Family Office Buzz

Family office economic realities. Direct investing “part time” doesn’t work. Global family office compensation survey. Where to go to protect your money.

Author

Mr FamilyOffice
May 26, 2025

FAMILY OFFICE BUZZ

A weekly collection of family office news and highlights. Included this week:

  • The brutal cost of operating family offices

  • Hard VC truths from Harry Stebbings

  • Where people are going to protect their money

  • Take part in the global family office compensation survey

  • Living large: Aston Martin and Apple announce CarPlay Ultra

𝕏 highlights

Some home truths from Harry Stebbings.

The heiress cut out of the family fortune.

Tax havens of the world (time for a second passport?).

Family offices betting on the US.

in LinkedIn highlights

Take part in the family office compensation survey (for SFO principles/professionals).

Join the Global Family Office Compensation Survey 2025

Agreus and KPMG Private Enterprise are excited to announce the second edition of our Global Family Office Compensation Benchmarking survey in anticipation of the 2025 Global Family Office Compensation Benchmark Report. https://lnkd.in/eZhkWQY6

www.linkedin.com/posts/agreus_familyoffice-familyofficerecruitment-singlefamilyoffice-activity-7325836843751456769-Gb7z?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA1yzSABrt3YeH6j8ZoWGuzHBCxo_ASFyww

Understanding and managing family office costs.

Family Office Operations - Understanding & Managing Your Total Costs

Family Office Operations. When presenting to multiple generations within a family office recently, a lot of discussion centred around the total costs. This included staffing, wealth management, operations and "family office services". Is the value of the office more than the cost? https://lnkd.in/gs4Y49Dk

www.linkedin.com/posts/shaun-parkin-41973425_family-office-operations-understanding-activity-7332570267015159809-LZsC?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA1yzSABrt3YeH6j8ZoWGuzHBCxo_ASFyww

Thoughts on family office wellness as a priority.

The Modern Priorities for Family Offices: Health and Lifestyle

When Gordon Gekko proclaimed, "Greed, for lack of a better word, is good," in the 1987 film Wall Street, he summarized an era when wealth accumulation defined success. While money is vitally important (nobody denies that!), modern priorities for affluent families have evolved.

www.linkedin.com/pulse/modern-priorities-family-offices-health-lifestyle-gregory-charlop-md-swz1e

📰 family office news roundup

The Hard Realities Of Family Office Economics – In Conversation With Stonehage Fleming. Running a family office isn’t cheap, and Stonehage Fleming doesn’t sugarcoat it. They talk about the trade-offs families face between full control and cost efficiency, and why many are now outsourcing or joining multi-family offices to get scale without the headache – WealthBriefingAsia

The Family Office Blueprint For Tomorrow. Recaps from a lively roundtable on the future of family offices. The key takeaways? Younger generations are demanding more purpose, tech, and flexibility, while older principals are trying to keep up. Lots of talk about governance, AI, and making these outfits more “professional” without losing their soul - Family Wealth Report

Family offices deepen shift to private assets amid endowment-style pivot. How family offices are going even harder on private assets, following an endowment-style playbook - they’re ditching the 60/40 model, embracing illiquidity, and chasing long-term alpha like the big university funds. Basically: less bonds, more buyouts - Investor Daily


Bank of Singapore adapts family office approach as rules tighten. The bank (part of OCBC) says the quality of family office client inquiries is rising, but more onerous regulations in the city-state have led both it and would-be clients to change their approach - CityWire Asia 


Structuring Your Family Office. A look at different structures of a family office, from simple outsourced models to fully-fledged in-house teams, with tips on when to build vs. buy capabilities, and highlights on major trade-offs around control, cost, and complexity - Forvis Mazars


Global Family Office Report 2025. The full report from UBS surveying over 300 of their family office clients. In short? Private markets are still winning, and family offices are doubling down on direct deals and credit, with US family offices withdrawing from international markets – UBS  

Look out for our take on the UBS report this Friday.

🍾 Living Large: the finer things in life

Aston Martin and Apple launch CarPlay Ultra.

We’ve been reading the UBS Family Office Report 2025 so you don’t have to. Friday’s newsletter summarizes the latest family office trends, risks and opportunities. It will be a good one.

And look out for Wednesday’s Mr Family Office Jobs newsletter.

If you want to share ideas, questions or comments, just hit reply!

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