Insight
Insights
Analysis, opinion, and expert commentary on the trends shaping family offices today.
Four trends that will drive the family office revolution
Discover the four key trends driving the family office evolution: women controlling wealth, a shift…
How Masttro defines data aggregation for family offices
Through a series of interviews with co-founder Domingo Viesca and CEO Padman Perumal, Simple uncovers…
The future of alternative investments for family offices
In this insight, Simple chats with Cory Shea and Alex Goodman, the founders of Clockwork,…
Women controlling wealth
There’s a great wealth transfer I don’t see anyone talking about. I know we’ve been…
EtonAI™ and the future of AI in family offices
The introduction of generative AI solutions like EtonAI™ offers many possibilities, pushing the boundaries of…
Venture Capital: A long-term game for patient investors
Family offices are increasingly attracted to venture capital due to the promise of high returns,…
A data-driven liquidity solution for family offices
This insight with Ray Denis from Sandbox Wealth explores how HNWIs can use their data…
Lifestyle and travel management for family offices
From the icy landscapes of Antarctica to sipping champagne on the edge of space, the…
Automated back-office solutions for family offices
In a recent interview with Simple, Ethan Bonar of CFO Family discussed his software-agnostic, client-centric…
Proactive healthcare: Concierge medicine for family offices
In a conversation with Todd Scheuer of Private Medical, we explore how personalized healthcare can…
Family Foundations Losing Their Shine
Learn why family foundations often fall short of their promises. Simple Expert Sharon Schneider shares…
Rethinking Philanthropy: The Role of Wealth Advisors and Technology in Meeting Modern Donor Expectations
Paul Lussow (TIFIN Give) shares insights on how technology is transforming philanthropy, the shifting role…
Why are family offices risk magnets?
Simple Expert Edward Marshall shares three actionable strategies for turning your family office from a…
Citizenship by Investment for Family Offices
In this insight, we delve into why Citizen by Investment programmes are relevant to family…
Bridging the knowledge gap in venture capital
In this article, Simple Expert Kjartan Rist discusses how family offices can bridge the knowledge…
Family meetings: Where to start and what to include
Simple Expert Charles Eckhart outlines actionable strategies for initiating and sustaining family meetings gatherings, emphasising…
Building a brand will give you a competitive edge in direct investing
Simple Expert India Wooldridge explains how family offices can gain a competitive edge in direct…
Portfolio management software for family offices
This article examines the benefits, challenges, and top portfolio management software solutions tailored for family…
What is Primal Branding® for Family Offices?
In this introductory insight, Simple Expert Patrick Hanlon explains the seven elements of primal branding…
Wealth Management Software for Family Offices
Since launching the family office software and technology report in 2020, Simple has tracked a…
Family Trusts Explained
Discover how family trusts and why they’re crucial for wealth preservation and succession planning. Learn…
Simplifying State and Federal Reporting for Family Offices
This article explores the latest developments and how family offices can leverage technology to simplify…
Family offices allocate more funds as private equity rebounds
Private markets have grown significantly in recent years, with family offices increasingly expanding their portfolios…
LegalTech for family offices
Explore the rise of Family Office 3.0, where innovation meets tradition, cybersecurity is paramount, and…