Family Office Insights
Insight
Analysis, opinion, and expert commentary on the trends shaping family offices today.
366 insights
Exploring digital family office solutions for UHNWIs
While it can be the ultimate goal, not all ultra-high net worth individuals (UHNWIs) are…
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.…
Empowering impact: Channeling philanthropic capital into for-profit initiatives
Donor Advised Funds (DAFs) have emerged as a strategic tool in this new philanthropic landscape,…
Unleashing family office insights with Power BI
Family offices prepare reports on a regular basis so families can make informed decisions about…
How family offices can access AI through venture capital
Simple Expert Kjartan Rist discusses how family offices can leverage venture capital to position themselves…
How Nordic family office WealthTech differs from the rest
This insight delves into conversations with four leading WealthTech providers in the Nordic region to…
Digital assets: A brief update for family offices
This insight delves into what family offices need to know about digital assets and offers…
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…
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…
Holistic wealth management software for family offices
Not so long ago, family offices could manage their investments on Excel spreadsheets. However, the…
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,…
A synergistic future for family offices and venture capital
The investment landscape has changed due to the global economic downturn and evolving market dynamics,…
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…
The benefits of global health insurance for family offices
Family offices face many challenges with traditional health insurance. This insight explores the unique challenges…
Family Offices in Australia
Australia’s relatively secretive family offices have been experiencing significant growth over the past decade. This…
The importance of trustee succession in wealth transfer planning
Whether choosing individual or corporate trustees, learn how trustee succession planning with a focus on…
Bill pay software for family offices
Writing, mailing, and processing paper checks can be time-consuming. Worst of all, checks can get…
Corporate Transparency Act and BOI reporting for family offices
Explore the impact of the Corporate Transparency Act on family offices. Learn key definitions, historical…
An introduction to family office security
From cyber threats to physical asset protection, learn how family offices can mitigate risks through…
Exploring the rise of family office health insurance providers
Family offices are increasingly turning towards focused health insurance provider to better manage the health…
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…
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…
The largest family offices in the UAE
From a desert landscape to a thriving metropolis in just a few decades, the UAE…
What family offices should know about alternative data aggregation
Family offices struggle with managing assets across different locations and institutions. This article focuses on…