Family Office Insights
Insight
Analysis, opinion, and expert commentary on the trends shaping family offices today.
48 insights for “Operations”
Family Office Compensation & Salary Guide 2026: Pay by Role, AUM & Region
As the family office sector matures, staffing discussions continue to take centre stage. Deciding on…
Fractional CFOs for family offices: Smart financial leadership
Discover how a fractional CFO empowers family offices. We detail how outsourced CFOs provide flexible,…
Family office operations: Balancing ambitions
In this article, Simple Expert Emmanuel de Truchis explores the challenges family offices face in…
The AI-Ready Family Office: 5 Steps to Get Started
Artificial intelligence is transforming how family offices operate. Here is a practical framework for getting…
Family Office Market Size: How many family offices are there?
Everyone seems to have a different number for how many family offices exist worldwide. Estimates…
Automated back-office solutions for family offices
In a recent interview with Simple, Ethan Bonar of CFO Family discussed his software-agnostic, client-centric…
Should single family offices delegate or outsource?
In this insight, Panchee Advisory helps single-family offices assess when to delegate in-house versus outsourcing…
Do you need a family office?
Simple Expert Erik Solum shares insights on the importance of establishing a family office for…
How RIAs can gain an edge in family office services
Registered Investment Advisors (RIAs) play a vital role in serving HNWI and family offices. However,…
The rise of family offices in Asia: A new era of wealth management
The wealth management landscape is undergoing a significant transformation in Asia, driven by the rapid…
Family vision comes before planning in wealth management
How can financial advisors know the vision of their clients if clients don’t know it…
An introduction to investment opportunities in Boston’s tech and innovation ecosystem
Discover how Boston’s vibrant tech ecosystem offers lucrative investment opportunities for family offices, particularly in…
Middle East Family Offices: A Moment In Time
In this insight, Simple Expert Besarta Dani shares why now is a unique time of…
Bill pay software for family offices
Writing, mailing, and processing paper checks can be time-consuming. Worst of all, checks can get…
Corporate Transparency Act and BOI reporting for family offices
Explore the impact of the Corporate Transparency Act on family offices. Learn key definitions, historical…
An introduction to family office security
From cyber threats to physical asset protection, learn how family offices can mitigate risks through…
Family office jobs: An introduction to key roles and career paths
Given the private nature of the industry, there is a lack of standard job descriptions…
Introduction to outsourcing for family offices
From accessing specialised expertise to improving efficiency and reducing costs, outsourcing offers numerous benefits to…
Outsourcing chief investment officer for family offices
Family offices encounter distinct investment challenges, and Outsourced Chief Investment Officers (OCIOs) are emerging as…
Multi-family office vs wealth managers: What is the difference?
The world of private wealth management can be extremely complex, with a multitude of different…
Unpacking investment fees: A guide for family offices
Family offices and high-net-worth individuals often face significant challenges when it comes to understanding and…
How family offices can improve digital security
As more modern family offices digitise their operations, the more apparent the lack of cybersecurity…
How private banks assist family offices with digital asset investments
As digital assets continue to form part of many family office portfolios, the need to…
What can ultra-affluent clients learn from the origins of a multi-family office?
By understanding the origin of a multi-family office, clients can gain some unique insight into…