In the News

December 11, 2025

CNBC Inside Wealth | The exclusive WhatsApp chats where family offices vet deals, plan meetups and sell dinosaur bones

WhatsApp has become the fast moving communication hub for many family offices, enabling rapid deal flow and real time coordination despite the security

CNBC Inside Wealth

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From rapid-fire deal flow to real-time meetups, WhatsApp has become the unofficial operating system for many family offices, prized for its ease, speed, and the sense of privacy other platforms can’t match. R360 Texas Chapter Chair Michael Cole shared how members use WhatsApp to stay connected across affinity groups, from private aviation to health & longevity, even with our own app in place. Cybersecurity experts note that encrypted messaging still carries risks, especially when sensitive financial decisions or wire approvals enter the chat.

The article offers a fascinating snapshot of how UHNW families are blending old habits, new tools, and generational expectations (including meeting next-gen leaders where they already are: WhatsApp).

Read the full article here

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