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.

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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...
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A Simple guide to family office recruitment

Operations Recruitment
This guide provides a deep dive into the unique aspects of recruiting for family offices. Drawing on insights from Simple’s...
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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...
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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...
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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...
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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...
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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...
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ESG for family offices: How to draft an ESG statement

Impact Impact Strategy
ESG is no longer just a buzzword associated with impact investing. For future-thinking family offices, incorporating ESG into all financial...
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6 steps to selecting family office technology

Digital FinTech
Traversing the sometimes confusing and time-consuming task of family office technological improvement is a challenge that needs a process. Here...
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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....
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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...
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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...
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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...
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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,...
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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....
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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...
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A Simple multi-family office guide

Governance Operations
In this guide, we're taking a high-level view of the different types of family offices, and then drilling a bit...
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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...
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What is generational wealth?

Next Generation
Simply put, generational wealth refers to the transfer of assets or businesses, passed down from one generation to the next,...
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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...
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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...
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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...
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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...
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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,...
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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...
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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...