Family Office Insights
Insight
Analysis, opinion, and expert commentary on the trends shaping family offices today.
366 insights
Health and longevity strategies for UHNWIs and family offices
This article highlights the unique health challenges that affluent families face and suggests concierge medical…
Next-gen engagement: The power of brand in the Family Charter
In this article, Simple Expert India Wooldridge articulates why embedding a brand strategy within the…
Preserving generational wealth: Four family office strategies
Wealth often fades by the third generation, but family offices are changing that. Discover four…
Four steps to spending down with purpose
In this article, Simple Expert Sharon Schneider presents a four-step approach to spending down with…
Family Office Market Size: How many family offices are there?
Everyone seems to have a different number for how many family offices exist worldwide. Estimates…
LegalTech for family offices
Explore the rise of Family Office 3.0, where innovation meets tradition, cybersecurity is paramount, and…
Family offices allocate more funds as private equity rebounds
Private markets have grown significantly in recent years, with family offices increasingly expanding their portfolios…
Simplifying State and Federal Reporting for Family Offices
This article explores the latest developments and how family offices can leverage technology to simplify…
Family Trusts Explained
Discover how family trusts and why they’re crucial for wealth preservation and succession planning. Learn…
Wealth Management Software for Family Offices
Since launching the family office software and technology report in 2020, Simple has tracked a…
What is Primal Branding® for Family Offices?
In this introductory insight, Simple Expert Patrick Hanlon explains the seven elements of primal branding…
Portfolio management software for family offices
This article examines the benefits, challenges, and top portfolio management software solutions tailored for family…
Building a brand will give you a competitive edge in direct investing
Simple Expert India Wooldridge explains how family offices can gain a competitive edge in direct…
Family meetings: Where to start and what to include
Simple Expert Charles Eckhart outlines actionable strategies for initiating and sustaining family meetings gatherings, emphasising…
Bridging the knowledge gap in venture capital
In this article, Simple Expert Kjartan Rist discusses how family offices can bridge the knowledge…
Citizenship by Investment for Family Offices
In this insight, we delve into why Citizen by Investment programmes are relevant to family…
Why are family offices risk magnets?
Simple Expert Edward Marshall shares three actionable strategies for turning your family office from a…
Rethinking Philanthropy: The Role of Wealth Advisors and Technology in Meeting Modern Donor Expectations
Paul Lussow (TIFIN Give) shares insights on how technology is transforming philanthropy, the shifting role…
Family Foundations Losing Their Shine
Learn why family foundations often fall short of their promises. Simple Expert Sharon Schneider shares…
Proactive healthcare: Concierge medicine for family offices
In a conversation with Todd Scheuer of Private Medical, we explore how personalized healthcare can…
Automated back-office solutions for family offices
In a recent interview with Simple, Ethan Bonar of CFO Family discussed his software-agnostic, client-centric…
Lifestyle and travel management for family offices
From the icy landscapes of Antarctica to sipping champagne on the edge of space, the…
A data-driven liquidity solution for family offices
This insight with Ray Denis from Sandbox Wealth explores how HNWIs can use their data…
Venture Capital: A long-term game for patient investors
Family offices are increasingly attracted to venture capital due to the promise of high returns,…