What is a Family Office?
Are you thinking about building a family office? Wondering if a family office is right for you, but struggling to understand the whats, whys, and hows of a family office? Simple's family office hub gathers all of our content about family office organisation and form in one place. As always, the Simple team of family office experts is here to take you through the steps to realise your potential and secure your family for generations.
About family offices
A family office is an entity created to professionally manage the wealth and affairs of ultra-high-net-worth families, with the core objective of preserving and growing wealth across generations. It consolidates investment oversight, financial planning, tax and estate strategy, and often extends to concierge and lifestyle services tailored to a family's unique needs.
Family offices can take different forms: single-family offices (SFOs) serve one family exclusively, offering highly customized, private solutions; multi-family offices (MFOs) share resources across multiple families to reduce costs; and virtual models leverage external providers to deliver services without a full internal team. Establishing a family office involves diligent planning around governance, talent, and technology to align with long-term goals and legacy ambitions.
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Alternative Assets
Alternative assets are non-traditional holdings, such as private equity, real estate, and digital assets, used by family offices to diversify and build resilient portfolios.
Alternative Investments
Alternative investments are non-traditional strategies, like private equity, hedge funds, and real assets, used by family offices to diversify portfolios and enhance returns.
Anti-Money Laundering (AML)
Regulations and procedures intended to prevent criminals from disguising illegally obtained funds as legitimate income.
Asset Allocation
The process of distributing investments among various asset classes to balance risk and reward according to an individual’s goals. The process of dividing a portfolio among different asset classes, such as stocks, bonds, and real estate.
Asset Management
The direction of a client’s cash and securities by a financial services company, usually an investment bank.
Assets Under Administration (AUA)
The total value of assets managed for clients, including reporting and safekeeping, but without direct investment authority.
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The value in a family office isn't moving to a new system. It's moving to the reasoning layer that sits above the ones you already have.
31 May 2026Don’t comply with the EU AI Act
Just do the things any well-run office should be doing anyway. If compliance happens as a side effect, that is a bonus.
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Regions
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Mauritius
Explore what Mauritius has to offer for family offices. Learn more about their lifestyle benefits, transparent regulation and professional services for long-term stewardship.
Italy
From the landscapes of Sicily, to the flashy fashion runways of Milan, Italy has strategically positioned itself as a pivotal European domicile for sophisticated wealth management with its Its targeted fiscal reforms and progressive governmental policy changes.
Texas
Despite some challenges, such as federal regulations and immigration issues, Texas continues to be a preferred location for family offices looking for a stable and prosperous environment.
“Working with family offices from a variety of viewpoints, I have been actively exposed to key changes in the industry over the past decades: from the organisational and technical transformation of family offices to the needs and expectations of the next gen.”
Martin Stadler
Partner & Strategic Advisor