Guides

How to get started with impact investing

Impact

Impact investing is not just a buzzword, it’s a signal that there’s a momentous shift towards social and environmental awareness...

How to get started with venture investments – a step-by-step guide

Venture Capital

Despite a drop in deals, now is a great moment to start investing in venture capital. To get started, family...

A Simple guide to family office structure

Strategy

Family office structures have evolved significantly over the past few decades, becoming far more sophisticated and efficient. Changes in organisational,...

A Simple guide to the family office fee playbook

Best Practices Risk

An introduction to family office investments

Investments

Family office investment trends suggest a more active, growth-oriented mindset as well as a more socially-focused one. Regardless of how...

A Simple Guide to Risk & Resilience

Risk management

Expert-led guide to family office risk and resilience in 2025, with practical steps, quick wins, and strategies to protect assets...

How to start a family office

Operations Strategy

As wealthy families tackle the complex challenges of generational wealth preservation and succession planning, the family office concept has grown...

A Simple multi-family office guide

Governance

In this guide, we're taking a high-level view of the different types of family offices, and then drilling a bit...

ESG for family offices: How to draft an ESG statement

Impact Strategy Investments Strategy

ESG is no longer just a buzzword associated with impact investing. For future-thinking family offices, incorporating ESG into all financial...

AI for family offices: 101

Technology

This guide aims to help family offices take their first steps toward AI adoption. It includes simple suggestions for decision...

A Guide to Philanthropy for Family Offices

Philanthropy

For the modern family office, philanthropy is no longer an afterthought. Instead, it is becoming increasingly integrated into how they...

A Simple guide to implementing family office technology

Software

To execute a successful technology rollout in any family office, there has to be forward-planning, with clear objectives and required...

A Simple guide to family office recruitment

Recruitment

This guide provides a deep dive into the unique aspects of recruiting for family offices. Drawing on insights from Simple’s...

A Simple guide to asset allocation for family offices

Investments

Asset allocation is crucial for family offices to manage their investments effectively and balance risk and reward. Our comprehensive guide...

A Simple guide to single family office structure

Operations

The emergence of new wealth and an increasingly complex business environment have driven the recent growth of single family offices....

How to execute an impact investing strategy

Impact

Impact investing goes beyond financial outcomes and allows family offices to direct their money towards positive transformation. These good intentions...

How to choose a family office advisor

Operations

As family offices evolve and become more complex, their advisors continue to play an important support role. Here is our...

A Simple guide to family office service design

Operations

This guide to family office service design explores the essential elements of design thinking for family offices, offering a comprehensive...

Family office portfolio rebalancing

Investments

Portfolio rebalancing is the buying or selling of assets to maintain the desired asset allocation in an investment portfolio and...

How to select the best accounting software for your family office

Operations

Accounting, though it may be less thrilling and cutting-edge than AI or alternative investments, plays an essential role in the...

How to choose a crypto custodian

Cryptocurrency

For family offices, choosing the right crypto custodian is the key to engaging in crypto confidently and efficiently. But what exactly...

What is generational wealth?

Next Generation

Generational wealth refers to the transfer of assets or businesses, passed down from one generation to the next, which safeguards...

A Simple guide to family offices

Strategy

A great place to get started with family offices. This guide provides landscape data and some clear definitions on the...

A Simple guide to NFTs

Cryptocurrency

Now that you've got to grips with cryptocurrency, it's time to understand NFTs. This is a comprehensive guide to everything...

6 steps to selecting family office technology

FinTech Software

Traversing the sometimes confusing and time-consuming task of family office technological improvement is a challenge that needs a process. Here...

How to choose a family office bank

Strategy

The popularisation of the family office has caused an outflow of assets from the private banking space. However, banks have...

A guide to portfolio management software for family offices

Portfolio Management

This guide is designed to support families in making well-informed decisions regarding Portfolio Management Software (PMS), ensuring they choose the...

A Simple guide to management through data

Digital Operations

Most companies can agree that data analysis should be a priority, and for family offices, technology has become incredibly important,...

How to evaluate your family office banking provider

Strategy

To ensure family offices are getting the support and service they need, it's crucial to assess their banking providers regularly....

AI for family offices: Strategy & governance

Governance Strategy

Comprehensive guide to AI strategy and governance for family offices, with insights, practical steps, and safeguards for responsible adoption.

A Simple guide to family office services

Family governance

This guide dives into what family office services actually are and highlights the top five core services you’ll usually find...

A Family Office Guide on Governance Pitfalls

Governance Leadership

Governance has become the cornerstone of effective family office strategy. As complexity and expectations grow, families are moving beyond informal...

Understanding business continuity plans for family offices

Operations

Ensuring the safety and continuity of your family office's operations during uncertain times is of utmost importance. Our latest guide...