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Family Office Insights

Family Office Insights

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

8 insights for “Risk”

Why tax residency matters to family offices

Why tax residency matters to family offices

This article discusses why family office operators should leverage technology to stay compliant as global…

Simple Team
February 5, 2026
From special ops to strategic family office security

From special ops to strategic family office security

In this article, Peter Shanley, a former ADF Special Operations veteran and co-founder of Accordant…

Simple Team
November 19, 2025
Why reputation matters for family offices

Why reputation matters for family offices

Simple Expert Martin Jenewein explains why low visibility does not equate to low risk for…

September 16, 2025
Combining healthcare and security for family offices

Combining healthcare and security for family offices

This article discusses the importance of combining healthcare and security for family offices. It compares…

Simple Team
July 1, 2025
Why are family offices risk magnets?

Why are family offices risk magnets?

Simple Expert Edward Marshall shares three actionable strategies for turning your family office from a…

January 8, 2025
Holistic security: The four pillars for family offices

Holistic security: The four pillars for family offices

Simple Expert Kate Bright, the Founder and CEO of Umbra, introduces the four-pillar approach to…

May 17, 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
How can a family office practically invest in bitcoin?

How can a family office practically invest in bitcoin?

After 11 years of its existence, bitcoin has gone from a fringe to a mainstream…

January 26, 2021