Tag

Family Offices

All articles tagged with #family offices

business8 days ago•3 min saved

JPMorgan Unveils 2026 Summer Reading Picks for the Wealthy

JPMorgan's 2026 Summer Reading List features 14 titles drawn from global client-advisor input, spanning artificial intelligence, leadership, brain health, and generational wealth transfer, reflecting the top concerns of high-net-worth clients. Notable picks include The Infinity Machine and AI for Good on AI, How Great Ideas Happen, The Stimulated Mind, and Coachable on performance, plus Mattering for family offices focusing on succession and legacy.

via CNBC|

#ai #business #family-offices

business11 days ago•4 min saved

Family offices back durable, asset-heavy bets to dodge AI disruption

Equity Group Investments, backed by Sam Zell’s family, bets on asset-heavy, old-economy businesses—such as John Deere dealerships, tuna farming/fishing, and a cross-border bridge—to resist AI disruption. With long investment horizons and tax benefits from bonus depreciation, the firm seeks steady cash flow and geographic moats, while traditional private equity favors shorter-horizon, asset-light bets, even as inbound interest grows from business owners facing tariffs and inflation.

via CNBC|

#ai-disruption #bonus-depreciation #business

mergers-and-acquisitions18 days ago•4 min saved

Packer backs Architect-led minority stake in OnlyFans in $3.1B deal

Architect Capital is buying a 16% stake in OnlyFans for about $3.1 billion, valuing the platform at roughly $3.1 billion, with investors including Australian billionaire James Packer and tech investor Sam Lessin via a special-purpose vehicle; control remains with Leonid Radvinsky’s family trust, and the arrangement could lead to a larger equity stake in the future.

via Financial Times|

#architect-capital #family-offices #james-packer

business18 days ago•6 min saved

SpaceX IPO Poised to Spawn a Wave of New Billionaires

SpaceX's June Nasdaq listing could top a $2 trillion valuation, potentially creating more new billionaires than any liquidity event in history. Early investors and employees are preparing for windfalls, with family offices forming and relocations to low-tax states, while analysts say the IPO could spur a ripple effect of new companies and luxury travel demand, echoing PayPal's post-2002 impact.

via New York Post|

#billionaires #business #family-offices

business19 days ago•2 min saved

Family Offices Bet Big on Healthcare as April Deal Flow Rebounds

Private-wealth investors increased direct deals in April to 55 (up from 39 in March), with nearly one-third in healthcare and life sciences. Emerson Collective backed Ultralight and Stipple Bio, signaling bets influenced by personal experiences; Dolby Family Ventures supported Exciva as well. The shift comes amid a broader appetite for healthcare innovation despite looming NIH funding cuts, highlighted by JPMorgan Private Bank's finding that healthcare is a top investment theme for family offices.

via CNBC|

#business #emerson-collective #family-offices

business1 month ago•4 min saved

Family offices ride oil rally with opportunistic bets

Family offices have stepped into oil and gas investments as Iran-driven price gains lift crude, compensating for private equity pullback and lighter ESG constraints; leveraging long horizons, they back sizable deals and minerals funds to obtain cash-flowing, inflation-hedging assets uncorrelated to stocks, though high prices can slow dealmaking and raise macro risk if the rally persists.

via CNBC|

#business #energy-investments #esg-considerations

business2 months ago•3 min saved

Dubai’s wealth haven hits a security test as Iran tensions rise

Dubai, long pitched as a tax-free safe haven and Gulf finance hub for the ultra-wealthy, faces its first major stress test from the Iran war as security risks grow, prompting some elites to reconsider residency and risk, even as the city remains a pivotal center for wealth and deal-making in the region.

via Axios|

#business #dubai #family-offices

business2 months ago•2 min saved

Ultra-wealthy push AI bets as February funding hits record

Despite AI-bubble fears, ultra-wealthy family offices doubled down on AI startups in February, with AI-related rounds totaling $171B and overall startup funding reaching a record $189B; notable bets included Emerson Collective’s $1B World Labs fundraise and Azim Premji’s family office's $315M Runway round, plus Hillspire backing Goodfire, underscoring long‑term optimism about AI returns.

via CNBC|

#ai #business #family-offices

business2 months ago•3 min saved

Ultra-wealthy family offices close 2025 with bold stock bets and gold tilt

Billionaire family offices used year-end filings to load up on equities — with Omega Advisors boosting Rocket Companies and Manchester United, Appaloosa expanding Micron, and Duquesne starting Bloom Energy — while Rausing’ Longbow trimmed core tech bets. Crypto exposure included WIT’s Bitcoin ETF and Coinbase moves, and Ray Dalio’s Marino Management shifted heavily into SPDR Gold Trust, underscoring divergent strategies across stocks, crypto, and gold as 2025 closes.

via CNBC|

#business #cryptocurrency #equities

business3 months ago•0 min saved

Ultra-rich funds kick off January with buzzy bets despite drop in direct bets

Ultra-rich investment arms kicked off January with buzzy bets, including funding a motorcycle racing team, even as family offices cut direct investments by 32% year over year, according to Fintrx; despite the dip in direct bets, demand for mega-round VC financings remains strong.

via CNBC|

#billionaires #business #family-offices

business4 months ago•3 min saved

Fair pay for heirs: navigating compensation in ultra-rich family offices

Ultra-wealthy families increasingly bring millennial and Gen Z heirs into private investment firms, but pay is often contested—heirs may be underpaid due to loyalty or in some cases overpaid and stuck with golden handcuffs. Experts urge formal compensation structures, clearly defined roles, and written plans or committees to prevent resentment and disputes as family offices expand into more active investing.

via CNBC|

#business #compensation #family-offices

business4 months ago•3 min saved

Trump’s home-buy ban could snag family offices in real estate holdings

Trump’s proposal to bar “large institutional investors” from buying more single-family homes raises questions about its impact on family offices. The exact definition of a “large institutional investor” and how it would be enforced are still unknown, but rules that count properties owned—rather than total assets—could inadvertently affect some wealthy families with sizable single-family rental portfolios. Experts note family offices vary greatly in structure, and while many prefer multifamily or commercial real estate, some hold substantial single-family portfolios, especially in the South; the immediate effect on them remains unclear until further details emerge.

via CNBC|

#business #family-offices #institutional-investors

business6 months ago•2 min saved

Family Offices Focus on AI Mega-Rounds Despite Fewer Deals

Despite a 63% decline in direct investments by family offices in 2025, they continue to participate in large funding rounds for AI startups, with deal values tripling and a shift towards bigger investments over the past decade, reflecting rising ambitions and pursuit of higher returns.

via CNBC|

#ai-investments #business #deal-decline

business7 months ago•3 min saved

Family Offices Shift Strategies Amid Economic Uncertainty

Family offices are becoming more cautious in their investments due to concerns over dollar depreciation, tariffs, and geopolitical tensions, leading to increased cash holdings and lower return expectations, especially in private equity and venture capital.

via CNBC|

#business #dollar-depreciation #family-offices

business8 months ago•2 min saved

Ultra-Rich Families' Investments in Sports and Social Clubs

Ultra-wealthy families and their investment firms are increasingly investing in sports, including major leagues, social clubs, and emerging sports, viewing these as long-term, inflation-hedging assets with passion-driven and value creation motives, despite a cautious approach towards women’s leagues and minor sports.

via CNBC|

#alternative-assets #business #family-offices