Insight
Analysis, opinion, and expert commentary on the trends shaping family offices today.

This insight delves into conversations with four leading WealthTech providers in the Nordic region to…

This insight delves into what family offices need to know about digital assets and offers…

This insight focuses on what family offices can learn from this year’s Davos discussions to…

Simple Expert, Alex Kirby breaks down social fitness, the importance of values and advises how…

Not so long ago, family offices could manage their investments on Excel spreadsheets. However, the…

Learn how modern family offices can enhance their impact by integrating sustainable investments, innovative philanthropy,…

The investment landscape has changed due to the global economic downturn and evolving market dynamics,…

Providing estate management support can ease some of the family’s most pressing frustrations and increase…

Family offices face many challenges with traditional health insurance. This insight explores the unique challenges…

Australia’s relatively secretive family offices have been experiencing significant growth over the past decade. This…

Whether choosing individual or corporate trustees, learn how trustee succession planning with a focus on…

Writing, mailing, and processing paper checks can be time-consuming. Worst of all, checks can get…

Explore the impact of the Corporate Transparency Act on family offices. Learn key definitions, historical…

From cyber threats to physical asset protection, learn how family offices can mitigate risks through…

Family offices are increasingly turning towards focused health insurance provider to better manage the health…

Over the last five years, Simple’s annual family office software review found that the number…

There are fundamental shifts afoot in the realm of high finance. Simple Expert, Rory Tews…

From a desert landscape to a thriving metropolis in just a few decades, the UAE…

Family offices struggle with managing assets across different locations and institutions. This article focuses on…

Many family offices tend to underinvest in cybersecurity. Yet, hackers are becoming increasingly sophisticated, posing…

Venture investing might seem like a straightforward way of achieving bumper returns. But there is…

In family office management, the role of Customer Relationship Management (CRM) software has evolved significantly.…

As the world evolves, so do the expectations of high-net-worth individuals and affluent families. To…

While they might seem innocuous, ‘rich lists’ tend to be quite limited in gauging wealth.…