Insight
Insights
Analysis, opinion, and expert commentary on the trends shaping family offices today.
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…
The modern approach to wealth management
Tracking Altoo’s journey as a Swiss-based fintech, this insight highlights the primary factors driving the…
3 foundational cybersecurity recommendations for family offices
With high stakes risks, robust cybersecurity measures are no longer optional but imperative. By understanding…
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 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…
Middle East Family Offices: A Moment In Time
In this insight, Simple Expert Besarta Dani shares why now is a unique time of…
Concierge Healthcare and Telemedicine Services for Family Offices
Join us as we delve into the dynamic world of concierge healthcare and telemedicine specialist…
Are family offices competing with venture capital?
In this insight, Simple Expert Kjartan Risk explains that family offices and venture capital (VC)…
Private asset tracking with family office software
Discover the benefits of modern family office software for tracking private assets. Learn how technology…
Simplifying ESG reporting for family offices
This article explores the dynamics of ESG considerations for family offices, the pitfalls to avoid,…
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…
Family vision comes before planning in wealth management
How can financial advisors know the vision of their clients if clients don’t know it…
Family office software: The build vs buy dilemma
As family offices embrace digital transformation, the obvious switch from manual processes to a digital…
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…
Across generations: The family office attitude to venture capital
Discover how family offices are shifting from traditional wealth preservation to venture capital investments, driven…
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,…
Simplify and scale giving for family offices
This article explores the challenges family offices face in managing philanthropy. Learn how modern philanthropy…
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,…
A path to a paperless family office
Family offices often rely on outdated, paper-based methods. This insight discusses how transitioning to digital…
Family offices and the rise of generative AI
Generative AI is revolutionising industries, capturing family offices’ interest as a promising investment. In this…
Family Office marketing: Key considerations for providers
Simple’s Digital Marketing Manager, Bryan Smith, explains how service providers can leverage marketing strategies and…
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…
Navigating venture capital communication with family offices
Learn how to navigate venture capital communication with family offices to build successful, long-term partnerships.…
Should single family offices delegate or outsource?
In this insight, Panchee Advisory helps single-family offices assess when to delegate in-house versus outsourcing…