Insight
Analysis, opinion, and expert commentary on the trends shaping family offices today.
15 insights for “Technology”

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

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

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

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

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

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

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

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

This article explores why family offices are hesitant to adopt AI and identifies the factors…
Artificial intelligence is transforming how family offices operate. Here is a practical framework for getting…

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

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

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

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

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