Insight
Family Office Insights
Analysis, opinion, and expert commentary on the trends shaping family offices today.
7 insights for “Succession planning”
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Why technical clarity matters in succession planning
For many affluent families, succession is treated as a static legal milestone. Once the papers…
Cathedral thinking for impact
In this article, Simple Expert Eva Jasiecka explains cathedral thinking, and how to apply it…
Overcome succession planning challenges with a family office
Succession planning is one of those topics that often gets kicked down the road –…
LegalTech for family office succession planning
This article explores how LegalTech can bring clarity and continuity to succession planning. It outlines…
The UHNWI of 2025: more complex, more global, more connected
What does it really mean to be ultra-wealthy in 2025? It’s no longer just about…
What Is a Family Trust? Family Trusts Explained Simply
A family trust holds assets for your family under rules you set. Learn what a…
5 lessons for family offices from HBO’s Succession
HBO’s mega-series Succession follows the decaying empire of a dysfunctional media family – a template…