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Family Office Insights

Family Office Insights

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

15 insights for “Purpose”

The future-ready family office: Governance and AI

The future-ready family office: Governance and AI

From Francois’ interview on Wealth Insider, this article explores how family offices are balancing tradition…

October 16, 2025
Family Offices Q3 2025: When Strategy Met Structure

Family Offices Q3 2025: When Strategy Met Structure

This article explores how family offices entered Q3 2025 with a sharper focus on structure,…

October 13, 2025
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
Highlights from the Milken Global Conference: Passion, Purpose, and Profit

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…

June 4, 2024
Using Human Rights and a rights-based approach for investor engagement

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…

February 2, 2023
Understanding ESG software for your family office

Understanding ESG software for your family office

Implementing ESG across various family office operations is an essential part of ensuring sustainable wealth…

Simple Team
October 28, 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
Impact: Investing in quality education

Impact: Investing in quality education

Family offices looking to expand their impact portfolio can consider ways to contribute to the…

August 3, 2022
Impact: Investing in sustainable life below water

Impact: Investing in sustainable life below water

The 14th SDG, as set out by the UN, aims to conserve and encourage the…

June 10, 2022
A process for understanding the value of possessions beyond just numbers

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…

June 25, 2021
Innovate or die: How family businesses can maintain their entrepreneurial spirit

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…

May 5, 2021
Co-creating values aligned agreements with founders for impact investing

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…

February 5, 2021
Legacy and succession planning trends and advice

Legacy and succession planning trends and advice

Only 3% of family-owned businesses survive until the fourth generation and beyond. There appears to…

October 5, 2020
How to engage the next generation through a clearly defined purpose

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…

October 4, 2020
A brave new world of brand: Three frameworks for family businesses

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…

October 2, 2020