Family Office Insider (FOI) | June 2026
📰News, 📑Research & Reports, 📅Events, 👥Jobs Board & Career Moves | Family Office Industry Newsletter
Hello, and welcome to the 6th edition of 2026 of Family Office Insider (FOI). In the Industry Newsletter we share the latest news and developments from the family office ecosystem. Welcome to 281 new subscribers this month.
Sections:
📊 Chart of the Month - Changing Family Office Asset Allocation 2016-2026.
📑 Research & Reports - 9 Reports from UBS, Citi, PwC and more…
📰 News & Commentary - The latest from the family office ecosystem.
👥 Jobs Board & Career Moves - 24 new roles, 7 career moves covered.
📅 Events - Art, Social & Annual Conference.
📊 Chart of the Month
Powered by GPFO Research
The latest UBS Global Family Office Report shows family offices repositioning for resilience: a record 60% expect to change their strategic asset allocation over the next 12 months, with portfolios being adjusted around geopolitical risk, currency diversification, AI, infrastructure, energy and resources. The chart shows how allocations have shifted over the past decade. In 2016, family office portfolios were led by equities at 27%, followed by private equity at 21% and real estate at 18%. By 2026, equities have become even more dominant at 33%, while fixed income and private equity are level at 17% each. Real estate has fallen sharply to 8%, hedge funds sit at 6%, and private debt has emerged from almost zero in 2016 to 3% in 2026. The overall picture is of a portfolio that is still growth-oriented, but more liquid, more diversified and less dependent on traditional real estate exposure.
📑 Research & Reports.
The latest reports, research and whitepapers on family offices, global wealth and select interest areas. Powered by the GPFO Research.
Report | Global Family Office Report 2026, UBS
Report | Family Office Survey 2026, PwC
Report | AI in the Family Office, Citi
Report | From Vision to Structure: Architecting a Family Office, Morgan Stanley
Report | Family Office Report | Q1 2026 Trends & Intelligence, FINTRX
Report | More than just money: Single-family offices as guardians of the family legacy. Journal of Small Business Management
Academic Research | Study of Family Offices in Finland: Governance and
Investment Strategies | Decision-Making Logic in Finnish Family Offices, LUT University
Report | Global Wealth Report 2026, The Great Reordering, BCG
Report | Fixed Income Horizons Survey 2026 | Asset owners rethink diversification and agility, Capital Group
📰 Headlines
UBS: Family offices pivot to resilience. UBS GFO Report surveyed 307 family offices across more than 30 markets, representing families with an average net worth of $2.7 billion. The report found that family offices are preparing for a more complex global investment landscape, with rising concern around geopolitical conflict, debt levels and the durability of the US dollar’s reserve status. The dollar point is particularly notable. Sixty-five percent of family offices surveyed expect confidence in the US dollar’s reserve status to weaken. Many are now reassessing USD exposure and looking more closely at the euro and Swiss franc as diversification currencies. UBS, Modus, CNBC
OFC Jurisdiction Change. Guernsey approves trust law reforms to boost clarity, flexibility and fiduciary certainty. Key changes cover protectors, trustee powers, remuneration, ADR and private hearings. The changes come in the context of increased competition for OFCs amongst unprecedented levels of wealth movement. Guernsey Parliament Carey Olsen, STEP
Hong Kong has overtaken Switzerland as the world’s largest cross-border wealth booking centre, according to BCG’s latest Global Wealth Report, marking a symbolic shift in the geography of global private capital. The move reflects Hong Kong’s deepening ties to mainland China, continued inflows from Asian wealth creators, and the growing importance of the region as a base for ultra-high-net-worth families. Reuters, South China Morning Post
🏕️ Family Offices
Who challenges the Family Office? FOG
The rise of the entrepreneurial family office. IE University
NAV Financing: what family offices get wrong. FOG
Why Peter Thiel is decamping to the end of the world. The New York Times
The wealthiest investors are pulling money out of the US in the ‘de-dollarization’ trade. CNBC, Reuters
Singapore works with private banks to speed up onboarding for wealthy clients. Reuters
Taiwan family offices double down on AI and risk management as wealth hub race intensifies. Asian Private Banker
New Zealand mining tycoon to build family office, sells shares. WealthBriefingAsia
CNBC and Addepar launch Family Office Portfolio Tracker. CNBC
🎙️Listen: Relationships, Returns, and Representation: The Segal Ventures Approach.
✨ Impact & Philanthropy
2026’s key trends in impact investing. GIIN
“I asked a billionaire about his environmental philanthropy. It didn’t go well.” The contradiction at the core of big-money environmental giving. Vox
🤝 Private Markets
The disappearance of the ten-year fund. Odin Blog
Godrej, JSW, Lodha and Sattva family offices invest in SILA. The Economic Times
Beyond the Middle Market: Private Equity investing for a more demanding regime. Apollo
S2G raises $1bn for first fund as independent firm, previously affiliated with Builders Vision, Lukas Walton’s family office. WSJ
Investing in private markets, best practices for family offices. NEPC
Report of vulnerabilities in Private Credit. Financial Stability Board
💼 Career Moves
Megan Huth joins a Texas-based single-family office from PwC.
Jane Yidi Pan joins Fuse Energy from London based Single Family Office.
Maximilian Schnee joins Frankfurt based Single Family Office.
Andrea Tolotti joins Monaco based Single Family Office, Energy Investments from Time Family Office.
Baptiste Hartmann joins Luxembourg based Single Family Office from Omnes Capital.
Josh Dunn leaves New York based Single Family Office to join TPG Angelo Gordon.
Gus Poulopoulos joins New York based Single Family Office from Newmark.
Bridget Kilroy is promoted to Senior VP of Family Office Practice at First Trust.
👥 Jobs Board.
Full Jobs Board accessible via the industry or members portals. Currently 34 actively recruiting roles in single family offices. 24 new roles listed this month, 47 closed to new applications. Hiring?
COO - Single Family Office - San Diego, USA
CFO - Single Family Office - London, UK
Director - Single Family Office - Austin, USA
Trust Manager - Single Family Office - London, UK
Investment Associate (PE/VC) - Single Family Office - San Francisco, USA
Investment Associate - Single Family Office - Munich, Germany
Wealth Manager - Single Family Office - Izmir, Turkey
Accountant - Single Family Office - Paris, France
📅 Events.
Art Philanthropy Forum & Gallery Tour [London] | 11th June
Summer Social [London] | 11th June
GPFO Annual Conference 2026 | 5th November
