Guides
Our guides provide easy-to-use resources for every family office need. From getting started with a new asset class to implementing various operational best practices, we've got you covered.
How to choose a family office bank
Strategy
The popularisation of the family office has caused an outflow of assets from the private banking space. However, banks have...
How to evaluate your family office banking provider
Strategy
To ensure family offices are getting the support and service they need, it's crucial to assess their banking providers regularly....
A Simple guide to family office structure
Strategy
Family office structures have evolved significantly over the past few decades, becoming far more sophisticated and efficient. Changes in organisational,...
A Family Office Guide on Governance Pitfalls
Governance
Leadership
Governance has become the cornerstone of effective family office strategy. As complexity and expectations grow, families are moving beyond informal...
Family office portfolio rebalancing
Investments
Portfolio rebalancing is the buying or selling of assets to maintain the desired asset allocation in an investment portfolio and...
How to get started with venture investments – a step-by-step guide
Venture Capital
Despite a drop in deals, now is a great moment to start investing in venture capital. To get started, family...
How to execute an impact investing strategy
Impact
Impact investing goes beyond financial outcomes and allows family offices to direct their money towards positive transformation. These good intentions...
A Simple guide to management through data
Digital
Operations
Most companies can agree that data analysis should be a priority, and for family offices, technology has become incredibly important,...
ESG for family offices: How to draft an ESG statement
Impact Strategy
Investments
Strategy
ESG is no longer just a buzzword associated with impact investing. For future-thinking family offices, incorporating ESG into all financial...
How to select the best accounting software for your family office
Operations
Accounting, though it may be less thrilling and cutting-edge than AI or alternative investments, plays an essential role in the...
A Simple guide to asset allocation for family offices
Investments
Asset allocation is crucial for family offices to manage their investments effectively and balance risk and reward. Our comprehensive guide...
How to get started with impact investing
Impact
Impact investing is not just a buzzword, it’s a signal that there’s a momentous shift towards social and environmental awareness...
A Simple multi-family office guide
Governance
In this guide, we're taking a high-level view of the different types of family offices, and then drilling a bit...
An introduction to family office investments
Investments
Family office investment trends suggest a more active, growth-oriented mindset as well as a more socially-focused one. Regardless of how...
A Simple guide to single family office structure
Operations
The emergence of new wealth and an increasingly complex business environment have driven the recent growth of single family offices....
6 steps to selecting family office technology
FinTech
Software
Traversing the sometimes confusing and time-consuming task of family office technological improvement is a challenge that needs a process. Here...
How to choose a family office advisor
Operations
As family offices evolve and become more complex, their advisors continue to play an important support role. Here is our...
A Simple guide to NFTs
Cryptocurrency
Now that you've got to grips with cryptocurrency, it's time to understand NFTs. This is a comprehensive guide to everything...
A Guide to Philanthropy for Family Offices
Philanthropy
For the modern family office, philanthropy is no longer an afterthought. Instead, it is becoming increasingly integrated into how they...
How to start a family office
Operations
Strategy
As wealthy families tackle the complex challenges of generational wealth preservation and succession planning, the family office concept has grown...
How to choose a crypto custodian
Cryptocurrency
For family offices, choosing the right crypto custodian is the key to engaging in crypto confidently and efficiently. But what exactly...
A Simple series: AI for family offices 101
Technology
This guide aims to help family offices take their first steps toward AI adoption. It includes simple suggestions for decision...
A Simple guide to family offices
Strategy
A great place to get started with family offices. This guide provides landscape data and some clear definitions on the...
A Simple guide to family office service design
Operations
This guide to family office service design explores the essential elements of design thinking for family offices, offering a comprehensive...
What is generational wealth?
Next Generation
Generational wealth refers to the transfer of assets or businesses, passed down from one generation to the next, which safeguards...
A Simple guide to implementing family office technology
Software
To execute a successful technology rollout in any family office, there has to be forward-planning, with clear objectives and required...
Understanding business continuity plans for family offices
Operations
Ensuring the safety and continuity of your family office's operations during uncertain times is of utmost importance. Our latest guide...
A Simple guide to family office recruitment
Recruitment
This guide provides a deep dive into the unique aspects of recruiting for family offices. Drawing on insights from Simple’s...
A guide to portfolio management software for family offices
Portfolio Management
This guide is designed to support families in making well-informed decisions regarding Portfolio Management Software (PMS), ensuring they choose the...