Family Office Insights
Insight
Analysis, opinion, and expert commentary on the trends shaping family offices today.
366 insights
From learning to action
In this article, Simple Expert Lise Møller discusses why advisors play a crucial role in…
Seamless finance: Automating integration for family offices
While AI often dominates discussions, a less glamorous, but equally critical, challenge looms for family…
Should family offices be providing philanthropy advice?
Should advisers feel a moral responsibility to discuss philanthropy? In this article, Simple Expert Juliet…
AI and family offices: A new era of venture capital
Family offices are increasingly drawn to venture capital as a way to diversify their portfolios…
Overcome succession planning challenges with a family office
Succession planning is one of those topics that often gets kicked down the road –…
Managing family office households and properties
This article explores three common pitfalls for family offices in household and estate management—and the…
Your clients’ values aren’t fluff. They’re important
Why should family office advisers pay close attention to their clients’ values? In this article,…
Simplifying wealth management for family offices
A self-proclaimed ‘recovering accountant’, Simran Kang, set out to create family office software that solves…
LegalTech for family office succession planning
This article explores how LegalTech can bring clarity and continuity to succession planning. It outlines…
The UHNWI of 2025: more complex, more global, more connected
What does it really mean to be ultra-wealthy in 2025? It’s no longer just about…
The role of a family office consultant
As wealth management grows increasingly complex, the demand for specialised family office consultants has surged.…
The hidden costs of not adopting modern tech
In this article, Ken Gamskjaer, CEO & Co-founder of Aleta, offers valuable insights into the…
Key considerations for second citizenship options for US and EU HNW families
Historically, US citizens have been more inclined to pursue second citizenship due to citizenship-based taxation,…
Family offices in Q1 2025: The quiet revolution
Family offices may seem quiet from the outside, but Q1 2025 revealed a sector in…
Are single family offices becoming silent partners?
In this article, Simple Expert Lise Moller highlights the importance of education and open communication.…
AI agents: The next frontier in family office digitization
This article discusses why AI agents represent the next step in the evolution of family…
Family office operations: Balancing ambitions
In this article, Simple Expert Emmanuel de Truchis explores the challenges family offices face in…
Should your family office allocate to venture capital?
In this article, Simple Expert Ben Ehrlich walks us through the steps family offices should…
Solving pain points of family office payments
In this insight, we explore BOBO’s approach to solving payment pain points and how it’s…
Understanding How to Engage Family Offices as a Capital Source
Family offices represent a powerful yet often overlooked source of capital for mission-driven entrepreneurs. With…
The AI adoption paradox in family offices
This article explores why family offices are hesitant to adopt AI and identifies the factors…
From founder to family office
Discover how first-generation a family office founder can leverage modern software to maintain control, streamline…
Why family offices are seeking outside real estate resources
In this article, Simple Expert Seth Chadwell discusses the rise of outsourced real estate investment…
The AI-Ready Family Office: 5 Steps to Get Started
Artificial intelligence is transforming how family offices operate. Here is a practical framework for getting…