Family Office Insider (FOI) | May 2026
📰News, 📑Research & Reports, 📅Events, 👥Jobs Board & Career Moves | Family Office Industry Newsletter
Hello, and welcome to the 5th 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 727 new subscribers this month - to all our new subscribers, feel free to reply to this email with family office news we missed or introduce yourself. A little behind the scenes on our growth at the end of this post.
Sections:
📊 Chart of the Month
📑 Research & Reports
📰 News & Commentary
👥 Jobs Board
📅 Events
📊 Chart of the Month
Powered by GPFO Research
J.P. Morgan’s 2026 Global Family Office Report found that 65% of family offices plan to prioritise AI investments, yet many have limited exposure to the private market sectors most directly linked to the AI buildout. Barron’s reported that 79% are not invested in AI-related infrastructure, while more than half lack exposure to growth equity.
Family offices are clearly interested in AI, but the question is no longer whether AI matters. It is whether families can access opportunties without becoming the exit liquidity for crowded trades.
📑 Research & Reports.
The latest reports, research and whitepapers on family offices, global wealth and select interest areas. Powered by the GPFO Research.
Report | 2026 Global Family Office Report, Ocorian
Report | Next Generation Report 2026, UBS
Report | Family Office Location Guide 2026, PwC
Report | The Wealth Report 2026, Knight Frank
Report | Q1 2026 Wealth Management Trend Report, F2 Strategy
📰 Headlines
MFO consolidation accelerates. Corient’s acquisition run continued with Bedrock Group and Vivaldi Capital Management, adding another $11.3bn in assets. Sharp on the heals of the Stonehage Fleming and Stanhope acquisitions. Reinforcing the consolidation theme reshaping UHNW wealth management. Wealth Management, Business Wire, Private Banker International
Mark Mobius dies at 89. The renowned "Indiana Jones" of emerging markets investing. “He helped build the asset class from a niche area into a global mainstay over five decades. Known for his relentless globetrotting and bold investments in developing nations”. Reuters, The New York Times, The Economist
Anthropic becomes the(?) hottest private company. With a myriad of stories; a new model launch that led to Bessent & Powell warning bank CEOs of model impacts (Reuters), news of unprecedented growth (Axios) hitting $30bn run rate, up from $9bn at the end of 2025. And a Bay Area home listed for exchange for Anthropic shares (Link).
🏕️ Family Offices
Liechtenstein court decision is wake-up call for Baby Boomers, wealth managers. Family Wealth Report
Liechtenstein case highlights Cayman’s advantages. Cayman Compass
Unravelling Succession: Foundations, trusts, holdcos: where succession plans hold or fail. FOG
Sergey Brin’s family office takes over brain-focused VC fund. Bloomberg
German billionaire David von Rosen is taking risks with his family office. Spears
Family offices’ new playbook for direct investing. Bloomberg
Peter Thiel backs Aron D’Souza’s venture Objection.ai to bring tech to challenge media claims and support reputation management. Press Release
Understanding sports team ownerships new risks. FOG
🎙️Featured Listen: Why Even Some Democrats Hate California’s Billionaire Tax Proposal. The Daily, The New York Times.
✨ Impact & Philanthropy
Chris Rokos donates GBP190m to Cambridge University. The Times
Indian billionaire’s son offers to save Escobar’s hippos. BBC
🤝 Private Markets
Lazard buys Campbell Lutyens for $575m in private capital push. PE News
Private Credit: Seeing the wood from the trees. FOG
How we evaluate VC funds at Titanium Birch. Blog
Neo Turned a $150 Million Fund Into $1.2 Billion, Rare for the 2021 Vintage. WSJ
💼 Career Moves
Steve Cohen gives up the title of President & CIO of Point72, the firm he founded. Remains Chairman, CEO. Reuters
Patrick Clancy becomes President & CIO of New York based Single Family Office, leaving KKR after 10 years.
Sascha Schroders joins Single Family Office from Wellington Management.
Jessica S. Boar joins New York based Single Family Office from Deutsche Bank.
Blair Wentworth joins Dubai based Single Family Office from Astra Tech.
Jason Huang joins Singapore based Single Family Office from Azalea Investment Management.
Vrisshin Venkkatesh leaves London based Sinlge Family Office for Intropic
Anna Zakrzewski joins HSBC Private Bank as COO EMEA from Quintet.
Ex-Head of SFOs at Mercer, Paul Fleming launches Fleming & Partners.
Beata Kirr joins Northern Trust as CIO of Global Family Office Group from The Copia Group.
👥 Jobs Board.
Full Jobs Board accessible via the industry or members portals. Currently 46 actively recruiting roles in single family offices. 31 new roles listed this month, 18 closed to new applications. Hiring?
Director of IT - Single Family Office - San Diego, USA
Head of Corporate Development - Single Family Office - Dubai, UAE
Investment Monitoring & Portfolio Manager - Single Family Office - Riyadh, Saudi Arabia
Investment Operations Manager - Single Family Office - Sydney, Australia
Managing Director, Asset Allocation - Single Family Office - Singapore
Chief of Staff - Single Family Office - Cologne, Germany
Head of Operations & Estate Mangement - Single Family Office - Munich, Germany
Senior Manager Investments - Single Family Office - Berlin, Germany
Investment Manager - Single Family Office - Zug, Switzerland
Private Equity Investment Director - Single Family Office - Monaco
✍️ The rise of advisory boards in private capital governance: Guest article by Billy Stephenson, Managing Director of Stephenson Executive Search
📅 Events.
Estate Planning Seminar | 21st May
Art Philanthropy Forum & Gallery Tour [London] | 11th June
Summer Social [London] | 11th June
GPFO Annual Conference 2026 | 5th November
A little behind the scenes on this newsletter… the past year we have seen subscribers 2x. Over 1,000 new readers in the past two months alone.
Thank you to all that choose to share editions with friends and colleagues, as well as those that feel compelled to post about particular sections and stories on social media. We appreciate your support and value our readers.
We are perpetually open to feedback and suggestions on how to keep improving this newslettter. Please click reply and let us know your thoughts.