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Family Office Insights

Family Office Insights

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

366 insights

Single family offices: From capital allocators to raisers

Single family offices: From capital allocators to raisers

In this article, Simple Expert, David Grammig discusses how modern family offices are reshaping private…

August 4, 2025
Beyond the hype: A candid conversation on AI in wealth tech

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.…

August 4, 2025
Why brand is a force multiplier in philanthropy

Why brand is a force multiplier in philanthropy

For family offices and private philanthropies, brand is often the untapped lever that turns intent…

July 24, 2025
Shaping family office wealthtech in Singapore and beyond

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…

Simple Team
July 22, 2025
Switching portfolio management software for family offices

Switching portfolio management software for family offices

In this article, Ethan Bonar, CEO of CFO Family Office Reporting, explains in four steps…

Simple Team
July 21, 2025
Cathedral thinking for impact

Cathedral thinking for impact

In this article, Simple Expert Eva Jasiecka explains cathedral thinking, and how to apply it…

July 15, 2025
Clockwork’s Summer Solstice Report 2025

Clockwork’s Summer Solstice Report 2025

Clockwork’s Summer Solstice Report 2025 shows how family offices are quietly becoming some of the…

July 7, 2025
Family Offices in Q2 2025: The Four Major Shifts

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…

July 3, 2025
Family office perspectives on defencetech

Family office perspectives on defencetech

As global conflicts intensify, family offices grapple with the ethical dilemma of investing in defencetech.…

July 2, 2025
Combining healthcare and security for family offices

Combining healthcare and security for family offices

This article discusses the importance of combining healthcare and security for family offices. It compares…

Simple Team
July 1, 2025
Hong Kong: The strategic gateway for Asian family offices

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…

June 30, 2025
Singapore: Territorial taxation and the rise of the family office

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,…

June 30, 2025
Quiet catalysts: How family offices are reshaping impact investing

Quiet catalysts: How family offices are reshaping impact investing

In this article, Simple Expert Oliver Yorke discusses the increasingly influential role that family offices…

June 30, 2025
Interest rates reshaping family office strategy

Interest rates reshaping family office strategy

Simple explores how policy divergence, inflation shifts, and rate uncertainty are reshaping family office investment…

June 20, 2025
Stablecoins: A primer for family offices

Stablecoins: A primer for family offices

In this article, Simple Expert Kjartan Rist discusses stablecoins, their growing role in traditional finance…

June 10, 2025
Strategic partnerships with 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…

June 9, 2025
What’s crippling family office private investments?

What’s crippling family office private investments?

This article discusses the actual cost of this data bottleneck and suggests how family offices…

Simple Team
June 5, 2025
Sovereign wealth fund strategies for family offices

Sovereign wealth fund strategies for family offices

This article examines why adopting sovereign wealth fund (SWF) strategies is vital for family offices…

Simple Team
June 4, 2025
Building the tech stack your advisory firm actually needs

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…

Simple Team
June 4, 2025
6 Key Alternative Asset Classes for Family Offices

6 Key Alternative Asset Classes for Family Offices

This article, in collaboration with Clockwork, shares insights about six alternative investments for family offices…

Simple Team
May 30, 2025
Family office software: Forging successful partnerships

Family office software: Forging successful partnerships

To gain valuable insights about successful partnerships between software providers and family offices, Simple interviewed…

Simple Team
May 27, 2025
Why an ownership strategy is your family’s secret weapon

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…

May 15, 2025
73% of family offices demand integrated investment software

73% of family offices demand integrated investment software

This article explores how emerging full-stack digital family office and accounting solutions, such as the…

Simple Team
May 14, 2025
Fractional CFOs for family offices: Smart financial leadership

Fractional CFOs for family offices: Smart financial leadership

Discover how a fractional CFO empowers family offices. We detail how outsourced CFOs provide flexible,…

May 8, 2025