Insight
Analysis, opinion, and expert commentary on the trends shaping family offices today.
34 insights for “Governance”
In this article, Simple Expert Stephan Gerwert discusses what good governance looks like inside a…
For many family offices, growth in investments means sprawling portfolios that mirror global expansion and…
From Francois’ interview on Wealth Insider, this article explores how family offices are balancing tradition…
This article explores how family offices entered Q3 2025 with a sharper focus on structure,…
Pennsylvania’s shift to annual LLC reporting highlights the growing complexity of multi-state compliance, with direct…
In this article, Simple Expert Anne-Sofie van den Born Rehfeld explains why an ownership strategy…
In this article, Simple Expert Lise Møller discusses why advisors play a crucial role in…
As wealth management grows increasingly complex, the demand for specialised family office consultants has surged.…
In this article, Simple Expert Lise Moller highlights the importance of education and open communication.…
Explore the rise of Family Office 3.0, where innovation meets tradition, cybersecurity is paramount, and…
Simple Expert Erik Solum shares insights on the importance of establishing a family office for…
How can financial advisors know the vision of their clients if clients don’t know it…
Simple Expert Christian Schiede offers insightful advice on leadership transitions in family businesses and seven…
Simple Expert, Alex Kirby breaks down social fitness, the importance of values and advises how…
While they might seem innocuous, ‘rich lists’ tend to be quite limited in gauging wealth.…
Given the private nature of the industry, there is a lack of standard job descriptions…
As digital assets continue to form part of many family office portfolios, the need to…
The collapse of Archegos Capital Management heightened calls for regulation of an untamed industry worth…
Single-family offices have always been the preferred choice for affluent families as a centralised means…
As a new generation of ultra-high-net-worth individuals takes over, they will undoubtedly have very different…
For families to thrive beyond generations, transitioning is vital. And a successful family business transition…
To keep up with the family office industry constantly evolving, here are 7 leading institutions…
Creating multi-generational wealth isn’t only about finances and investments to last across lifetimes, it’s about…
Preparing the next generation to take over the family business requires some thought, but it…
