Here's my latest interview,recorded yesterday 8/5/26 with Angelo Robles @familyoffice. It's a long one so you may want to break it up.Covered a lot of ground,including macro,markets & more.

AI is no longer just about models. At The Capital Circle Beijing, leaders from family offices, investors and the global innovation ecosystem explored how AI is reshaping long-term capital, succession, governance and global collaboration. #AI# #HerSymbiosis# #FamilyOffice#

Family offices boosted their stock holdings in the second quarter and trimmed their exposure to real estate and private market investments, according to the latest CNBC Family Office Portfolio Tracker. Single family offices held 37% of their portfolios in stocks in the second quarter, up from 34% in the first quarter, according to the CNBC Portfolio Tracker powered by Addepar, the foundational data and artificial intelligence platform used by financial professionals globally. More:

FAMILY OFFICES JUST MADE THEIR BIGGEST MOVE INTO STOCKS IN YEARS Single-family offices held 37% of their portfolios in public equities in Q2, up from 34% in Q1, per the CNBC Family Office Portfolio Tracker powered by Addepar. Allocations to alternatives fell to 46% from 49%, the largest drop in years. Private companies, real estate, private equity, venture capital and private credit dropped 3 percentage points combined. Cash came down by less than 1 point. The five most commonly held stocks: - Microsoft $MSFT, held by 77% of family offices - Amazon $AMZN, 76% - Google $GOOGL, 76% - Apple $AAPL, 70% - Nvidia $NVDA, 69% Addepar CEO Eric Poirier said the increase in public equities was the biggest quarter-over-quarter shift in three to four years. The data covers hundreds of family offices representing more than $1.4 trillion in assets.

Family offices boosted their stock holdings in the second quarter and trimmed their exposure to real estate and private market investments, according to the latest CNBC Family Office Portfolio Tracker. Single family offices held 37% of their portfolios in stocks in the second quarter, up from 34% in the first quarter, according to the CNBC Portfolio Tracker powered by Addepar, the foundational data and artificial intelligence platform used by financial professionals globally. Learn more:

The family office of Aliko Dangote, Africa’s richest person, will ramp up operations in 2027 as it prepares to become an investment hub for his companies. Bloomberg's @jennzaba spoke to his daughters about the future of the multi-billion dollar empire

Aliko Dangote is setting up a Dubai family office to manage his wealth and business interests. Operations are expected to start in 2027. The aim is to preserve the business for 8–10 generations. He is also expected to give about one-third of his $35 billion fortune to charity.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​ Dangote is a wise man who isn’t just focused on wealth creation, but also on how wealth is structured to survive beyond the founder.

Addepar and CNBC created the Family Office Portfolio Tracker – the first ever snapshot of the actual portfolios of family offices. 57% of UHNW investors are in illiquid and opaque asset classes. #Tokenization# doesn’t change what they own but how they own it. We now have a better benchmark on the $6T family office market. 60/40 portfolio should really not exist in 2026.