Champions of the Family Office | Global Partnership Family Offices (GPFO)

St. James's, London, England
Joined October 2011
Spinning plates, balancing the human side of the family office. A guest article from Richard J. Wolkowitz substack.com/home/post/p-203…
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Estate planning is under renewed pressure. For UK-connected families, changing tax rules, cross-border complexity and succession expectations raise the question of whether the family, business and governance framework is ready for what comes next.
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Our July Family Office Industry Newsletter was published today. 📊 Chart of the Month - Swiss Single Family Office wealth growth. 📑 Research & Reports - 11 Reports from UBS, S&P Global, KPMG and more…
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Governance over geography? For years, global wealth planning has often started with the same question: which jurisdiction? But the recent Solorz case is a reminder that location alone does not protect control, continuity or family intent.
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In this guest article, Chris Usher explores why globally mobile families are increasingly focused not just on where assets are held, but on how authority is exercised, decisions are made, and disputes are managed when succession plans are tested under pressure.
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How have family office portfolios changed over the past decade? This month’s chart of the month takes UBS GFO data to show just that.
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The latest (2026 report out this week) UBS Global Family Office Report shows family offices repositioning for resilience: a record 60% expect to change their strategic asset allocation over the next 12 months...
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..., with portfolios being adjusted around geopolitical risk, currency diversification, AI, infrastructure, energy and resources.
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The June family office industry newsletter was just published. Welcome to 281 new subscribers this month. - 📊 Chart of the Month - Changing Family Office Asset Allocation 2016-2026. - 📑 Research & Reports - 9 Reports from UBS, Citi, PwC and more…
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NAV financing has long been a tool of private markets fund managers, now family offices are leveraging it. open.substack.com/pub/family…
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The May Edition of our Family Office Industry Newsletter was just published. Sections: 📊 Chart of the Month 📰 News 📅 Events 👥 Jobs Board & 💼 Careers Moves 📑 Research & Reports Read the edition here: familyofficeinsider.substack…
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Our upcoming Estate Planning Seminar on 21st May, explores key considerations for family offices around succession, governance, and long-term wealth planning in the UK. Join us for this insightful and practical discussion: luma.com/rm23ssna
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The latest long form piece explores the current state of the private credit market, the markets maturity, where it is cyclically and what it means for family offices.
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It draws insights from this months GPFO private credit forum and its speakers; Ben Palairet, Raman Rajagopal, Eric Larsson & Samantha Bamert. open.substack.com/pub/family…
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Join us for our Private Credit Themed Forum tomorrow on 16th April. A timely discussion for family offices, exploring the rapid growth of private credit and what recent market turbulence means for investors. Secure your place: luma.com/bqleu8o6 #GPFO #FamilyOffices
🤖 Made with AI
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Speakers: • Raman Rajagopal, Invesco, Senior Client Portfolio Manager, Private Credit • Eric Larsson, Benefit Street Partners, Managing Director, Co-Head of European Special Situations • Samantha Bamert, Entrepreneur
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Succession plans often end up as many connected threads bundled into structures and documents. Recently, there have been several high profile unravellings. Read more: lnkd.in/gapxsRVD
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