Insight
Insights
Analysis, opinion, and expert commentary on the trends shaping family offices today.
Four steps to spending down with purpose
In this article, Simple Expert Sharon Schneider presents a four-step approach to spending down with…
Preserving generational wealth: Four family office strategies
Wealth often fades by the third generation, but family offices are changing that. Discover four…
Next-gen engagement: The power of brand in the Family Charter
In this article, Simple Expert India Wooldridge articulates why embedding a brand strategy within the…
Health and longevity strategies for UHNWIs and family offices
This article highlights the unique health challenges that affluent families face and suggests concierge medical…
Why family offices are seeking outside real estate resources
In this article, Simple Expert Seth Chadwell discusses the rise of outsourced real estate investment…
From founder to family office
Discover how first-generation a family office founder can leverage modern software to maintain control, streamline…
The AI adoption paradox in family offices
This article explores why family offices are hesitant to adopt AI and identifies the factors…
Understanding How to Engage Family Offices as a Capital Source
Family offices represent a powerful yet often overlooked source of capital for mission-driven entrepreneurs. With…
Solving pain points of family office payments
In this insight, we explore BOBO’s approach to solving payment pain points and how it’s…
Should your family office allocate to venture capital?
In this article, Simple Expert Ben Ehrlich walks us through the steps family offices should…
Family office operations: Balancing ambitions
In this article, Simple Expert Emmanuel de Truchis explores the challenges family offices face in…
AI agents: The next frontier in family office digitization
This article discusses why AI agents represent the next step in the evolution of family…
Are single family offices becoming silent partners?
In this article, Simple Expert Lise Moller highlights the importance of education and open communication.…
Family offices in Q1 2025: The quiet revolution
Family offices may seem quiet from the outside, but Q1 2025 revealed a sector in…
Key considerations for second citizenship options for US and EU HNW families
Historically, US citizens have been more inclined to pursue second citizenship due to citizenship-based taxation,…
The hidden costs of not adopting modern tech
In this article, Ken Gamskjaer, CEO & Co-founder of Aleta, offers valuable insights into the…
The role of a family office consultant
As wealth management grows increasingly complex, the demand for specialised family office consultants has surged.…
LegalTech for family office succession planning
This article explores how LegalTech can bring clarity and continuity to succession planning. It outlines…
Simplifying wealth management for family offices
A self-proclaimed ‘recovering accountant’, Simran Kang, set out to create family office software that solves…
Your clients’ values aren’t fluff. They’re important
What are values? Values are guiding principles that influence an individual’s or group’s behaviour, decisions,…
Managing family office households and properties
This article explores three common pitfalls for family offices in household and estate management—and the…
Overcome succession planning challenges with a family office
Succession planning is one of those topics that often gets kicked down the road –…
AI and family offices: A new era of venture capital
Family offices are increasingly drawn to venture capital as a way to diversify their portfolios…
Should family offices be providing philanthropy advice?
Should advisers feel a moral responsibility to discuss philanthropy? In this article, Simple Expert Juliet…