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Should advisers feel a moral responsibility to discuss philanthropy? In this article, Simple Expert Juliet Valdinger answers this question and discusses how philanthropy can strengthen client relationships and deepen advisers’ moral standing as they provide clients with meaningful ways to engage their wealth.

Chief Financial Officer The ClientOur client is a Houston, Texas-based family office established in 2021. Founded by an entrepreneurial Principal with a track record of creating and leading multiple businesses and philanthropic initiatives, the office now serves three generations of family members. Its primary mission is to support the tax, accounting and reporting, fiduciary, investment […]

William Rossetter is an accredited M&A professional with over 15 years of experience in deal origination, private equity, and corporate development.

Family offices are increasingly drawn to venture capital as a way to diversify their portfolios and access high-growth opportunities. However, many face operational challenges due to small teams and limited internal resources. Unlike institutional investors with dedicated analysts, family offices often rely on a few individuals to handle research, evaluation, and due diligence. Limited staff […]

Succession planning is one of those topics that often gets kicked down the road – until suddenly, it can’t be. Whether it’s the retirement of a founding family member, an unexpected illness, or a generational shift in business priorities, the absence of a clear succession plan can destabilise even the most successful family enterprises. With […]

This article explores three common pitfalls for family offices in household and estate management—and the tools that can help avoid them.

As a FOR Generalist, you would primarily be responsible for: Helping Private Wealth Advisors (PWAs), and other Financial Advisors (FAs) identify services and resources (offered by teams across the firm) that would the address the complex needs of their UHNW Clients Managing the end-to-end PWA/FA and Client experience of FOR resources Coordinating comprehensive and integrated […]

Responsibilities: Lead delivery of complex Sage Intacct implementations designed for family offices with diverse needs, such as trust accounting, entity roll-ups, philanthropic tracking, and alternative investment reporting. Oversee discovery, solution design, and configuration of Intacct modules to support family office-specific use cases like expense allocations across entities, aggregated reporting, and performance measurement. Serve as senior […]

Full Job Description Position: Family Office Accountant Family: Confidential Location: Santa Barbara, California Compensation: $80,000 – $120,000 / year Hours: 20 – 40 hrs. / week (in office, dependent on need/cycle) Overview We are seeking an experienced Accountant to manage and oversee the accounting and financial operations for a high-net-worth family and their diverse interests. […]