Reviews are our deep-dive reports. We publish annual reviews on industry segments, asset classes, regions, and global shifts and trends. Most of our family office reports offer a quantitative market view as well as qualitative insights and link to service provider data where relevant.
Looking Ahead to 2023: Signals Through a Family Office Lens
ForesightBy examining a few early signals, we're starting to gain some idea of what the next year might look like. In this review, we've earmarked some of the relevant global trends and assessed what they could mean for family offices in 2022.
Family Office Software & Technology Review 2022
Technology StacksAs the world becomes more reliant on technology, expectations of what solutions can and should do increase too. Added to this, as the next generation takes over, family offices need to up their game and have answers on demand. The big question is whether tech has kept up. Our 2022 family office software and technology review surveyed leading service providers to capture the latest developments and track current trends in this market.
Family Office Real Estate Review 2022
Real EstateReal estate is a multifaceted and diverse asset class, widely viewed as a key component of a well-balanced portfolio, especially for family offices that invest in real estate with varied interests and expertise. In this review, we explore this landscape and the various approaches family offices take when navigating real estate.
Family Office Banking Review 2022
OperationsBanking is a fundamental operation for family offices and new demands and technologies are reshaping the relationship between family offices and their banks. In this review, we're examining the key factors to understanding family office needs and the current state of their relationship with their banking providers.
2022 Family Office Cryptocurrency Review
CryptocurrencyIn our 2022 cryptocurrency review, we're charting the landscape of this asset class and service providers from the perspective of family offices.
Family Office Impact Investing Review 2022
ImpactMost family offices spread their assets across a range of activities from traditional investing to philanthropy. Impact investing is a strategy and outlook that helps investors align a greater portion of their profit-oriented portfolio with their values. We explore this dynamic space in this review.
Looking forward to 2022: Global trends examined through a family office lens
ForesightBy examining a few early signals, we're starting to gain some idea of what the next year might look like. In this review, we've earmarked some of the relevant global trends and assessed what they could mean for family offices in 2022.
Family Office Software & Technology Review 2021
Technology StacksFor family offices of all shapes and sizes, configurations, needs, and regions -- there's a software stack for you and we're determined to help you find the right one. This year we unpack use cases, data, and how to handle emerging asset classes.
Family Office Signals - 2021 - Q2 Update
TrendsHalfway into 2021, what is the current status of the family office market? To answer this, Simple reaches out to our family office experts to gain their perspective.
Looking forward to 2021: Family office trends
Foresight2020 has been a year of monumental change, as everything from daily routines and long term ambitions have been disrupted beyond recognition. As people around the globe strive to press on in an uncertain future, we explore the top 10 trends that family offices and privately-owned businesses should be aware of as they move into 2021 and beyond.
Multi-Family Office Review
OperationsFor some, the term ‘multi-family office’ may conjure up images of an industry stuck in yesteryear. However, as a new influx of wealth owners make their way into the private wealth space, things are changing — specifically in the multi family office segment. Here’s our review of the multi-family offices in 2020.
Family Office Software Review 2020
DigitalPrivate wealth owners around the globe are busy retooling their operations using family office technology. At Simple, we constantly evaluate the family office software landscape.
Looking forward to 2020: Family office trends
TrendsFamily offices, like most organizations, are facing some interesting times. How can Family Offices be resilient and ever more relevant in this changing landscape? Here are our top ten trends which we believe will define the next decade of family offices.
