Family Office Insider (FOI) | March 2025

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

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Mar 01, 2025

Hello, and welcome to the 3rd 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 138 new subscribers this month!

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

Publication | Spring 2025 Edition of FOG (Family Office Global)

📊 Chart of the Month

Powered by GPFO Research

Rory Green (TS Lombard) presentation @ GPFO Coffee with the Economists

Tariffs, tariffs, tariffs. From a recent presentation at Coffee with the Economists, Rory Green, Chief China Economist at TS Lombard, went deep on the potential impact of US tariffs on China. The selected chart of the month is a slide that shows the potential hit they could have on China's GDP. More insights from Coffee with the Economists for members and subscribers next week.

📑 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 | Wealth for impact, LGT
Research | Australian Family Office: the role of technology. KPMG
Research | Global Entrepreneur Report 2025, UBS
Report | 2025 Social Progress Index, AlTi Global
Report | Family Office Location Guide, PwC
Report | Global M&A Report 2025, Bain & Co.
Report | 2025 Private Markets Outlook, KKR
Report | Secondaries Market Report 2024. Lazard
Report | Healthcare Investments & Exits Annual Report 2024, SVB

View all…

News.

📰 Headlines

Steve Cohen ‘Negative’ on US Economy, citing tariffs and DOGE. Bloomberg
A case against the proposed US Endowment Tax. The Harvard Crimson
Thomson Reuters wins first major AI copyright case in US. Wired
ILPA releases updated reporting template and new performance template for industry adoption. ILPA
Top UK pension fund pulls $33bn from State Street over ESG retreat. Financial Times
The rise of the family office. Fortune

🏕️ Family Offices

Lubna Olayan’s family office, Dara Holdings amplifies investments in female led startups. Arabian Post
Family offices and private principal investors face a new reality. BCG
Ambani heirs chose own roles in empire, says Matirach Nita. Bloomberg
Soros to Slim families are plowing money into US shale oil as Private Equity retreats. EnergyNow
Tony James family office spin out gets $370m for private equity bets. Bloomberg
The Tolaram family enterprise on building and sustaining a legacy over 75 years. IMD
Alp Ercil to shut his $3bn hedge fund, open family office. Bloomberg
Bill Koch’s 52-acre Aspen estate hits the market. Robb Report
Spotify founders pocket $1bn selling booming tech stock. Bloomberg
Citi hires from UBS as it rebuilds family office team. Citywire
Single Family Offices: Three different types for efficient asset transition. WealthBriefing

💼 Career Moves

Bruce Zimmerman joins Tresalia Capital, Mexican single family office from Dalio family office.
Jenna Adamson joins Rod Dury’s family office, based in New Zealand.
Hoo Peng Han joins Citi global family office group in APAC, from UBS.
Tony DeBiase joins Zedra as CFO.

✨ Impact & Philanthropy

Daniel Besen’s family office backs new venture fund Climate Tech Partners. AFR
Singapore’s rise in family offices is driving philanthropy boom. CNBC
BP abandons goal to cut oil output, resets strategy. Reuters
3yr study finds MacKenzie Scott’s $19bn charitable giving has been ‘transformational’ for nonprofits. Fortune

🤝 Private Markets

European VC roars back: 2024 sees soaring valuations and deal sizes. Pitchbook
The fund of fund fallacy: why LPs need to rethink their VC strategy. Pattern Ventures
How SPVs are helping emerging managers in this tough market. Pitchbook
The Takahshi-Alexander model: a practical guide. Tamarix

👥 Jobs Board.

Full Jobs Board accessible via the industry or members portals. Currently 30 actively recruiting roles in single family offices. 18 new roles listed this month, 34 closed to new applications. Hiring?

Chief of Staff - Single Family Office - Gibraltar
Legal Counsel - Single Family Office - Hong Kong
Investment Manager - Single Family Office - Hong Kong
Managing Director - Single Family Office - Singapore
Head of Finance & Administration - Single Family Office - Singapore
Asset Management Associate - Single Family Office - San Francisco, USA
VP of Operations - Single Family Office - Colorado, USA
CEO/President - Single Family Office - St. Paul, Minnesota, USA