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A practical guide for principals deciding whether to establish a family office: when an SFO beats an MFO, what it costs by AUM tier, which functions to build first, and how to pressure-test readiness before committing.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
Curated insights on governance, investment, and operations for family office professionals. No noise, no sales pitches.
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