Reports
In-depth research and strategic outlooks equipping family offices with the foresight to navigate technological, operational, and structural shifts.
2026
Closed Door Sessions: From Capacity to Consequence
The Closed Door Sessions 2026 brought together 40 participants and 10 moderators across five tables to examine how contemporary societies can convert capacity — awareness, capital and technological capability — into legitimate, accountable and socially useful action. This executive summary presents the central proposition, six principal findings and eight unresolved questions from the inquiry.
The Simple View on Trusted AI for Family Offices
A research agenda for the structural shift in how family offices operate, govern, and build.
2025
Looking Ahead to 2026: Key Themes for Family Offices
This year’s analysis reflects a deeper shift across the sector, moving away from short-term noise toward the capabilities that matter most: human judgment, long-termism, foresight, optionality, and identity-driven leadership. It outlines the eight themes shaping the year ahead and offers leaders a clearer way to understand what is changing, why it matters, and how to prepare.
Family Office Software & Technology Report 2025
Simple explores how family office software and technology are evolving in step with advances in AI and integration. Drawing on insights from more than 11,000 platform users, along with conversations, workshops, and detailed input from nearly 40 vendors.
Family Office Security & Risk Report 2025
In 2025, the risk landscape facing family offices is more complex and interconnected than ever. From AI-driven cyber threats to geopolitical volatility and governance gaps, risks are evolving fast. This report draws on expert insight, proprietary polling, and meta-analysis of industry data to map key threats, and outlines how proactive planning and integrated resilience are now essential.
2024
Looking Ahead to 2025: Signals and Themes Shaping the Family Office Industry
This piece explores transformative themes shaping 2025, from AI and sustainable investing to generational wealth shifts and global talent dynamics. Built to guide family offices and stakeholders, it highlights opportunities amidst change, emphasising adaptability, innovation, and long-term impact as essential tools to thrive in an increasingly complex and volatile world.
Family Office Software & Technology Report 2024
Simple’s 2024 software & technology report highlights AI integration, privacy concerns, and growing demand for better tech in family offices, based on insights from platform users and industry surveys.
Family Office Service Design Report 2024
Modern family offices must optimise their services, governance, and succession planning to stay competitive in a rapidly changing world. In this report, Simple introduces the basic components of service design and then deploys them in the context of family office operations, and explores effective and scalable approaches to service design for family offices of all configurations.
Private Markets Technology Solutions For Family Offices
Private markets have consistently grown in size at almost 20% per year over the last decade. With family offices looking to increase their capital allocation to this sector to help offset the uncertainty in public markets, Simple explores the growing number of technology solutions that can provide investment access and support solutions within the private markets space.
Family Office Software & Technology Review 2023
In 2023, the tech industry picked up pace, propelled by widespread integration of connected technologies and the rise of AI as the next major tech intervention after the internet. In Simple’s Fourth annual review of family office software and tech, we surveyed leading service providers to capture the latest developments and growth and to track current trends in this market and compiled everything you need to know into a ready-to-use report.
Family Office Security & Risk Report 2024
Prompted by the rise in epoch-shaping events over recent years, family offices are increasingly taking a systematic approach to risk management across their internal and external activities. Simple explores the multi-faceted challenges family offices face, as well as support solutions to mitigate these risks.
Private Markets Technology Solutions For Family Offices 2024
Private markets have consistently grown in size at almost 20% per year over the last decade. With family offices looking to increase their capital allocation to this sector to help offset the uncertainty in public markets, Simple explores the growing number of technology solutions that can provide investment access and support solutions within the private markets space.
Family Office Digital Assets Report 2024
The last year has seen some remarkable developments in the digital assets space, including some dramatic downfalls, a notable market recovery and then progressive institutionalisation and regulation. Simple’s review of this space aims to give family offices an overview on these latest developments that, along with insights from both service providers and family offices actively engaging with digital assets, can help understand the market.
2023
Looking Ahead to 2024: An Outlook For Family Offices
By examining a few early signals, we’re starting to gain some idea of what the next year might look like. In this review, we’ve earmarked some of the relevant global trends and assessed what they could mean for family offices in 2024.
Family Office Impact Investing Review 2022
Most family offices spread their assets across a range of activities from traditional investing to philanthropy. Impact investing is a strategy and outlook that helps investors align a greater portion of their profit-oriented portfolio with their values. We explore this dynamic space in this review.
Family Office Software & Technology Review 2022
As the world becomes more reliant on technology, expectations of what solutions can and should do increase too. Added to this, as the next generation takes over, family offices need to up their game and have answers on demand. The big question is whether tech has kept up. Our 2022 family office software and technology review surveyed leading service providers to capture the latest developments and track current trends in this market.
Family Office Venture Capital Review 2023
This review takes a closer look at the venture capital landscape through a family office lens, examining the unique value that family offices bring to the table, the role that venture investments play in a family office portfolio, and the strategies that family offices use to achieve their desired level of exposure to the asset class.
Looking Ahead to 2023: Signals Through a Family Office Lens
By examining a few early signals, we’re starting to gain some idea of what the next year might look like. In this review, we’ve earmarked some of the relevant global trends and assessed what they could mean for family offices in 2023.
2022
Family Office Software & Technology Review 2023
In 2023, the tech industry picked up pace, propelled by widespread integration of connected technologies and the rise of AI as the next major tech intervention after the internet. In Simple’s Fourth annual review of family office software and tech, we surveyed leading service providers to capture the latest developments and growth and to track current trends in this market and compiled everything you need to know into a ready-to-use report.
Family Office Real Estate Review 2022
Real estate is a multifaceted and diverse asset class, widely viewed as a key component of a well-balanced portfolio, especially for family offices that invest in real estate with varied interests and expertise. In this review, we explore this landscape and the various approaches family offices take when navigating real estate.
Family Office Banking Review 2022
Banking is a fundamental operation for family offices and new demands and technologies are reshaping the relationship between family offices and their banks. In this review, we’re examining the key factors to understanding family office needs and the current state of their relationship with their banking providers.
2022 Family Office Cryptocurrency Review
In our 2022 cryptocurrency review, we’re charting the landscape of this asset class and service providers from the perspective of family offices.
Family Office Impact Investing Review 2023
Most family offices spread their assets across a range of activities from traditional investing to philanthropy. Impact investing is a strategy and outlook that helps investors align a greater portion of their profit-oriented portfolio with their values. We explore this dynamic space in this review.
2021
Looking ahead to 2022: Global trends examined through a family office lens
By examining a few early signals, we’re starting to gain some idea of what the next year might look like. In this review, we’ve earmarked some of the relevant global trends and assessed what they could mean for family offices in 2022.
Family Office Software & Technology Review 2021
For family offices of all shapes and sizes, configurations, needs, and regions — there’s a software stack for you and we’re determined to help you find the right one. This year we unpack use cases, data, and how to handle emerging asset classes.
Family Office Signals – 2021 – Q2 Update
Halfway into 2021, what is the current status of the family office market? To answer this, Simple reaches out to our family office experts to gain their perspective.
2020
Looking ahead to 2021: Family office trends
2020 has been a year of monumental change, as everything from daily routines and long term ambitions have been disrupted beyond recognition. As people around the globe strive to press on in an uncertain future, we explore the top 10 trends that family offices and privately-owned businesses should be aware of as they move into 2021 and beyond.
Multi-Family Office Review
For some, the term ‘multi-family office’ may conjure up images of an industry stuck in yesteryear. However, as a new influx of wealth owners make their way into the private wealth space, things are changing — specifically in the multi family office segment. Here’s our review of the multi-family offices in 2020.
Family Office Software Review 2020
Private wealth owners around the globe are busy retooling their operations using family office technology. At Simple, we constantly evaluate the family office software landscape.
