Newest Insights about Strategy
Simple Expert India Wooldridge explains how family offices can gain a competitive edge in direct investing by building a values-driven brand to enhance deal flow, trust, and long-term success.
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Family Office marketing: Key considerations for providers
StrategySimple's Digital Marketing Manager, Bryan Smith, explains how service providers can leverage...
Technology's role in modernising family office fiduciary services
StrategyIn our latest insight, we unpack how key innovations in technology are transforming fiduciary...
Family offices: The innovation challenge
InnovationThe intersection of family offices and innovation is both complex and crucial, framing a narrative...
Using Human Rights and a rights-based approach for investor engagement
PsychodynamicsA rights-based approach is a conscious and systematic integration of human rights and rights...
What can ultra-affluent clients learn from the origins of a multi-family office?
OperationsBy understanding the origin of a multi-family office, clients can gain some unique insight into the...
The 20 largest family offices in the world
StrategyAs family offices continued to grow steadily across the globe over the past decade, so did their...
How to start family succession planning
Next GenerationSuccession planning is often a thorny obstacle for families to overcome. Sensitive as all issues of...
How family office reports can meet decision-making needs
OperationsUsing the right kind of family office report can help streamline decision-making. We’ve rounded...
Impact: Investing in sustainable life below water
ImpactThe 14th SDG, as set out by the UN, aims to conserve and encourage the sustainable use of the...
Why women in impact investing can change the world
ForesightToday, women are still less inclined than men to invest. This gender inequality in finance is a...
The Great Transition and Life Expectancies
StrategyIn many high-net-worth families, the great wealth transition isn't happening quite as quickly as...
How to create multi-generational wealth
OperationsCreating multi-generational wealth isn't only about finances and investments to last across...
Are your wealth planning arrangements due for a health check?
LeadershipLike taxes, death is a certainty in life and it's important to understand that when the inevitable...
A new inheritance mindset that reveals more value to heirs
ForesightSome of the greatest wealth transfers are currently happening through inheritance. By viewing the...
The irreplaceable aspect of trust and network in the family office space
ForesightWhile the increasing presence of technology has made some things significantly easier, there are...
Next-generation transition: how to prepare to pass the family business on
GovernancePreparing the next generation to take over the family business requires some thought, but it...
Is investing in electric vehicles really a good business decision?
InnovationWhy have combustion engines become so unpopular, and why do we all think that electric vehicles are...
From linear to cyclical business: how to lead in a complex post-Covid world.
ForesightTo cope with an uncertain and volatile world, visionary leadership is key to developing...
Introduction to neuroeconomics for the family office: a toolkit for success
Mental healthThe more choice we have, the more vulnerable we are to their effects on our lives and happiness....
The science of neuroplasticity and change
Mental healthThe ability to effect change is essential for individuals, families and their enterprises to...
How family offices can deal with death in the family
GovernanceThe hardest part of dealing with death is realising that all you have are memories of yesterday and...
Multigenerational wealth preservation: What you need to know
Next GenerationBy a general estimation, 90% of affluent families tend to lose a large portion of their wealth by...
What we can learn about family business succession through a famous feud
Next GenerationKnown as the family behind a behemoth entertainment and broadcast empire, the Murdochs appear as...
Managing conflict within a family business
ForesightConflict and turbulence within a family – and a family business – are nothing new. If not...
Building trust and relationships within family office networks
Brand & designThe secret to nurturing trust in your family office network starts by acknowledging that there are...
A process for understanding the value of possessions beyond just numbers
ForesightAdopting an insightful process for valuing your possessions and valuables that can lead to more...
How the largest family offices preserve wealth through generations
Next GenerationWealth management within one lifespan is already challenging. Making sure that it will both last...
The importance of sustainable networks for family offices
ForesightMost family offices can agree that networking is an integral part of their business, something that...
Three ways for family offices to attract better investment opportunities
InvestmentsFamilies need to work harder to attract the best people, partners and investment opportunities....
The impact of matriarchal and patriarchal roles in family business
GovernanceMost families have an anchor, often identified as a matriarchal or patriarchal figure. A dominant...
The role of regenerative business in modern value creation
ImpactFor businesses looking to engage in more responsible and ethical practices, pledging sustainability...
Innovate or die: How family businesses can maintain their entrepreneurial spirit
Next GenerationWithin the family business industry, the mantra of ‘innovate or die’ is well-known. Many times...
The future of the family office wealth advisor
LeadershipFamily offices come in many shapes and sizes, as do the advisors who serve them. Increased...
Empowering women in family offices through learning, governance and allyship
PerformanceFamily offices today must embrace diversity, inclusion, and empowerment of women, if they are to...
From heiress to owner: disrupting private wealth through female leadership
InnovationAs 2020 has shaken the world and with fundamental assumptions being challenged, many female leaders...
Why your family business should become a generalist
ForesightFamily businesses are built with a core vision that, which has continuity, renewal, longevity, and...
Five reasons why Europe is the future of startup investing
InnovationEuropean startups have come a long way in the last 10 to 15 years. Back in the 1990s and 2000s,...
How can the next generation turn pre-contemporary art into meaningful wealth
ArtAs the greatest wealth transfer in history is underway, noteworthy heirlooms such as important art...
Made in Germany: five best practices of German family offices
JurisdictionsWhat made family offices in Germany successful and how are they resetting for the new normal? We...
Genomics and epigenetics: new tools for promoting family legacy
GenomicsImagine a seemingly healthy 35-year-old family member assumes the CEO position of a core global...
Women on board: enhancing leadership in family firms
OwnershipOver the past 5-10 years, there has been an increasing focus on the importance of women in...
How psychodynamics can drive better decision making in family businesses
OwnershipA changing set of realities, norms and values are underway in the face of an accelerating climate...
Why persuasive leadership is important for the next generation
Next GenerationThe next generation today must influence a range of stakeholders if they are to be effective change...
Why emotional intelligence is the key to intergenerational succession
Next GenerationIntergenerational succession represents a significant challenge to family business. Though a common...
Five approaches for engaging the next-generation
Next GenerationFor many family offices, succession is the most complex and significant challenge faced over the...
How Asian family businesses respond to four global challenges
JurisdictionsAlthough certain business challenges are universal to family offices across the globe, the way in...
How to create a family brand the primal way
Brand & designIn this day and age, content is king. Brands in the 21st century have more cultural and social...
5 lessons for family offices from HBO's Succession
CommunicationHBO’s mega-series Succession follows the decaying empire of a dysfunctional media family - a...
Why banks should be more customer-centric in their approach to Family Offices
InnovationFinancial institutions, once regarded as the cornerstones of business, are now facing unprecedented...
Legacy and succession planning trends and advice
Next GenerationOnly 3% of family-owned businesses survive until the fourth generation and beyond. There appears to...
Finding & funding investments with high return
InvestmentsIt would appear that some Family Offices are now showing a predilection for direct investing to...
Companies with foresight stay ahead of the curve
ForesightRemaining relevant and competitive in a rapidly evolving marketplace is no mean feat. Whilst...
How to engage the next generation through a clearly defined purpose
PurposeGlobalisation, digital transformation and climate change have transformed the way we live, work and...
A brave new world of brand: Three frameworks for family businesses
PurposeGone are the days of the 'Five Forces Framework', the Four P’s of 'the Marketing Mix' and the...
Why video is the way to connect with the next generation
CommunicationVideo content is dominating the digital media space, with 100 million hours of video content...
Family owned hotels and the future of hospitality innovation
Luxury & LifestyleRunning a hotel is very much like running a big family. Every day there will be something new....
Prepare your family business for the digital age
CommunicationMany family businesses are born of the practice of merely "doing something," like tackling a...
Identify & build human capital in your family business
LeadershipIn an exercise reminiscent of “If a tree falls in the forest, does it make a sound?” imagine...
Running your family office like a silicon valley startup.
SoftwareFamily offices have evolved from the mega-money-centric, often hidebound institutions of a bygone...
On building modern and future-ready family offices
CommunicationThe common misconception is that the family office asset management style only suits...
How branding can put family-owned businesses and family offices ahead of the pack
Brand & designWhile most successful families consider heritage branding extremely beneficial, not everyone takes...