Newest Insights about Service Provider Selection

On building modern and future-ready family offices

Article

The common misconception is that the family office asset management style only suits ultra-high-net-worth individuals and companies. But how about the less-high-net-worth ones? Here are a few suggestions on implementing top-notch financial management practices on a business of virtually any size to take a load off your staff and enhance productivity.

logo-icon Read Article
All Insights about Service Provider Selection
Running your family office like a silicon valley startup.
Service Provider Selection
Running your family office like a silicon valley startup.
Article

Family offices have evolved from the mega-money-centric, often hidebound institutions of a bygone era (by which we mean a few decades ago). Today the services offered by an energetic family office more closely resemble those of a life coach/creative director/spin-doctor, than a financial advisor.

logo-icon Read Article
The future of the family office wealth advisor
Wealth Management
The future of the family office wealth advisor
Article

Family offices come in many shapes and sizes, as do the advisors who serve them. Increased competition, technological changes, and an increasing desire for niche investment opportunities are changing the way that family offices work with wealth advisors. We explore what the future might hold for this market.

logo-icon Read Article
How to gain a birds-eye view by understanding family office services
Service Provider Selection
How to gain a birds-eye view by understanding family office services
Article

Family offices rarely think about their operating costs in basis points – surprising when such a measurement is a common component of determining expense vs value when comparing investments. Navigating your supplier universe can help you gain a much-needed system overview.

logo-icon Read Article
A Simple guide to Family Offices
A Simple guide to Family Offices

logo-icon Read Guide
Family Office Software Review 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.

logo-icon Read Review
Family Office Trends 2020
Family Office Trends 2020

Family offices, like most organizations, are facing some interesting times. How can Family Offices be resilient and ever more relevant in this changing landscape? Here are our top ten trends which we believe will define the next decade of family offices.

logo-icon Read Review
Family Office Trends 2021
Family Office Trends 2021

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.

logo-icon Read Review
Multi-Family Office Review 2020
Multi-Family Office Review 2020

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.

logo-icon Read Review
Simple solutions for complex times.