Guide
Family Office Guides
Practical, step-by-step guides covering every aspect of family office formation and operations.
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5 guides for “Investments”
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Guide
Family office investment strategies
This guide outlines how family offices leverage their "smart money" status—characterized by patient, highly bespoke…
Simple Team
April 8, 2026
Guide
A Simple guide to asset allocation for family offices
Asset allocation is crucial for family offices to manage their investments effectively and balance risk…
Simple Team
November 29, 2023
Guide
ESG for family offices: How to draft an ESG statement
ESG is no longer just a buzzword associated with impact investing. For future-thinking family offices,…
Simple Team
December 13, 2022
Guide
An introduction to family office investments
Family office investment trends suggest a more active, growth-oriented mindset as well as a more…
Simple Team
September 14, 2022
Guide
Family office portfolio rebalancing
Portfolio rebalancing is the buying or selling of assets to maintain the desired asset allocation…
Simple Team
September 7, 2022