Family Office Insights
Insight
Analysis, opinion, and expert commentary on the trends shaping family offices today.
34 insights for “Governance”
What good governance looks like inside a single family office
In this article, Simple Expert Stephan Gerwert discusses what good governance looks like inside a…
Is your family office governance keeping up with your portfolio?
For many family offices, growth in investments means sprawling portfolios that mirror global expansion and…
The future-ready family office: Governance and AI
From Francois’ interview on Wealth Insider, this article explores how family offices are balancing tradition…
Family Offices Q3 2025: When Strategy Met Structure
This article explores how family offices entered Q3 2025 with a sharper focus on structure,…
Law change impacting LLCs in the US: A wake-up call for family offices
Pennsylvania’s shift to annual LLC reporting highlights the growing complexity of multi-state compliance, with direct…
Why an ownership strategy is your family’s secret weapon
In this article, Simple Expert Anne-Sofie van den Born Rehfeld explains why an ownership strategy…
From learning to action
In this article, Simple Expert Lise Møller discusses why advisors play a crucial role in…
The role of a family office consultant
As wealth management grows increasingly complex, the demand for specialised family office consultants has surged.…
Are single family offices becoming silent partners?
In this article, Simple Expert Lise Moller highlights the importance of education and open communication.…
LegalTech for family offices
Explore the rise of Family Office 3.0, where innovation meets tradition, cybersecurity is paramount, and…
Do you need a family office?
Simple Expert Erik Solum shares insights on the importance of establishing a family office for…
Family vision comes before planning in wealth management
How can financial advisors know the vision of their clients if clients don’t know it…
Continuous improvement for boards: 7 best practices for family offices
Simple Expert Christian Schiede offers insightful advice on leadership transitions in family businesses and seven…
Building lasting family legacies: The role of values and social fitness
Simple Expert, Alex Kirby breaks down social fitness, the importance of values and advises how…
Family capital and governance: Navigating wealth beyond rich lists
While they might seem innocuous, ‘rich lists’ tend to be quite limited in gauging wealth.…
Family office jobs: An introduction to key roles and career paths
Given the private nature of the industry, there is a lack of standard job descriptions…
How private banks assist family offices with digital asset investments
As digital assets continue to form part of many family office portfolios, the need to…
The history of family office regulation
The collapse of Archegos Capital Management heightened calls for regulation of an untamed industry worth…
Single family office vs multi family office: key differences
Single-family offices have always been the preferred choice for affluent families as a centralised means…
The importance of family office advisory for the next generation
As a new generation of ultra-high-net-worth individuals takes over, they will undoubtedly have very different…
Family business transition: The case for transformational family businesses
For families to thrive beyond generations, transitioning is vital. And a successful family business transition…
Family office education: leading institutions offering executive programmes
To keep up with the family office industry constantly evolving, here are 7 leading institutions…
How to create multi-generational wealth
Creating multi-generational wealth isn’t only about finances and investments to last across lifetimes, it’s about…
Next-generation transition: how to prepare to pass the family business on
Preparing the next generation to take over the family business requires some thought, but it…