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Family Office Insights

Family Office Insights

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

16 insights for “Philanthropy”

The integrator: A new kind of wealth holder in family offices

The integrator: A new kind of wealth holder in family offices

In this article, Simple Expert Sharon Schneider explores the emergence of a new type of…

September 10, 2025
Philanthropy 3.0 for advisers and clients

Philanthropy 3.0 for advisers and clients

In this article, Simple Expert Juliet Valdinger explains Philanthropy 3.0 and discusses why wealth managers,…

August 18, 2025
Why brand is a force multiplier in philanthropy

Why brand is a force multiplier in philanthropy

For family offices and private philanthropies, brand is often the untapped lever that turns intent…

July 24, 2025
Should family offices be providing philanthropy advice?

Should family offices be providing philanthropy advice?

Should advisers feel a moral responsibility to discuss philanthropy? In this article, Simple Expert Juliet…

May 1, 2025
Your clients’ values aren’t fluff. They’re important

Your clients’ values aren’t fluff. They’re important

Why should family office advisers pay close attention to their clients’ values? In this article,…

April 24, 2025
Four steps to spending down with purpose

Four steps to spending down with purpose

In this article, Simple Expert Sharon Schneider presents a four-step approach to spending down with…

March 4, 2025
Rethinking Philanthropy: The Role of Wealth Advisors and Technology in Meeting Modern Donor Expectations

Rethinking Philanthropy: The Role of Wealth Advisors and Technology in Meeting Modern Donor Expectations

Paul Lussow (TIFIN Give) shares insights on how technology is transforming philanthropy, the shifting role…

Simple Team
December 24, 2024
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
Women controlling wealth

Women controlling wealth

There’s a great wealth transfer I don’t see anyone talking about. I know we’ve been…

October 31, 2024
Simplify and scale giving for family offices

Simplify and scale giving for family offices

This article explores the challenges family offices face in managing philanthropy. Learn how modern philanthropy…

Simple Team
July 24, 2024
Empowering impact: Channeling philanthropic capital into for-profit initiatives

Empowering impact: Channeling philanthropic capital into for-profit initiatives

Donor Advised Funds (DAFs) have emerged as a strategic tool in this new philanthropic landscape,…

February 9, 2024
How family offices can maximise their impact in 2024 and beyond

How family offices can maximise their impact in 2024 and beyond

Learn how modern family offices can enhance their impact by integrating sustainable investments, innovative philanthropy,…

Simple Team
January 15, 2024
Venture philanthropy for family offices

Venture philanthropy for family offices

This insight delves into how family offices can utilise venture philanthropy to align investments with…

July 31, 2023
Venture philanthropy vs impact investing: How to align impact and philanthropy

Venture philanthropy vs impact investing: How to align impact and philanthropy

Impact investing and philanthropy are not necessarily on opposite sides of the scale. However, understanding…

November 8, 2022
Activist Philanthropy and Innovative Family Structures

Activist Philanthropy and Innovative Family Structures

There’s a new breed of activist philanthropists who are going beyond the call of duty…

August 4, 2022
Impact investing and philanthropy: how family businesses can make real impact

Impact investing and philanthropy: how family businesses can make real impact

Impact investing and philanthropy have always been part of the DNA of entrepreneurial families, albeit…

September 13, 2021