Dear UHNW Institute Members,
Our theme this month, the Single Family Office (SFO), recognizes the growth of private organizations created to manage financial and personal affairs of UHNW families. Driven by rising global wealth, generational wealth transfer and dissatisfaction with traditional wealth managers, as well as a desire for more control, customization and privacy, The Institute recognizes this ten-fold growth since the early 2000s.
As a result, big things are on the horizon. We’re excited to preview our newest initiative: the Single-Family Office (SFO) Membership offering. Born from conversations with our members and the broader wealth community, this offering is designed specifically for SFO leaders, providing a space for meaningful peer connection, curated content, impactful programming and support for developing the next generation of professionals within their offices.
The SFO membership will deliver access to exclusive resources, a trusted global network and thought leadership tailored to the unique needs of single-family offices. We’re also expanding our SFO Advisory Board and invite experienced leaders from across the U.S. and internationally to contribute their insights.
Our September Single Family Office Clinic will take place in Chicago on Sept. 23, where regional family office executives will convene for a hands-on exploration of the evolving AI landscape. Keep an eye on your inbox. Official membership details launch right after Labor Day.
In the meantime, join us for our June programming (below) and be sure to catch our UHNW Institute Podcast airing later this month with guest host Kristen Oliveri, focused on the people behind this new SFO Initiative.
June Upcoming Events
June 17 – Masterclass: The Adventures of Family Conflict – Register Here
June 23 – Membership Orientation – Register Here
Explore the following curated resources to support this month’s SFO theme.
—
ARTICLES/BOOKS/PRESENTATIONS
2025 Family Office: Key Takeaways from Our In-Depth Analysis
The UHNW Institute, 2025
White paper that highlights six priorities for the future: AI, ESG 2.0, cybersecurity, next-gen engagement, flexible governance and advanced analytics. Success will depend on agility and adapting to change while staying grounded in family values and long-term goals.
Redefining the Future of the Single Family Office
Family Wealth Report, 2025
Article from Family Wealth Report that looks at how single-family offices can stay effective as they face generational change and new operational pressures. It encourages offices to focus their services, consider outsourcing where it makes sense, upgrade their tech systems and take cybersecurity more seriously. Equally important is building stronger relationships with younger family members through education and regular communication. The core message: stay flexible, simplify where possible and make sure the office grows as the family does.
Private Market Enthusiasm Molds Family Offices
Family Wealth Report, 2025
Family Wealth Report explores in this article how family offices are increasingly structuring themselves like private equity firms as they deepen their involvement in private markets. Driven by next-gen interest and the need for scale, many are moving from informal deals to formal fund structures, bringing new operational and regulatory challenges. Some families now use separate entities to manage private investments, signaling a shift toward greater specialization.
—
VIDEOS
Family Office Exec Shares Insights into Direct Deals, Co-Investments and Governance Structures
Markets Group, 2022
Kristen Oliveri of The UHNW Institute, sits down with Tommy Mayes (Managing Director, Executive Advisor) of SunGate Capital, a single-family private equity and investment office, to discuss everything from the direct deal landscape to family governance and family office regulation.
What Identifies a True Single Family Office?
Markets Group, 2022
The term single family office has become subjective. Paul Reynolds, Director at Thamesis Limited, discusses with Kristen Oliveri, the nuances of a single-family office and debunks misconceptions of how the wealthiest people in the world manage their money.
