Insight
Insights
Analysis, opinion, and expert commentary on the trends shaping family offices today.
Seamless finance: Automating integration for family offices
While AI often dominates discussions, a less glamorous, but equally critical, challenge looms for family…
From learning to action
In this article, Simple Expert Lise Møller discusses why advisors play a crucial role in…
Fractional CFOs for family offices: Smart financial leadership
Discover how a fractional CFO empowers family offices. We detail how outsourced CFOs provide flexible,…
73% of family offices demand integrated investment software
This article explores how emerging full-stack digital family office and accounting solutions, such as the…
Why an ownership strategy is your family’s secret weapon
In this article, Simple Expert Anne-Sofie van den Born Rehfeld explains why an ownership strategy…
Family office software: Forging successful partnerships
To gain valuable insights about successful partnerships between software providers and family offices, Simple interviewed…
6 Key Alternative Asset Classes for Family Offices
This article, in collaboration with Clockwork, shares insights about six alternative investments for family offices…
Building the tech stack your advisory firm actually needs
In this article, Christoffer Long, Alwy’s CEO, breaks down why “more tech” doesn’t necessarily mean…
Sovereign wealth fund strategies for family offices
This article examines why adopting sovereign wealth fund (SWF) strategies is vital for family offices…
What’s crippling family office private investments?
This article discusses the actual cost of this data bottleneck and suggests how family offices…
Strategic partnerships with family offices
Family offices, private wealth management advisory entities established by ultra-high-net-worth individuals or families, are reshaping…
Stablecoins: A primer for family offices
In this article, Simple Expert Kjartan Rist discusses stablecoins, their growing role in traditional finance…
Interest rates reshaping family office strategy
Simple explores how policy divergence, inflation shifts, and rate uncertainty are reshaping family office investment…
Quiet catalysts: How family offices are reshaping impact investing
In this article, Simple Expert Oliver Yorke discusses the increasingly influential role that family offices…
Singapore: Territorial taxation and the rise of the family office
In this article, Simple Expert Marco Mesina explores how Singapore combines low-tax efficiency, legal certainty,…
Hong Kong: The strategic gateway for Asian family offices
In this article, Simple Expert Marco Mesina discusses Hong Kong’s recent tax updates to attract…
Combining healthcare and security for family offices
This article discusses the importance of combining healthcare and security for family offices. It compares…
Family office perspectives on defencetech
As global conflicts intensify, family offices grapple with the ethical dilemma of investing in defencetech.…
Family Offices in Q2 2025: The Four Major Shifts
Family offices aren’t standing still, and Q2 2025 made that clear. While headlines may focus…
Clockwork’s Summer Solstice Report 2025
Clockwork’s Summer Solstice Report 2025 shows how family offices are quietly becoming some of the…
Cathedral thinking for impact
In this article, Simple Expert Eva Jasiecka explains cathedral thinking, and how to apply it…
Switching portfolio management software for family offices
In this article, Ethan Bonar, CEO of CFO Family Office Reporting, explains in four steps…
Shaping family office wealthtech in Singapore and beyond
In this article, Simple speaks with Canopy’s CEO, Mu Chen, to gain first-hand insight into…
Why brand is a force multiplier in philanthropy
For family offices and private philanthropies, brand is often the untapped lever that turns intent…
