Newest Insights about Strategy
So, you've decided to start a single-family office. The next question is, how do you future-proof it for the coming decade? In this article, Simple Expert Stephan Gerwert presents a seven-step guide for single-family offices to develop their AI strategy.
All Insights about Strategy
Q4 2025 analysed: What actually happened
StrategyThe final quarter of 2025 exposed how family offices operate when delay is no longer an option....
Titans of Capital: The 20 Largest Family Offices in Europe
StrategyAs family offices continued to grow steadily across the globe over the past decade, so did their...
Clockwork’s 2025 Outlook: How Family Offices Are Moving From Stewards to Strategists
StrategyClockwork’s Summer Solstice Report 2025 shows how family offices are quietly becoming some of the...
The role of a family office consultant
StrategyAs wealth management grows increasingly complex, the demand for specialised family office...
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
PR & Reputation ManagementA 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?
Brand & designBy 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
StrategyUsing the right kind of family office report can help streamline decision-making. We’ve rounded...
Impact: Investing in sustainable life below water
StrategyThe 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
StrategyToday, 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
Next GenerationCreating multi-generational wealth isn't only about finances and investments to last across...
Are your wealth planning arrangements due for a health check?
StrategyLike 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
Next GenerationSome 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
Next GenerationPreparing the next generation to take over the family business requires some thought, but it...
Is investing in electric vehicles really a good business decision?
Next GenerationWhy 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.
Next GenerationTo cope with an uncertain and volatile world, visionary leadership is key to developing...
Introduction to neuroeconomics for the family office: a toolkit for success
ForesightThe more choice we have, the more vulnerable we are to their effects on our lives and happiness....
The science of neuroplasticity and change
ForesightThe ability to effect change is essential for individuals, families and their enterprises to...
How family offices can deal with death in the family
Next GenerationThe 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...
Murdoch succession sealed: $3.3bn deal hands empire to Lachlan and ends family feud
Next GenerationRupert Murdoch’s $3.3bn succession deal ends decades of family feud, securing Lachlan’s control...
Managing conflict within a family business
Next GenerationConflict and turbulence within a family – and a family business – are nothing new. If not...
Building trust and relationships within family office networks
PR & Reputation ManagementThe 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
Next GenerationAdopting 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
PR & Reputation ManagementMost 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
PR & Reputation ManagementFamilies need to work harder to attract the best people, partners and investment opportunities....
The impact of matriarchal and patriarchal roles in family business
Next GenerationMost families have an anchor, often identified as a matriarchal or patriarchal figure. A dominant...
The role of regenerative business in modern value creation
ForesightFor 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
ForesightFamily offices today must embrace diversity, inclusion, and empowerment of women, if they are to...
From heiress to owner: disrupting private wealth through female leadership
LeadershipAs 2020 has shaken the world and with fundamental assumptions being challenged, many female leaders...
Why your family business should become a generalist
LeadershipFamily 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
Next GenerationAs the greatest wealth transfer in history is underway, noteworthy heirlooms such as important art...
Made in Germany: five best practices of German family offices
Next GenerationWhat 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
Next GenerationImagine a seemingly healthy 35-year-old family member assumes the CEO position of a core global...
Women on board: enhancing leadership in family firms
ForesightOver 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
Next GenerationA 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
InnovationAlthough certain business challenges are universal to family offices across the globe, the way in...
How to create a family brand the primal way
CommunicationIn 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
Next GenerationHBO’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
Next GenerationIt would appear that some Family Offices are now showing a predilection for direct investing to...
Companies with foresight stay ahead of the curve
PR & Reputation ManagementRemaining relevant and competitive in a rapidly evolving marketplace is no mean feat. Whilst...
How to engage the next generation through a clearly defined purpose
Next GenerationGlobalisation, digital transformation and climate change have transformed the way we live, work and...
A brave new world of brand: Three frameworks for family businesses
Brand & designGone 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
InnovationRunning 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.
Brand & designFamily 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...
Seven steps to build your single-family office AI strategy
StrategySo, you've decided to start a single-family office. The next question is, how do you future-proof...
From special ops to strategic family office security
StrategyIn this article, Peter Shanley, a former ADF Special Operations veteran and co-founder of Accordant...
Fear and loathing in the LLM information economy
PR & Reputation ManagementIn this article, Simple Expert Martin Jenewein highlights the unpredictable nature of LLM outputs...
Should you really start a single-family office? A reality check
StrategyDo you really need a single-family office, and how should you decide? In this article, Simple...
Why brand is a force multiplier in philanthropy
Brand & designFor family offices and private philanthropies, brand is often the untapped lever that turns intent...
Why an ownership strategy is your family’s secret weapon
Next GenerationIn this article, Simple Expert Anne-Sofie van den Born Rehfeld explains why an ownership strategy...
Next-gen engagement: The power of brand in the Family Charter
Brand & designIn this article, Simple Expert India Wooldridge articulates why embedding a brand strategy within...
Preserving generational wealth: Four family office strategies
Next GenerationWealth often fades by the third generation, but family offices are changing that. Discover four key...
What Is Primal Branding®? Why Does It Matter To Family Offices?
StrategyIn this introductory insight, Simple Expert Patrick Hanlon explains the seven elements of primal...
Building a brand will give you a competitive edge in direct investing
StrategySimple Expert India Wooldridge explains how family offices can gain a competitive edge in direct...
5 trends in luxury lifestyle and travel management for family offices
TrendsFrom the icy landscapes of Antarctica to sipping champagne on the edge of space, the boundaries of...
Four trends that will drive the family office revolution
TrendsDiscover the four key trends driving the family office evolution: women controlling wealth, a shift...
Bridging the gap to the next-gen for family offices
Next GenerationMillennials are set to inherit their parents' wealth and approach wealth management differently....
Why family offices shouldn’t fear the future
ForesightIn this insight, Simple Expert Toby Usnik discusses why family offices should embrace artificial...
How US sporting celebrities manage their family offices
StrategyThe transition from high-earning athletes to savvy wealth managers is a critical journey, often...
Celebrities who have embraced family offices
TrendsIn the intricate world of wealth management, the concept of a family office has become a pivotal...
The importance of trustee succession in wealth transfer planning
Next GenerationWhether choosing individual or corporate trustees, learn how trustee succession planning with a...
Why more family offices are going public: Examining the advantages and trends
StrategyAs younger generations join family offices, there is a trend towards increased public presence and...
Outsourcing chief investment officer for family offices
StrategyFamily offices encounter distinct investment challenges, and Outsourced Chief Investment Officers...
Expanding professional networks through family office networking groups
LeadershipBy joining a reputable networking group, family offices can connect with their peers, service...
Multi-family office vs wealth managers: What is the difference?
StrategyThe world of private wealth management can be extremely complex, with a multitude of different...
Navigating privacy and publicity: A new approach to family office operations
StrategyAs the family office industry continues to grow, more family offices are shifting away from privacy...
Direct investing for family offices: Balancing risk and reward
StrategyDirect investing has seen tremendous growth over the past decade as family offices seek greater...
The role of philanthropy in family office’s investment strategy
StrategyPhilanthropy is not only a means of doing good and helping others, it is also a powerful tool in a...
Family office succession: Reconciling with a family’s dirty past
StrategyA shift in generational leadership can also mean rethinking what "good business" means. Today,...
The importance of family office advisory for the next generation
StrategyAs 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
StrategyWhen compared with multi-client organisations, family offices often face more challenges when...
Family business transition: The case for transformational family businesses
StrategyFor families to thrive beyond generations, transitioning is vital. And a successful family business...
Family office education: leading institutions offering executive programmes
StrategyTo keep up with the family office industry constantly evolving, here are 7 leading institutions...