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In this article, Sergey Borzenko, COO of Greenlock, identifies four key areas of silent wealth erosion. Then discusses how to protect wealth from hidden costs.

The DoLand Pro software makes is easy to deliver engaging and actionable investment impact reports to clients and stakeholders.

As family offices continued to grow steadily across the globe over the past decade, so did their investment strategies, leading them to become more successful over time. Here is a list of Europe’s 20 best-performing family office organisations, based on their assets under management.

Peter Thiel is one of Silicon Valley’s most influential and polarising figures. A billionaire investor, PayPal co-founder, and early Facebook backer, he is also the driving force behind Palantir and Founders Fund. Known for his contrarian worldview and libertarian ideology, Thiel has built a layered approach to managing his wealth. His method blends operating companies, […]

A UK-based multi-generational single-family office managing over $200 million faced challenges managing its complex portfolio spread across multiple continents and assets. As their sophisticated investments exceeded the limits of their operational infrastructure, they partnered with IQ-EQ  to develop a tailored solution. This case study outlines how IQ-EQ helped them shift from a reactive to a […]

In this article, Simple Expert Ben Vaschetti shares how his background and current work hope to shape the evolution of concierge solutions for family offices.

Simple sat down with Litan Yahav, co-founder and CEO, to find out how the platform addresses the administrative chaos of managing complex portfolios.

Chief of Staff – Family Office The ClientOur client is a multi-faceted family office with leadership based in Los Angeles and New York City. The office manages a diversified platform spanning a private equity–style investment arm, corporate entities, and philanthropic initiatives. With a hands-on approach, the family office plays an active role in direct investments, […]

Senior Associate – Wealth Management The ClientOur client is a leading financial services platform with a mandate to strengthen and expand the wealth management ecosystem in Qatar. With a focus on Family Offices and Ultra-High-Net-Worth Individuals (UHNWIs), the organization plays a central role in ecosystem development, regulatory enablement, and the delivery of world-class client experiences. […]

Wealth Manager – UHNW / Family Office The ClientOur client is a significant challenger institution in the wealth management sector, with a strong and growing presence in the UHNW and family office space. The firm is recognized for its innovative approach to wealth management, delivering highly personalized and sophisticated advisory services to ultra-high-net-worth individuals, families, […]