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Family Office Insights

Family Office Insights

Analysis, opinion, and expert commentary on the trends shaping family offices today.

8 insights for “Legal”

Law change impacting LLCs in the US: A wake-up call for family offices

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…

August 19, 2025
LegalTech for family office succession planning

LegalTech for family office succession planning

This article explores how LegalTech can bring clarity and continuity to succession planning. It outlines…

Simple Team
April 15, 2025
Family Trusts Explained

Family Trusts Explained

Discover how family trusts and why they’re crucial for wealth preservation and succession planning. Learn…

Simple Team
February 14, 2025
The history of family office regulation

The history of family office regulation

The collapse of Archegos Capital Management heightened calls for regulation of an untamed industry worth…

Simple Team
November 15, 2022
Jurisdiction selection for family fiduciary structures

Jurisdiction selection for family fiduciary structures

It is not enough to choose a jurisdiction for a fiduciary structure based on black…

Alex Porter
October 20, 2022
An introduction to fiduciary holding structures

An introduction to fiduciary holding structures

Fiduciary holding structures can be useful to wealthy families. Here’s a brief overview of these…

Alex Porter
August 12, 2022
Impact: Investing in sustainable life below water

Impact: Investing in sustainable life below water

The 14th SDG, as set out by the UN, aims to conserve and encourage the…

June 10, 2022
What family offices should know before setting up in Singapore

What family offices should know before setting up in Singapore

Singapore might be the answer for many Western family offices looking to bridge family values…

Simple Team
January 13, 2021