In Switzerland, voters rejected a proposed inheritance tax. With increasing tax uncertainty elsewhere, predictability is becoming a key advantage and may shape where the next generation of family offices establishes roots. @Forbes

Slush. Great to catch up with our friends and partners from around the world who make it over for their annual sauna fix with 13000 others. IYKYK

A couple of weeks ago I started looking into some of our Simple data on noteworthy investments into the WealthTech space to try connect some of the growth dots. Today, along with Asseta’s announcement of their latest funding, my take on all this. https://t.co/9WeeskylPx

Sliding into Helsinki for Slush this week. Who's in town? ❄️

This Sunday morning, I delved into the recent BofA report and appreciated how they offered fresh perspectives on how succession might impact family office operations. Here's my take on @Forbes -

I’ve tracked #familyoffice technology for almost a decade, and it’s been striking to see how fast the landscape is evolving. Here’s my annual TL;DR summary of the @andsimpleco report and the tools shaping the sector. https://t.co/ZawWXcOS5o

Watching NYC prepare for the marathon and seeing the commitment of friends who ran this year got me thinking about the parallels between the race and where many family offices are in terms of their own journeys. Latest on @Forbes

Hello, London. Here for a couple of days. Hit me up for catch-ups.

Hello, New York. I'm in town for a week of catch-ups.

Lately, I've been reading various books on branding, so this Sunday I thought it made sense to continue my series on "The startup mindset for family offices". Latest on @Forbes #familyoffice

Spoiler alert - proceed with caution if you're planning to watch The House of Guinness. The show might be set in Victorian Dublin, but its lessons on succession, governance, and purpose could be drawn from any modern family office boardroom. https://t.co/jKYyisKArM

Last week, there was a lot of news covering the Murdoch family and the succession settlement. How can others avoid making a 3.3bn mistake? https://t.co/vPjYHNY1tF

Last week, Larry Ellison took the position of the world's wealthiest for one day. But his story has patiently been written for a very long time. Latest on @Forbeshttps://hubs.la/Q03KdM_T0

After a week in Switzerland I was struck by a fascinating tension: Switzerland's commitment to privacy collides with AI's promise of efficiency, which typically requires access to the very data Swiss family offices have traditionally kept confidential. https://t.co/oijus3YqZu

A week ago, I had a rapid-fire discussion with 4 family office investors to learn more about their different styles. To close it out, I asked them what animal spirit their strategy embodies. Here you go:

Grüezi Zürich! We're spending some time with our Swiss friends next week. Who's in town? One or two more seats for our @andsimpleco Beta work session: Simplifying AI for Family Offices.

This past week, our global remote-first @andsimpleco team was on-site in Copenhagen. It got me thinking how today the new off-site is on-site. An opportunity to build trust, culture and clarity. Latest on @Forbes

The biggest threats to family offices aren’t hackers — they’re internal. Governance gaps & key person risk can quietly erode continuity. #FamilyOffice

This weekend, I escaped to the Cotswolds with my family for a weekend of rest and relaxation. I also learned from the local media that Eve Jobbs' wedding was taking place close by. What is the attraction for the next gen? #familyoffice #nextgen

This Sunday, the topic is comp. According to the latest @MorganStanley report, family offices are shifting from handshake deals to structured LTIPs. #FamilyOffice #LTIP https://t.co/Rkr2T3H3xa