Family Office Insider (FOI) | January 2026
📰News, 📑Research & Reports, 📅Events, 👥Jobs Board & Career Moves | Family Office Industry Newsletter
Hello, and welcome to the 1st 2026 edition of Family Office Insider (FOI). In the Industry Newsletter we share the latest news and developments from the family office ecosystem. Welcome to 105 new subscribers this month!
Sections:
📊 Chart of the Month
📑 Research & Reports
📰 News & Commentary
👥 Jobs Board
📅 Events
In case you missed it:
📊 Chart of the Month
Powered by GPFO Research
The Asset Allocation Heatmap from the recent Family Office Asset Allocation Benchmark Report, shares data from across the industry research covering family office asset allocation.
What you’re looking at: each column is a survey/source (plus the industry average), and each row is an asset class. The number in each cell is the average % allocation reported by that institution’s sample. The colour simply reinforces magnitude (warmer = larger allocation, cooler = smaller).
📑 Research & Reports.
The latest reports, research and whitepapers on family offices, global wealth and select interest areas. Powered by the GPFO Research.
Report | Family Office Asset Allocation Benchmarks 2025, GPFO
Report | Billionaires’ Ambitions Report 2025, UBS
Report | The Global Family Office Report | The Evolving Identities of Family Offices: A Family-First Lens, IMD & FBN
Report | The North America Family Office Report 2025, RBC & Campden
📰 Headlines
$208m wiped out: Yieldstreet investors rack up more losses as firm rebrands to Willow Wealth. CNBC
Asia’s wealthy are increasingly parking assets in Switzerland, driving a new wave of cross-border private banking and UHNW servicing models. Financial Times
Creative Planning reportedly agrees to acquire UK-based Maseco, a notable transatlantic move in wealth management M&A. Family Wealth Report
Trust / transparency compliance: UK advisers flagged additional Trust Registration Service requirements tied to CRS/FATCA-type reporting (key for internationally connected family structures). ICAEW
Private equity “continuation vehicles” hit record levels as exits stay tough and managers look for liquidity solutions. Financial Times
🏕️ Family Offices
🎙️ Listen: Sherpa Family Office Interview Series – Ben Edmonds, CFO for Alberts, Australia's First Family of Music.Family Offices have become the new power players on Wall Street. The Wall Street Journal
JPMorgan doubles Swiss business by targeting wealthy clients. Reuters
Julius Baer opens Abu Dhabi advisory office. Newswire
Inside the invitation-only stock market for the wealthy. The Wall Street Journal
✨ Impact & Philanthropy
55% of UK family offices already invest in natural capital strategies. Foresight
MacKenzie Scott discloses $7.1B of 2025 donations (unrestricted giving focus). AP News
Biggest gifts of 2025: Phil & Penny Knight’s $2B cancer research pledge tops public list. Chronicle of Philanthropy
Michael & Susan Dell pledge $6.25B toward “Invest America” accounts for US children; Ray Dalio/others join matching efforts in some states. Reuters
Prince Harry and Meghan to revamp Archwell charitable arm. Reuters
🤝 Private Markets
Private credit will become plain old credit. Reuters
Investors bet smaller private equity funds to break deal drought. Financial Times
Going direct: the evolution of family office private market investing. FamilyWealthReport
Wealthtech platforms keep bundling “alts + workflow + AI”. Wealth Solutions Report
iCapital opens its first Middle East office in Abu Dhabi. Newswire
💼 Career Moves
James von Simson is appointed Deputy Chair at STEP.
Ida Liu leaves Citi to join HSBC Private Bank as CEO. Reuters
Yue Jin joins Toronto based single family office from CY Commerce.
James Heath joins UK single family office Athenaeum Partners from MFO dara5.
👥 Jobs Board.
Full Jobs Board accessible via the industry or members portals. Currently 32 actively recruiting roles in single family offices. 12 new roles listed this month, 19 closed to new applications. Hiring?
CIO - Single Family Office - Singapore
Senior Investment Director - Single Family Office - London, UK
Senior Associate - Single Family Office - Chicago
Finance Director - Single Family Office - Abu Dhabi, UAE
Chief of Staff - Single Family Office - Surat, India
📅 Events.
Request Invite | GPFO Annual Conference 2026 | 5th November 2026