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Family Office Insights

Family Office Insights

Analysis, opinion, and expert commentary on the trends shaping family offices today.

366 insights

From special ops to strategic family office security

From special ops to strategic family office security

In this article, Peter Shanley, a former ADF Special Operations veteran and co-founder of Accordant…

Simple Team
November 19, 2025
Why transparency now defines quality in private credit

Why transparency now defines quality in private credit

Private credit’s next phase will reward transparency and focus over scale, as investors seek clarity,…

November 12, 2025
From data to dialogue with Masttro Intelligence

From data to dialogue with Masttro Intelligence

Exploring how Masttro Intelligence helps family offices move beyond aggregation, turning complex data into clear,…

November 10, 2025
Fear and loathing in the LLM information economy

Fear and loathing in the LLM information economy

In this article, Simple Expert Martin Jenewein highlights the unpredictable nature of LLM outputs and…

November 7, 2025
Optimising AI for family offices with an integrated platform

Optimising AI for family offices with an integrated platform

In this article, Chirag Nanavati, the managing director at Asset Vantage, discusses why having a…

Simple Team
November 6, 2025
The new standard: Why next-gen family offices demand digital concierge solutions

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…

November 4, 2025
Family office AI software 2025: From hype to implementation

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…

Simple Team
November 3, 2025
The era of professionalised wealth management in India

The era of professionalised wealth management in India

Simple spoke with Mihir Parekh, Managing Director of WealthSpectrum (Applied Software Pvt Ltd), to get…

Simple Team
October 31, 2025
Investing in UK property for family offices

Investing in UK property for family offices

In this article, Toby Hunter of Maritime Capital explains why UK property presents a unique…

Simple Team
October 31, 2025
Should you really start a single-family office? A reality check

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,…

October 29, 2025
The future-ready family office: Governance and AI

The future-ready family office: Governance and AI

From Francois’ interview on Wealth Insider, this article explores how family offices are balancing tradition…

October 16, 2025
Family Offices Q3 2025: When Strategy Met Structure

Family Offices Q3 2025: When Strategy Met Structure

This article explores how family offices entered Q3 2025 with a sharper focus on structure,…

October 13, 2025
Exposing hidden costs of management fees

Exposing hidden costs of management fees

In this article, Sergey Borzenko, COO of Greenlock, identifies four key areas of silent wealth…

Simple Team
October 8, 2025
Titans of Capital: The 20 Largest Family Offices in Europe

Titans of Capital: The 20 Largest Family Offices in Europe

As family offices continued to grow steadily across the globe over the past decade, so…

October 6, 2025
Concierge solutions for family offices

Concierge solutions for family offices

In this article, Simple Expert Ben Vaschetti shares how his background and current work hope…

September 30, 2025
Vyzer’s creation story

Vyzer’s creation story

Simple sat down with Litan Yahav, co-founder and CEO, to find out how the platform…

Simple Team
September 29, 2025
Family office investments reshaping global markets

Family office investments reshaping global markets

This article explores the rise of family office investment globally, emerging trends, and the risks…

Simple Team
September 17, 2025
Why reputation matters for family offices

Why reputation matters for family offices

Simple Expert Martin Jenewein explains why low visibility does not equate to low risk for…

September 16, 2025
A unified general ledger for family office accounting

A unified general ledger for family office accounting

This article encourages family offices to explore platforms that offer a unified accounting solution for…

Simple Team
September 11, 2025
The integrator: A new kind of wealth holder in family offices

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…

September 10, 2025
Family offices and next-gen principals

Family offices and next-gen principals

This article discusses the expectations of next-gen principals and outlines how family offices can best…

Simple Team
September 9, 2025
Italy as a destination for UHNWIs

Italy as a destination for UHNWIs

In this article, Simple Expert Marco Mesinna discusses how combining Italian residency with a strategically…

August 28, 2025
Law change impacting LLCs in the US: A wake-up call for family offices

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…

August 19, 2025
Philanthropy 3.0 for advisers and clients

Philanthropy 3.0 for advisers and clients

In this article, Simple Expert Juliet Valdinger explains Philanthropy 3.0 and discusses why wealth managers,…

August 18, 2025