Knowledge Hubs
Explore our in-depth knowledge hubs covering key family office topics. Each hub brings together guides, insights, expert perspectives, and practical resources to help you navigate the complexities of family office management.
Family Office Advisory
Family office advisory covers the guidance families need to establish and evolve a family office, and the intelligence financial institutions need to work with this market. Simple has spent the past decade inside the family office ecosystem: publishing research and reviews, benchmarking software and service providers, and advising offices directly. That position lets us advise on the full span of family office topics, either hands-on or by guiding families through our network of specialist partners, and to support funds and financial players with landscape intelligence, M&A search and due diligence.
Family Office Governance & Succession
Governance and succession are where most family offices succeed or fail long-term — not in the portfolio, but in who has the authority to decide, how disputes get resolved, and whether the next generation is ready when the transition comes. Simple's governance and succession hub gathers our research, guides and expert answers on family constitutions, councils, next-gen preparation and the succession pitfalls that break otherwise well-run families.
Family Office Investment
Family office investment is one of the core functions of a successful family office. Simple's family office investment hub brings together resources on investment strategy, asset allocation, manager selection, and governance. Whether your family office prioritises capital preservation, growth, or impact, understanding investment strategy frameworks helps you align portfolio construction with family values and intergenerational goals. Explore how leading family offices invest across public markets, private equity, real estate, and impact investing.
Family Office Philanthropy & Impact
Philanthropy and impact investing let a family put wealth to work on purpose, not just performance, whether that's a private foundation, a donor-advised fund, or a portfolio screened and measured against ESG and impact criteria. Simple's philanthropy and impact hub gathers our research, guides and expert answers on structuring giving, choosing a vehicle, and involving the next generation in purpose-driven capital.
Family Office Resources
Reports, books, podcasts, and webinars — the best family office resources in one place, curated and kept current by Simple.
Family Office Structure
Choosing a family office structure is one of the first and most consequential decisions a family makes, shaping cost, control, privacy and how easily the office can adapt as the family and portfolio grow. Simple's structure hub gathers our research, guides and expert answers on single and multi-family offices, legal entities, and how to choose between them.
Family office services
Family office services encompass a comprehensive range of professional solutions designed to help ultra-high-net-worth families and single-family offices manage their complex financial, legal, and personal affairs. These services typically include wealth management and investment advisory, tax planning and compliance, estate planning and succession, philanthropy and impact investing, concierge and lifestyle management, and risk management and insurance. Simple connects family offices with vetted service providers across all categories, helping match specific needs with proven expertise.
Family office software
Family office software encompasses seven primary categories, each addressing distinct operational, investment, or administrative needs. Understanding these categories helps family offices determine which tools best fit their specific requirements. Simple provides detailed guidance on each software type, helping family offices evaluate vendor options and implementation approaches. Our benchmarking data and vendor network enable family offices to make informed decisions about software investments.
Single vs Multi-Family Office
Single-family office or multi-family office is usually the first real decision a family makes about its office, and not always a one-time one. Simple's comparison hub gathers our research, guides and expert answers on cost, control and customisation differences, hybrid models, and when it makes sense to move from one to the other.
What is a Family Office?
Are you thinking about building a family office? Wondering if a family office is right for you, but struggling to understand the whats, whys, and hows of a family office? Simple's family office hub gathers all of our content about family office organisation and form in one place. As always, the Simple team of family office experts is here to take you through the steps to realise your potential and secure your family for generations.