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Family Office Buzz
Questions family office CIO candidates should ask. Family offices - the next liquidity crisis? An inspiring direct impact investing story. Family Office 3.0. Helping billionaires choose software.
Mr FamilyOffice
June 23, 2025
FAMILY OFFICE BUZZ
A weekly collection of family office news and highlights. Included this week:
Questions family office CIO candidates should ask
Are family offices the next liquidity crisis?
An inspiring story of direct impact investing
What “Family Office 3.0” is all about
The business of helping billionaires choose software
𝕏 highlights
Are family offices the next liquidity crisis?
The Family Office Threat Looms Large.
Remember Archegos?"..its implosion wiped out roughly $10 billion in days and caught major banks off-guard."
"....Family offices have expanded rapidly, and depending on whom one believes, there are 10,000-plus of them.
According to
— kristen shaughnessy (@kshaughnessy2)
5:02 PM • Jun 16, 2025
An inspiring story of direct impact investing.
Amazing story
Successful investment manager quits Goldman starts his family office, pours $150m into funding trials/ research to save his daughter’s life and ultimately does as well as 20k kids annually that get diagnosed with this rare disease. Now working on others.
— Ian Cassel (@iancassel)
5:10 PM • Jun 16, 2025
If you’re a CIO applying to a family office, here are the questions you need to ask.
Family Office CIO Questions
-Do the staffing and comp models adequately align the employer and employee?
-How do you synch outsider illiquid participation into a family structure?
-What does a successful structure look like and how much does it cost? A minimium one?— Frazer Rice (@frazerrice)
5:48 PM • Jun 20, 2025
And some Monaco flexing.
Monaco just hosted the world's most expensive weekend.
Billionaires spent more money in 3 days than most countries make in a year.
Here are 7 billionaire flexes that will blow your mind:
— The Forex Complex (@TheForexComplex)
2:19 PM • Jun 19, 2025
And the best business tweet of the week.
Some of my HVAC customers
— Will Schryver (@Will_Schryver)
12:50 AM • Jun 19, 2025
in LinkedIn highlights
Shifting family office interest in cryptocurrency.
Private credit and infrastructure the two asset classes most in demand.
What “Family Office 3.0” means for operations and structure.
📰 family office news roundup
Family offices and succession: Struggling to bridge the generation gap. Succession planning is still a mess for many family offices, with too many older principals avoiding tough conversations. Next-gens want more purpose, transparency, and digital tools, but they’re often left waiting in the wings - Spear's
10 Unexpected Years of Consulting Family Offices on Tech. The founder of Deviate Consulting never planned to employ 20 people or be in the business of helping billionaires choose software, but demand necessitated it - Modus
BlackRock Global Family Office Survey 2025. Family offices are going all in on private markets. Alternative assets now make up over half their portfolios. But behind the scenes, they’re grappling with succession worries, geopolitical shocks, and how to balance risk with long-term growth - BlackRock
Asia Pacific leads family office growth. Asia is catching up fast. Family offices in the region are growing quicker than anywhere else, driven by rising wealth and new money founders. But many are still figuring out governance and investment structures on the fly - Fund Selector Asia
A significant and growing proportion of UHNW families want values-aligned investing. More ultra-wealthy families want their investments to reflect their values, not just returns. Impact, ESG, and faith-based strategies are on the rise, especially among younger generations who are pushing for purpose over pure profit - Opalesque
🍾 Living Large
The controversial wedding of the year is coming up in Venice … here’s what it could cost.
🎥 Telling your family story sharpens your values - Friday’s newsletter looks at how to capture your family story on film.
📄 Keep an eye on X and LinkedIn - there have been several family office reports released recently, we’ll be sharing some insights.
🌐 We’re also excited to share key highlights from the SFO Alliance flagship conference SFO Week - look out for fact sheets this week on: defense investing, commercial real estate and setting up a family office.
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