Insight
Analysis, opinion, and expert commentary on the trends shaping family offices today.
Explore the rise of Family Office 3.0, where innovation meets tradition, cybersecurity is paramount, and…
Private markets have grown significantly in recent years, with family offices increasingly expanding their portfolios…
This article explores the latest developments and how family offices can leverage technology to simplify…
Discover how family trusts and why they’re crucial for wealth preservation and succession planning. Learn…
Since launching the family office software and technology report in 2020, Simple has tracked a…
In this introductory insight, Simple Expert Patrick Hanlon explains the seven elements of primal branding…
This article examines the benefits, challenges, and top portfolio management software solutions tailored for family…
Simple Expert India Wooldridge explains how family offices can gain a competitive edge in direct…
Simple Expert Charles Eckhart outlines actionable strategies for initiating and sustaining family meetings gatherings, emphasising…
In this article, Simple Expert Kjartan Rist discusses how family offices can bridge the knowledge…
In this insight, we delve into why Citizen by Investment programmes are relevant to family…
Simple Expert Edward Marshall shares three actionable strategies for turning your family office from a…
Paul Lussow (TIFIN Give) shares insights on how technology is transforming philanthropy, the shifting role…
Learn why family foundations often fall short of their promises. Simple Expert Sharon Schneider shares…
In a conversation with Todd Scheuer of Private Medical, we explore how personalized healthcare can…
In a recent interview with Simple, Ethan Bonar of CFO Family discussed his software-agnostic, client-centric…
From the icy landscapes of Antarctica to sipping champagne on the edge of space, the…
This insight with Ray Denis from Sandbox Wealth explores how HNWIs can use their data…
Family offices are increasingly attracted to venture capital due to the promise of high returns,…
The introduction of generative AI solutions like EtonAI™ offers many possibilities, pushing the boundaries of…
There’s a great wealth transfer I don’t see anyone talking about. I know we’ve been…
In this insight, Simple chats with Cory Shea and Alex Goodman, the founders of Clockwork,…
Through a series of interviews with co-founder Domingo Viesca and CEO Padman Perumal, Simple uncovers…
Discover the four key trends driving the family office evolution: women controlling wealth, a shift…
