Simple.

Family Office Insights

Family Office Insights

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

7 insights for “Succession planning”

Why technical clarity matters in succession planning

Why technical clarity matters in succession planning

For many affluent families, succession is treated as a static legal milestone. Once the papers…

May 15, 2026
Cathedral thinking for impact

Cathedral thinking for impact

In this article, Simple Expert Eva Jasiecka explains cathedral thinking, and how to apply it…

July 15, 2025
Overcome succession planning challenges with a family office

Overcome succession planning challenges with a family office

Succession planning is one of those topics that often gets kicked down the road –…

Auria Heanley
April 30, 2025
LegalTech for family office succession planning

LegalTech for family office succession planning

This article explores how LegalTech can bring clarity and continuity to succession planning. It outlines…

Simple Team
April 15, 2025
The UHNWI of 2025: more complex, more global, more connected

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…

April 11, 2025
Family Trusts Explained

Family Trusts Explained

Discover how family trusts and why they’re crucial for wealth preservation and succession planning. Learn…

Simple Team
February 14, 2025
5 lessons for family offices from HBO’s Succession

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…

October 5, 2020