Family Office Insights
Insight
Analysis, opinion, and expert commentary on the trends shaping family offices today.
41 insights for “Next Generation”
The new standard: Why next-gen family offices demand digital concierge solutions
In this article, Simple Expert Ben Vaschetti examines how next-gen family office leaders are reshaping…
Family offices and next-gen principals
This article discusses the expectations of next-gen principals and outlines how family offices can best…
Cathedral thinking for impact
In this article, Simple Expert Eva Jasiecka explains cathedral thinking, and how to apply it…
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…
The UHNWI of 2025: more complex, more global, more connected
What does it really mean to be ultra-wealthy in 2025? It’s no longer just about…
Next-gen engagement: The power of brand in the Family Charter
In this article, Simple Expert India Wooldridge articulates why embedding a brand strategy within the…
Preserving generational wealth: Four family office strategies
Wealth often fades by the third generation, but family offices are changing that. Discover four…
Family Foundations Losing Their Shine
Learn why family foundations often fall short of their promises. Simple Expert Sharon Schneider shares…
Bridging the gap to the next-gen for family offices
Millennials are set to inherit their parents’ wealth and approach wealth management differently. Ken Gamskjaer,…
The importance of trustee succession in wealth transfer planning
Whether choosing individual or corporate trustees, learn how trustee succession planning with a focus on…
Why more family offices are going public: Examining the advantages and trends
As younger generations join family offices, there is a trend towards increased public presence and…
Family office succession: Reconciling with a family’s dirty past
A shift in generational leadership can also mean rethinking what “good business” means. Today, environmental,…
How to start family succession planning
Succession planning is often a thorny obstacle for families to overcome. Sensitive as all issues…
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…
The Great Transition and Life Expectancies
In many high-net-worth families, the great wealth transition isn’t happening quite as quickly as some…
How to create multi-generational wealth
Creating multi-generational wealth isn’t only about finances and investments to last across lifetimes, it’s about…
A new inheritance mindset that reveals more value to heirs
Some of the greatest wealth transfers are currently happening through inheritance. By viewing the concept…
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…
Is investing in electric vehicles really a good business decision?
Why have combustion engines become so unpopular, and why do we all think that electric…
From linear to cyclical business: how to lead in a complex post-Covid world.
To cope with an uncertain and volatile world, visionary leadership is key to developing future-proofed…
How family offices can deal with death in the family
The hardest part of dealing with death is realising that all you have are memories…
Multigenerational wealth preservation: What you need to know
By a general estimation, 90% of affluent families tend to lose a large portion of…