Family Office Resources
Good decisions rest on good perspective. It helps to see what other players in the family office space are doing, yet valuable external insight can be hard to find and harder to keep current. As part of our mission to make starting and running a family office Simple, we bring the best of it into one place.
Simple's Research
Simple's own research
External research
Family office reports
The most useful external research on the family office and wealth landscape, refreshed to the latest editions.
UBS Global Family Office Report 2025
UBS's flagship study surveys the world's largest single family offices on asset allocation, portfolio construction, private markets, and the risks reshaping strategy. The 2025 edition puts the global trade war and diversification front and centre.
Read the report2026 Global Family Office Report
J.P. Morgan's global survey of single family offices covering governance, investment strategy, AI adoption, succession planning, and the operational build-out of the modern family office.
Read the report2025 Global Family Office Report
Citi's annual survey captures how family offices are positioning across asset classes in volatile markets, the rise of the in-house CIO, and shifting sentiment on private equity and direct investing.
Read the report2025 Global Family Office Report
BlackRock surveys family offices worldwide on portfolio construction in a risk-management era, with geopolitical uncertainty the overriding concern and a clear push toward diversification and idiosyncratic sources of return.
Read the report2025 Family Office Investment Insights Report
Drawing on 245 family offices, Goldman Sachs maps asset allocation, in-house versus outsourced investment management, team size, and where family offices plan to add risk across public and private equity.
Read the reportFamily Office Insights Series, Global Edition
Deloitte's multi-part research defines the family office landscape, sizing the sector globally and tracking digital transformation, operations, and real-world case studies across a rolling series of reports.
Read the reportThe North America Family Office Report 2025
A deep benchmarking study of North American family offices, tracking how they are adapting to uncertainty, embracing AI and innovation, and managing an accelerating generational wealth transfer.
Read the reportThe Wealth Report 2025
Knight Frank's flagship guide to global wealth distribution, prime property markets, philanthropy, and luxury investment trends, and a long-running reference point for the UHNW landscape.
Read the reportWorld Wealth Report 2025
Capgemini's long-running study of the HNW and UHNW population, tracking global wealth growth, the great wealth transfer, and how wealth managers are adapting with digital and AI-driven tools.
Read the report2025 Global Family Office Compensation Benchmark Report
The reference benchmark for family office pay, covering salaries, bonuses, incentive structures, and hiring trends across roles and regions, with governance and global reach in focus this year.
Read the report2025 Single Family Office Compensation Report
A detailed look at pay structures inside investment-focused single family offices, from analysts to executives, with long-term incentive plans on the rise.
Read the reportGlobal Entrepreneurial Wealth Report 2025
HSBC surveys entrepreneurs and business owners on outlook, asset allocation, residency, and the succession challenges that drive many toward a family office structure.
Read the reportBank of America Private Bank Study of Wealthy Americans
A study of high-net-worth Americans on investing, giving, and preserving wealth, highlighting a widening generational divide and the effect of longer lifespans on wealth planning.
Read the reportGlobal Family Office Deals Study 2025
PwC's first global mapping of family office direct investing, drawing on an estimated 20,000+ family offices worldwide to track deal activity, sector appetite, and how offices are building in-house investment capability.
Read the reportOcorian 2025 Global Family Office Report
A survey of family office professionals on governance, outsourcing, private markets appetite, and the operational pressures reshaping how family offices are structured and run.
Read the reportFamily Office Direct Investing Survey
Benchmark your family office against peers on staff size, corporate structure, investment strategy and allocation, the role of family members in decisions, and the prevalence of formal investment policies.
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Books
From the field's foundational texts to its newer voices, on structuring a family office and stewarding wealth across generations.
Kirby Rosplock, Ph.D. · 2nd ed., 2020
The definitive operational manual for setting up and running a family office, covering structure, staffing, investments, and governance in one volume.
Edward V. Marshall & William I. Woodson · 2021
The Columbia Business School text that has become the standard reference for both the classroom and the boardroom.
Richard C. Wilson · 2012
A practical primer on how single and multi-family offices are built, staffed, and run, from the founder of the Family Office Club.
James E. Hughes Jr., Susan E. Massenzio & Keith Whitaker · 2nd ed., 2022
The modern successor to Hughes's classics, treating family wealth as human, social, and intellectual capital rather than money alone.
Tom McCullough & Keith Whitaker · 2022
A hands-on playbook of tools, exercises, and checklists contributed by dozens of the field's leading practitioners.
Kristin Keffeler · 2022
A fresh, research-grounded look at helping rising-generation inheritors find purpose and shed the hidden weight that wealth can carry.
A working Substack series that breaks the family office into its essential components, written for people building one from scratch.
Dennis T. Jaffe, Ph.D. · 2014
On raising capable owners and developing responsible leadership across a family enterprise.
Charles W. Collier · 2012
A Harvard classic that reframes family wealth around human, intellectual, and social capital, not just the balance sheet.
James E. Hughes Jr. · 2010
The seminal work on why families lose wealth across generations, and the practices that help them keep it.
Bloomfield et al. · 2010
An early practitioner guide to the advisory relationships at the heart of a family office.
Russ Alan Prince · 2004
One of the first books to open the door on how single family offices actually operate day to day.
Listening
Podcasts
The shows our team keeps in rotation, featuring the principals, investors, and advisers shaping the family office world.
Richard Wilson
Richard Wilson's long-running Family Office Club show, with candid interviews on deals, direct investing, and how the ultra-wealthy allocate.
Mike Boyd
Long-form conversations with multi-generational families about legacy, governance, and passing down more than money.
A newer show that puts principals themselves at the centre, on the real work of building and leading a family office.
Ted Seides
Essential listening for family office CIOs and institutional investors, going behind the scenes on how capital gets allocated.
Candid interviews with operators and advisers on how family offices are really run.
Practical, ground-level guidance for principals and staff navigating the day-to-day of a family office.
Wealth planning, tax, and estate topics from the specialists at Choate.
Conversations on structuring, staffing, and managing family wealth.
Lance Meikle
Coaching-style episodes aimed at family office professionals and founders.
Frank discussion of the uncertainty that comes with managing significant private wealth.
Roundtables, workshops, and briefings
Simple's programme of events for family offices, from intimate breakfasts to hands-on AI workshops across key hubs.
Keep exploring
More from our knowledge base
Analysis
Insights
Original analysis on family office strategy, operations, and technology.
ExploreDeep dives
Guides
Comprehensive walkthroughs for every stage of the family office journey.
ExploreGlobal coverage
Regions
Local intelligence on family offices across key global hubs.
ExploreReference
Glossary
Clear definitions for the terms that run through family office operations.
ExploreService Provider Directory
Browse a vetted network of technology, banking, and advisory providers, all reviewed for family office fit.