Family Office List

When we work together, we become a powerful force… like waves colliding to create something greater than either could on their own. In business, as in life, collaboration isn’t just a ‘nice to have’; it’s the driving force behind meaningful growth and impact. Reflecting on this past year, I’m struck by just how much we’ve accomplished at Family Office List… achievements made possible through the dedication of our team and the support of incredible partners. 𝟐𝟎𝟐𝟒 𝐰𝐚𝐬 𝐭𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐯𝐞: → We introduced 𝐯𝟐.𝟎, complete with API integrations, bringing deeper data insights and greater efficiency to our users. → We attended 𝐰𝐨𝐫𝐥𝐝-𝐜𝐥𝐚𝐬𝐬 𝐟𝐚𝐦𝐢𝐥𝐲 𝐨𝐟𝐟𝐢𝐜𝐞 𝐜𝐨𝐧𝐟𝐞𝐫𝐞𝐧𝐜𝐞𝐬 across the country, building connections and learning alongside thought leaders. → We hosted 𝟐𝟏 𝐌𝐚𝐬𝐭𝐞𝐫𝐂𝐥𝐚𝐬𝐬𝐞𝐬, delivering expertise and value to our growing community. → We welcomed 𝟓 𝐧𝐞𝐰 𝐜𝐨𝐧𝐟𝐞𝐫𝐞𝐧𝐜𝐞 𝐩𝐚𝐫𝐭𝐧𝐞𝐫𝐝, expanding the reach of our platform. → We added a 𝐧𝐞𝐰 𝐑𝐈𝐀 𝐝𝐚𝐭𝐚𝐛𝐚𝐬𝐞 with over 14,000 firms, meeting the evolving needs of our users. → We grew our family office database by 𝟏,𝟑𝟎𝟎 𝐧𝐞𝐰 𝐟𝐢𝐫𝐦𝐬, bringing us to an incredible 𝟒,𝟔𝟎𝟎 𝐟𝐚𝐦𝐢𝐥𝐲 𝐨𝐟𝐟𝐢𝐜𝐞𝐬 and counting. → We welcomed 𝐧𝐞𝐰 𝐭𝐚𝐥𝐞𝐧𝐭 to our team, further strengthening our ability to collaborate and achieve more together. And while we’re proud of these milestones, we feel the momentum is only building. The collaborations, conversations, and innovation we’re seeing set the stage for an exciting 2025, filled with new partnerships and opportunities to deliver even greater value to our community. To everyone who played a role in this journey (team members, partners, and collaborators) thank you for believing in the vision and working alongside us to make it a reality. 🙏🏼 Collaboration truly creates impact. Who are the partners or teammates that inspire you to go further? Tag them below and let’s celebrate the strength we find in working together. Here’s to building waves of change in 𝟐𝟎𝟐𝟓 and beyond. 🌊

As growth-minded entrepreneurs, we’re often so focused on building the next step, the next big thing, that we rarely pause to celebrate how far we’ve come. But together, let’s take a moment to reflect on everything 2024 brought us: 💪🏼 The challenges that shaped us 🙌 The wins that fueled us 👊🏼 The lessons we’ll carry into the year ahead Pausing isn’t just a luxury; it’s a strategy. It’s in these moments of stillness that we recharge, recalibrate, and refocus. And as we step into 2025, I hope we can all find the time to: ✨ Pause ✨ Rest ✨ Reflect Celebrate not just where we’ve been but where we’re headed. Let’s carry the energy and intention of this year into the incredible opportunities waiting for us in the next. How are you pausing to reflect and renew as we step into the new year? Wishing us all a Happy New Year filled with clarity, purpose, and abundance. 🌟 #Manifestation #AbundanceMindset

As we close out 2024 and step into 2025, I find myself reflecting on all that this past year has brought. It’s been a year of tremendous growth-within my family, on my personal and spiritual journey, and in the work we’ve done in the industry. For all of this, I am deeply grateful. At Family Office List, it’s been a year of exciting milestones and progress. As we prepare for the new year, I’m thrilled to share a few highlights: we’re starting 2025 with over 5,000 subscribers to our newsletter (a truly special Christmas gift 🙏🏼) and a database that now includes more than 4,700 family offices and 14,000 RIAs. None of this would have been possible without the incredible support and contributions of so many along the way! As leaders and creators, we often focus on what’s next, striving to refine and improve. But it’s just as important to pause and celebrate the wins and the people who made them possible. Here’s to a new year filled with opportunities to grow, recalibrate, and focus on what truly matters. I’m excited to continue this journey with all of you. Cheers to 2025! 🥂

📖 “Go placidly amid the noise and haste, and remember what peace there may be in silence.” ~ Max Ehrmann, 1927 As the holidays approach, these words from Desiderata feel more timely than ever. On Friday, during my children’s Winterfest, one of the students recited this beautiful poem. Hearing it spoken aloud, so simple and sincere, felt like a gentle pause amid the busyness of the season. It was a moment to stop, breathe, and reflect. The holidays can bring so much noise…. the joyful kind, full of laughter and gatherings, but also the overwhelming kind: endless to-do lists, the rush, and the pressure to make everything perfect. But Desiderata reminds us of something precious: ✨ To step back and find peace in the little moments. ✨ To be gentle with ourselves, even as we strive for discipline and purpose. ✨ To remember that happiness isn’t in the checklists or the hustle—it’s in connection, gratitude, and the memories we create. For me, that means finding joy in savoring time with loved ones, and taking a deep breath when life feels too loud. Hearing this poem was a gift, and I want to share it as a gentle reminder for all of us this season: 🎁 Pause. 🎁 Be present. 🎁 Embrace the little things that truly matter. What are you doing to find those quiet, meaningful moments this year? Wishing you peace, kindness, and happiness as you celebrate, reflect, or simply be. 🕊️

🎯 Final MasterClass of the Year: Don’t Miss This! This Thursday, December 19th, we’re hosting our final MasterClass of the year featuring Denny Chared, Founder of DC Finance's Global Family Office & High Net Worth Community . With over 20 years of experience, Denny will share actionable insights on connecting with Family Offices and building lasting relationships. 📅 Event Details:
 🔹 Date: Thursday, December 19, 2024
 🔹 Time: 1:00 - 2:00 PM ET
 🔹 Featuring: Denny Chared, Founder of DC Finance
 🔗 Register here: https://lnkd.in/db-psjxt What You’ll Learn: 💡 How Family Offices prioritize wealth preservation and growth 💡 Strategies to build trust and stand out when pitching 💡 Practical tips for engaging Family Offices at events If you can’t make it, comment below or message me, and I’ll share the recording. Let’s close out the year with meaningful insights that will set you up for success in 2025 and beyond. Hope to see you there!

🔎 How did Family Offices go from quiet stewards of generational wealth to the driving force behind some of the most significant shifts in private markets and global investing? In 2024, they didn’t just maintain their influence—they expanded it, challenging private equity and venture capital models, embracing ESG at unprecedented levels, and steering the largest wealth transfer in history. Their impact on the financial world is no longer quiet—it’s transformative. 🔸 The Opportunity & the Risk Family Offices balance long-term vision with flexibility, but this influence brings challenges. Nearly 60% still lack governance structures or succession plans, a gap highlighted by Ronald Diamond in "2024 Family Office Recap." As NextGen heirs emphasize ESG and philanthropy, Family Offices must adapt to foster intergenerational dialogue. Without alignment, inefficiency and trust erosion threaten legacies. 🔸 Patient Capital: A Catalyst for Change Patient capital, a Family Office hallmark, fueled transformative investments in biotech, renewable energy, and AI. Success demands not just time but operational excellence and best practices. Aligning strategies with innovation positions Family Offices as leaders in private markets. 🔸 Women in Wealth: A Paradigm Shift With nearly half of the projected $84 trillion wealth transfer—now expected to reach $105 trillion—going to women, female inheritors are driving sustainability, philanthropy, and impact investing. Family Offices must integrate diverse perspectives and values into leadership to stay competitive. 🔸 Technology: The Backbone of Progress Technology adoption in 2024 streamlined operations and improved decision-making. Tools like AI and blockchain enabled efficiencies, but success depends on integration and training. Family Offices treating technology as foundational, not a quick fix, will thrive. 🔸 The Disruption of Private Markets Family Offices redefined private markets in 2024, leveraging patient capital and bypassing traditional PE and VC models to align returns with values. Mission-driven strategies proved impact and profitability can coexist, challenging the status quo. 🔸 Looking Ahead: Leadership & Adaptation What excites me most about 2024 isn’t just the scale of the wealth transfer or the rise of ESG—it’s the recognition of what Family Offices can achieve when they lean into their strengths. They’re not constrained by quarterly earnings or short-term cycles. They have the freedom to invest in what truly matters, from next-generation technologies to sustainable urban development. This opportunity requires leadership. Family Offices must embrace governance, professionalization, and technology—not as checkboxes, but as integral parts of their strategy. By doing so, they can define the future of wealth management and set a new standard for balancing profit and purpose. The question isn’t whether Family Offices will lead—it’s how they’ll use their influence to shape the world. 🌎

🗝️ What is the key to ensuring a Family Office thrives across generations when nearly 70% fail to transition wealth successfully to the third? Studies identify challenges like disconnection, misaligned values, and resistance to change (Citi Private Bank, Family Business Institute). Many Family Offices are addressing these issues by turning to impact investing, aligning family values, engaging younger generations, and building legacies that extend beyond financial wealth. 📈 The $105.5 trillion Great Wealth Transfer, up 25% from earlier projections of $84.4 trillion, underscores the need for strategies that engage younger generations and align with their values (Financial Times). Millennials and Gen Z, who are inheriting much of this wealth, prioritize investments delivering both financial returns and societal impact (Campden Wealth 2023 Global Family Office Report). 🔸 Family Offices reflect the values and ambitions of the families behind them. Aligning investments with meaningful causes creates a unifying mission. For example: •𝐑𝐨𝐜𝐤𝐞𝐟𝐞𝐥𝐥𝐞𝐫 𝐁𝐫𝐨𝐭𝐡𝐞𝐫 𝐅𝐮𝐧𝐝: Divested from fossil fuels to align with environmental goals and unite generations (World Economic Forum). •𝐇𝐨𝐩𝐞 𝐂𝐡𝐢𝐜𝐚𝐠𝐨: Amy and Pete Kadens’ initiative provides scholarships to underserved communities, strengthening unity and driving social good (Hope Chicago). 🔸 Research highlights younger generations’ preferences for: •𝐋𝐨𝐧𝐠-𝐭𝐞𝐫𝐦 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 delivering both returns and measurable social outcomes (Campden Wealth). •𝐇𝐨𝐥𝐢𝐬𝐭𝐢𝐜 𝐚𝐩𝐩𝐫𝐨𝐚𝐜𝐡𝐞𝐬 blending philanthropy with traditional investing. •𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬 𝐭𝐢𝐞𝐝 to meaningful legacy-building. 🔸 Sustaining Family Offices through generations demands cultural shifts: •𝐄𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐆𝐨𝐯𝐞𝐫𝐧𝐚𝐧𝐜𝐞: Equip younger members with mentorship, training, and collaborative forums like family councils while establishing clear frameworks to ensure alignment and long-term success (Citi Private Bank, Family Business Institute). ⭐ Success is not measured solely by preserving wealth but by building legacies that resonate across generations. Prioritizing impact inspires family members and ensures wealth serves as a force for good. Aligning investments with meaningful causes redefines success, helping Family Offices thrive in an era of transformative wealth transfer. #familyoffice #familyoffices Tanaha Hairston, MBA