Family office Resources

At Simple, we understand that when making decisions, it’s helpful to know what other players are doing in the family office space, but that it can be difficult to find valuable external perspectives.

As part of our mission to make starting and running a family office Simple, we want to arm you with helpful resources to take some of the pressure off. Here, you’ll find our collection of reports, podcasts, and thought-leader content that we find useful.

Family Office Resources

Books

Podcasts

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Family Office Reports

The ultra-high net worth private equity investing report 2023

Author Titanbay

Released March 2023

This report contains valuable insights from 120 UHNW investors, detailing motivations for turning to private equity, the challenges faced, and investment processes adopted. It conducts a deep dive into UHNW private equity portfolios, assessing investor sentiment across sub-asset classes, strategies, geographies and sectors.

Family office direct investing survey report

Author Dentons

Released January 2023

Find out how your family office benchmarks against your peers across topics such as: staff size; corporate structure; investment strategy and allocation; the role of family members in investment decisions; prevalence of formal investment policies and geographical trends.

The Wealth Report 2023

Author Knight Frank

Released January 2023

The Wealth Report is the ultimate guide to prime property markets, global wealth distribution, the threats and opportunities for wealth, commercial property investment opportunities, philanthropy and luxury spending trends.

Top trends in wealth management 2023

Author Capgemini

Released December 2022

The wealth management landscape is transforming for traditional wealth managers and WealthTechs alike. Read Capgemini’s Wealth Management Top Trends 2023 to gain insights into actions industry players will take in the coming year and beyond.

Citi Family Office Survey

Author Citi

Released 2022

The Citi Private Capital Group released their annual iteration of the Family Offices Survey report. The survey was conducted as part of their 6th Annual Family Office Leadership Program, conducted in June 2021. The survey was aimed at identifying the emerging trends in high pace financial markets, the global economy, and portfolio management.

Billionaire Ambitions Report 2022

Author UBS Group

Released 2022

What do billionaires plan to do about today‘s global challenges? How will they use wealth, innovation and impact to tackle these challenges? UBS asked them and compiled the answers in this comprehensive report.

Global Family Office Report 2022

Author UBS Group

Released 2022

The 2022 edition of the annual Global Family Office Report by the UBS group covered a sample size of 221 of the world’s largest single family offices. Among other things, the report explores asset allocation & portfolio construction, private equity, sustainable & impact investing or digital assets.

Shifting Horizons: Insights Into How Family Offices Are Responding to Rapid Economic and Social Change

Author BNY Mellon Wealth Management

Released February 2022

As a trusted partner and advisor to family offices, BNY Mellon Global Family Office partnered with The Harris Poll to find out how their select group was adapting to massive and rapid interruptions across the globe.

Family Office Tax: Should your resources be in-house or outsourced?

Author Agreus Group

Released January 2022

With Family Offices making large and often complex purchases across multiple jurisdictions, the role of a tax specialist is unquestionable. The question that does remain however is, should they sit in-house or within an outsourced provider?

Considerations For Single Family Office Compensation

Author Morgan Stanley

Released November 2021

The report dives into industry standards for the various pay structures for talent acquisition and retention ranging from upper-level investment analysts to executive assistants. The key findings include the differences in executive salaries in the different regions, the value of incentive-based compensation, and gender inclusivity among the respondent family offices.

Impact Investing for Family Offices

Author PWC

Released August 2021

The headlong growth in impact investing is a good example of how financial assets can be used to make a positive difference to the world. For you as a wealth owner – and the family office managing your assets – the opportunities impact investing present are arguably greater than for any other type of investor.

Family Office Benchmarking Study 2021

Author MarshMcLennan Agency

Released January 2021

The aim was to shed light on the various risk factors that are relevant to the operations of family offices and what mitigation and insurance planning strategies can be employed for the same. The report lists risks, personal liability, and natural disasters as chief areas of concern for clients while establishing minimum standards of family insurance programs for the risk factors mentioned.

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Family Office Software & Technology Review | November 2022