Insight
Insights
Analysis, opinion, and expert commentary on the trends shaping family offices today.
Digital assets: A brief update for family offices
This insight delves into what family offices need to know about digital assets and offers…
How Nordic family office WealthTech differs from the rest
This insight delves into conversations with four leading WealthTech providers in the Nordic region to…
How family offices can access AI through venture capital
Simple Expert Kjartan Rist discusses how family offices can leverage venture capital to position themselves…
Unleashing family office insights with Power BI
Family offices prepare reports on a regular basis so families can make informed decisions about…
Empowering impact: Channeling philanthropic capital into for-profit initiatives
Donor Advised Funds (DAFs) have emerged as a strategic tool in this new philanthropic landscape,…
Health insurance considerations for family office leaders
Discover the most effective global health insurance options for ultra-high-net-worth individuals (UHNWIs) and family offices.…
Exploring digital family office solutions for UHNWIs
While it can be the ultimate goal, not all ultra-high net worth individuals (UHNWIs) are…
Celebrities who have embraced family offices
In the intricate world of wealth management, the concept of a family office has become…
How US sporting celebrities manage their family offices
The transition from high-earning athletes to savvy wealth managers is a critical journey, often mired…
5 Emerging WealthTech innovations for family offices
Explore the top five WealthTech innovations revolutionising wealth management for family offices. From AI-driven analytics…
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,…
The challenges for family offices serving musicians
Family offices, traditionally managing wealth for high-net-worth individuals, increasingly find themselves navigating this vibrant yet…
Why family offices shouldn’t fear the future
In this insight, Simple Expert Toby Usnik discusses why family offices should embrace artificial intelligence…
Bermuda’s privacy and asset protection
Discover the legal framework for privacy and asset protection in Bermuda. Learn how family offices…
Masttro’s family office origins driving their vision
WealthTech platform Masttro was established over 14 years ago, but even their family office users…
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…
Family offices: The innovation challenge
The intersection of family offices and innovation is both complex and crucial, framing a narrative…
The regenerative model for family businesses
Learn how family businesses can thrive through generations by adopting a regenerative model with Simple…
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…
Wealth Management Solutions: Elevating Multi-Family Office Expectations
Simple sits down with Crispin Rolt, the COO of Performativ, to discuss how a Multi-Family…
The shift from direct investments to partner funds
In this article, Simple Expert, Kjartan Rist explains why family offices are moving away from…
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 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…
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…