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Read our summaries of the latest news impacting family offices.August Newsletter: Designing the AI-native family office
Our August note from the road: Steffen Bilde joins Simple as Chief Product & Technology Officer, reflections from a LATAM family office proj...
Open source crosses the frontier (and yes, we called it)
The open-weight moment finally arrives: Kimi's K3 shifts the frontier on cost and capability, an open model contains a frontier model's atta...
The new Simple, and a breakfast in Berlin
A new andsimple.co, a breakfast for 47 family offices above the Tiffany's store in Berlin (no, not in it), and two new papers on Trusted AI ...
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Subscribe on SubstackSimple Signals No. 68
Family offices are still doing a lot of manual work, Apple names the risk of irreversible agent actions, and Morgan Stanley joins up the office’s decisions.
5 Nov 2026Why This Family Office Built Its Own Hospitality Tool
A recording from Simple's AI Builders live video.
Industry News
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Family offices lag on AI as vendors race ahead, Simple report finds
Simple's 2026 Family Office Software & Technology Report finds family offices lagging on AI adoption while software vendors race ahead.
Family offices still run on manual work as vendors race ahead on AI, Simple's 2026 tech report finds
Simple's seventh annual Family Office Software & Technology Report finds vendors advancing on AI while family offices still rely on manual work.
Family Offices Need Cleaner Data More Than New Software, Simple Report Finds
Simple's 2026 Family Office Software & Technology Report finds that clean data and internal capacity, not a lack of software, are what hold family offices back.
85% of family offices prioritize AI investments, 75% foresee a bubble
RBC and Campden Wealth survey: 85% of North American family offices rank AI a top theme, yet 75% expect an AI bubble to burst within five years.
Morgan Stanley Family Office Launches Initiative to Help Families Navigate Complexity, Change and Generational Transitions
NEW YORK, October 27, 2026--Morgan Stanley Family Office today released The Adaptive Family Office: A Framework for Alignment Amid Change, a new paper designed to help ultra-high n...
Family offices eye shift to alternative investments: Study
Private equity remains the largest component of alternative portfolios, representing 27% of allocations.
TheWealthNet - More than half of family offices plan to increase private markets exposure
More than half of family offices plan to increase their exposure to private markets over the next five years, new research from the IE Family Offices Hub has revealed.
IE Family Offices Knowledge Hub presents first report on evolution of family offices
First report presented from IE Family Offices Knowledge Hub based on survey of 157 family offices all over the world and 27 in-depth interviews
Noblehouse Family Office’s Mekkos Jones Expands Access to Multifamily Office Services for Families With $5 Million to $50 Million or More in Investable Assets
The multifamily office now serves families across 19 states and Washington, D.C. Single-family offices are multiplying across North America and ...
Emissary Partners Appoints Guy Hudson, Kristen Katulis, Brian Katulis and Hyuktae Kwon as Senior Advisors
Emissary Partners, a London-based global advisory firm serving family offices, has appointed Guy Hudson, Kristen Katulis, Brian Katulis and Hyuktae... Read More
Family Offices Shift Focus to Global Developed Equities
Investment managers also plan to significantly boost their holdings in hedge funds and private equity, according to Citi Wealth research.
North American family offices favor AI investments despite bubble fears
North American family offices are prioritizing AI investments despite market bubble concerns, showing both short-term optimism and long-term caution.
AI FOMO driving some family offices into tech investments, survey suggests
Investment firms of ultra-wealthy families aren't immune to FOMO.
North American Family Offices Feel Upbeat: Report
They are raising their expectations, even as they navigate wealth transfers, rapid wealth creation and a tech transformation.
Daniel Kaufman Brings a Family Office Operator's View of Real Estate to the Global Family Office Investment Summit in Miami
Daniel Kaufman, founder of the permanent capital holding company Kaufman & Company, will speak at the Global Family Office Investment... Read More
Daniel Kaufman Brings a Family Office Operator’s View of Real Estate to the Global Family Office Investment Summit in Miami
Kaufman &...
North American family offices shift from caution to optimism, report finds
Family offices in North America are raising their expectations as they navigate the Great Wealth Transfer alongside rapid new wealth creation and technology transformation.
Why family offices are holding steady in the face of market risks
According to Citi Wealth’s 2026 Global Family Office Report, 41 per cent said they made no investment strategy adjustments in response to geopolitical developments in the Middle Ea...
Half of family offices lack a complete succession plan: report
Nearly a third worry that retirement will take key family leaders and staff out the door
North American Family Offices Shift From Caution To Optimism Amid Great Wealth Transfer
North American family offices are raising their expectations after a strong year, even as they navigate the Great Wealth Transfer unfolding alongside rapid new wealth creation and ...