Family Office Insights
Insight
Analysis, opinion, and expert commentary on the trends shaping family offices today.
28 insights for “Strategy”
Seven steps to build your single-family office AI strategy
So, you’ve decided to start a single-family office. The next question is, how do you…
Q4 2025 analysed: What actually happened
The final quarter of 2025 exposed how family offices operate when delay is no longer…
From special ops to strategic family office security
In this article, Peter Shanley, a former ADF Special Operations veteran and co-founder of Accordant…
Should you really start a single-family office? A reality check
Do you really need a single-family office, and how should you decide? In this article,…
Titans of Capital: The 20 Largest Family Offices in Europe
As family offices continued to grow steadily across the globe over the past decade, so…
Clockwork’s Summer Solstice Report 2025
Clockwork’s Summer Solstice Report 2025 shows how family offices are quietly becoming some of the…
The role of a family office consultant
As wealth management grows increasingly complex, the demand for specialised family office consultants has surged.…
What is Primal Branding® for Family Offices?
In this introductory insight, Simple Expert Patrick Hanlon explains the seven elements of primal branding…
Building a brand will give you a competitive edge in direct investing
Simple Expert India Wooldridge explains how family offices can gain a competitive edge in direct…
Family Office marketing: Key considerations for providers
Simple’s Digital Marketing Manager, Bryan Smith, explains how service providers can leverage marketing strategies and…
Technology’s role in modernising family office fiduciary services
In our latest insight, we unpack how key innovations in technology are transforming fiduciary services…
How US sporting celebrities manage their family offices
The transition from high-earning athletes to savvy wealth managers is a critical journey, often mired…
Why more family offices are going public: Examining the advantages and trends
As younger generations join family offices, there is a trend towards increased public presence and…
Outsourcing chief investment officer for family offices
Family offices encounter distinct investment challenges, and Outsourced Chief Investment Officers (OCIOs) are emerging as…
Multi-family office vs wealth managers: What is the difference?
The world of private wealth management can be extremely complex, with a multitude of different…
Navigating privacy and publicity: A new approach to family office operations
As the family office industry continues to grow, more family offices are shifting away from…
Direct investing for family offices: Balancing risk and reward
Direct investing has seen tremendous growth over the past decade as family offices seek greater…
Family office succession: Reconciling with a family’s dirty past
A shift in generational leadership can also mean rethinking what “good business” means. Today, environmental,…
Largest family offices in the world: top 20 by AUM
A transparent look at the 20 largest family offices in the world by estimated assets…
The importance of family office advisory for the next generation
As a new generation of ultra-high-net-worth individuals takes over, they will undoubtedly have very different…
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…
Family business transition: The case for transformational family businesses
For families to thrive beyond generations, transitioning is vital. And a successful family business transition…
How family office reports can meet decision-making needs
Using the right kind of family office report can help streamline decision-making. We’ve rounded up…
Family office education: leading institutions offering executive programmes
To keep up with the family office industry constantly evolving, here are 7 leading institutions…