Newest Insights about Operations
In this article, Simple Expert Ben Vaschetti examines how next-gen family office leaders are reshaping concierge expectations. Then, he proposes how the new Maison Benjamin platform seeks to meet these modern expectations with the timeless values of trust and discretion.
All Insights about Operations
The future-ready family office: Governance and AI
GovernanceFrom Francois' interview on Wealth Insider, this article explores how family offices are balancing...
Law change impacting LLCs in the US: A wake-up call for family offices
LegalPennsylvania’s shift to annual LLC reporting highlights the growing complexity of multi-state...
Fractional CFOs for family offices: Smart financial leadership
OperationsDiscover how a fractional CFO empowers family offices. We detail how outsourced CFOs provide...
Do you need a family office?
OperationsSimple Expert Erik Solum shares insights on the importance of establishing a family office for...
An introduction to investment opportunities in Boston’s tech and innovation ecosystem
OperationsDiscover how Boston's vibrant tech ecosystem offers lucrative investment opportunities for family...
Middle East Family Offices: A Moment In Time
OperationsIn this insight, Simple Expert Besarta Dani shares why now is a unique time of opportunity for the...
Why Singapore is becoming the destination of choice for family offices
JurisdictionsSingapore has become one of the most popular destinations to establish a family office in Asia due...
Using Human Rights and a rights-based approach for investor engagement
RiskA 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 history of family office regulation
OperationsThe collapse of Archegos Capital Management heightened calls for regulation of an untamed industry...
Level up your operations with family office technology
OperationsTechnology is crucial for family offices in order to automate and optimise data, which can help...
An introduction to fiduciary holding structures
OperationsFiduciary holding structures can be useful to wealthy families. Here’s a brief overview of these...
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
LegalThe 14th SDG, as set out by the UN, aims to conserve and encourage the sustainable use of the...
How to create multi-generational wealth
OperationsCreating multi-generational wealth isn't only about finances and investments to last across...
How wealth management is adopting digital financial services
OperationsAs family offices become more comfortable with digital business transactions, advisers are...
What you need to understand about trusts
OperationsTrusts in common law countries are commonly used as a tool for private wealth structuring and...
A family office strategy for navigating the new normal
OperationsThe second year of a pandemic has meant shifting from survival mode to re-establishing a new...
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...
The case for interdependence in a family business
GovernanceInterdependence, where there is mutual reliance on other family members, signifies that there is an...
The philosophy and principles of family governance
GovernanceA successful family is measured by more than its wealth. Following three simple guiding principles...
The ownership advantage
OperationsWhile operational involvement in a family business has declined in some cases, there's been an...
Swiss family offices and Sparks: what the SIX segment means
OperationsSIX recently introduced Sparks, a new SME-focused segment on the stock exchange that appeals 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...
Managing conflict within a family business
GovernanceConflict and turbulence within a family – and a family business – are nothing new. If not...
Family office running costs are rising – and why that’s a good thing
GovernanceIn 2020, the costs of running a family office rose, with most of these attributed to staffing and...
An introduction to emerging market investment in Eastern Europe
OperationsIt has been 32 years since the transition began in post-communist countries. Despite this...
Why conscious ownership is critical for future-focused family enterprises.
OwnershipIn order to transition their enterprises beyond generations, family businesses must embrace what is...
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 unique governance challenge of mixed culture families
OwnershipGlobalisation has seen the world become a global village. In this global village, a new complexity...
The future of the family office wealth advisor
GovernanceFamily offices come in many shapes and sizes, as do the advisors who serve them. Increased...
Successful on and off the stock exchange – governance practices in family firms
OwnershipThe stock exchange and family firms – two irreconcilable terms upon first glance. Going public...
Seven governance risks that could impact your family office
GovernanceThe need for privacy and more control over wealth and assets has seen the number of family offices...
Made in Germany: five best practices of German family offices
OwnershipWhat 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
OwnershipImagine a seemingly healthy 35-year-old family member assumes the CEO position of a core global...
How to gain a birds-eye view by understanding family office services
OperationsFamily offices rarely think about their operating costs in basis points – surprising when such a...
What family offices should know before setting up in Singapore
OperationsSingapore might be the answer for many Western family offices looking to bridge family values and...
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 service design can transform the family office structure
OperationsRalph Waldo Emerson once said, “Every great institution is the lengthened shadow of a single man...
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...
How to overcome technological stalemate in Australian family offices
OperationsThough the family office market in Australia continues to go from strength to strength, it is a...
Why emotional intelligence is the key to intergenerational succession
OwnershipIntergenerational succession represents a significant challenge to family business. Though a common...
Emerging risks in the family office sector
OperationsToday’s business leaders have to navigate an increasingly complex risk environment. Although not...
Using life stages to professionalise the family business
OwnershipMany businesses with humble beginnings have been able to weather change and grow into empires....
How Asian family businesses respond to four global challenges
OperationsAlthough certain business challenges are universal to family offices across the globe, the way in...
5 lessons for family offices from HBO’s Succession
OwnershipHBO’s mega-series Succession follows the decaying empire of a dysfunctional media family - a...
Legacy and succession planning trends and advice
OwnershipOnly 3% of family-owned businesses survive until the fourth generation and beyond. There appears to...
Opportunities & obstacles for African family offices
OperationsAfrica marches to her own rhythm. Besides her unrivalled natural beauty, the continent is blessed...
Law change impacting LLCs in the US: A wake-up call for family offices
LegalPennsylvania’s shift to annual LLC reporting highlights the growing complexity of multi-state...
The new standard: Why next-gen family offices demand digital concierge solutions
Concierge ServicesIn this article, Simple Expert Ben Vaschetti examines how next-gen family office leaders are...
Streamlining family office accounting with a unified general ledger
TaxThis article encourages family offices to explore platforms that offer a unified accounting...
Italy as a destination for UHNWIs
JurisdictionsIn this article, Simple Expert Marco Mesinna discusses how combining Italian residency with a...
Integrating healthcare into security preparedness for family offices
RiskPrincipals within family offices often face demanding schedules. Consequently, health emergencies...
Hong Kong: The strategic gateway for Asian family offices
TaxIn this article, Simple Expert Marco Mesina discusses Hong Kong's recent tax updates to attract...
Singapore: Territorial taxation and the rise of the family office
TaxIn this article, Simple Expert Marco Mesina explores how Singapore combines low-tax efficiency,...
Why an ownership strategy is your family’s secret weapon
GovernanceIn this article, Simple Expert Anne-Sofie van den Born Rehfeld explains why an ownership strategy...
Future-proof your family office: LegalTech for succession planning
LegalThis article explores how LegalTech can bring clarity and continuity to succession planning. It...
Key considerations for second citizenship options for US and EU HNW families
JurisdictionsHistorically, US citizens have been more inclined to pursue second citizenship due to...
Family office operations: Balancing ambitions with constraints
OperationsIn this article, Simple Expert Emmanuel de Truchis explores the challenges family offices face in...
Family Office Market Size: How many family offices are there?
OperationsEveryone seems to have a different number for how many family offices exist worldwide. Estimates...
Family Trusts Explained
LegalDiscover how family trusts and why they're crucial for wealth preservation and succession planning....
Why are family offices risk magnets?
RiskSimple Expert Edward Marshall shares three actionable strategies for turning your family office...
Impartial reporting and automated back-office solutions for family offices
OperationsIn a recent interview with Simple, Ethan Bonar of CFO Family discussed his software-agnostic,...
Delegate or outsource: Key considerations for single family offices
OperationsIn this insight, Panchee Advisory helps single-family offices assess when to delegate in-house...
Tech-driven strategies for RIAs: Gaining an edge in family office services
OperationsRegistered Investment Advisors (RIAs) play a vital role in serving HNWI and family offices....
The rise of family offices in Asia: A new era of wealth management
OperationsThe wealth management landscape is undergoing a significant transformation in Asia, driven by the...
Family vision comes before planning in wealth management
OperationsHow can financial advisors know the vision of their clients if clients don’t know it themselves?...
Holistic security: The four pillars for family offices
RiskSimple Expert Kate Bright, the Founder and CEO of Umbra, introduces the four-pillar approach to...
Continuous improvement for boards: 7 best practices for family offices
GovernanceSimple Expert Christian Schiede offers insightful advice on leadership transitions in family...
The impact of Florida’s tax landscape on family offices
JurisdictionsKnown for its favourable tax regime, Florida offers significant advantages that can impact wealth...
A glimpse into India’s largest and most influential family offices
JurisdictionsExplore the dynamics of wealth management in India through an in-depth look at five of the most...
Building lasting family legacies: The role of values and social fitness
GovernanceSimple Expert, Alex Kirby breaks down social fitness, the importance of values and advises how...
Family Offices in Australia
JurisdictionsAustralia's relatively secretive family offices have been experiencing significant growth over...
Bill pay software for family offices
OperationsWriting, mailing, and processing paper checks can be time-consuming. Worst of all, checks can get...
Corporate Transparency Act and BOI reporting for family offices
OperationsExplore the impact of the Corporate Transparency Act on family offices. Learn key definitions,...
An introduction to family office security
OperationsFrom cyber threats to physical asset protection, learn how family offices can mitigate risks...
The largest family offices in the UAE
JurisdictionsFrom a desert landscape to a thriving metropolis in just a few decades, the UAE has transformed...
Family capital and governance: Navigating wealth beyond rich lists
GovernanceWhile they might seem innocuous, 'rich lists' tend to be quite limited in gauging wealth. When it...
Family office compensation: The complexities and considerations affecting staff salaries
OperationsAs the family office sector matures, staffing discussions continue to take centre stage. Deciding...
Family office jobs: An introduction to key roles and career paths
OperationsGiven the private nature of the industry, there is a lack of standard job descriptions for family...
Family offices in Hong Kong: Understanding the factors driving growth
JurisdictionsDue to its advantageous location, robust financial infrastructure, and favourable economic...
Introduction to outsourcing for family offices
OperationsFrom accessing specialised expertise to improving efficiency and reducing costs, outsourcing offers...
From aristocracy to modern firms: A look at the largest family offices in Europe
JurisdictionsEuropean family offices have a fascinating history dating back to the aristocratic and Renaissance...
Outsourcing chief investment officer for family offices
OperationsFamily offices encounter distinct investment challenges, and Outsourced Chief Investment Officers...
Multi-family office vs wealth managers: What is the difference?
OperationsThe world of private wealth management can be extremely complex, with a multitude of different...
Tracking the changing landscape of family offices in Canada
JurisdictionsThe family office industry in Canada is experiencing growth as younger generations switch from...
Unpacking investment fees: A guide for family offices
OperationsFamily offices and high-net-worth individuals often face significant challenges when it comes to...
How family offices can improve digital security
OperationsAs more modern family offices digitise their operations, the more apparent the lack of...
How private banks assist family offices with digital asset investments
OperationsAs digital assets continue to form part of many family office portfolios, the need to do this with...
Family office costs
OperationsWhile family offices aim to lower their costs, it is essential to view the expenses in the context...
Jurisdiction selection for family fiduciary structures
OperationsIt is not enough to choose a jurisdiction for a fiduciary structure based on black letter legal and...
Family offices and venture deal flow – the holy grail
OperationsFor family offices looking to grow their venture portfolios, generating, and managing deal flow is...
Single family office vs multi-family office: Could a hybrid be the future?
OperationsSingle-family offices have always been the preferred choice for affluent families as a centralised...
The importance of family office advisory for the next generation
OperationsAs a new generation of ultra-high-net-worth individuals takes over, they will undoubtedly have very...
Common family office technology challenges and how to resolve them
OperationsWhen compared with multi-client organisations, family offices often face more challenges when...
Family business transition: The case for transformational family businesses
GovernanceFor families to thrive beyond generations, transitioning is vital. And a successful family business...
Family office education: leading institutions offering executive programmes
OperationsTo keep up with the family office industry constantly evolving, here are 7 leading institutions...
How can a family office practically invest in bitcoin?
RiskAfter 11 years of its existence, bitcoin has gone from a fringe to a mainstream concept. A recent...