Insight
Insights
Analysis, opinion, and expert commentary on the trends shaping family offices today.
Beyond the hype: A candid conversation on AI in wealth tech
Simple’s Strategic Partnership Lead, Jimmy Otterdijks, shares his candid take on AI for family offices.…
Single family offices: From capital allocators to raisers
In this article, Simple Expert, David Grammig discusses how modern family offices are reshaping private…
Philanthropy 3.0 for advisers and clients
In this article, Simple Expert Juliet Valdinger explains Philanthropy 3.0 and discusses why wealth managers,…
Law change impacting LLCs in the US: A wake-up call for family offices
Pennsylvania’s shift to annual LLC reporting highlights the growing complexity of multi-state compliance, with direct…
Italy as a destination for UHNWIs
In this article, Simple Expert Marco Mesinna discusses how combining Italian residency with a strategically…
The integrator: A new kind of wealth holder in family offices
In this article, Simple Expert Sharon Schneider explores the emergence of a new type of…
A unified general ledger for family office accounting
This article encourages family offices to explore platforms that offer a unified accounting solution for…
Why reputation matters for family offices
Simple Expert Martin Jenewein explains why low visibility does not equate to low risk for…
Vyzer’s creation story
Simple sat down with Litan Yahav, co-founder and CEO, to find out how the platform…
Concierge solutions for family offices
In this article, Simple Expert Ben Vaschetti shares how his background and current work hope…
Family Offices Q3 2025: When Strategy Met Structure
This article explores how family offices entered Q3 2025 with a sharper focus on structure,…
The future-ready family office: Governance and AI
From Francois’ interview on Wealth Insider, this article explores how family offices are balancing tradition…
Should you really start a single-family office? A reality check
Do you really need a single-family office, and how should you decide? In this article,…
The era of professionalised wealth management in India
Simple spoke with Mihir Parekh, Managing Director of WealthSpectrum (Applied Software Pvt Ltd), to get…
Family office AI software 2025: From hype to implementation
This article explores what’s changed in the family office software industry, particularly when it comes…
The new standard: Why next-gen family offices demand digital concierge solutions
In this article, Simple Expert Ben Vaschetti examines how next-gen family office leaders are reshaping…
Optimising AI for family offices with an integrated platform
In this article, Chirag Nanavati, the managing director at Asset Vantage, discusses why having a…
Fear and loathing in the LLM information economy
In this article, Simple Expert Martin Jenewein highlights the unpredictable nature of LLM outputs and…
From data to dialogue with Masttro Intelligence
Exploring how Masttro Intelligence helps family offices move beyond aggregation, turning complex data into clear,…
Why transparency now defines quality in private credit
Private credit’s next phase will reward transparency and focus over scale, as investors seek clarity,…
From special ops to strategic family office security
In this article, Peter Shanley, a former ADF Special Operations veteran and co-founder of Accordant…
Venture capital becoming a core strategy for family offices
In this article, Simple Expert Kjartan Rist discusses the reasons why families are getting involved…
Family office multi-asset management and reporting
This article, in partnership with FundCount, explains how a unified platform can consolidate accounting, partnership…
Q4 2025 analysed: What actually happened
The final quarter of 2025 exposed how family offices operate when delay is no longer…