Family Office Insights
Insight
Analysis, opinion, and expert commentary on the trends shaping family offices today.
366 insights
Middle East Family Offices: A Moment In Time
In this insight, Simple Expert Besarta Dani shares why now is a unique time of…
3 Key Considerations for Developing an ESG Strategy for Family Office
Invest in a better tomorrow by harnessing the transformative potential of Environmental, Social, and Governance…
Technology’s role in modernising family office fiduciary services
In our latest insight, we unpack how key innovations in technology are transforming fiduciary services…
3 foundational cybersecurity recommendations for family offices
With high stakes risks, robust cybersecurity measures are no longer optional but imperative. By understanding…
The modern approach to wealth management
Tracking Altoo’s journey as a Swiss-based fintech, this insight highlights the primary factors driving the…
Highlights from the Milken Global Conference: Passion, Purpose, and Profit
Simple’s Strategic Content Partnerships Lead, Jimmy Otterdijks, reflects on the Milken Global Conference – as…
Instant Insights: AI-powered Family Office Accounting and Reporting Software
This article delves into the challenges of family office accounting and performance reporting and demonstrates…
The benefits of modern concierge pet care and management services in family offices
As younger generations of wealth owners are more likely to have pets, we explore how…
Holistic security: The four pillars for family offices
Simple Expert Kate Bright, the Founder and CEO of Umbra, introduces the four-pillar approach to…
The shift from direct investments to partner funds
In this article, Simple Expert, Kjartan Rist explains why family offices are moving away from…
Wealth Management Solutions: Elevating Multi-Family Office Expectations
Simple sits down with Crispin Rolt, the COO of Performativ, to discuss how a Multi-Family…
Eternal quest: Humanity’s age-old pursuit of health and longevity
A look at how ultra-high net worth families are navigating the future of healthcare through…
The regenerative model for family businesses
Learn how family businesses can thrive through generations by adopting a regenerative model with Simple…
Family offices: The innovation challenge
The intersection of family offices and innovation is both complex and crucial, framing a narrative…
Continuous improvement for boards: 7 best practices for family offices
Simple Expert Christian Schiede offers insightful advice on leadership transitions in family businesses and seven…
Masttro’s family office origins driving their vision
WealthTech platform Masttro was established over 14 years ago, but even their family office users…
Bermuda’s privacy and asset protection
Discover the legal framework for privacy and asset protection in Bermuda. Learn how family offices…
Why family offices shouldn’t fear the future
In this insight, Simple Expert Toby Usnik discusses why family offices should embrace artificial intelligence…
The challenges for family offices serving musicians
Family offices, traditionally managing wealth for high-net-worth individuals, increasingly find themselves navigating this vibrant yet…
The impact of Florida’s tax landscape on family offices
Known for its favourable tax regime, Florida offers significant advantages that can impact wealth preservation,…
5 Emerging WealthTech innovations for family offices
Explore the top five WealthTech innovations revolutionising wealth management for family offices. From AI-driven analytics…
A glimpse into India’s largest family offices
Explore the dynamics of wealth management in India through an in-depth look at five of…
How US sporting celebrities manage their family offices
The transition from high-earning athletes to savvy wealth managers is a critical journey, often mired…
Celebrities who have embraced family offices
In the intricate world of wealth management, the concept of a family office has become…