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Since launching the family office software and technology report in 2020, Simple has tracked a surge in service providers offering wealth management solutions. This article explores the background, covers the current landscape, and notes the benefits of wealth management software for family offices.

Benjamin Ehrlich’s experience spans multiple sides of the investment landscape – from launching a next-generation stock exchange focused on long-term value creation to building funds with novel structures to advising institutions on venture strategy.

In this introductory insight, Simple Expert Patrick Hanlon explains the seven elements of primal branding and the projected outcomes of employing it in family offices.

It’s more than a payment solution. It’s lifestyle

This article examines the benefits, challenges, and top portfolio management software solutions tailored for family offices.

Brian Adams is a Partner at Mack International, where he specializes in executive search and human capital consulting for family offices and family enterprises.

As the CEO of Harbour Family Governance, Anne-Sofie van den Born Rehfeld works as a trusted advisor for a wide range of family offices, owners of family businesses and UHNWIs.

Stefan Rosenlund is a serial entrepreneur who built a family office with fellow founders. Through collaboration and visionary wealth management, he empowers families to preserve legacies, foster creativity, and make informed financial decisions.

Juliet Valdinger has over 25 years in the philanthropy sector, including working for charities, foundations, individual philanthropists, and social entrepreneurs.