Family Office Insights
Insight
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
As rapidly as AI tech is evolving, it’s not quite there yet. While some family…
Is your family office software ready for AI?
Tomas Petky, CEO of PetakSys, shares insights into why optimising processes before adopting new technology…
From data to dialogue with Masttro Intelligence
Exploring how Masttro Intelligence helps family offices move beyond aggregation, turning complex data into clear,…
Optimising AI for family offices with an integrated platform
In this article, Chirag Nanavati, the managing director at Asset Vantage, discusses why having a…
The future-ready family office: Governance and AI
From Francois’ interview on Wealth Insider, this article explores how family offices are balancing tradition…
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…
Seamless finance: Automating integration for family offices
While AI often dominates discussions, a less glamorous, but equally critical, challenge looms for family…
AI agents: The next frontier in family office digitization
This article discusses why AI agents represent the next step in the evolution of family…
The AI adoption paradox in family offices
This article explores why family offices are hesitant to adopt AI and identifies the factors…
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…
Wealth Management Software for Family Offices
Since launching the family office software and technology report in 2020, Simple has tracked a…
Automated back-office solutions for family offices
In a recent interview with Simple, Ethan Bonar of CFO Family discussed his software-agnostic, client-centric…
A data-driven liquidity solution for family offices
This insight with Ray Denis from Sandbox Wealth explores how HNWIs can use their data…
EtonAI™ and the future of AI in family offices
The introduction of generative AI solutions like EtonAI™ offers many possibilities, pushing the boundaries of…
The future of alternative investments for family offices
In this insight, Simple chats with Cory Shea and Alex Goodman, the founders of Clockwork,…