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In this article,  Simple speaks with Canopy’s CEO, Mu Chen, to gain first-hand insight into Asia’s evolving financial landscape. And discover how Canopy’s innovative vision is not only keeping pace with but actively shaping the future of wealthtech in the region.

In this article, Ethan Bonar, CEO of CFO Family Office Reporting, explains in four steps how family offices can switch portfolio management software. In each step, he details the necessary tasks, offering valuable insights on how family offices can manage the transition successfully.

Auria simplifies the complexity of family wealth management by unifying essential capabilities into one seamless, intuitive experience.

In this article, Simple Expert Eva Jasiecka explains cathedral thinking, and how to apply it to look past quarterly results and into the far horizon, where the greatest value lies—not in speed, but in significance.

Director of Estate Planning The Client Brighton Jones is a purpose-driven wealth management firm redefining what it means to manage wealth. Headquartered in the Pacific Northwest and with 18 offices nationwide, we advise over 4,000 clients and more than $26 billion in assets. Guided by our mission of Wealth Alignment, we help clients, teammates, and […]

Associate Family Office Director The Client Ark Financial isn’t building just another financial firm — we’re building a movement.Our vision: that one day every entrepreneurial family will have a Family Office — a system of stewardship empowering generational Protection, Peace, and Purpose. Through our Family Office and Academy divisions, we help families lead their financial […]

Chief Administrative Officer – Private Wealth Solutions The Firm Blackstone is the world’s largest alternative asset manager, with $1.1 trillion in assets under management spanning private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic strategies, credit, real assets, and secondary funds globally. We aim to create positive economic impact and […]

Family Office Specialist CIBCLocation: IN – Indiana (Virtual)Employment Type: Regular, Full-timeWeekly Hours: 40 The Opportunity At CIBC, we’re building a relationship-oriented bank for the modern world. As a Family Office Specialist, you will play a critical role in delivering highly customized support to our ultra-high-net-worth (UHNW) clients and their family offices. This role is designed […]

Executive Director – Family Office Resources Morgan StanleyLocation: [Location not specified]Employment Type: Full TimePosted Date: April 14, 2025 The Firm Morgan Stanley is a leading global financial services firm, offering investment banking, securities, investment management, and wealth management services to clients worldwide from over 1,200 offices in 43 countries. Our people, united by integrity, excellence, […]

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