Spotlight Family Office Group

12/30/2025

Asia’s Family Office Boom Reveals a Global Blind Spot

Asia is experiencing rapid growth in family office activity, driven by rising wealth and multigenerational expansion. A new Forbes report highlights how these families, including those who rebuilt fortunes across continents, are reshaping global investment flows. The surge underscores a major blind spot in how the world tracks wealth, governance, and cross-border influence as Asia’s private capital accelerates.

Read the full article here:

Cross-border families risk misalignment when advisors work in silos. Integration, not expertise alone, sustains global family-office governance.

12/25/2025

Family Offices Face Growing Risks from Technology Gaps

A new Deloitte report reveals that 27 percent of North America based family offices feel underinvested in the operational technology needed to run effectively. This tech lag can increase exposure to security threats, inefficiencies, and compliance issues at a time when modern infrastructure is becoming essential for safeguarding wealth and supporting long term growth.

Read the full article here:
https://deloitte.wsj.com/cfo/family-offices-tech-lag-could-cause-significant-risks-b80a5c54?

12/23/2025

The Biggest Wealth Transfer in History Has Already Begun

More than 10 trillion dollars in family office capital is setting the stage for a new era of private wealth. Industry expert Ron Diamond predicts that younger generations will lead a major shift toward direct investments in startups, deep tech, and global innovation hubs. He also highlights Israel as a key destination for the next wave of capital as families look for high growth opportunities and long term impact.

Read the full article here:
https://www.calcalistech.com/ctechnews/article/se9runorf

12/18/2025

Family Offices Bet on Tech and Crypto for a Year-End Rally

Family offices are increasing their exposure to tech infrastructure and exploring new crypto investments as they position for potential year-end gains. Even with the government shutdown limiting access to economic data, optimism remains high. November has historically been the strongest month for the S and P 500, averaging a 1.9 percent gain with a 69 percent win rate over the past 75 years, adding fuel to the momentum.

Read the full article here:
https://www.craincurrency.com/investing/family-offices-are-betting-tech-crypto-year-end-rally

12/16/2025

Family Offices Scale Back Deals but Continue Investing in AI Mega-Rounds

Family offices are making fewer direct investments this year, with activity down significantly in 2025. In October alone, they completed just 51 direct deals, a 63 percent drop from last year according to new data from Fintrx. Even with the overall slowdown, one trend remains strong. Family offices continue to flock to AI startup mega-rounds as demand for transformative technology accelerates.

Read the full article here:
https://www.cnbc.com/2025/11/06/family-offices-deals-october-ai.html

12/11/2025

Year-End Tax Strategies for Family Offices

The end of the year is the perfect time for family offices and high-net-worth families to review tax positions and make strategic decisions before December 31. Proactive planning can reduce tax exposure, strengthen wealth protection, and prevent compliance issues at a time when IRS scrutiny is rising. A few smart moves now can lead to meaningful savings later.

Read the full article here:
https://www.spotlightfamilyoffice.com/year-end-tax-strategies-for-family-offices/

12/09/2025

Attention Food Entrepreneurs and Restauranteurs

Your signature dishes and creative food products are more than just menu items. They are intellectual property that helps you stand out, build a brand, and stay competitive. But when a product becomes a customer favorite, the big question comes up. Can you legally protect it from being copied?

From patenting food formulas to safeguarding product shapes, this guide explains what is actually possible and how to protect your culinary creations.

Read the full article here:
https://www.spotlightfamilyoffice.com/attention-food-entrepreneurs-and-restauranteursprotecting-your-culinary-creations-can-you-patent-a-food-product-or-its-shape/

11/27/2025

🏛️ Safeguarding Wealth Across Generations

Family offices are evolving from simple wealth custodians into multi-functional hubs that balance tradition with innovation and prepare future generations for leadership.

In this article, Joan Johnson of Praxis BVI explores how families are adapting governance, education, and structure to preserve legacies while embracing change. From flexible operational models to the rise of sustainability and technology integration, the next generation of family offices is being built with purpose.

Read the full article: https://www.privatebankerinternational.com/features/safeguarding-wealth-across-generations/?cf-view

Family offices face rising complexity in balancing tradition with innovation, professional expertise with family values, and local structures with global footprints.

11/25/2025

💡 SFOG Insight: Why Wealthy Families Are Drowning in Data

Family offices are managing more information than ever before, from alternative investments and K1s to global documents and legacy records. The result is often more complexity, not less.

A recent FO Pro feature highlights how leading family offices are addressing this challenge through stronger data stewardship, smarter systems, and regular technology reviews.

leafplanner helps families centralize critical information, streamline workflows, and create continuity across generations.

Read the full article: https://www.spotlightfamilyoffice.com/more-complex-by-the-decade-why-wealthy-families-are-drowning-in-data-and-what-to-do-about-it/

11/20/2025

🌱 Industry Insight: Why Family Offices Are Entering the Renewable Energy Market

With the continuation of green energy tax credits under President Trump’s One Big Beautiful Bill Act, renewable energy investment has reached a new level of stability and opportunity.

For family offices, this means access to a space once dominated by institutions. Hybrid investment structures, tax equity strategies, and transferable credits now make it possible to achieve attractive returns while supporting the global energy transition.

This article explores how family offices can leverage these structures to recover capital quickly, reinvest efficiently, and align their portfolios with long-term sustainable growth.

Read the full article: https://www.wealthmanagement.com/high-net-worth/family-offices-and-the-renewable-energy-market

Family offices can access institutional-level renewable energy investments with rapid capital recovery and high returns before policy changes end chances.

11/18/2025

🚀 SFOG Member Update: Shae Marcus Consulting Launches Scalable Growth Systems

We are excited to spotlight Shae Marcus Consulting, which has introduced a new growth enablement model for founders, family offices, and PE-backed portfolios.

The model replaces single-salary overhead with a coordinated team that includes media buying, SEO, development, content, and RevOps. With automation and AI at the core, it helps organizations reduce costs, accelerate growth, and scale efficiently across portfolios.

Read the full article: https://www.spotlightfamilyoffice.com/shae-marcus-consulting-launches-scalable-growth-systems-for-founders-family-offices-and-pe-backed-portfolios/

11/14/2025

👥 Industry Insight: Succession Planning in Family Offices

As the family office sector continues to grow and professionalize, many organizations are now facing a new challenge planning for the next generation of leadership and talent.

This article by Tom Burroughes explores how family offices are approaching internal succession, talent retention, and the rise of hybrid models to meet evolving demands.

Read the full article: https://www.familywealthreport.com/article.php/Family-Office-Professionals-%E2%80%93-How-Best-To-Consider-Their-Own-Succession%3F-?id=205807