Family Office Insights
Insight
Analysis, opinion, and expert commentary on the trends shaping family offices today.
23 insights for “Software”
Family office AI software 2025: From hype to implementation
This article explores what’s changed in the family office software industry, particularly when it comes…
A unified general ledger for family office accounting
This article encourages family offices to explore platforms that offer a unified accounting solution for…
Switching portfolio management software for family offices
In this article, Ethan Bonar, CEO of CFO Family Office Reporting, explains in four steps…
Portfolio management software for family offices
This article examines the benefits, challenges, and top portfolio management software solutions tailored for family…
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,…
Simplifying ESG reporting for family offices
This article explores the dynamics of ESG considerations for family offices, the pitfalls to avoid,…
Masttro’s family office origins driving their vision
WealthTech platform Masttro was established over 14 years ago, but even their family office users…
Unleashing family office insights with Power BI
Family offices prepare reports on a regular basis so families can make informed decisions about…
Holistic wealth management software for family offices
Not so long ago, family offices could manage their investments on Excel spreadsheets. However, the…
Bill pay software for family offices
Writing, mailing, and processing paper checks can be time-consuming. Worst of all, checks can get…
New family office technology: The flourishing tech ecosystem for family offices
Over the last five years, Simple’s annual family office software review found that the number…
How family offices can evaluate their internal operations using industry benchmarked KPIs
Many family offices struggle with their data management processes making it hard to make timely…
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…
Managing multiple entities: Strategies for family office accounting success
Family offices often face difficulties when accounting for multiple entities. In this insight, we explore…
The evolution of family office accounting – And the innovative service providers leading the charge
As within any business including family offices, accounting and bill payment are two of the…
How family offices can ensure successful adoption of technology changes
An illustration of the potential decision bottlenecks, managing the onboarding process, discuss the drivers of…
What bill pay solutions can do for family offices
As family offices aim to preserve family wealth and ensure its smooth transition to the…
Introduction to alternative investment systems for family offices
Alternatives have always been an elusive market for investors. Here, we explore what they are…
How a portfolio management system can streamline family office operations
Portfolio management is one of a family office’s most crucial yet time-intensive functions. This article…
How family offices approach consolidated reporting
In this insight we look into the growing importance of consolidated reporting for family offices…
Understanding ESG software for your family office
Implementing ESG across various family office operations is an essential part of ensuring sustainable wealth…
Common family office technology challenges and how to resolve them
When compared with multi-client organisations, family offices often face more challenges when selecting and implementing…
Running your family office like a silicon valley startup.
Family offices have evolved from the mega-money-centric, often hidebound institutions of a bygone era (by…