Insight
Analysis, opinion, and expert commentary on the trends shaping family offices today.
In this article, Simple Expert Stephan Gerwert discusses what good governance looks like inside a…
Two-thirds of family offices want to integrate AI into their wealth reporting, yet only 29%…
Most family office asset managers don’t have a performance problem; they have a translation challenge.…
For many family offices, growth in investments means sprawling portfolios that mirror global expansion and…
In this article, Simple Expert Kartan Rist discusses why family offices should embrace dual-use technologies…
.png&w=3840&q=75)
For many affluent families, succession is treated as a static legal milestone. Once the papers…
-2.png&w=3840&q=75)
For family offices that employ household staff, payroll is significantly more complicated and involves much…
As rapidly as AI tech is evolving, it’s not quite there yet. While some family…
.png&w=3840&q=75)
In tech, shipping out new features fast is standard practice. But it doesn't necessarily mean…
In this article, we go behind the scenes with Benjamin Vaschetti, CEO of Maison Benjamin,…
Tomas Petky, CEO of PetakSys, shares insights into why optimising processes before adopting new technology…
In this article, Marco Mesina discusses why Italy, despite the 2026 flat tax increase, remains…
This article discusses why family office operators should leverage technology to stay compliant as global…
So, you’ve decided to start a single-family office. The next question is, how do you…
In this article, we explore how Copia Wealth’s purpose-built AI platform, Deal Space, brings speed,…
The final quarter of 2025 exposed how family offices operate when delay is no longer…
As the family office sector matures, staffing discussions continue to take centre stage. Deciding on…
This article, in partnership with FundCount, explains how a unified platform can consolidate accounting, partnership…
In this article, Simple Expert Kjartan Rist discusses the reasons why families are getting involved…
In this article, Peter Shanley, a former ADF Special Operations veteran and co-founder of Accordant…
Private credit’s next phase will reward transparency and focus over scale, as investors seek clarity,…
Exploring how Masttro Intelligence helps family offices move beyond aggregation, turning complex data into clear,…
In this article, Simple Expert Martin Jenewein highlights the unpredictable nature of LLM outputs and…
In this article, Chirag Nanavati, the managing director at Asset Vantage, discusses why having a…
