Family Office Insights
Insight
Analysis, opinion, and expert commentary on the trends shaping family offices today.
15 insights for “Purpose”
The future-ready family office: Governance and AI
From Francois’ interview on Wealth Insider, this article explores how family offices are balancing tradition…
Family Offices Q3 2025: When Strategy Met Structure
This article explores how family offices entered Q3 2025 with a sharper focus on structure,…
Women controlling wealth
There’s a great wealth transfer I don’t see anyone talking about. I know we’ve been…
Highlights from the Milken Global Conference: Passion, Purpose, and Profit
Simple’s Strategic Content Partnerships Lead, Jimmy Otterdijks, reflects on the Milken Global Conference – as…
Using Human Rights and a rights-based approach for investor engagement
A rights-based approach is a conscious and systematic integration of human rights and rights principles…
Understanding ESG software for your family office
Implementing ESG across various family office operations is an essential part of ensuring sustainable wealth…
Family business transition: The case for transformational family businesses
For families to thrive beyond generations, transitioning is vital. And a successful family business transition…
Impact: Investing in quality education
Family offices looking to expand their impact portfolio can consider ways to contribute to the…
Impact: Investing in sustainable life below water
The 14th SDG, as set out by the UN, aims to conserve and encourage the…
A process for understanding the value of possessions beyond just numbers
Adopting an insightful process for valuing your possessions and valuables that can lead to more…
Innovate or die: How family businesses can maintain their entrepreneurial spirit
Within the family business industry, the mantra of ‘innovate or die’ is well-known. Many times…
Co-creating values aligned agreements with founders for impact investing
2020 was the year we all became suddenly aware of the interconnectedness of our global…
Legacy and succession planning trends and advice
Only 3% of family-owned businesses survive until the fourth generation and beyond. There appears to…
How to engage the next generation through a clearly defined purpose
Globalisation, digital transformation and climate change have transformed the way we live, work and conduct…
A brave new world of brand: Three frameworks for family businesses
Gone are the days of the ‘Five Forces Framework’, the Four P’s of ‘the Marketing…