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News from Simple
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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Weekly insights on family offices, wealth management, and the future of private capital.
Subscribe on SubstackSimple Signals No. 66
Bank of America finds family offices upbeat on technology but short on policies, single-family offices rank governance above returns, and J.P. Morgan prices AI productivity into its return forecasts.
18 Oct 2026Simple Signals No. 65
Stronger open models, Microsoft’s three levels of AI agent, who pays when an agent goes rogue, the next generation researching art on its own, and a late narrator’s voice in a Royal Mail a
Industry News
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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.
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 ...
2026 RBC and Campden Wealth Report: North American family offices shift from caution to optimism amid Great Wealth Transfer, AI acceleration
Newswire.ca Press Release.
2026 RBC and Campden Wealth Report: North American family offices shift from caution to optimism amid Great Wealth Transfer, AI acceleration
Detailed price information for Royal Bank of Canada (RY-N) from The Globe and Mail including charting and trades.
Report: North American Family Offices Optimistic About AI, Private Equity
But RBC And Campden Wealth Report Says Cybersecurity And Data Breaches Have Become The Top Near-Term Operational Concern For Family Offices
2026 RBC and Campden Wealth Report: North American family offices shift from caution to optimism amid Great Wealth Transfer, AI acceleration
Family offices raise expectations in a pivotal year dominated by trends of generational wealth transfer, new wealth creation and technology transformation Key findi...
2026 RBC and Campden Wealth Report: North American family offices shift from caution to optimism amid Great Wealth Transfer, AI acceleration
Detailed price information for Royal Bank of Canada (RY-T) from The Globe and Mail including charting and trades.
2026 RBC and Campden Wealth Report: North American family offices shift from caution to optimism amid Great Wealth Transfer, AI acceleration
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 ...
2026 RBC and Campden Wealth Report: North American family offices shift from caution to optimism amid Great Wealth Transfer, AI acceleration
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 ...
