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Expert analysis on governance, investment strategy, operations, and regulatory affairs. Built for family office principals and their advisors.
The Walton family's use of Walton Enterprises LLC and rolling GRATs has transferred over $9 billion across generations with minimal estate tax. A blueprint for multi-generational family office structures.
Since 2019, MacKenzie Scott has committed $17.3 billion to 2,300+ organisations with zero restrictions, no application process, and no reporting requirements. Her Yield Giving model challenges five decades of private foundation orthodoxy.
Iconiq Capital manages $65bn for Zuckerberg, Dorsey, and dozens of tech founders. Its evolution from multi-family office to venture investor reveals the opportunities and conflicts inherent in shared-services models.
Jeff Bezos's 2019 divorce transferred $38.3 billion in Amazon shares to MacKenzie Scott, exposing structural lessons on principal separation, venture allocation, and philanthropic vehicle design for ultra-high-net-worth families.
MSD Capital's journey from managing the Dell family fortune to forming BDT & MSD Partners offers a blueprint for family offices considering third-party capital — and a cautionary tale about maintaining alignment.
With 42% of Oracle and $1bn in trophy real estate, Ellison demonstrates when direct ownership trumps traditional family office structures—and what tax authorities now think about it.
Elon Musk's Texas-based Excession LLC manages over $200bn in assets with approximately 10 employees—no tax desk, no concierge, no traditional philanthropy team. What the structure reveals about minimum-viable family offices.
Bill Gates's Cascade Investment LLC, formed in 1995 and stewarded by CIO Michael Larson, manages approximately $175 billion through a lean structure that challenges conventional multi-family-office staffing models.
Curated insights on governance, investment, and operations for family office professionals. No noise, no sales pitches.
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