Q3 2025 Insight Report by FO Strategist

This isn’t just another report it’s your operating playbook for what matters now in family offices.

From next-gen readiness to trust architecture, living governance, downside-first investing, practical AI, and aligned partnerships we’ve distilled Q3’s most urgent conversations into actionable insights you can deploy immediately.

Q3 Focus Areas: Next-Gen Leadership & Succession / Emotional & Relational Capital / Governance & Operating Models / Risk-Aware Investing / Innovation & Future-Proofing / Partnerships & Ecosystems

Grateful to our co-authors and guests: Malika-Naomi Dale, Maxim Jardai, Benjamin Ulrich, Mary Cate Hauenstein, Ruschelle Khanna, Darla Wilton, Claire Aristides, Stacy Feiner, Lara Julian, Marko Lukic, R. Adam Smith, Vessi Kapoulian, Marika Dzhindzhikhashvili — and our interview guests Carlos A. Moreno, Skye Young, and CK Paul.

✅ Read online or download for your next strategy session

📲 Direct links to every featured piece

🎯 Designed for families and advisors building multigenerational resilience

To our readers, co-authors, and partners — thank you for pushing the boundaries of what family offices can achieve.

The future of legacy starts NOW. Let’s build it — together.

📥 Download the full report (PDF): https://lnkd.in/eY2MVN4e