Family Office Buzz

Family office talent crunch. The wealthy don’t protest - they exit. UBS cans robo-advisor. Sports investing boom. Wealth management for elderly.

Author

Mr FamilyOffice
May 19, 2025

FAMILY OFFICE BUZZ

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

  • The family office talent crunch is real

  • The wealthy don’t protest - they exit

  • UBS pulls the plug on robo-advisor offering

  • Sports investing for the super-rich

  • Wealth management and the needs of elderly clients

  • Living Large: Inside that $400M Qatar gift

𝕏 highlights

The talent crunch is real. Opportunities for family office professionals, challenges for family offices.

The wealthy don’t protest. They exit.

Wait…”or worse”…?

Estate planning 101.

OK this made me laugh.

in LinkedIn highlights

UBS shutters its robo-advisor UBS Advice.

#ubs #roboadvisors #wealthtech #wealthmanagement

...and another one bites the dust... #UBS to close robo-advisor, joining big banks’ retreat from digital wealth advice. Andrew Welsch, Barron's, via MSN: https://lnkd.in/ed3empEu #roboadvisors #WealthTech #WealthManagement | 14 comments on LinkedIn

www.linkedin.com/posts/ursbolt_ubs-roboadvisors-wealthtech-activity-7329683781353668608-O9p9?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA1yzSABrt3YeH6j8ZoWGuzHBCxo_ASFyww

Wealth management and the needs of elderly clients.

Wealth management challenges in a modern environment

This is the second post I have read today referring to the needs of elderly clients or others with care needs. For the #wealthmanagement sector, these themes talk to the potential complexity of wealth in a modern environment (the other article related to #laterlife clients with their wealth tied up in their home), the specific needs of clients and the related development of the product, service, people, pricing and technology infrastructure needed by wealth managers to effectively reach, engage and service today's client base.

www.linkedin.com/posts/stephenkwall_financial-caregiving-challenges-and-opportunities-activity-7328737452171345920-pUJ6?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA1yzSABrt3YeH6j8ZoWGuzHBCxo_ASFyww

How family offices are approaching fixed income.

#familyoffices #fixedincome #bonds #investmentgrade #highyield |

𝐇𝐨𝐰 𝐚𝐫𝐞 𝐟𝐚𝐦𝐢𝐥𝐲 𝐨𝐟𝐟𝐢𝐜𝐞𝐬 𝐚𝐩𝐩𝐫𝐨𝐚𝐜𝐡𝐢𝐧𝐠 𝐟𝐢𝐱𝐞𝐝 𝐢𝐧𝐜𝐨𝐦𝐞 𝐢𝐧 𝟐𝟎𝟐𝟓? Last week's poll for our family office community (FOS) was - 𝐻𝑜𝑤 𝑎𝑟𝑒 𝑦𝑜𝑢 𝑎𝑝𝑝𝑟𝑜𝑎𝑐ℎ𝑖𝑛𝑔 𝑓𝑖𝑥𝑒𝑑 𝑖𝑛𝑐𝑜𝑚𝑒 𝑖𝑛 2025? The results...

www.linkedin.com/feed/update/urn:li:activity:7330179845408067584?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7330179845408067584%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29

📰 family office news roundup

UChicago Booth receives $5 million for Family Office Initiative. The University of Chicago Booth School of Business received $5 million grant from the Anthony Pritzker Family Foundation to support its new Family Office Initiative. Launching its first cohort in winter 2025–26, the program aims to professionalize and advance the field of family office management through research, leadership development, and global collaboration - Candid

Invest Like A Family Office: The Long-Term Discipline Behind Enduring Wealth. This Forbes article explains how the family office mindset offers valuable investment lessons beyond wealth management. It highlights five key principles: invest with a multi-decade horizon, use a structured portfolio framework, rebalance based on drift not dates, manage liquidity intentionally, and constantly challenge assumptions - Forbes

Sports investing in Asia: are the super rich game? Private banks in Asia are tapping into sports as an investment theme, spurred by high-profile moves like Joe Tsai’s Blue Pool Capital investing in the Miami Dolphins with Ares. DBS and Standard Chartered have launched dedicated sports, media, and entertainment funds in 2024, reflecting rising client interest, especially among ultra-high-net-worth families - CityWire Asia

One in three family offices in Spain will be facing a generational shift over the next ten years. Most Spanish family offices are still early in their development, with 75% not yet fully professionalised. Key challenges include succession planning, especially with 35% expecting a generational shift within a decade - Caixa Bank

Why the Virtual Family Office Model Is Reshaping Wealth Management. Exploring the Virtual Family Office model as a solution for wealthy individuals who feel underserved by traditional advisors. While most advisors focus on investment management, VFOs aim to offer integrated, cross-disciplinary planning, including tax, legal, insurance, and charitable strategies - Tampa Bay Business & Wealth

🍾 Living Large: the finer things in life

Inside that $400M luxury jet.

Friday’s newsletter is about how the wealthy design their lives… or fail to.

Until then, see you on 𝕏 or LinkedIn.

📶 RSS feed