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Family Office Insights

Family Office Insights

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

48 insights for “Operations”

The history of family office regulation

The history of family office regulation

The collapse of Archegos Capital Management heightened calls for regulation of an untamed industry worth…

Simple Team
November 15, 2022
Family office costs

Family office costs

While family offices aim to lower their costs, it is essential to view the expenses…

Simple Team
October 26, 2022
Jurisdiction selection for family fiduciary structures

Jurisdiction selection for family fiduciary structures

It is not enough to choose a jurisdiction for a fiduciary structure based on black…

Alex Porter
October 20, 2022
Family offices and venture deal flow – the holy grail

Family offices and venture deal flow – the holy grail

For family offices looking to grow their venture portfolios, generating, and managing deal flow is…

September 22, 2022
Single family office vs multi-family office: Could a hybrid be the future?

Single family office vs multi-family office: Could a hybrid be the future?

Single-family offices have always been the preferred choice for affluent families as a centralised means…

Simple Team
August 26, 2022
The importance of family office advisory for the next generation

The importance of family office advisory for the next generation

As a new generation of ultra-high-net-worth individuals takes over, they will undoubtedly have very different…

Simple Team
August 24, 2022
Common family office technology challenges and how to resolve them

Common family office technology challenges and how to resolve them

When compared with multi-client organisations, family offices often face more challenges when selecting and implementing…

Simple Team
August 13, 2022
An introduction to fiduciary holding structures

An introduction to fiduciary holding structures

Fiduciary holding structures can be useful to wealthy families. Here’s a brief overview of these…

Alex Porter
August 12, 2022
How family office reports can meet decision-making needs

How family office reports can meet decision-making needs

Using the right kind of family office report can help streamline decision-making. We’ve rounded up…

Simple Team
July 15, 2022
Family office education: leading institutions offering executive programmes

Family office education: leading institutions offering executive programmes

To keep up with the family office industry constantly evolving, here are 7 leading institutions…

Simple Team
June 29, 2022
How to create multi-generational wealth

How to create multi-generational wealth

Creating multi-generational wealth isn’t only about finances and investments to last across lifetimes, it’s about…

March 2, 2022
How wealth management is adopting digital financial services

How wealth management is adopting digital financial services

As family offices become more comfortable with digital business transactions, advisers are utilising new technology…

February 17, 2022
What you need to understand about trusts

What you need to understand about trusts

Trusts in common law countries are commonly used as a tool for private wealth structuring…

February 8, 2022
A family office strategy for navigating the new normal

A family office strategy for navigating the new normal

The second year of a pandemic has meant shifting from survival mode to re-establishing a…

December 22, 2021
The ownership advantage

The ownership advantage

While operational involvement in a family business has declined in some cases, there’s been an…

October 6, 2021
Swiss family offices and Sparks: what the SIX segment means

Swiss family offices and Sparks: what the SIX segment means

SIX recently introduced Sparks, a new SME-focused segment on the stock exchange that appeals to…

September 1, 2021
An introduction to emerging market investment in Eastern Europe

An introduction to emerging market investment in Eastern Europe

It has been 32 years since the transition began in post-communist countries. Despite this transformation,…

June 30, 2021
How to gain a birds-eye view by understanding family office services

How to gain a birds-eye view by understanding family office services

Family offices rarely think about their operating costs in basis points – surprising when such…

January 18, 2021
What family offices should know before setting up in Singapore

What family offices should know before setting up in Singapore

Singapore might be the answer for many Western family offices looking to bridge family values…

Simple Team
January 13, 2021
How service design can transform the family office structure

How service design can transform the family office structure

Ralph Waldo Emerson once said, “Every great institution is the lengthened shadow of a single…

January 5, 2021
How to overcome technological stalemate in Australian family offices

How to overcome technological stalemate in Australian family offices

Though the family office market in Australia continues to go from strength to strength, it…

November 30, 2020
Emerging risks in the family office sector

Emerging risks in the family office sector

Today’s business leaders have to navigate an increasingly complex risk environment. Although not traditionally, a…

November 5, 2020
How Asian family businesses respond to four global challenges

How Asian family businesses respond to four global challenges

Although certain business challenges are universal to family offices across the globe, the way in…

October 23, 2020
Opportunities & obstacles for African family offices

Opportunities & obstacles for African family offices

Africa marches to her own rhythm. Besides her unrivalled natural beauty, the continent is blessed…

October 1, 2020