2025 Year in Review: Insights, Growth, and What’s Ahead
We had quite a year and sincerely thank you—our clients and industry colleagues—for your collaboration and trust. It’s a pleasure to share a few highlights from the year, along with what’s ahead in 2026.
INDUSTRY RECOGNITION
We were honored to win the 2025 Family Wealth Report Award for Outstanding Contribution to Wealth Management Thought Leadership.
This recognition reflects not only our team’s work, but also the strength of the family office community we’ve partnered with over the past 12 years to advance thoughtful, data-driven compensation and advisory practices.
INDUSTRY COMMENTARY
Throughout 2025, our insights and research were featured across leading industry and business outlets, contributing to ongoing conversations around compensation, talent, and workforce dynamics in family offices.
CNBC Squawk Box:
Featured discussion on Family Offices Bidding for Top Talent
Family Wealth Report Op-Ed:
Reliable Compensation Data as a Strategic Business Tool
CNBC.com:
Contributor to coverage on family office compensation trends for executive assistants
BOTOFF ON TOUR
In 2025, we shared our research and perspectives with the family office community through live webcasts, speaking engagements, and in-person events.
Four live webcasts on key report findings, each with hundreds of participants
Featured speakers at five leading family office and professional services events, including Katten, McDermott Will & Schulte, Day Pitney LLP, Goldman Sachs, and Northern Trust
Co-hosted and presented at live events in Chicago, New York, Denver, and Boston, convening family office leadership for peer-driven discussion
SURVEY REPORTS
We are grateful to the more than 1,500 participants who contributed to our surveys throughout the year. Through confidential data collection and aggregate reporting, our research continues to serve as a trusted, reliable resource for the family office industry we are honored to support.
Reports published in 2025 include:
2026 Compensation & Talent Planning Trends (U.S. and European Reports)
2025 U.S. Compensation Report
2025 Compensation Practices of Investment-Focused Family Offices (with Morgan Stanley)
2024–2025 Estate & Household Staff Compensation Report
2024–2025 Compensation Report — Europe & the UK
A Note from Trish
“2025 was defined by collaboration—with our clients, industry partners, and the broader family office community. From new survey reports to live events, our small but dedicated team delivered insights that continue to help leaders navigate complex decisions with confidence.”
