family office teams JP Morgan Family Office Report"
X Link 2025-04-20T16:21Z 57.9K followers, 84.8K engagements
"How many MBAs in this list:"
X Link 2025-05-04T12:10Z 57.9K followers, 356K engagements
"The Single Family Office:"
X Link 2025-05-06T17:09Z 57.9K followers, 56.6K engagements
"Asset class performance source: Blackstone Essentials Private Markets 2025"
X Link 2025-05-28T11:00Z 57.9K followers, 57.1K engagements
"A thought experiment: a micro-family office $20 million AUM Self-managed outsourced fractional roles leaning into tech What do you think This will be the topic of tomorrow's newsletter"
X Link 2025-06-12T11:37Z 57.9K followers, 200.4K engagements
"the S&P party is over - hedge fund manager in my DMs"
X Link 2025-06-14T17:09Z 57.9K followers, 68.7K engagements
"Family Offices are struggling to recruit and retain staff And it's not down to comp: 78% of family offices reported difficulties in hiring staff 54% of family offices reported difficulties in retaining staff Large family offices reported an average turnover of one employee every [--] months Only 26% cited compensation as the biggest challenge 55% of respondents cited lack of clear career paths"
X Link 2025-06-15T11:00Z 57.9K followers, 64.8K engagements
"UBS Millionaire Index Distribution of USD millionaires around the world:"
X Link 2025-06-21T12:16Z 57.9K followers, 70.8K engagements
"Family office Asset Allocation Regional variations source: PWC Global Family Office Report 2025"
X Link 2025-07-06T12:04Z 57.9K followers, 67.7K engagements
"@INTERIORPORN1 Need What I need is less of this AI crap that makes no sense when you look at it"
X Link 2025-07-14T18:18Z 57.9K followers, [----] engagements
"Some jaw-dropping numbers around Family Office growth"
X Link 2025-08-09T12:57Z 57.9K followers, 54.3K engagements
"Family Offices"
X Link 2025-08-16T12:54Z 57.9K followers, 42.5K engagements
"whats easier"
X Link 2025-08-23T20:28Z 57.9K followers, 380.3K engagements
"You've just banked $50 million How do you manage it: Private bank Multi-Family Office Self-manage"
X Link 2025-08-27T11:35Z 57.9K followers, 171.4K engagements
"The problem with spending money: it creates work"
X Link 2025-09-06T11:29Z 57.9K followers, 645K engagements
"A profile of wealthy America Those with at least $3M of investable assets:"
X Link 2025-09-18T21:23Z 57.9K followers, 154.4K engagements
"an Excel horror show 1/3"
X Link 2025-10-08T20:58Z 57.9K followers, 100.3K engagements
"Two awesome book recommendations lately The Dealmaker by Guy Hands recommended by @TheIcahnist and The Art of Spending Money by @morganhousel recommended by The Entirety of Individually powerful but they pair exceptionally well The Dealmaker is a fascinating account of British PE pioneer Guy Hands. It chronicles a lifetime of PE deals at Nomura his own firm Terra Firma and later through the Hands Family Office For anyone involved in dealmaking the book is undoubtedly inspiring but Hands is also brutally honest about the sacrifices he made along the way Time away from his children his wife."
X Link 2025-10-16T12:10Z 57.9K followers, 57.2K engagements
"Family Office functions"
X Link 2025-10-28T13:59Z 57.9K followers, 44.6K engagements
"@ericbahn 😂 you win observation of the day Eric"
X Link 2025-10-29T14:40Z 57.9K followers, 580K engagements
"@skylarromines Absolutely his decision But bad luck or bad decisions can have a devastating impact if you dont have a safety net I would be heartbroken at the thought of my kids or eventually grandkids suffering unnecessarily"
X Link 2025-10-29T15:04Z 57.9K followers, 788.5K engagements
"Everyone should do what they like with their money But in my opinion the disinheritance movement has it all wrong: - It fetishizes the struggle - Its simplistic - It overstates the problems of inherited wealth - It underestimates the hardships of a life without financial security - It assumes your kids want to build their own empire Weve all seen useless floundering third-generation kids But dont blame the wealth blame the parenting If your kids a spoiled brat its on you Ive seen 2nd/3rd generation children turn multi-million companies into multi-billion companies Ive seen 2nd/3rd generation"
X Link 2025-10-30T09:38Z 57.9K followers, 2.2M engagements
"New money: I opened a family office Old money:"
X Link 2025-11-01T19:05Z 57.9K followers, 364.1K engagements
"How big is too big for a family home Fairfield Pond the Hamptons [------] square feet of living space [--] acres [--] bedrooms [--] bathrooms [--] bowling alleys [--] tennis courts [--] basketball court [--] squash courts"
X Link 2023-05-27T15:35Z 57.9K followers, 280.4K engagements
"Let's get down to brass tacks. the $ comp at family offices: CEO CFO CIO COO Legal Counsel Portfolio Managers Investment Analysts Controller FD Tax Director Accounting Director Head of Security CTO Family Liaison EA 👇"
X Link 2023-06-05T12:45Z 57.9K followers, 297.3K engagements
"Next time you are in a hotel check the concierge for a pair of golden keys on his or her lapel The mysterious keys are the sign of Les Clefs d'Or a guild of elite international concierges With just [----] members working in the most exclusive hotels across the world Les Clefs d'Or is notoriously difficult to join with applicants subjected to rigorous assessment interviews and aptitude tests Members of Les Clefs d'Or must be patient passionate and have a propensity to say yes In fact they will go to almost any lengths to fulfill guests' wishes Tales of outlandish requests by guests include"
X Link 2023-08-15T15:57Z 57.9K followers, 257.3K engagements
"I met with a buddy of mine recently He's 48-years-old and retired He made some good investments had some luck "Let's catch up soon" I say "yeah - sure mate but I'm on vacation for the next [--] weeks" [--] weeks fly fishing Frying Pan River Colorado [--] weeks in Thailand for a family holiday [--] weeks sailing with his son in the Adriatic Sea [--] weeks hiking in the Pyrenees [--] week golfing with the boys in Catalonia I always assume I would get bored if I retired I love the mental challenges that come with work I get my kicks from doing deals But I have to admit this sounds alright"
X Link 2023-08-19T17:46Z 57.9K followers, 384.6K engagements
"Im seeing a lot of ultra-wealthy families opting to home school their children This is purely anecdotal but my feeling is that there is a growing sense of disillusionment with public and private education"
X Link 2023-09-18T17:14Z 57.9K followers, 122.4K engagements
"Mick Jagger (80) plans to leave no assets to his [--] children My kids dont need $500 million to live well. Come on He plans to leave his wife Melanie Hamrick (37) and [--] year old kid some space to live and resources to live their lives comfortably For the rest of the estate you maybe do some good in the world"
X Link 2024-04-06T13:19Z 57.9K followers, 4.9M engagements
"@ericbahn I did not grow up wealthy and I remember family discussions about saving money and not wasting money As I started working with wealthy families and building wealth myself I see the contrast - the discussions are around building wealth investing and giving"
X Link 2024-06-29T04:43Z 57.9K followers, 41.3K engagements
"if youre rich and sober how do you not get bored"
X Link 2024-10-08T19:46Z 57.9K followers, 227.9K engagements
"a model family office structure:"
X Link 2024-11-12T14:30Z 57.9K followers, 158.1K engagements
"The typical cost to run a family office The typical size of a FO team JP Morgan Family Office Report"
X Link 2025-01-12T14:20Z 57.9K followers, 84K engagements
"why do so many self-made people plan to leave their kids nothing"
X Link 2025-02-12T21:48Z 57.9K followers, 109.1K engagements
"Real Estate is the ultimate cash cow for Family Offices The booming cities the biggest deals the hot family office trends. Everything you need to know about family offices and real estate in [--] charts and stats:"
X Link 2025-03-10T14:45Z 57.9K followers, 150.7K engagements
"Top [--] cities by number of millionaires: Monaco didn't make the top [--] Dubai down in 21st position"
X Link 2025-03-11T16:11Z 57.9K followers, 172.6K engagements
"Career paths in family offices 💼 The jobs 💵 The comp"
X Link 2025-03-18T15:41Z 57.9K followers, 135.9K engagements
"good question in comments today whats easier:"
X Link 2025-03-31T19:41Z 57.9K followers, 307.5K engagements
"Asset allocation at family offices source: UBS Family Office Report 2025"
X Link 2025-05-22T12:17Z 57.9K followers, 171.2K engagements
"Show Me The Money How much you could earn in a Family Office Morgan Stanley surveyed U.S. investment-focused family offices. Here are the results:"
X Link 2025-07-09T18:07Z 57.9K followers, 64.7K engagements
"Is there a better way to eviscerate wealth than divorce"
X Link 2025-09-05T14:25Z 57.9K followers, 71.8K engagements
"LATEST: Family Office Asset Allocation data Goldman Sachs just dropped its [----] Family Office Investment Insights report They interviewed [---] global family offices Here's how Family Offices are investing Regional picture below"
X Link 2025-09-13T12:06Z 57.9K followers, 71.8K engagements
"@moschutte Its absolutely his decision Probably the wrong decision though"
X Link 2025-10-29T12:15Z 57.9K followers, 216.8K engagements
"@truthandiron I dunno connections and mindset are important but $600M is a lot of cheddar"
X Link 2025-10-29T14:26Z 57.9K followers, 178.2K engagements
"@yosoymario91 Ruff decision"
X Link 2025-10-30T10:50Z 57.9K followers, 1M engagements
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/creator/twitter::MrFamilyOffice