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Jensen Huang, co-founder and CEO of NVIDIA, is one of a handful of people who can realistically tell us where AI will be in the next ten years. That’s because NVIDIA, now in the trillion-dollar club, is heavily invested. Haung, the company’s CEO since its inception, is the man of the hour, making headlines as […]

In this article, Simple Expert Anne-Sofie van den Born Rehfeld explains why an ownership strategy builds trust and understanding, and often, why an experienced advisor is needed to guide sensitive conversations and create a sustainable strategy.

This article explores how emerging full-stack digital family office and accounting solutions, such as the Hatcher+ FAAST Family Office Suite, power the next generation of family office management.

Warren Buffett, the legendary investor and longtime chairman of Berkshire Hathaway, is stepping back after decades at the helm of one of the world’s most iconic companies. Often cited as the greatest capital allocator of our time, Buffett has shaped the financial landscape through his disciplined investment philosophy, minimalist governance, and deep commitment to long-term […]

Ray Dalio, the influential founder of Bridgewater Associates, a leading U.S. hedge fund, is frequently sought out for his insights during periods of geopolitical uncertainty and potential market downturns. His firm, now celebrating its 50th anniversary, has withstood over five market crashes and numerous economic downturns. Dalio, also the author of the acclaimed book Principles: […]

In this article, we explore how outsourced CFOs offer family offices a flexible, strategic alternative to full-time financial leadership.

In this article, Simple Expert Lise Møller discusses why advisors play a crucial role in helping families translate their education into action.

While AI often dominates discussions, a less glamorous, but equally critical, challenge looms for family offices: data integration. Imagine spending hours manually transferring transaction data from multiple banks into spreadsheets, only to risk errors and reporting delays. This is the reality for many family offices today. In this article, Simple speaks to the PetakSys team to explore potential solutions.

Should advisers feel a moral responsibility to discuss philanthropy? In this article, Simple Expert Juliet Valdinger answers this question and discusses how philanthropy can strengthen client relationships and deepen advisers’ moral standing as they provide clients with meaningful ways to engage their wealth.

William Rossetter is an accredited M&A professional with over 15 years of experience in deal origination, private equity, and corporate development.