Family Office Growth News — 21st Edition

📌 Why Family Offices Must Professionalize Now — Regulation, Deals & Strategy Insights (March 2025)

Author

Ryan Austin
March 27, 2025

In partnership with

📨 Family Office Growth News — March 2025

Welcome to the 21st edition of Family Office Growth News.

This month, we explore exactly why professionalization has become mission-critical for Family Offices. Regulators are tightening oversight, top Family Offices are doubling down on strategic sectors like nuclear energy, biotech, and private AI, and Ron Diamond reveals how patient capital is positioning savvy investors to disrupt PE & VC. 

Let’s dive in! 👇

🎙️ Ron Diamond on Why Most Family Offices Get it Wrong (and How to Fix It)

On the latest episode of Founders & Fortunes, Ron Diamond delivers candid insights on why most Family Offices aren’t set up to succeed — and the crucial strategies that set apart the winners.

“Most Family Offices shouldn’t exist in their current form — 85-90% are fragmented and inefficient. But the few who professionalize will genuinely disrupt private equity and venture capital through patient capital.”

— Ron Diamond, Chairman, Diamond Wealth & CEO, Family Office World Media

🔑 Key insights:

  • Establish governance clearly and early — don’t rush straight into investments.

  • Leverage patient capital as your strategic advantage over PE & VC.

  • Explore multi-Family Office structures if you’re under $500M AUM.

  • Shift your mindset: view talent as profit drivers, not expense burdens.

📉 Family Offices Face Regulatory Reckoning (FT)

Josh Spero & Owen Walker (Financial Times) expose growing scrutiny after Singapore’s $2.2B Family Office scandal. With assets now topping $3.1T globally, transparency and governance can no longer be optional.

🔑 Why it matters:

  • Regulatory clarity & enhanced reporting (particularly above $750M AUM) are imminent.

  • Family Offices proactively strengthening transparency and governance will outpace peers and maintain credibility.

🔥 Family Office Deal Flow Doubles Down (CNBC)

Hayley Cuccinello (CNBC’s Inside Wealth) highlights February’s surge in direct investments, spotlighting big moves into nuclear energy (X-energy), health-tech (Harrison.ai), and biotech (Tidal Vision).

🔑 Takeaways:

  • Mega-rounds signal willingness to back significant innovations.

  • Patient, dedicated support positions Family Offices uniquely within private markets.

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🎧 The Future of AI is Private — Gavin Whyte on Brew AI’s Mission to Secure Innovation

On Founder’s Story with Daniel Robbins (Ep. 191), Gavin Whyte shares BrewAI’s mission to pioneer private, enterprise-grade AI, designed to protect sensitive data, eliminate AI “hallucinations,” and drive smarter decisions in law, finance, and government.

Quick Takeaways:

  • Gavin’s extensive experience includes leadership roles at Deloitte and KPMG.

  • Brew AI develops secure, predictive AI tailored specifically for regulated industries.

🗓️ MasterClasses to Watch: April 2025

Danielle Patterson, CEO at Family Office List, hosts two must-attend April events for Family Offices and their trusted advisors:

April 8:

📢 PR & Marketing Trends feat. Michael Thrasher (Modus News) & Michael Walsh (Award-winning PR Expert).

🎟️ Register here

April 23:

🏛️ Modernizing Family Offices feat. Richard J. Wolkowitz, Founder of Xylogenesis®.

🎟️ Register here

🎁 FOGN Exclusive: Enjoy 10% off verified Family Office contacts with code ARONDIGHT10.

🗣️ Your Thoughts?

Which trend resonated most with you this month? Reply directly or join the conversation on LinkedIn.

Thanks for reading!

Best regards,
Ryan Austin
Founder, Arondight Advisors
Email: [email protected]

Disclaimer: This publication is created and distributed by Arondight Advisors and may not be construed as investment advice. This newsletter does not provide an analysis of any company’s financial position and is not a solicitation to purchase or sell securities in any company. Arondight Advisors is an investment research and marketing firm, and not a registered broker dealer.