Family Office Growth News — 26th Edition

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📩 Family Office Growth News — 25th Edition

Welcome to the 26th edition of Family Office Growth News.

This month’s edition highlights two key developments shaping the conversation:

• THE REAL NY Summit — where investors, innovators, and policymakers explored how capital is reshaping the future of mental health.

• The North America Family Office Report 2025 (Campden Wealth × RBC) — a data-driven look at how Family Offices are refining governance, liquidity, and talent strategy amid a cautious but confident market.

Let’s dive in. ⬇️

🔥 Event Feature: THE REAL NY Summit

October 28–29, 2025 | Cornell Tech, Verizon Center, NYC

This year’s REAL NY Summit, founded by Shawn Lesser, united investors, founders, policymakers, and Family Offices around one theme: mental health as an investable sector.

Highlights:

• Ronald Diamond (Diamond Wealth) opens with a keynote on Family Offices shaping the mental-health innovation economy.

• Brad Feld (Techstars) and James Oliver, Jr. discuss how venture capital impacts founder wellbeing and sustainable innovation.

• Andrew Yang, Rick Perry, Hilary Phelps, and Poonacha Machaiah headline panels on technology, policy, and purpose.

• Sessions like “What We’re Funding and Why” and “Shifting the System” explore how institutional investors can drive measurable impact.

Email Was Only the Beginning

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📊 Monthly Pulse: Campden Wealth × RBC Report 2025

📢 The North America Family Office Report 2025 from Campden Wealth and RBC Wealth Management offers a grounded view of how Family Offices are navigating a more disciplined investment climate.

Drawing on 141 in Family Offices in North America with a combined $285 billion in assets and an average net worth of $2 billion — the study tracks how families are adjusting governance, liquidity, and human capital to sustain long-term performance.

Key Insights:

• Market sentiment: Families project 5% average returns for 2025, down from 11% in 2024, signaling a pivot toward stability and risk management.

• Liquidity as strategy: 48% of respondents prioritize liquidity, followed by de-risking (33%) and diversification (26%). Cash now makes up 10% of average portfolios — a buffer for fast deployment.

• Private markets: Private equity remains dominant at 29% of portfolios, with 88% holding exposure. Real estate participation sits near 75%, with growing focus on logistics, data centers, and senior housing.

• Talent and structure: Larger offices are expanding in-house teams; smaller ones rely on outsourcing. Only 6% operate fully virtual. Retention challenges stem from limited career paths, not pay.

• Governance maturity: 69% now have formal succession plans and 81% maintain mission statements. Tech adoption is climbing — 69% use automated reporting tools, up from 46% in 2024.

The 2025 data show a sector emphasizing liquidity discipline, governance clarity, and talent alignment — hallmarks of a Family Office model evolving for endurance.

Thank you for reading!

💬 Thank you for following Family Office Growth News.

Stay tuned for November’s edition as we look ahead to 2026 and the evolving balance between governance, innovation, and access.

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.