Family Office Insights
Insight
Analysis, opinion, and expert commentary on the trends shaping family offices today.
366 insights
What good governance looks like inside a single family office
In this article, Simple Expert Stephan Gerwert discusses what good governance looks like inside a…
Data before AI: Why family offices need to fix the foundation first
Two-thirds of family offices want to integrate AI into their wealth reporting, yet only 29%…
Can all family office assets speak the same language?
Most family office asset managers don’t have a performance problem; they have a translation challenge.…
Is your family office governance keeping up with your portfolio?
For many family offices, growth in investments means sprawling portfolios that mirror global expansion and…
The acceptable direction: Why families are quietly falling for dual-use technology
In this article, Simple Expert Kartan Rist discusses why family offices should embrace dual-use technologies…
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Why technical clarity matters in succession planning
For many affluent families, succession is treated as a static legal milestone. Once the papers…
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Why there’s no such thing as "just" payroll for family office household staff
For family offices that employ household staff, payroll is significantly more complicated and involves much…
Bridging the AI gap: What family offices know and what they don’t
As rapidly as AI tech is evolving, it’s not quite there yet. While some family…
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Software that solves real problems for family offices
In tech, shipping out new features fast is standard practice. But it doesn't necessarily mean…
The evolution of secondary markets for family offices
As the world of private equity matures, the "secondary market" is moving from the background…
Where should your family office be based? A practical guide to getting the location right
Deliberations about where a family office should be based usually start with tax implications. And…
What does it mean when clients say they want a 'one-click family office'?
Since the early 2000s, Elysys has been focused on simplifying wealth management for family offices,…
Mauritius for family offices: More than a dot on the map
Mauritius was once best known for snorkelling and honeymoons. But today, its emerging as one…
What family offices can learn about assessing AI startups from a VC
The AI moment was not an explosion but a long, uneven climb. For years, founders…
Family office concierge services: Beyond the itinerary
In this article, we go behind the scenes with Benjamin Vaschetti, CEO of Maison Benjamin,…
Is your family office software ready for AI?
Tomas Petky, CEO of PetakSys, shares insights into why optimising processes before adopting new technology…
Why Italy remains a top wealth hub for UHNW families
In this article, Marco Mesina discusses why Italy, despite the 2026 flat tax increase, remains…
Why tax residency matters to family offices
This article discusses why family office operators should leverage technology to stay compliant as global…
Seven steps to build your single-family office AI strategy
So, you’ve decided to start a single-family office. The next question is, how do you…
Purpose-built AI to simplify due diligence for family offices
In this article, we explore how Copia Wealth’s purpose-built AI platform, Deal Space, brings speed,…
Q4 2025 analysed: What actually happened
The final quarter of 2025 exposed how family offices operate when delay is no longer…
Family Office Compensation & Salary Guide 2026: Pay by Role, AUM & Region
As the family office sector matures, staffing discussions continue to take centre stage. Deciding on…
Family office multi-asset management and reporting
This article, in partnership with FundCount, explains how a unified platform can consolidate accounting, partnership…
Venture capital becoming a core strategy for family offices
In this article, Simple Expert Kjartan Rist discusses the reasons why families are getting involved…