Actionable Guides for Family Offices

How to choose a crypto custodian

Cryptocurrency

For family offices, choosing the right crypto custodian is the key to engaging in crypto confidently and efficiently. But what exactly...

How to get started with venture investments – a step-by-step guide

Venture Capital

Despite a drop in deals, now is a great moment to start investing in venture capital. To get started, family...

An introduction to family office investments

Investments

Family office investment trends suggest a more active, growth-oriented mindset as well as a more socially-focused one. Regardless of how...

Family office portfolio rebalancing

Investments

Portfolio rebalancing is the buying or selling of assets to maintain the desired asset allocation in an investment portfolio and...

A Simple guide to family office structure

Strategy

Family office structures have evolved significantly over the past few decades, becoming far more sophisticated and efficient. Changes in organisational,...

A Simple guide to family office services

Family governance

This guide dives into what family office services actually are and highlights the top five core services you’ll usually find...

AI for family offices: Strategy & governance

Governance Strategy

Comprehensive guide to AI strategy and governance for family offices, with insights, practical steps, and safeguards for responsible adoption.

How to execute an impact investing strategy

Impact

Impact investing goes beyond financial outcomes and allows family offices to direct their money towards positive transformation. These good intentions...

The family office fee playbook

Best Practices Risk

An actionable guide for family office fee management and cost governance. Learn how to eliminate the silent erosion caused by...

A Simple guide to single family office structure

Operations

The emergence of new wealth and an increasingly complex business environment have driven the recent growth of single family offices....

Family office investment strategies

Investments

This guide offers a general outlook on the state of family office investments. It analyses key strategies, outlines prevailing trends,...

A Simple guide to NFTs

Cryptocurrency

Now that you've got to grips with cryptocurrency, it's time to understand NFTs. This is a comprehensive guide to everything...

A Guide to Philanthropy for Family Offices

Philanthropy

For the modern family office, philanthropy is no longer an afterthought. Instead, it is becoming increasingly integrated into how they...

How to get started with impact investing

Impact

Impact investing is not just a buzzword, it’s a signal that there’s a momentous shift towards social and environmental awareness...

A Simple guide to family office recruitment

Recruitment

This guide provides a deep dive into the unique aspects of recruiting for family offices. Drawing on insights from Simple’s...

How to choose a family office bank

Strategy

The popularisation of the family office has caused an outflow of assets from the private banking space. However, banks have...

A Family Office Guide on Governance Pitfalls

Governance Leadership

Governance has become the cornerstone of effective family office strategy. As complexity and expectations grow, families are moving beyond informal...

How to evaluate your family office banking provider

Strategy

To ensure family offices are getting the support and service they need, it's crucial to assess their banking providers regularly....

AI for family offices: 101

Technology

This guide aims to help family offices take their first steps toward AI adoption. It includes simple suggestions for decision...

How to start a family office

Operations Strategy

As wealthy families tackle the complex challenges of generational wealth preservation and succession planning, the family office concept has grown...

A Simple guide to management through data

Digital Operations

Most companies can agree that data analysis should be a priority, and for family offices, technology has become incredibly important,...

Portfolio management software for family offices

Portfolio Management

This guide is designed to support families in making well-informed decisions regarding Portfolio Management Software (PMS), ensuring they choose the...