- Family Office Growth News
- Posts
- Family Office Growth News — 23rd Edition
Family Office Growth News — 23rd Edition
The Silver Tsunami is here. Are Family Offices ready?
Ryan Austin
May 27, 2025
In partnership with
📨 Family Office Growth News — May 2025
Welcome to the 23rd edition of Family Office Growth News.
Your monthly read on the strategies, capital flows, and founder stories reshaping how Family Offices invest, govern, and grow.
From repositioning portfolios to professionalizing operations, Family Offices are moving with purpose and recalibrating their approach to risk, deal flow, and continuity.
Let’s get into it. ⬇️
🎙️ Founders & Fortunes #4: Scott Hauck on Capturing the Silver Tsunami
In this episode, I sat down with Scott Hauck, General Partner at Legacy Capital, to unpack how his team is capturing the Silver Tsunami — the 500,000+ founder-led businesses expected to change hands each year through 2035.
Through Legacy Capital, Scott has cultivated a proprietary sourcing engine pulling in 50–60 off-market deals a day, and a transformation model designed to create EBITDA lift in 90 to 120 days.
No financial engineering, no drawn-out timelines, and execution on both sides of the table:
For sellers: A founder-friendly transition playbook that preserves legacy and speeds liquidity.
For buyers: A curated pipeline of recession-resilient, cash-flowing businesses in transportation, logistics, and tech-enabled services.
By modernizing overlooked businesses and pre-mapping exits, they compress timelines and deliver real distributions. For LPs, that means faster velocity, sector focus, and a straight line to yield.
📊 Monthly Pulse: UBS Global Family Office Report — Risk Repricing in Real Time
UBS just released its 2025 Global Family Office Report, and the message is loud in its subtlety. Family Offices are staying steady — but sharpening.
📌 86% of U.S. family office assets are now held in North America.
📌 Hedge funds and developed market equities are gaining ground.
📌 Gold and private debt are reappearing — not as trends, but as ballast.
Only 35% of families are making allocation changes this year, but those who are, are doing so with a clearer lens: more liquidity, less blind exposure, and a firmer grasp on what they actually want their capital to do.
Stay up-to-date with AI
The Rundown is the most trusted AI newsletter in the world, with 1,000,000+ readers and exclusive interviews with AI leaders like Mark Zuckerberg, Demis Hassibis, Mustafa Suleyman, and more.
Their expert research team spends all day learning what’s new in AI and talking with industry experts, then distills the most important developments into one free email every morning.
Plus, complete the quiz after signing up and they’ll recommend the best AI tools, guides, and courses – tailored to your needs.
🧭 Governance Spotlight: Why Structure Is the Edge in 2025
In my latest piece for The National Law Review, I wrote about the quiet driver behind this year’s biggest shifts: governance.
According to Deloitte, 86% of family office executives now cite governance as their top concern — ahead of returns, succession, or even capital deployment. The challenge? Only 26% of families are involving the next generation early enough to shape decisions that last. That’s a legacy risk hiding in plain sight.
Strong investment strategies matter. But families that survive — and thrive — are the ones who know how to make decisions, not just distributions.
The key to a $1.3T opportunity
A new real estate trend called co-ownership is revolutionizing a $1.3T market. Leading it? Pacaso. Led by former Zillow execs, they already have $110M+ in gross profits with 41% growth last year. They even reserved the Nasdaq ticker PCSO. But the real opportunity’s now. Until 5/29, you can invest for just $2.80/share.
This is a paid advertisement for Pacaso’s Regulation A offering. Please read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals. Under Regulation A+, a company has the ability to change its share price by up to 20%, without requalifying the offering with the SEC.
Final Word
This month’s theme is clear: discipline over drama. Whether it’s reallocating capital or preparing for the generational handoff, Family Offices are opting for substance over flash — and doing more with fewer, sharper tools.
📩 Forward this to a founder, CIO, or family principal who should be tracking this.
See you next month!
Best regards,
Ryan Austin
Founder, Arondight Advisors
Email: [email protected]
LinkedIn: www.linkedin.com/in/ryan-a-austin
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.