Insight
Analysis, opinion, and expert commentary on the trends shaping family offices today.
This article explores three common pitfalls for family offices in household and estate management—and the…
Why should family office advisers pay close attention to their clients’ values? In this article,…
A self-proclaimed ‘recovering accountant’, Simran Kang, set out to create family office software that solves…
This article explores how LegalTech can bring clarity and continuity to succession planning. It outlines…
What does it really mean to be ultra-wealthy in 2025? It’s no longer just about…
As wealth management grows increasingly complex, the demand for specialised family office consultants has surged.…
In this article, Ken Gamskjaer, CEO & Co-founder of Aleta, offers valuable insights into the…
Historically, US citizens have been more inclined to pursue second citizenship due to citizenship-based taxation,…
Family offices may seem quiet from the outside, but Q1 2025 revealed a sector in…
In this article, Simple Expert Lise Moller highlights the importance of education and open communication.…
This article discusses why AI agents represent the next step in the evolution of family…
In this article, Simple Expert Emmanuel de Truchis explores the challenges family offices face in…
In this article, Simple Expert Ben Ehrlich walks us through the steps family offices should…
In this insight, we explore BOBO’s approach to solving payment pain points and how it’s…
Family offices represent a powerful yet often overlooked source of capital for mission-driven entrepreneurs. With…
This article explores why family offices are hesitant to adopt AI and identifies the factors…
Discover how first-generation a family office founder can leverage modern software to maintain control, streamline…
In this article, Simple Expert Seth Chadwell discusses the rise of outsourced real estate investment…
Artificial intelligence is transforming how family offices operate. Here is a practical framework for getting…
This article highlights the unique health challenges that affluent families face and suggests concierge medical…
In this article, Simple Expert India Wooldridge articulates why embedding a brand strategy within the…
Wealth often fades by the third generation, but family offices are changing that. Discover four…
In this article, Simple Expert Sharon Schneider presents a four-step approach to spending down with…
Everyone seems to have a different number for how many family offices exist worldwide. Estimates…
