Family Office Insights
Insight
Analysis, opinion, and expert commentary on the trends shaping family offices today.
366 insights
EtonAI™ and the future of AI in family offices
The introduction of generative AI solutions like EtonAI™ offers many possibilities, pushing the boundaries of…
Women controlling wealth
There’s a great wealth transfer I don’t see anyone talking about. I know we’ve been…
The future of alternative investments for family offices
In this insight, Simple chats with Cory Shea and Alex Goodman, the founders of Clockwork,…
How Masttro defines data aggregation for family offices
Through a series of interviews with co-founder Domingo Viesca and CEO Padman Perumal, Simple uncovers…
Four trends that will drive the family office revolution
Discover the four key trends driving the family office evolution: women controlling wealth, a shift…
Should single family offices delegate or outsource?
In this insight, Panchee Advisory helps single-family offices assess when to delegate in-house versus outsourcing…
Navigating venture capital communication with family offices
Learn how to navigate venture capital communication with family offices to build successful, long-term partnerships.…
Excel vs. Efficiency: Three challenges family offices face with private market data
Family offices, particularly those managing private market investments, have embraced the idea that their decisions…
Family Office marketing: Key considerations for providers
Simple’s Digital Marketing Manager, Bryan Smith, explains how service providers can leverage marketing strategies and…
Family offices and the rise of generative AI
Generative AI is revolutionising industries, capturing family offices’ interest as a promising investment. In this…
Do you need a family office?
Simple Expert Erik Solum shares insights on the importance of establishing a family office for…
A path to a paperless family office
Family offices often rely on outdated, paper-based methods. This insight discusses how transitioning to digital…
Bridging the gap to the next-gen for family offices
Millennials are set to inherit their parents’ wealth and approach wealth management differently. Ken Gamskjaer,…
Simplify and scale giving for family offices
This article explores the challenges family offices face in managing philanthropy. Learn how modern philanthropy…
How RIAs can gain an edge in family office services
Registered Investment Advisors (RIAs) play a vital role in serving HNWI and family offices. However,…
Across generations: The family office attitude to venture capital
Discover how family offices are shifting from traditional wealth preservation to venture capital investments, driven…
The rise of family offices in Asia: A new era of wealth management
The wealth management landscape is undergoing a significant transformation in Asia, driven by the rapid…
Family office software: The build vs buy dilemma
As family offices embrace digital transformation, the obvious switch from manual processes to a digital…
Family vision comes before planning in wealth management
How can financial advisors know the vision of their clients if clients don’t know it…
An introduction to investment opportunities in Boston’s tech and innovation ecosystem
Discover how Boston’s vibrant tech ecosystem offers lucrative investment opportunities for family offices, particularly in…
Simplifying ESG reporting for family offices
This article explores the dynamics of ESG considerations for family offices, the pitfalls to avoid,…
Private asset tracking with family office software
Discover the benefits of modern family office software for tracking private assets. Learn how technology…
Are family offices competing with venture capital?
In this insight, Simple Expert Kjartan Risk explains that family offices and venture capital (VC)…
Concierge Healthcare and Telemedicine Services for Family Offices
Join us as we delve into the dynamic world of concierge healthcare and telemedicine specialist…