Insight
Insights
Analysis, opinion, and expert commentary on the trends shaping family offices today.
Introduction to outsourcing for family offices
From accessing specialised expertise to improving efficiency and reducing costs, outsourcing offers numerous benefits to…
Family offices in Hong Kong: Understanding the factors driving growth
Due to its advantageous location, robust financial infrastructure, and favourable economic policies, Hong Kong is…
Venture philanthropy for family offices
This insight delves into how family offices can utilise venture philanthropy to align investments with…
Family office jobs: An introduction to key roles and career paths
Given the private nature of the industry, there is a lack of standard job descriptions…
How family offices can evaluate their internal operations using industry benchmarked KPIs
Many family offices struggle with their data management processes making it hard to make timely…
Family capital and governance: Navigating wealth beyond rich lists
While they might seem innocuous, ‘rich lists’ tend to be quite limited in gauging wealth.…
Lifestyle concierge services for family offices
As the world evolves, so do the expectations of high-net-worth individuals and affluent families. To…
CRM for family offices: The next generation of family office communication
In family office management, the role of Customer Relationship Management (CRM) software has evolved significantly.…
Want to try venture investing? It isn’t as easy as you might think
Venture investing might seem like a straightforward way of achieving bumper returns. But there is…
Strengthening family office cybersecurity: Key considerations for family offices looking to protect themselves against cyber threats
Many family offices tend to underinvest in cybersecurity. Yet, hackers are becoming increasingly sophisticated, posing…
Harmonising wealth and purpose: Why embark on an impact optimisation journey?
There are fundamental shifts afoot in the realm of high finance. Simple Expert, Rory Tews…
New family office technology: The flourishing tech ecosystem for family offices
Over the last five years, Simple’s annual family office software review found that the number…
Exploring the rise of family office health insurance providers
Family offices are increasingly turning towards focused health insurance provider to better manage the health…
An introduction to family office security
From cyber threats to physical asset protection, learn how family offices can mitigate risks through…
Corporate Transparency Act and BOI reporting for family offices
Explore the impact of the Corporate Transparency Act on family offices. Learn key definitions, historical…
Bill pay software for family offices
Writing, mailing, and processing paper checks can be time-consuming. Worst of all, checks can get…
The importance of trustee succession in wealth transfer planning
Whether choosing individual or corporate trustees, learn how trustee succession planning with a focus on…
The benefits of global health insurance for family offices
Family offices face many challenges with traditional health insurance. This insight explores the unique challenges…
Why estate management is a key aspect of holistic wealth management
Providing estate management support can ease some of the family’s most pressing frustrations and increase…
A synergistic future for family offices and venture capital
The investment landscape has changed due to the global economic downturn and evolving market dynamics,…
How family offices can maximise their impact in 2024 and beyond
Learn how modern family offices can enhance their impact by integrating sustainable investments, innovative philanthropy,…
Holistic wealth management software for family offices
Not so long ago, family offices could manage their investments on Excel spreadsheets. However, the…
Building lasting family legacies: The role of values and social fitness
Simple Expert, Alex Kirby breaks down social fitness, the importance of values and advises how…
Davos 2024: Four focus areas for family offices to consider
This insight focuses on what family offices can learn from this year’s Davos discussions to…