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Family Office Insights

Family Office Insights

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

13 insights for “Technology Stacks”

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
Family office AI software 2025: From hype to implementation

Family office AI software 2025: From hype to implementation

This article explores what’s changed in the family office software industry, particularly when it comes…

Simple Team
November 3, 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
Unpacking investment fees: A guide for family offices

Unpacking investment fees: A guide for family offices

Family offices and high-net-worth individuals often face significant challenges when it comes to understanding and…

Simple Team
April 25, 2023
Managing multiple entities: Strategies for family office accounting success

Managing multiple entities: Strategies for family office accounting success

Family offices often face difficulties when accounting for multiple entities. In this insight, we explore…

Simple Team
April 19, 2023
The evolution of family office accounting – And the innovative service providers leading the charge

The evolution of family office accounting – And the innovative service providers leading the charge

As within any business including family offices, accounting and bill payment are two of the…

February 21, 2023
What bill pay solutions can do for family offices

What bill pay solutions can do for family offices

As family offices aim to preserve family wealth and ensure its smooth transition to the…

Simple Team
January 3, 2023
How family offices approach consolidated reporting

How family offices approach consolidated reporting

In this insight we look into the growing importance of consolidated reporting for family offices…

Simple Team
December 19, 2022
Common family office technology challenges and how to resolve them

Common family office technology challenges and how to resolve them

When compared with multi-client organisations, family offices often face more challenges when selecting and implementing…

Simple Team
August 13, 2022
How to gain a birds-eye view by understanding family office services

How to gain a birds-eye view by understanding family office services

Family offices rarely think about their operating costs in basis points – surprising when such…

January 18, 2021
Blockchain’s Potential Within The Family Office

Blockchain’s Potential Within The Family Office

Since it’s capabilities were first promoted to underpin and support Bitcoin over a decade ago…

December 4, 2020
How to overcome technological stalemate in Australian family offices

How to overcome technological stalemate in Australian family offices

Though the family office market in Australia continues to go from strength to strength, it…

November 30, 2020
On building modern and future-ready family offices

On building modern and future-ready family offices

The common misconception is that the family office asset management style only suits ultra-high-net-worth individuals…

July 27, 2018