Family Office Insider (FOI) | February 2025
Family Office Industry Newsletter | 📰News, 📑Research & Reports, 📅Events, 👥Jobs Board
Hello, and welcome to the 2nd edition of 2025 of Family Office Insider (FOI). In the Industry Newsletter each month we share the latest news and developments from the family office ecosystem. Welcome to our new subscribers this month, a busy month for career moves!
Sections:
📊 Chart of the Month
📑 Research & Reports
📰 News & Commentary
👥 Jobs Board
📅 Events
📰 Read about our Topics for 2025
📊 Chart of the Month
Powered by GPFO Research
This month a change of pace with ‘slide of the month’ for February.
This slide is from Dr. Michael J. Oliver opening remarks at the GPFO European Conference, entitled 'Family Offices: Hidden in History and Shaping the Future'. The talk was a retrospective to mark 15 years of GPFO, exploring the secular trends that have shaped the family office ecosystem and our view on the landscape going forward.
It sparked some interesting discussion on the increasing specialization of services availble to family offices. Share your perspectives.
📑 Research & Reports.
The latest reports, research and whitepapers on family offices, global wealth and select interest areas. Powered by the GPFO Research & Reports Database.
Research | The Americas | The next generation's active approach to charge into private markets. Ocorian
Report | Masterminding the Wealth Management Transformation. Motive Partners
Outlook | The Global Risks Report 2025 | 20th Edition. World Economic Forum
Outlook | Alternatives 2025 Outlook. JPMorgan
Outlook | Private Equity 2024/2025. PwC
Outlook | State of Startups 2024. Carta
Research | The State of Venture 2.0 Worldwide. Decile Group
News.
📰 Headlines
Incoming commerce secretary Howard Lutnick lists 800 firms in complex ethics filing. Bloomberg
The 10 Most Expensive U.S. Homes That Sold in 2024. Robb Report
Family offices may see SEC and tax treatment changes under Trump. Bloomberg Law
Polish wealth manager warns against tax changes for family foundations. FT
(In)famous short seller Hindenburg Research closes its doors. Blog
Trust and fiduciary business under private equity ownership. Ben Palairet
“I am rich and have no idea what to do with my life”. Vinay Hiremath Blog
🏕️ Family Offices
Esther Safra Dayan sells stake to borthers Jacob and David, after recently resolved legal battle over banking fortune. Bloomberg
The secretive Saunders family is going all in on lending to the rich. AFR
Crypto’s richest man CZ turns VC firm into giant family office. Bloomberg
Eric Schmidt’s family office, Hillspire, invests in 22 AI startups. CNBC
Perrodo heirs pivot to luxury property and diamonds. Bloomberg
Nassef Sawiris considers leaving UK over tax changes. Daily Mail
Corient acquires $10.4bn AUM MFO business of Geller. Press Release
High performing family offices: thinking about “me’ as much as '“we'“. FamilyWealthReport
💼 Career Moves
Former Senate president Tom Lee joins Pepin Family Office as CEO.
Ida Liu resigns as Head of Citi Private Bank after 18 years at the bank.
Emma Callister becomes CEO of Mary Oppenheimer Daughters (SFO).
Blake Shorthouse leaves KKR after a decade.
Josh Smilowitz joins LA based Single Family Office.
Patrick Diener promoted to Managing Director of German family office, WEGA Invest.
Jan Mathis Patzold joins German Single Family Office.
Yenn Weii Lim joins Singapore based Single Family Office from Brawn Capital.
Christof Lamberts joins German based Single Family Office as Managing Partner.
Abdallah Al-Husari joined Nationwide Middle East Properties from an Abu Dhabi based Single Family Office.
🤝 Private Markets
Cross-border venture capital and reverse technology flows. Federal Reserve
Addepar seeks funding at $3.25bn valuation. Bloomberg
Heir to finance billions builds New York private credit firm K8 Capital. Bloomberg
Justinas Milasauskas of Willgrow (Lithuanian SFO) published research comparing venture fund returns: US vs RoW. Substack
Podcast: We Are Family: Private capital funding and family offices. CBRE
👥 Jobs Board.
Full Jobs Board accessible via the industry or members portals. Currently 34 actively recruiting roles within single family offices. 15 new roles listed this month, 17 closed to new applications. Hiring?
Head of Family Office - Single Family Office - Zurich, Switzerland
Senior Strategic Investment Advisor - Single Family Office - Zurich, Switzerland
Asset Manager - Single Family Office - Zurich, Switzerland
SVP Private Equity - Single Family Office - Abu Dhabi, UAE
Investment Director - Single Family Office - Dubai, UAE
Investment Analyst (Public Investing) - Single Family Office - San Francisco, USA
Manager, Direct Investing - Single Family Office - Singapore
📅 Events.
GPFO Hedge Funds Forum - 13th February | London & Online
Coffee with the Economists - 27th February | London & Online
