Insight
Analysis, opinion, and expert commentary on the trends shaping family offices today.
41 insights for “Next Generation”

In this article, Simple Expert Ben Vaschetti examines how next-gen family office leaders are reshaping…

This article discusses the expectations of next-gen principals and outlines how family offices can best…

In this article, Simple Expert Eva Jasiecka explains cathedral thinking, and how to apply it…

In this article, Simple Expert Anne-Sofie van den Born Rehfeld explains why an ownership strategy…

What does it really mean to be ultra-wealthy in 2025? It’s no longer just about…

In this article, Simple Expert India Wooldridge articulates why embedding a brand strategy within the…

Wealth often fades by the third generation, but family offices are changing that. Discover four…

Learn why family foundations often fall short of their promises. Simple Expert Sharon Schneider shares…

Millennials are set to inherit their parents’ wealth and approach wealth management differently. Ken Gamskjaer,…

Whether choosing individual or corporate trustees, learn how trustee succession planning with a focus on…

As younger generations join family offices, there is a trend towards increased public presence and…

A shift in generational leadership can also mean rethinking what “good business” means. Today, environmental,…

Succession planning is often a thorny obstacle for families to overcome. Sensitive as all issues…

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…

In many high-net-worth families, the great wealth transition isn’t happening quite as quickly as some…

Creating multi-generational wealth isn’t only about finances and investments to last across lifetimes, it’s about…

Some of the greatest wealth transfers are currently happening through inheritance. By viewing the concept…

Preparing the next generation to take over the family business requires some thought, but it…

Why have combustion engines become so unpopular, and why do we all think that electric…

To cope with an uncertain and volatile world, visionary leadership is key to developing future-proofed…

The hardest part of dealing with death is realising that all you have are memories…

By a general estimation, 90% of affluent families tend to lose a large portion of…