Each year, in discussion with our advisory board and members, we set the agenda for the GPFO family office ecosystem for the year ahead. We highlight best practice and investment themes that we expect to be front of mind, as well as the research topics we will be exploring in 2025.
📣 This is an open call for feedback and suggestions to this year’s topic agenda.
Best Practice Themes
Cost Efficiency - Managing costs; including investment fees, service providers, internal staff and use of technology. Insourcing Vs Outsourcing.
Entrepreneurship in the Family Office - The family office as a platform for entrepreneurial activity, company incubation, a tool for engaging the next generation, and more.
Jurisdictions - Exploring jurisdictional challenges from a macro perspective, encompassing geopolitical and macroeconomic factors, down to the micro level, including tax, regulatory, legal, and service provision complexities.
Research Themes
GPFO Research is a platform that delivers family office insight-ready data and tools. Built on a trusted academic foundation, our team brings together primary data and leading market access to build industry benchmarks and uncover unique insights.
Co-Investment - Continuing to uncover new data on this topic, with a heightened focus on the mechanisms that drive successful co-investment partnerships.
Operations Stack - Understanding the critical frameworks that distinguish top-performing family offices in an increasingly complex global landscape.
Investment Themes
We explore key investment themes through a macroeconomic and geopolitical lens, delve into asset class–specific discussions, and highlight industry verticals shaping the future of family office portfolios.
Industry Vertical Themes: The Energy Transition, Health & Longevity, Defense & Space Technology, Sports.
Asset Class Themes: Private Secondary Markets, Quant & Market Neutral Hedge Funds, the Private Credit landscape.