Insight
Analysis, opinion, and expert commentary on the trends shaping family offices today.
31 insights for “Digital”
Exploring how Masttro Intelligence helps family offices move beyond aggregation, turning complex data into clear,…
From Francois’ interview on Wealth Insider, this article explores how family offices are balancing tradition…
In this article, Simple Expert Kjartan Rist discusses stablecoins, their growing role in traditional finance…
Simple’s Digital Marketing Manager, Bryan Smith, explains how service providers can leverage marketing strategies and…
As family offices embrace digital transformation, the obvious switch from manual processes to a digital…
With high stakes risks, robust cybersecurity measures are no longer optional but imperative. By understanding…
This article delves into the challenges of family office accounting and performance reporting and demonstrates…
While it can be the ultimate goal, not all ultra-high net worth individuals (UHNWIs) are…
Over the last five years, Simple’s annual family office software review found that the number…
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…
In family office management, the role of Customer Relationship Management (CRM) software has evolved significantly.…
As family offices become more digitally-minded, the more vulnerable they become to digital attacks. This…
Artificial intelligence (AI) has the potential to transform family offices by automating tasks, optimising portfolio…
Family offices often face difficulties when accounting for multiple entities. In this insight, we explore…
As the family office industry continues to grow, more family offices are shifting away from…
As more modern family offices digitise their operations, the more apparent the lack of cybersecurity…
An illustration of the potential decision bottlenecks, managing the onboarding process, discuss the drivers of…
Portfolio management is one of a family office’s most crucial yet time-intensive functions. This article…
Implementing ESG across various family office operations is an essential part of ensuring sustainable wealth…
For forward-thinking family offices, governance and ownership in the world of Web3 and Blockchain are…
When compared with multi-client organisations, family offices often face more challenges when selecting and implementing…
As family offices become more comfortable with digital business transactions, advisers are utilising new technology…
In 2020, the costs of running a family office rose, with most of these attributed…
