Newest Insights about Operations

LLCs family offices
Compliance

Pennsylvania’s shift to annual LLC reporting highlights the growing complexity of multi-state compliance, with direct implications for US family offices.

All Insights about Operations
LLCs family offices
Law change impacting LLCs in the US: A wake-up call for family offices
Compliance

Pennsylvania’s shift to annual LLC reporting highlights the growing complexity of multi-state...

Fractional_CFO
Fractional CFO for family offices: Strategic financial leadership without the overhead
Operations

Discover how a fractional CFO empowers family offices. We detail how outsourced CFOs provide...

Do you need a family office?
Do you need a family office?
Governance

Simple Expert Erik Solum shares insights on the importance of establishing a family office for...

Discovering Investment Opportunities in Boston's Tech and Innovation Ecosystem
An introduction to investment opportunities in Boston’s tech and innovation ecosystem
Jurisdictions

Discover how Boston's vibrant tech ecosystem offers lucrative investment opportunities for family...

middle east
Middle East Family Offices: A Moment In Time
Operations

In this insight, Simple Expert Besarta Dani shares why now is a unique time of opportunity for the...

Square crop of Singapore skyline
Why Singapore is becoming the destination of choice for family offices
Jurisdictions

Singapore has become one of the most popular destinations to establish a family office in Asia due...

human rights investments
Using Human Rights and a rights-based approach for investor engagement
Psychodynamics

A rights-based approach is a conscious and systematic integration of human rights and rights...

multi family office origin
What can ultra-affluent clients learn from the origins of a multi-family office?
Operations

By understanding the origin of a multi-family office, clients can gain some unique insight into the...

family office regulation
The history of family office regulation
Legal

The collapse of Archegos Capital Management heightened calls for regulation of an untamed industry...

family office technology
Level up your operations with family office technology
Software

Technology is crucial for family offices in order to automate and optimise data, which can help...

fiduciary holding structures
An introduction to fiduciary holding structures
Operations

Fiduciary holding structures can be useful to wealthy families. Here’s a brief overview of these...

family office report
How family office reports can meet decision-making needs
Operations

Using the right kind of family office report can help streamline decision-making. We’ve rounded...

investing ocean conservation
Impact: Investing in sustainable life below water
Impact

The 14th SDG, as set out by the UN, aims to conserve and encourage the sustainable use of the...

how to create multi-generational wealth
How to create multi-generational wealth
Operations

Creating multi-generational wealth isn't only about finances and investments to last across...

digital financial services
How wealth management is adopting digital financial services
Digital

As family offices become more comfortable with digital business transactions, advisers are...

what is a trust
What you need to understand about trusts
Operations

Trusts in common law countries are commonly used as a tool for private wealth structuring and...

family office strategy
A family office strategy for navigating the new normal
Operations

The second year of a pandemic has meant shifting from survival mode to re-establishing a new...

next generation transition
Next-generation transition: how to prepare to pass the family business on
Governance

Preparing the next generation to take over the family business requires some thought, but it...

inclusive family business
The case for interdependence in a family business
Governance

Interdependence, where there is mutual reliance on other family members, signifies that there is an...

good family governance
The philosophy and principles of family governance
Governance

A successful family is measured by more than its wealth. Following three simple guiding principles...

owner strategy
The ownership advantage
Operations

While operational involvement in a family business has declined in some cases, there's been an...

swiss family offices
Swiss family offices and Sparks: what the SIX segment means
Investments

SIX recently introduced Sparks, a new SME-focused segment on the stock exchange that appeals to...

succession planning for family offices
How family offices can deal with death in the family
Governance

The hardest part of dealing with death is realising that all you have are memories of yesterday and...

turbulence in family business
Managing conflict within a family business
Foresight

Conflict and turbulence within a family – and a family business – are nothing new. If not...

family office technology
Family office running costs are rising – and why that’s a good thing
Digital

In 2020, the costs of running a family office rose, with most of these attributed to staffing and...

emerging market investment
An introduction to emerging market investment in Eastern Europe
Operations

It has been 32 years since the transition began in post-communist countries. Despite this...

ownership family office
Why conscious ownership is critical for future-focused family enterprises.
Ownership

In order to transition their enterprises beyond generations, family businesses must embrace what is...

matriarchal and patriarchal roles
The impact of matriarchal and patriarchal roles in family business
Governance

Most families have an anchor, often identified as a matriarchal or patriarchal figure. A dominant...

Family Governance Challenges
The unique governance challenge of mixed culture families
Governance

Globalisation has seen the world become a global village. In this global village, a new complexity...

Future wealth advisor family office
The future of the family office wealth advisor
Leadership

Family offices come in many shapes and sizes, as do the advisors who serve them. Increased...

Stock exchange family office
Successful on and off the stock exchange – governance practices in family firms
Governance

The stock exchange and family firms – two irreconcilable terms upon first glance. Going public...

Governance risks family office
Seven governance risks that could impact your family office
Governance

The need for privacy and more control over wealth and assets has seen the number of family offices...

German family offices
Made in Germany: five best practices of German family offices
Jurisdictions

What made family offices in Germany successful and how are they resetting for the new normal? We...

Genetics, Epigenetics, Family Wealth
Genomics and epigenetics: new tools for promoting family legacy
Genomics

Imagine a seemingly healthy 35-year-old family member assumes the CEO position of a core global...

Family Office Services, Know your supplier
How to gain a birds-eye view by understanding family office services
Operations

Family offices rarely think about their operating costs in basis points – surprising when such a...

Singapore Private Wealth Structure
What family offices should know before setting up in Singapore
Jurisdictions

Singapore might be the answer for many Western family offices looking to bridge family values and...

Female Board Member
Women on board: enhancing leadership in family firms
Ownership

Over the past 5-10 years, there has been an increasing focus on the importance of women in...

Family Office Structure
How service design can transform the family office structure
Operations

Ralph Waldo Emerson once said, “Every great institution is the lengthened shadow of a single man...

decision making in family businesses
How psychodynamics can drive better decision making in family businesses
Ownership

A changing set of realities, norms and values are underway in the face of an accelerating climate...

Family Office Technology
How to overcome technological stalemate in Australian family offices
Jurisdictions

Though the family office market in Australia continues to go from strength to strength, it is a...

Generational succession, wealth succession, family business succession
Why emotional intelligence is the key to intergenerational succession
Next Generation

Intergenerational succession represents a significant challenge to family business. Though a common...

Family Office Risks
Emerging risks in the family office sector
Operations

Today’s business leaders have to navigate an increasingly complex risk environment. Although not...

family business lifestages, family business professsionalization
Using life stages to professionalise the family business
Ownership

Many businesses with humble beginnings have been able to weather change and grow into empires....

Asian business insights, asian family office
How Asian family businesses respond to four global challenges
Jurisdictions

Although certain business challenges are universal to family offices across the globe, the way in...

Succession
5 lessons for family offices from HBO’s Succession
Succession planning

HBO’s mega-series Succession follows the decaying empire of a dysfunctional media family - a...

family office trends
Legacy and succession planning trends and advice
Next Generation

Only 3% of family-owned businesses survive until the fourth generation and beyond. There appears to...

African Family Offices
Opportunities & obstacles for African family offices
Jurisdictions

Africa marches to her own rhythm. Besides her unrivalled natural beauty, the continent is blessed...

LLCs family offices
Law change impacting LLCs in the US: A wake-up call for family offices
Compliance

Pennsylvania’s shift to annual LLC reporting highlights the growing complexity of multi-state...