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Family Office Insights

Family Office Insights

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

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…

November 4, 2025
Family offices and next-gen principals

Family offices and next-gen principals

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

Simple Team
September 9, 2025
Cathedral thinking for impact

Cathedral thinking for impact

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

July 15, 2025
Why an ownership strategy is your family’s secret weapon

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…

May 15, 2025
The UHNWI of 2025: more complex, more global, more connected

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…

April 11, 2025
Next-gen engagement: The power of brand in the Family Charter

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…

March 6, 2025
Preserving generational wealth: Four family office strategies

Preserving generational wealth: Four family office strategies

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

Simple Team
March 5, 2025
Family Foundations Losing Their Shine

Family Foundations Losing Their Shine

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

December 17, 2024
Bridging the gap to the next-gen for family offices

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,…

Simple Team
July 25, 2024
The importance of trustee succession in wealth transfer planning

The importance of trustee succession in wealth transfer planning

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

Simple Team
November 27, 2023
Why more family offices are going public: Examining the advantages and trends

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…

Simple Team
July 17, 2023
Family office succession: Reconciling with a family’s dirty past

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,…

January 19, 2023
How to start family succession planning

How to start family succession planning

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

September 15, 2022
The importance of family office advisory for the next generation

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…

Simple Team
August 24, 2022
Family business transition: The case for transformational family businesses

Family business transition: The case for transformational family businesses

For families to thrive beyond generations, transitioning is vital. And a successful family business transition…

Nike Anani
August 5, 2022
Family office education: leading institutions offering executive programmes

Family office education: leading institutions offering executive programmes

To keep up with the family office industry constantly evolving, here are 7 leading institutions…

Simple Team
June 29, 2022
The Great Transition and Life Expectancies

The Great Transition and Life Expectancies

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

March 11, 2022
How to create multi-generational wealth

How to create multi-generational wealth

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

March 2, 2022
A new inheritance mindset that reveals more value to heirs

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…

January 14, 2022
Next-generation transition: how to prepare to pass the family business on

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…

December 8, 2021
Is investing in electric vehicles really a good business decision?

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…

December 1, 2021
From linear to cyclical business: how to lead in a complex post-Covid world.

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…

November 24, 2021
How family offices can deal with death in the family

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…

August 3, 2021
Multigenerational wealth preservation: What you need to know

Multigenerational wealth preservation: What you need to know

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

July 30, 2021