Family Office Brief
The brief for the people who run family capital. News, events, and the numbers that matter, written plainly.
The bar for real estate just went up.
Higher borrowing costs are making family offices pickier about property. Deals now face harder scrutiny on price, on projected returns, and on how they are financed.
That favors the capital families already have: patient, lightly levered, and able to wait. It also moves the conversation from headline yield to structure. Who controls the exit, when, and at what tax cost.
Source: CNBC, October 23, 2026
of family offices have formal trust distribution policies. Yet 83% have already named a successor.
Source: Bank of America, via Family Wealth Report
What moved this week.
Eight signs a family has outgrown an office run inside its operating company.
Families are leaning into bespoke direct deals over hedge funds and private credit.
Fractional family offices rent senior talent instead of hiring it, and they are winning smaller families.
One in five family offices now owns part of a sports team or franchise.