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Episode 1, Part 1 Family Office Notes: Blending In, Structuring Well, and Preserving the Line
Notes from part 1 of the video: - A family office cultivates range, not a single look: dress and conduct are chosen deliberately to blend, not to signal. Visibility is risk; adaptability is protection. - Tasteful accumulation of items anchors identity, but discretion governs use; the aim is fluency across circles, cultures, and moments. - Lifestyle is practiced selectively: brief, intentional moments of luxury reinforce standards and remind the family what choice feels like. - Sound structure separates function: operating entities earn, IP entities collect, holding entities own; cash flows are disciplined, equity is insulated. - The family, not the individual, is the enduring unit; honoring ancestors, teaching lineage, and recording history are acts of stewardship. - Marriage is a vow and a structure; forms may vary, but the word given—and kept—preserves continuity and order. - Children are the longest investment; time, values, and environment are allocated with care, accepting sacrifice as the cost of legacy. Mental model: The family office as a ship — the hull is structure, the sails are adaptability, and the compass is lineage. Reflective question:What quiet choices today will still be legible to your descendants a century from now?
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The King is Dead. Long Live the King!
A few days I announced the shutdown of Skool. It didn't make sense with the old format as we didn't get the engagement we wanted and honestly it was unoriginal content. Until @Hunaid Gurji talked me out of it. We had a short conversation and it got me thinking that there is value to a community. But the strategic direction had to change. So for the next few days I hunkered down. Thought. Talked to the Automated team and ChatGPT. And came up with a new direction. Family Office Strategies. Where I share lessons on building a family office and sovereign wealth. Why? Because my father was one of the first Asian private bankers. And because now more than ever we need to think about how to build our own life when the world is getting more unstable around us. So a few changes: - the old prompt content will be archived. - New content and postings will be added. I'm not quite sure exactly the format yet, but you will soon see - Pricing will change to $99/month as I want to keep this content and community valuable and private. But as existing members, your price WILL NEVER change. So what do you need to do? Two things 1) If you love this direction, contribute to the discussion. By posting and commenting more, we will have a more vibrant community. 2) If you know anyone that would like to join - please send this group over to them. Once we get to a certain number of paying members, we will unlock even more features on Skool that will improve this community and offering to all. Let's make 2026 great again. @Warren Bullock @Arm Sai @Stefan Papp @Hagop Panosian @David Alexander
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Pictet collaboration
Excited to share that for community members that come to Hong Kong, we will have and host events with Pictet, one of the most private and famous private banks in the world. So drop a line when you come!
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Episode 1: How Families Think of Wealth
Live from Grand Hyatt, Wan Chai Source: https://www.instagram.com/p/DSvMkJCkvx_/?igsh=MTZuaGV4cmp0ZDVqcQ== https://www.instagram.com/p/DTDlfikDAby/?img_index=1&igsh=MXNpaHJ1OWp0czZsOA== https://www.instagram.com/p/DSikypeDe-a/?igsh=MWM0MjNueTlyb3d0MQ==
Episode 1: How Families Think of Wealth
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