Simple

Simple will be on the road. Catch Francois in the 🇺🇸 this month 👇

Who holds the key to unity in a family business: the matriarch or the patriarch? 🗝️ Family businesses often rely on a central figure—sometimes called the "chief emotional officer"—to steer the family’s values and vision. But how can recognising and engaging these leaders strengthen governance and succession planning? Simple’s latest insight explores the evolving roles of matriarchs and patriarchs in family businesses: - The shifting dynamics of leadership. - How gender norms are changing in family governance. - Why emotional leadership matters for long-term success. 💡 Dive into the full article for actionable takeaways: https://bit.ly/3BWl3iZ #familyoffice #ceo #successionplanning #governance

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

Francois' latest on Forbes. Read all about his take on #consilience

🌟 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 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

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

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

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

Looking ahead to 2025 with Francois' latest on Forbes 👇