Newest Insights about Investments

Two people reviewing financial charts and data, symbolising analysis and decision-making in family office venture capital strategy
Venture Capital

In this article, Simple Expert Kjartan Rist discusses the reasons why families are getting involved in VC activities. Then he outlines key considerations before they invest.

All Insights about Investments
3D art image of some balls rolling off long white tubes
Why transparency now defines quality in private credit
Investments

Private credit’s next phase will reward transparency and focus over scale, as investors seek...

Winding coastal road leading to a lighthouse at sunset, symbolising direction and guidance for family offices
Family Offices in Q3 2025: The Quarter Where Strategy Met Structure
Investments

This article explores how family offices entered Q3 2025 with a sharper focus on structure,...

Summer Solstice Report
Clockwork’s 2025 Outlook: How Family Offices Are Moving From Stewards to Strategists
Investments

Clockwork’s Summer Solstice Report 2025 shows how family offices are quietly becoming some of the...

household family offices
Three pitfalls to avoid in managing family office households and properties
Real Estate

This article explores three common pitfalls for family offices in household and estate...

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

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

Are family offices really competitors to venture capital firms_
Are family offices really competitors to venture capital firms?
Investments

In this insight, Simple Expert Kjartan Risk explains that family offices and venture capital (VC)...

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

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

alternative investments
Introduction to alternative investment systems for family offices
Investments

Alternatives have always been an elusive market for investors. Here, we explore what they are and...

digital real estate
Real estate in the digital age: Big data, Metaverse and Blockchain
Investments

For forward-thinking family offices, governance and ownership in the world of Web3 and Blockchain...

family offices investing in real estate
How family offices invest in real estate
Investments

Right up until the pandemic, many family offices around the world were investing in real estate...

family office investments
Family office investment: Recurring and new asset classes
Investments

As new asset classes emerge, the scale of family office investment is expanding and the portfolios...

luxury investments
Luxury investments: Luxury as an Asset Class
Investments

Beauty, passion and value are often hard to combine but in the context of a diversified portfolio,...

venture capital family offices
Understanding how VCs and family offices can work together
Investments

The story of family offices has always been closely aligned with venture capital, but VC remains an...

family office lifestyle management
Lifestyle management: the new necessity for family offices
Investments

The family office landscape is changing as new aspects of the family members’ lives come into...

cryptocurrency family offices
Cryptocurrencies as part of the family office asset mix
Investments

When setting long term strategic asset allocation bands, an increasingly common question is whether...

bitcoin for family offices
Cryptocurrency’s rise in family office investment considerations
Investments

The meteoric rise of digital assets, and Bitcoin in particular, is undeniable. But what role can...

what is a trust
What you need to understand about trusts
Private Equity

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

family office venture capital
Are family offices starting to eat VCs’ lunch?
Investments

With companies staying private longer and the number of listed companies decreasing, family offices...

late stage venture
Late-stage venture investing: running with unicorns and tigers
Investments

As many of the world’s fastest-growing companies are waiting longer to go public, late-stage...

venture capital and impact
Why VC should be part of any family office impact portfolio
Venture Capital

Family offices have a history of putting their money towards causes that they care about, usually...

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...

venture capital for family offices
How family offices can get the most out of venture capital partnerships
Venture Capital

Most family offices choose to invest at least part of their venture allocation via venture capital...

cryptocurrency family offices
Cryptocurrency for family offices: bitcoin’s actual environmental impact
Investments

The headlines are scary, but as with all things, there are two sides to a story. This article...

family office asset management
The luxury asset market – What does the future hold?
Investments

As with every sector, the luxury assets market has been greatly impacted by the Covid-19 pandemic,...

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

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

understanding-the-true-value-of-possessions
A process for understanding the value of possessions beyond just numbers
Investments

 Adopting an insightful process for valuing your possessions and valuables that can lead to more...

family offices investing africa
Getting started with investing in Africa: a guide to off-road venture capital
Investments

Investing in Africa is unlike investing anywhere else. Incredible opportunities exist amongst and...

family office investment
Three ways for family offices to attract better investment opportunities
Investments

Families need to work harder to attract the best people, partners and investment opportunities....

venture investing
What are the biggest challenges family offices face when venture investing?
Investments

Family offices are increasingly involved in venture investments and this interest is only growing...

Family Office Real Estate Investment
Sun Tzu’s lessons for protecting real estate assets during a pandemic
Investments

Sun Tzu’s 'The Art of War' has inspired military commanders from around the world to succeed in...

family office venture investing
Venture investing: which model is best for family offices?
Venture Capital

Every year, thousands of startup founders set out in search of funding for their business ideas,...

gold vs. bitcoin family office
Passing on family wealth: bitcoin vs. gold
Cryptocurrency

Gold has long been seen as an effective way to pass on family wealth throughout generations....

Family office banks
Family offices from the banking perspective
Investments

Banks are often the institutions that operate closest to family offices. For this reason, family...

Europe startups investing
Five reasons why Europe is the future of startup investing
Investments

European startups have come a long way in the last 10 to 15 years. Back in the 1990s and 2000s,...

Art and heritage for family offices
How can the next generation turn pre-contemporary art into meaningful wealth
Investments

As the greatest wealth transfer in history is underway, noteworthy heirlooms such as important art...

investment time horizons, protecting family wealth, family office
Protect and grow family wealth through investment time-horizons
Investments

For family offices looking to protect and grow family wealth, a time-horizons’ tiered approach to...

Family office venture capital investments
Venture investing can deliver high returns in uncertain times
Investments

Economic uncertainty and stock market volatility mean family offices are reviewing their investment...

Family office bitcoin investments
Why family offices should be looking to Bitcoin
Investments

Bitcoin and family offices very logically compliment each other. Family offices aim for long-term...

family office blockchain
Blockchain’s Potential Within The Family Office
Cryptocurrency

Since it’s capabilities were first promoted to underpin and support Bitcoin over a decade ago...

family office startups, family office professionalisation
What family offices can learn from the startup growth cycle
Investments

Though family offices vary in size and shape, every organization shares a common origin:...

Soft Assets in Family Offices
Why family offices should focus on ‘soft’ assets
Investments

Key Performance Indicators (KPI’s) have been credited by many as the backbone of business...

Square Hermes Rivera
Is impact investing a risky business?
Investments

As a growing number of asset owners question whether they can manage their assets for more than...

Private Equity, Direct Investing
Finding & funding investments with high return
Investments

It would appear that some Family Offices are now showing a predilection for direct investing to...

family business
Family owned hotels and the future of hospitality innovation
Luxury & Lifestyle

Running a hotel is very much like running a big family. Every day there will be something new....

Two people reviewing financial charts and data, symbolising analysis and decision-making in family office venture capital strategy
Why venture capital is becoming a core strategy for family offices
Venture Capital

In this article, Simple Expert Kjartan Rist discusses the reasons why families are getting involved...

UK property family offices martitime capital listing image
Why now is the time to invest in UK property for family offices
Real Estate

In this article, Toby Hunter of Maritime Capital explains why UK property presents a unique and...

Exposing hidden costs in family office investments – forest sunlight symbolism Greenlock
Exposing hidden costs: Protect your wealth from silent erosion
Investments

In this article, Sergey Borzenko, COO of Greenlock, identifies four key areas of silent wealth...

Family office investment trends and global capital flows – forest reflection imagery
How family office investment is reshaping global capital markets
Investments

This article explores the rise of family office investment globally, emerging trends, and the risks...

Looking up at tall trees symbolising a unified multi-entity accounting ledger for family offices
Streamlining family office accounting with a unified general ledger
Private Equity

This article encourages family offices to explore platforms that offer a unified accounting...

private capital family offices
Single family offices: From capital allocators to raisers
Investments

In this article, Simple Expert, David Grammig discusses how modern family offices are reshaping...

portfolio management software family office
Switching portfolio management software for family offices 
Portfolio Management

In this article, Ethan Bonar, CEO of CFO Family Office Reporting, explains in four steps how family...

defencetech family office
Family office perspectives on defencetech
Venture Capital

As global conflicts intensify, family offices grapple with the ethical dilemma of investing in...

Interest Rates
How Interest Rate Uncertainty Is Reshaping Family Office Strategy
Investments

Simple explores how policy divergence, inflation shifts, and rate uncertainty are reshaping family...

stablecoins family offices
Stablecoins: A primer for family offices
Venture Capital

In this article, Simple Expert Kjartan Rist discusses stablecoins, their growing role in...

strategic partnership
Strategic partnerships with family offices
Investments

Family offices, private wealth management advisory entities established by ultra-high-net-worth...

private investment family offices
The silent crisis crippling private investment in family offices
Investments

This article discusses the actual cost of this data bottleneck and suggests how family offices can...

alternative investments family offices
Building Smarter Private Portfolios: 6 Key Alternative Asset Classes for Family Offices
Investments

This article, in collaboration with Clockwork, shares insights about six alternative investments...

partnerships family offices
Family office software: Forging successful partnerships
Investments

To gain valuable insights about successful partnerships between software providers and family...

ai family offices
AI and family offices: A new era of venture capital
Venture Capital

Family offices are increasingly drawn to venture capital as a way to diversify their portfolios and...

venture capital family offices
Should your family office allocate to venture capital?
Venture Capital

In this article, Simple Expert Ben Ehrlich walks us through the steps family offices should...

glass box family offices
Understanding How to Engage Family Offices as a Capital Source
Startups

Family offices represent a powerful yet often overlooked source of capital for mission-driven...

real estate family offices
Why family offices are seeking outside real estate resources
Real Estate

In this article, Simple Expert Seth Chadwell discusses the rise of outsourced real estate...

private equity
Family offices allocate more funds as private equity rebounds
Private Equity

Private markets have grown significantly in recent years, with family offices increasingly...

portfolio management software
Portfolio management software for family offices
Portfolio Management

This article examines the benefits, challenges, and top portfolio management software solutions...

venture capital
Bridging the knowledge gap in venture capital
Venture Capital

In this article, Simple Expert Kjartan Rist discusses how family offices can bridge the knowledge...

citizenship by investment
Citizenship by Investment for Family Offices
Investments

In this insight, we delve into why Citizen by Investment programmes are relevant to family offices,...

venture capital
Venture Capital: A long-term game for patient investors
Venture Capital

Family offices are increasingly attracted to venture capital due to the promise of high returns,...

clockwork family offices
The future of alternative investments for family offices
Investments

In this insight, Simple chats with Cory Shea and Alex Goodman, the founders of Clockwork, about the...

family offices venture capital
Navigating venture capital communication with family offices
Venture Capital

Learn how to navigate venture capital communication with family offices to build successful,...

generative ai family offices
Family offices and the rise of generative AI
Venture Capital

Generative AI is revolutionising industries, capturing family offices' interest as a promising...

venture capital family offices
Across generations: The family office attitude to venture capital
Venture Capital

Discover how family offices are shifting from traditional wealth preservation to venture capital...

asora family office software
Private asset tracking with family office software
Investments

Discover the benefits of modern family office software for tracking private assets. Learn how...

partner funds family offices
The shift from direct investments to partner funds
Venture Capital

In this article, Simple Expert, Kjartan Rist explains why family offices are moving away from...

family office digital assets
Trustee-beneficiary dynamics: How to handle the headwinds of digital assets
Cryptocurrency

Family office trustees face a new challenge as the younger generations increasingly seek exposure...

family office AI
How family offices can access AI through venture capital
Venture Capital

Simple Expert Kjartan Rist discusses how family offices can leverage venture capital to position...

synergy-family-office-VC-feature-2
A synergistic future for family offices and venture capital
Venture Capital

The investment landscape has changed due to the global economic downturn and evolving market...

family office estate planning
Why estate management is a key aspect of holistic wealth management
Real Estate

Providing estate management support can ease some of the family's most pressing frustrations and...

new family office technology
New family office technology: The flourishing tech ecosystem for family offices
Startups

Over the last five years, Simple's annual family office software review found that the number of...

impact optimisation family offices
Harmonising wealth and purpose: Why embark on an impact optimisation journey?
Investments

There are fundamental shifts afoot in the realm of high finance. Simple Expert, Rory Tews addresses...

portfolio management system family offices
What family offices should know about portfolio management systems
Investments

Portfolio management is a crucial but time-consuming task for family offices. This article...

venture capital investing family office
Want to try venture investing? It isn’t as easy as you might think
Venture Capital

Venture investing might seem like a straightforward way of achieving bumper returns. But there is...

lifestyle concierge family offices
Lifestyle concierge services for family offices
Luxury & Lifestyle

As the world evolves, so do the expectations of high-net-worth individuals and affluent families....

venture philanthropy for family offices
Venture philanthropy for family offices
Investments

This insight delves into how family offices can utilise venture philanthropy to align investments...

possession and experience
From possessions to experiences: Trends in high-net-worth lifestyle management
Investments

As the next generation of family offices takes over, lifestyle managers are becoming aware of the...

venture capital impact investing
Why should venture capital be at the heart of family office impact strategies
Venture Capital

Impact investing is a top priority for family offices, yet defining an approach that will ‘do...

family office investment fees
Unpacking investment fees: A guide for family offices
Investments

Family offices and high-net-worth individuals often face significant challenges when it comes to...

family office art investment
Exploring art as an investment for family offices
Investments

Art investment has become a viable option for diversifying portfolios, with the potential for...

family offices investing in private equity
Why more family offices are looking to private equity for high returns and long-term success
Investments

Private equity is becoming a more attractive option for family offices as public markets face...

alternative investments for family offices
Navigating the risks and rewards of alternative investments for family offices
Investments

As the global economy becomes increasingly complex and unpredictable, more and more high-net-worth...

family office vs hedge fund
Family office vs hedge fund: Understanding the differences and investment strategies
Investments

With an increasing number of hedge funds converting to family offices over the past decade, it is...

direct investments for family offices
Direct investing for family offices: Balancing risk and reward
Investments

Direct investing has seen tremendous growth over the past decade as family offices seek greater...

venture due diligence family offices
Venture due diligence for family offices: Balancing thorough analysis with gut feel
Venture Capital

'Gut feel' is a big part of venture investment, but that doesn’t preclude the need for thorough...

family office philanthropy
The role of philanthropy in family office’s investment strategy
Investments

Philanthropy is not only a means of doing good and helping others, it is also a powerful tool in a...

digital asset banking
How private banks assist family offices with digital asset investments
Investments

As digital assets continue to form part of many family office portfolios, the need to do this with...

venture philanthropy vs impact investing
Venture philanthropy vs impact investing: How to align impact and philanthropy
Investments

Impact investing and philanthropy are not necessarily on opposite sides of the scale. However,...

family offices investing in venture capital
An introduction to venture capital funds for family offices
Investments

VC funds don’t always receive the same attention as their colleagues in the private equity and...

fund vs direct real estate investing
Funds vs. Direct: what is the best approach to real estate for my family office?
Investments

Investing in real estate requires analytic and due diligence work and often the continued...

venture deal flow
Family offices and venture deal flow – the holy grail
Investments

For family offices looking to grow their venture portfolios, generating, and managing deal flow is...

family offices investing in venture capital
6 family office trends in direct and venture capital investments
Investments

Family offices have become a significant agent in global investments and innovation in the last...

food security
Investing in food security: An alternative approach to impact
Startups

In response to the climate and social crisis, the UN established a set of sustainable development...

investing in bitcoin infrastructure
Making the investment case for bitcoin infrastructure
Investments

Bitcoin is not just a cryptocurrency – it’s a transformative technology with the potential to...

food technology
Why family offices should consider investing in food technology
Investments

As the next decade shapes up to be one of disruptive change, one sector seeing huge growth is that...

Bitcoin Investment Family Offices
How can a family office practically invest in bitcoin?
Cryptocurrency

After 11 years of its existence, bitcoin has gone from a fringe to a mainstream concept. A recent...