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Family Office Insights

Family Office Insights

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

27 insights for “WealthTech”

Data before AI: Why family offices need to fix the foundation first

Data before AI: Why family offices need to fix the foundation first

Two-thirds of family offices want to integrate AI into their wealth reporting, yet only 29%…

July 22, 2026
Software that solves real problems for family offices

Software that solves real problems for family offices

In tech, shipping out new features fast is standard practice. But it doesn't necessarily mean…

May 5, 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
Purpose-built AI to simplify due diligence for family offices

Purpose-built AI to simplify due diligence for family offices

In this article, we explore how Copia Wealth’s purpose-built AI platform, Deal Space, brings speed,…

Simple Team
January 7, 2026
Family office multi-asset management and reporting

Family office multi-asset management and reporting

This article, in partnership with FundCount, explains how a unified platform can consolidate accounting, partnership…

Simple Team
December 3, 2025
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
The era of professionalised wealth management in India

The era of professionalised wealth management in India

Simple spoke with Mihir Parekh, Managing Director of WealthSpectrum (Applied Software Pvt Ltd), to get…

Simple Team
October 31, 2025
Vyzer’s creation story

Vyzer’s creation story

Simple sat down with Litan Yahav, co-founder and CEO, to find out how the platform…

Simple Team
September 29, 2025
A unified general ledger for family office accounting

A unified general ledger for family office accounting

This article encourages family offices to explore platforms that offer a unified accounting solution for…

Simple Team
September 11, 2025
Beyond the hype: A candid conversation on AI in wealth tech

Beyond the hype: A candid conversation on AI in wealth tech

Simple’s Strategic Partnership Lead, Jimmy Otterdijks, shares his candid take on AI for family offices.…

August 4, 2025
Shaping family office wealthtech in Singapore and beyond

Shaping family office wealthtech in Singapore and beyond

In this article, Simple speaks with Canopy’s CEO, Mu Chen, to gain first-hand insight into…

Simple Team
July 22, 2025
Sovereign wealth fund strategies for family offices

Sovereign wealth fund strategies for family offices

This article examines why adopting sovereign wealth fund (SWF) strategies is vital for family offices…

Simple Team
June 4, 2025
Family office software: Forging successful partnerships

Family office software: Forging successful partnerships

To gain valuable insights about successful partnerships between software providers and family offices, Simple interviewed…

Simple Team
May 27, 2025
73% of family offices demand integrated investment software

73% of family offices demand integrated investment software

This article explores how emerging full-stack digital family office and accounting solutions, such as the…

Simple Team
May 14, 2025
AI and family offices: A new era of venture capital

AI and family offices: A new era of venture capital

Family offices are increasingly drawn to venture capital as a way to diversify their portfolios…

Simple Team
April 30, 2025
The hidden costs of not adopting modern tech

The hidden costs of not adopting modern tech

In this article, Ken Gamskjaer, CEO & Co-founder of Aleta, offers valuable insights into the…

Simple Team
April 9, 2025
Solving pain points of family office payments

Solving pain points of family office payments

In this insight, we explore BOBO’s approach to solving payment pain points and how it’s…

Simple Team
March 14, 2025
From founder to family office

From founder to family office

Discover how first-generation a family office founder can leverage modern software to maintain control, streamline…

Simple Team
March 11, 2025
LegalTech for family offices

LegalTech for family offices

Explore the rise of Family Office 3.0, where innovation meets tradition, cybersecurity is paramount, and…

Simple Team
February 27, 2025
How Masttro defines data aggregation for family offices

How Masttro defines data aggregation for family offices

Through a series of interviews with co-founder Domingo Viesca and CEO Padman Perumal, Simple uncovers…

Simple Team
October 7, 2024
Excel vs. Efficiency: Three challenges family offices face with private market data

Excel vs. Efficiency: Three challenges family offices face with private market data

Family offices, particularly those managing private market investments, have embraced the idea that their decisions…

Simple Team
August 28, 2024
Simplifying ESG reporting for family offices

Simplifying ESG reporting for family offices

This article explores the dynamics of ESG considerations for family offices, the pitfalls to avoid,…

Simple Team
June 20, 2024
Wealth Management Solutions: Elevating Multi-Family Office Expectations

Wealth Management Solutions: Elevating Multi-Family Office Expectations

Simple sits down with Crispin Rolt, the COO of Performativ, to discuss how a Multi-Family…

Simple Team
May 8, 2024
5 Emerging WealthTech innovations for family offices

5 Emerging WealthTech innovations for family offices

Explore the top five WealthTech innovations revolutionising wealth management for family offices. From AI-driven analytics…

Simple Team
February 26, 2024