Guides
Our guides provide easy-to-use resources for every family office need. From getting started with a new asset class to implementing various operational best practices, we've got you covered.
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...
A Simple guide to family office recruitment
Operations
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...
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...
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...
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 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...
ESG for family offices: How to draft an ESG statement
Impact
Impact Strategy
ESG is no longer just a buzzword associated with impact investing. For future-thinking family offices, incorporating ESG into all financial...
6 steps to selecting family office technology
Digital
FinTech
Traversing the sometimes confusing and time-consuming task of family office technological improvement is a challenge that needs a process. Here...
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 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...
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...
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...
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,...
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....
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 Simple multi-family office guide
Governance
Operations
In this guide, we're taking a high-level view of the different types of family offices, and then drilling a bit...
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...
What is generational wealth?
Next Generation
Simply put, generational wealth refers to the transfer of assets or businesses, passed down from one generation to the next,...
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...
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...
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 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...
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,...
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 offices
Strategy
A great place to get started with family offices. This guide provides landscape data and some clear definitions on the...
