Family Office Insider (FOI) | June 2025

📰News, 📑Research & Reports, 📅Events, 👥Jobs Board | Family Office Industry Newsletter

Jun 01, 2025

Hello, and welcome to the 6th 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 106 new subscribers this month!

Sections:
📊 Chart of the Month
📑 Research & Reports
📰 News & Commentary
👥 Jobs Board
📅 Events

📊 Chart of the Month

Powered by GPFO Research

With the release of the UBS GFO 2025 Report, we are pleased to update our Asset Allocation tracker, mapping Family Office Asset Allocation over the past decade.

📑 Research & Reports.

The latest reports, research and whitepapers on family offices, global wealth and select interest areas. Powered by the GPFO Research & Reports Database.

Report | Global Family Office Report, 2025, UBS
Report | The Big Book of VC | Rethinking Venture Capital, Rohit Yadav
Case Study | The Micro-Family Office: Aamir Rehman, Harvard Business School
Report | 2025 Australian Private Capital Yearbook, Preqin & Australian Investment Council

All Research & Reports…

📰 Headlines

UHNWI exodus from UK continues, and Ben Stupples of Bloomberg is covering it all, some of the coverage:
- Mega-rich baby boomers quit UK in wealth exodus over tax. Bloomberg
- Billionaire Checkout CEO shifts residence from UK to Monaco. Bloomberg
- Heir to $27bn Bharti forutune joines Britains Wealth Exodus. Bloomberg
- Milan’s ‘empty London’ tax bet pays off as UK wealth exit soar. Bloomberg

Featured: Family Office Jurisdiction Series - Episode 1. Dubai, in conversation with Mohamed Sharaf, Philippe Amarante, Chris Usher & Simon Tandy.

Why the rich paid less tax in the 1970s - despite 98% tax rates. Tax Policy Associates
The Boston Fed: Could the growth of Private Credit pose a risk to financial system stability? Federal Reserve Bank of Boston
Sports owners set to lose tax perk. Semafor
Coller Capital bundles private equity stakes in $1bn securitization. Bloomberg

🏕️ Family Offices

Antifragile financial capital: tactics and tools for building portfolios. Octavia Graf Pilati, The Antifragile Family
Legacy in motion: Fredda Herz Brown on family members in the family business. Family Wealth Report
The AI startup that stood out in an otherwise drab month for family office deals. CNBC
Private banks falling short: the family office challenge in Asia. Hubbis
Family offices deepen shift to private assets amid endowment-style pivot. InvestorDaily
The hard realities of family office economics - in conversation with Stonehage Fleming. WealthBriefing

💼 Career Moves

Christian Cantalupo joins Karel Komarek’s family office KKCG Group as Investment Director.
Dr. Philip Ullrich joins a German-based Single Family Office.
Chitra Khatri leaves J.P. Morgan to become Head of Family Office for a London-based Single Family Office.
Andre Mehta joins MFO Michaud Capital Management to expand East Coast presence.
Thiabaut Lambert named sole head of Goldman Sach’s Monaco wealth push.
Ian Luo launched L&L Partners a Canadian single family office.

✨ Impact & Philanthropy

EQT founder’s family office inks ‘milestone’ biodiversity credit sale. New Private Markets.
Biodiversity credits are slowly finding a market. Semafor

🤝 Private Markets

VC’s becoming RIA’s. TheFundCFO
Union Square Ventures (USV) made their first major Bio investment. USV
The US direct VC Secondary market is swelling. Pitchbook

Secondaries 2.0

GPFO, Ben Palairet, and Michael Oliver

May 9

Read full story

👥 Jobs Board.

Full Jobs Board accessible via the industry or members portals. Currently 35 actively recruiting roles in single family offices. 21 new roles listed this month, 8 closed to new applications. Hiring?