Family Office Insights
Insight
Analysis, opinion, and expert commentary on the trends shaping family offices today.
31 insights for “Digital”
From data to dialogue with Masttro Intelligence
Exploring how Masttro Intelligence helps family offices move beyond aggregation, turning complex data into clear,…
The future-ready family office: Governance and AI
From Francois’ interview on Wealth Insider, this article explores how family offices are balancing tradition…
Stablecoins: A primer for family offices
In this article, Simple Expert Kjartan Rist discusses stablecoins, their growing role in traditional finance…
Family Office marketing: Key considerations for providers
Simple’s Digital Marketing Manager, Bryan Smith, explains how service providers can leverage marketing strategies and…
Family office software: The build vs buy dilemma
As family offices embrace digital transformation, the obvious switch from manual processes to a digital…
3 foundational cybersecurity recommendations for family offices
With high stakes risks, robust cybersecurity measures are no longer optional but imperative. By understanding…
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…
Exploring digital family office solutions for UHNWIs
While it can be the ultimate goal, not all ultra-high net worth individuals (UHNWIs) are…
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…
What family offices should know about alternative data aggregation
Family offices struggle with managing assets across different locations and institutions. This article focuses on…
Strengthening family office cybersecurity: Key considerations for family offices looking to protect themselves against cyber threats
Many family offices tend to underinvest in cybersecurity. Yet, hackers are becoming increasingly sophisticated, posing…
CRM for family offices: The next generation of family office communication
In family office management, the role of Customer Relationship Management (CRM) software has evolved significantly.…
The common IT challenges for family offices and how an IT partner can assist
As family offices become more digitally-minded, the more vulnerable they become to digital attacks. This…
Harnessing the potential of AI: Transforming family office operations for optimal efficiency
Artificial intelligence (AI) has the potential to transform family offices by automating tasks, optimising portfolio…
Managing multiple entities: Strategies for family office accounting success
Family offices often face difficulties when accounting for multiple entities. In this insight, we explore…
Navigating privacy and publicity: A new approach to family office operations
As the family office industry continues to grow, more family offices are shifting away from…
How family offices can improve digital security
As more modern family offices digitise their operations, the more apparent the lack of cybersecurity…
How family offices can ensure successful adoption of technology changes
An illustration of the potential decision bottlenecks, managing the onboarding process, discuss the drivers of…
How a portfolio management system can streamline family office operations
Portfolio management is one of a family office’s most crucial yet time-intensive functions. This article…
Understanding ESG software for your family office
Implementing ESG across various family office operations is an essential part of ensuring sustainable wealth…
Real estate in the digital age: Big data, Metaverse and Blockchain
For forward-thinking family offices, governance and ownership in the world of Web3 and Blockchain are…
Common family office technology challenges and how to resolve them
When compared with multi-client organisations, family offices often face more challenges when selecting and implementing…
How wealth management is adopting digital financial services
As family offices become more comfortable with digital business transactions, advisers are utilising new technology…
Family office running costs are rising – and why that’s a good thing
In 2020, the costs of running a family office rose, with most of these attributed…