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Family Office Insights

Family Office Insights

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

15 insights for “Technology”

Bridging the AI gap: What family offices know and what they don’t

Bridging the AI gap: What family offices know and what they don’t

As rapidly as AI tech is evolving, it’s not quite there yet. While some family…

May 6, 2026
Is your family office software ready for AI?

Is your family office software ready for AI?

Tomas Petky, CEO of PetakSys, shares insights into why optimising processes before adopting new technology…

Simple Team
February 5, 2026
From data to dialogue with Masttro Intelligence

From data to dialogue with Masttro Intelligence

Exploring how Masttro Intelligence helps family offices move beyond aggregation, turning complex data into clear,…

November 10, 2025
Optimising AI for family offices with an integrated platform

Optimising AI for family offices with an integrated platform

In this article, Chirag Nanavati, the managing director at Asset Vantage, discusses why having a…

Simple Team
November 6, 2025
The future-ready family office: Governance and AI

The future-ready family office: Governance and AI

From Francois’ interview on Wealth Insider, this article explores how family offices are balancing tradition…

October 16, 2025
Building the tech stack your advisory firm actually needs

Building the tech stack your advisory firm actually needs

In this article, Christoffer Long, Alwy’s CEO, breaks down why “more tech” doesn’t necessarily mean…

Simple Team
June 4, 2025
Seamless finance: Automating integration for family offices

Seamless finance: Automating integration for family offices

While AI often dominates discussions, a less glamorous, but equally critical, challenge looms for family…

Simple Team
May 6, 2025
AI agents: The next frontier in family office digitization

AI agents: The next frontier in family office digitization

This article discusses why AI agents represent the next step in the evolution of family…

Simple Team
March 18, 2025
The AI adoption paradox in family offices

The AI adoption paradox in family offices

This article explores why family offices are hesitant to adopt AI and identifies the factors…

Simple Team
March 13, 2025

The AI-Ready Family Office: 5 Steps to Get Started

Artificial intelligence is transforming how family offices operate. Here is a practical framework for getting…

Simple Team
March 10, 2025
Wealth Management Software for Family Offices

Wealth Management Software for Family Offices

Since launching the family office software and technology report in 2020, Simple has tracked a…

Simple Team
February 5, 2025
Automated back-office solutions for family offices

Automated back-office solutions for family offices

In a recent interview with Simple, Ethan Bonar of CFO Family discussed his software-agnostic, client-centric…

Simple Team
December 10, 2024
A data-driven liquidity solution for family offices

A data-driven liquidity solution for family offices

This insight with Ray Denis from Sandbox Wealth explores how HNWIs can use their data…

Simple Team
November 19, 2024
EtonAI™ and the future of AI in family offices

EtonAI™ and the future of AI in family offices

The introduction of generative AI solutions like EtonAI™ offers many possibilities, pushing the boundaries of…

Simple Team
November 5, 2024
The future of alternative investments for family offices

The future of alternative investments for family offices

In this insight, Simple chats with Cory Shea and Alex Goodman, the founders of Clockwork,…

Simple Team
October 23, 2024