As the year winds down, explore some of our most engaging and thought-provoking reads from 2024. From strategies for structuring family offices to uncovering global trends, these articles offer invaluable insights for the family office community: 📖 The World's 20 Largest Family Offices Explore the most influential family offices managing vast global wealth. 👉 https://lnkd.in/gXTFdd8S 📖 A Simple Guide to Structuring a Family Office Understand the frameworks and best practices for building a successful family office. 👉 https://lnkd.in/dRi-EHuq 📖 Elon Musk’s Family Office: Managing Wealth Through Excession LLC Learn how Elon Musk manages his wealth and assets through Excession LLC. 👉 https://lnkd.in/dg-VUVbV 📖 Singapore: A Premier Hub for Family Offices Discover why Singapore remains a leading destination for family offices worldwide. 👉 https://lnkd.in/dRChbQR6 📖 How to Start a Family Office: Your Step-by-Step Guide Your go-to guide for creating and managing a family office successfully. 👉 https://lnkd.in/dgNgBQpQ ... See you in 2025 for more knowledge, technology, and connections in the family office space! 🚀 #familyoffice #wealthmanagement #bestof2024
Om os
Simple is the leading independent knowledge, data & access provider to the next generation of family offices. Our work helps wealth owners structure, operate and optimize family offices, and inspires them to direct capital to the challenges that we face as a society. The Simple platform provides a seamless technology layer to support family offices through a combination of structured high-touch services and technology-enabled solutions.
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https://andsimple.co
Eksternt link til Simple
- Branche
- Teknologi, information og internet
- Virksomhedsstørrelse
- 11-50 medarbejdere
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- Copenhagen
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- Privat
- Grundlagt
- 2015
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- Brand Strategy, Communication, Innovation Strategy, Family Business, Internal Communication, Reputation Management, Investment Strategy, Impact Investment, Wealth Advisory, Family Office, Technology, Investment Software, Business Strategy, Next Generation, Private Wealth, Investment Research, Impact Management Project, Investment Tools og Benchmarking
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Opdateringer
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Francois' latest on Forbes. Read all about his take on #consilience
I recently completed a course from Robert Shiller, Economics Professor at Yale University on Narrative Economics. One idea that stood out to me was that of Consilience, as coined by EO Wilson, and how the concept of "jumping together" can support the quest for unified knowledge also for family offices. Forbes https://hubs.la/Q030L-JT0
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🌟 Understanding Family Office Structures For families looking to preserve and grow their wealth, the right family office structure is crucial. This guide by Simple dives deep into: ✅ Key types of family offices ✅ Core services and strategies ✅ How to choose the right structure for your family’s unique needs Discover how family offices are evolving to meet modern challenges: https://hubs.la/Q030HsZY0 #FamilyOffice #WealthManagement #LegacyPlanning #UHNWI
A Simple guide to family office structure
andsimple.co
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A must-read Q&A with Paul Lussow, CEO of TIFIN Give 💬. He shares his expert insights on how philanthropy is evolving for family offices. Key takeaways: 1️⃣ Tailoring giving strategies to align with family values. 2️⃣ Embracing technology to enhance philanthropic impact. 3️⃣ A growing focus on measurable outcomes and transparency. Don’t miss these actionable insights—read the full interview here: https://hubs.la/Q030zvB70 #Philanthropy #FamilyOffice #UHNWI #ImpactfulGiving
Rethinking Philanthropy: The Role of Wealth Advisors and Technology in Meeting Modern Donor Expectations
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Introducing Patrick Hanlon — one of Simple’s leading experts in branding and storytelling for family offices. As the Founder and CEO of primalbranding.co, Patrick has developed a transformative framework that empowers family offices to craft authentic narratives, strengthen trust with stakeholders, and stand out in today’s dynamic world. 📚 Author of the groundbreaking book Primal Branding and a sought-after advisor, Patrick brings decades of experience in helping organisations connect purpose with action. Learn more about and connect with Patrick right here: https://hubs.la/Q030fSxl0 #FamilyOffice #Branding #SimpleExperts #PrimalBranding
Patrick Hanlon
andsimple.co
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In the second instalment of "Four Trends That Will Drive the Family Office (R)evolution," Sharon Schneider reflects on the gap between the ideal and reality of family foundations. Far from fostering unity, they often amplify existing dynamics, leaving many families to embrace new approaches to philanthropy. What you need to know: - Family foundations reflect existing family dynamics rather than fostering unity. - Passing down values through generations is less about governance and more about lived examples. - Autonomy is preferred over collective decision-making, with families restructuring or dissolving traditional models. Discover why families are rethinking the role of foundations in their legacy planning. 👉 Read more here: https://hubs.la/Q0303_wd0 #FamilyOffice #Philanthropy #ImpactInvesting
Family Foundations Losing Their Shine
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How Private Medical is Redefining Health for Family Offices 🩺 As family offices take a more holistic approach to serving their clients, Private Medical is leading the way with tailored, concierge-style healthcare. Their proactive and preventative approach ensures families receive the highest level of care, seamlessly aligning health and wealth. Key highlights: - Personalised healthcare plans for families - Focus on preventative and proactive medicine - How family offices can leverage Private Medical to elevate client services Discover why Private Medical is becoming a vital partner for family offices. 👉 Read the full article: https://hubs.la/Q02_VfKS0 #FamilyOffice #PrivateMedical #ConciergeHealthcare #HolisticWealth #PartnerContent
Proactive healthcare: Concierge medicine for family offices
andsimple.co
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Looking ahead to 2025 with Francois' latest on Forbes 👇
It's that time of the year: Reflect & Refocus. Here's a thematic roundup of some of the change signals ushering us into 2025. Latest on Forbes #familyoffice https://hubs.la/Q02_HDZJ0
Setting Sail For 2025 And Steering Through Transformative Tides
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💡 Key Signals for 2025: Your Guide to the Future The year ahead is filled with transformative opportunities and challenges. From advancements in AI to generational shifts in wealth, 2025 presents a unique moment for family offices to redefine their strategies. Our latest article, Looking Ahead to 2025, synthesizes insights from industry reports, expert conversations, and our own analysis to highlight these critical themes: • The Wellness Revolution: Health tech and mental well-being take centre stage. • Resilience in Uncertainty: Diversification and regionalization are driving stability in volatile times. • Global Talent Evolution: Workforce shortages and generational dynamics reshape the talent landscape. • AI and Digitalization: Specialized AI tools and digital platforms redefine industries and professional services. • Generational Wealth Transfer: Fresh priorities from Millennials and Gen Z shift wealth management strategies. • The Evolution of Sustainable Investing: Biodiversity credits, blended finance, and impact metrics shape the future of ESG. • Geopolitical Realignments: Shifting power dynamics and emerging markets create new opportunities. 🔎 Gain actionable insights to position your family office for success in the year ahead. 📖 Read the full article here: https://hubs.la/Q02_t9MB0 #familyoffice #wealthmangement #2025insight
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CFO Family Reporting: Bringing Clarity to Complex Finances for Family Offices 💡 Family offices require accurate, actionable insights to navigate financial complexities and support multi-generational wealth. CFO Family Reporting provides the tools and expertise to deliver clarity and simplicity. Key highlights: - Software-Agnostic: Works seamlessly with existing systems. - Client-Centric: Tailored solutions to meet unique family office needs. - Future-Ready: Built to grow and evolve alongside family offices. Discover why clarity is the cornerstone of successful financial reporting. Read the full article 👉 https://hubs.la/Q02_mTN90 #FamilyOffice #WealthManagement #FinancialReporting #Transparency
Impartial reporting and automated back-office solutions for family offices
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