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We power the next generation of family offices.
Our guides, tools, data, and services help wealth owners and family offices simplify every stage of growth and development.
Some of our latest: https://andsimple.co/ins
Our guides, tools, data, and services help wealth owners and family offices simplify every stage of growth and development.
Some of our latest: https://andsimple.co/ins
Having tracked family office technology for almost a decade, Francois' annual roundup, published on Forbes, is always a highlight.
Read on to explore how fast the landscape is evolving, now with a landscape map 🗺️
Read on to explore how fast the landscape is evolving, now with a landscape map 🗺️
The 2025 Family Office Software Roundup
The family office technology keeps developing. Explore key trends, platform categories, and how AI, integration, and execution now define the 2025 landscape.
www.forbes.com
November 11, 2025 at 10:25 AM
Having tracked family office technology for almost a decade, Francois' annual roundup, published on Forbes, is always a highlight.
Read on to explore how fast the landscape is evolving, now with a landscape map 🗺️
Read on to explore how fast the landscape is evolving, now with a landscape map 🗺️
The UK property market may be entering a “dull period,” but that’s exactly where long-term opportunity lies.
Toby Hunter of Maritime Capital explains why patience, stable yields, and scarcity still make the UK a strong play for family offices.
Read our latest feature.
Toby Hunter of Maritime Capital explains why patience, stable yields, and scarcity still make the UK a strong play for family offices.
Read our latest feature.
Why now is the time to invest in UK property for family offices | Simple
In this article, Toby Hunter of Maritime Capital explains why UK property presents a unique and compelling investment opportunity for family offices.
andsimple.co
November 11, 2025 at 10:20 AM
The UK property market may be entering a “dull period,” but that’s exactly where long-term opportunity lies.
Toby Hunter of Maritime Capital explains why patience, stable yields, and scarcity still make the UK a strong play for family offices.
Read our latest feature.
Toby Hunter of Maritime Capital explains why patience, stable yields, and scarcity still make the UK a strong play for family offices.
Read our latest feature.
2024: “What tech exists?”
2025: “What actually fits our operations?”
Family offices are shifting from experimentation to execution — and AI’s moving from curiosity to scrutiny.
2025: “What actually fits our operations?”
Family offices are shifting from experimentation to execution — and AI’s moving from curiosity to scrutiny.
AI in family office software 2025: From hype to implementation | Simple
This article explores what’s changed in the family office software industry, particularly when it comes to the implementation of AI.
andsimple.co
November 5, 2025 at 2:34 PM
2024: “What tech exists?”
2025: “What actually fits our operations?”
Family offices are shifting from experimentation to execution — and AI’s moving from curiosity to scrutiny.
2025: “What actually fits our operations?”
Family offices are shifting from experimentation to execution — and AI’s moving from curiosity to scrutiny.
LIVE NOW 🚀
The 2025 Family Office Software & Technology Report is out.
Built from real conversations and real progress across the expanding Simple universe.
This year’s story: less noise, more trust.
Read the report 👇
The 2025 Family Office Software & Technology Report is out.
Built from real conversations and real progress across the expanding Simple universe.
This year’s story: less noise, more trust.
Read the report 👇
Family Office Software & Technology Report 2025 | Simple
Simple’s 2025 Software & Technology Report reveals a sector shifting from tool selection to operational stability. Based on surveys and interviews, it highlights deeper integration, data trust, and ex...
andsimple.co
November 4, 2025 at 12:47 PM
LIVE NOW 🚀
The 2025 Family Office Software & Technology Report is out.
Built from real conversations and real progress across the expanding Simple universe.
This year’s story: less noise, more trust.
Read the report 👇
The 2025 Family Office Software & Technology Report is out.
Built from real conversations and real progress across the expanding Simple universe.
This year’s story: less noise, more trust.
Read the report 👇
Managing assets across currencies, custodians and classes? Clarity starts with the right tools.
Our latest guide breaks down what portfolio management software really does — and how to choose one that fits your family office.
Read more 👇
Our latest guide breaks down what portfolio management software really does — and how to choose one that fits your family office.
Read more 👇
A guide to portfolio management software for family offices | Simple Guides
This guide is designed to support families in making well-informed decisions regarding Portfolio Management Software (PMS), ensuring they choose the most suitable options to meet their investment need...
andsimple.co
October 28, 2025 at 1:01 PM
Managing assets across currencies, custodians and classes? Clarity starts with the right tools.
Our latest guide breaks down what portfolio management software really does — and how to choose one that fits your family office.
Read more 👇
Our latest guide breaks down what portfolio management software really does — and how to choose one that fits your family office.
Read more 👇
Where la dolce vita meets disciplined wealth.
Family offices are blending heritage with structure, and turning Italy into a cornerstone of global wealth strategy.
Family offices are blending heritage with structure, and turning Italy into a cornerstone of global wealth strategy.
Italy: Ideal location for family offices | Simple Regions
From the landscapes of Sicily, to the flashy fashion runways of Milan, Italy has strategically positioned itself as a pivotal European domicile for sophisticated wealth management with its Its target...
andsimple.co
October 21, 2025 at 1:45 PM
Where la dolce vita meets disciplined wealth.
Family offices are blending heritage with structure, and turning Italy into a cornerstone of global wealth strategy.
Family offices are blending heritage with structure, and turning Italy into a cornerstone of global wealth strategy.
From Word docs to AI.
From hierarchy to alignment.
From wealth preservation to purpose.
Family offices are reinventing themselves.
Read our latest article with insight from Francois' appearance on the Wealth Insider podcast.
From hierarchy to alignment.
From wealth preservation to purpose.
Family offices are reinventing themselves.
Read our latest article with insight from Francois' appearance on the Wealth Insider podcast.
The future-ready family office: Governance and AI | Simple
From Francois' interview on Wealth Insider, this article explores how family offices are balancing tradition and innovation to thrive in a fast-changing landscape.
andsimple.co
October 16, 2025 at 3:08 PM
From Word docs to AI.
From hierarchy to alignment.
From wealth preservation to purpose.
Family offices are reinventing themselves.
Read our latest article with insight from Francois' appearance on the Wealth Insider podcast.
From hierarchy to alignment.
From wealth preservation to purpose.
Family offices are reinventing themselves.
Read our latest article with insight from Francois' appearance on the Wealth Insider podcast.
Peter Thiel’s capital stack is built on conviction, not consensus.
From PayPal to Palantir, he’s layered companies, venture bets, ideology and privacy into lasting influence.
Read more :👇
From PayPal to Palantir, he’s layered companies, venture bets, ideology and privacy into lasting influence.
Read more :👇
Peter Thiel’s capital stack: A contrarian view for family offices
Peter Thiel is one of Silicon Valley’s most influential and polarising figures. A billionaire investor, PayPal co-founder, and early Facebook backer, he
andsimple.co
October 7, 2025 at 1:32 PM
Peter Thiel’s capital stack is built on conviction, not consensus.
From PayPal to Palantir, he’s layered companies, venture bets, ideology and privacy into lasting influence.
Read more :👇
From PayPal to Palantir, he’s layered companies, venture bets, ideology and privacy into lasting influence.
Read more :👇
Family office investment is no longer niche - it’s shaping global capital markets. From AI to climate tech, next-gen wealth is driving high-conviction bets while liquidity, regulation, and talent remain key challenges.
How family office investment is reshaping global capital markets | Simple
This article explores the rise of family office investment globally, emerging trends, and the risks and challenges.
andsimple.co
September 18, 2025 at 1:37 PM
Family office investment is no longer niche - it’s shaping global capital markets. From AI to climate tech, next-gen wealth is driving high-conviction bets while liquidity, regulation, and talent remain key challenges.
Read how Accordant Global Partners helped a global family office move from reactive to resilient.
Elevating a family office's risk posture with Accordant Global Partners
When a single family office, with headquarters in the US and Australia, faced increasing complexities, it became evident that a more professional and
andsimple.co
August 21, 2025 at 11:22 AM
Read how Accordant Global Partners helped a global family office move from reactive to resilient.
Sundar Pichai’s $1B+ wealth wasn’t built on founder equity, but on patience, structure, and clarity. A model family offices can learn from.
#familyoffices #wealthmanagement #sundarpichai
#familyoffices #wealthmanagement #sundarpichai
Sundar Pichai: The steady hand behind Alphabet’s AI-fueled wealth engine
Sundar Pichai’s rise to the helm of one of the world’s most influential technology companies is no accident. It’s the product of steady leadership,
andsimple.co
August 19, 2025 at 1:42 PM
Sundar Pichai’s $1B+ wealth wasn’t built on founder equity, but on patience, structure, and clarity. A model family offices can learn from.
#familyoffices #wealthmanagement #sundarpichai
#familyoffices #wealthmanagement #sundarpichai
Over 80% of single family offices are now doing direct deals.
This is what Clockwork’s Summer Solstice Report uncovers, a move away from fund-of-fund models and toward co-investments, secondaries, and custom deal terms.
Family offices aren’t just investing. They’re shaping the game.
This is what Clockwork’s Summer Solstice Report uncovers, a move away from fund-of-fund models and toward co-investments, secondaries, and custom deal terms.
Family offices aren’t just investing. They’re shaping the game.
Clockwork’s 2025 Outlook: How Family Offices Are Moving From Stewards to Strategists | Simple
Clockwork’s Summer Solstice Report 2025 shows how family offices are quietly becoming some of the most disciplined and dynamic investors in the market. With direct capital, flexible timelines, and dee...
andsimple.co
July 10, 2025 at 10:40 AM
Over 80% of single family offices are now doing direct deals.
This is what Clockwork’s Summer Solstice Report uncovers, a move away from fund-of-fund models and toward co-investments, secondaries, and custom deal terms.
Family offices aren’t just investing. They’re shaping the game.
This is what Clockwork’s Summer Solstice Report uncovers, a move away from fund-of-fund models and toward co-investments, secondaries, and custom deal terms.
Family offices aren’t just investing. They’re shaping the game.
Singapore’s clean territorial tax system is making it a magnet for global family offices.
In this piece, Marco Mesina explains why the simplicity, clarity, and favourable 13O/13U schemes are drawing serious attention.
In this piece, Marco Mesina explains why the simplicity, clarity, and favourable 13O/13U schemes are drawing serious attention.
Singapore: Territorial taxation and the rise of the family office | Simple
In this article, Simple Expert Marco Mesina explores how Singapore combines low-tax efficiency, legal certainty, and world-class infrastructure to offer an ideal base for international families to man...
andsimple.co
June 30, 2025 at 2:31 PM
Singapore’s clean territorial tax system is making it a magnet for global family offices.
In this piece, Marco Mesina explains why the simplicity, clarity, and favourable 13O/13U schemes are drawing serious attention.
In this piece, Marco Mesina explains why the simplicity, clarity, and favourable 13O/13U schemes are drawing serious attention.
Larry Fink built more than a firm — he built influence.
What can family offices learn from BlackRock’s approach to leadership, talent, and stewardship?
What can family offices learn from BlackRock’s approach to leadership, talent, and stewardship?
Larry Fink and what family offices can learn from BlackRock
Laurence D. Fink, the co-founder, chairman, and CEO of BlackRock, is a well-known figure in global finance. He leads the world's largest asset management
andsimple.co
June 19, 2025 at 10:47 AM
Larry Fink built more than a firm — he built influence.
What can family offices learn from BlackRock’s approach to leadership, talent, and stewardship?
What can family offices learn from BlackRock’s approach to leadership, talent, and stewardship?
Alex Karp didn’t build Palantir to exit fast or ride trends.
He built it to last.
Family offices, take note:
✔️ Play the long game
✔️ Choose systems over sprints
✔️ Let your values lead
He built it to last.
Family offices, take note:
✔️ Play the long game
✔️ Choose systems over sprints
✔️ Let your values lead
Power, privacy, and the Palantir playbook: What family offices can learn from Alex Karp
In a world where AI is weaponised, data is sovereign, and institutions are fragmenting, few private actors have amassed influence like Alex Karp. The
andsimple.co
June 5, 2025 at 3:12 PM
Alex Karp didn’t build Palantir to exit fast or ride trends.
He built it to last.
Family offices, take note:
✔️ Play the long game
✔️ Choose systems over sprints
✔️ Let your values lead
He built it to last.
Family offices, take note:
✔️ Play the long game
✔️ Choose systems over sprints
✔️ Let your values lead
6 ways to rethink your portfolio.
Private credit. Real assets. Collectibles. And more.
Clockwork’s Cory Shea shares what family offices need to know about alternative investments, and why they matter now more than ever.
Private credit. Real assets. Collectibles. And more.
Clockwork’s Cory Shea shares what family offices need to know about alternative investments, and why they matter now more than ever.
Building Smarter Private Portfolios: 6 Key Alternative Asset Classes for Family Offices | Simple
This article, in collaboration with Clockwork, shares insights about six alternative investments for family offices looking to diversify their private portfolios.
andsimple.co
June 4, 2025 at 7:34 AM
6 ways to rethink your portfolio.
Private credit. Real assets. Collectibles. And more.
Clockwork’s Cory Shea shares what family offices need to know about alternative investments, and why they matter now more than ever.
Private credit. Real assets. Collectibles. And more.
Clockwork’s Cory Shea shares what family offices need to know about alternative investments, and why they matter now more than ever.
Family office tech is evolving fast. Simple’s new guide shows how to modernise your stack, avoid common pitfalls, and choose tools that scale. A must-read for COOs and CIOs.
A Simple guide to implementing family office technology | Simple Guides
To execute a successful technology rollout in any family office, there has to be forward-planning, with clear objectives and required outcomes. This guide lays out how to get started with implementing...
andsimple.co
May 28, 2025 at 12:56 PM
Family office tech is evolving fast. Simple’s new guide shows how to modernise your stack, avoid common pitfalls, and choose tools that scale. A must-read for COOs and CIOs.
Jensen Huang bet everything on AI and NVIDIA is now worth over $3T. But here’s what you might not know:
🔹 He holds 90% of his shares via trusts
🔹 His foundation owns $8B in NVIDIA stock
🔹 Philanthropy focus? Education, STEM, and community health
Read more 👇
🔹 He holds 90% of his shares via trusts
🔹 His foundation owns $8B in NVIDIA stock
🔹 Philanthropy focus? Education, STEM, and community health
Read more 👇
Jensen Huang: Betting it all on AI, plus putting some NVIDIA chips into philanthropy
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
andsimple.co
May 21, 2025 at 12:19 PM
Jensen Huang bet everything on AI and NVIDIA is now worth over $3T. But here’s what you might not know:
🔹 He holds 90% of his shares via trusts
🔹 His foundation owns $8B in NVIDIA stock
🔹 Philanthropy focus? Education, STEM, and community health
Read more 👇
🔹 He holds 90% of his shares via trusts
🔹 His foundation owns $8B in NVIDIA stock
🔹 Philanthropy focus? Education, STEM, and community health
Read more 👇
73% of family offices say integration is non-negotiable.
Via Hatcher+: why disconnected tools no longer cut it, and what comes next.
Read more 👇
Via Hatcher+: why disconnected tools no longer cut it, and what comes next.
Read more 👇
73% of family offices demand integrated investment software | Simple
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.
andsimple.co
May 14, 2025 at 9:20 AM
73% of family offices say integration is non-negotiable.
Via Hatcher+: why disconnected tools no longer cut it, and what comes next.
Read more 👇
Via Hatcher+: why disconnected tools no longer cut it, and what comes next.
Read more 👇
Buffett didn’t build a family office. He ran one, at $860B scale.
Here’s what your family office can take from his playbook:
1) Treat succession as rhythm
2) Codify culture
3) Delegate with trust
More on Simple
Here’s what your family office can take from his playbook:
1) Treat succession as rhythm
2) Codify culture
3) Delegate with trust
More on Simple
What would Warren do? Succession, stewardship and the family office playbook
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
andsimple.co
May 13, 2025 at 9:17 AM
Buffett didn’t build a family office. He ran one, at $860B scale.
Here’s what your family office can take from his playbook:
1) Treat succession as rhythm
2) Codify culture
3) Delegate with trust
More on Simple
Here’s what your family office can take from his playbook:
1) Treat succession as rhythm
2) Codify culture
3) Delegate with trust
More on Simple
Where does philanthropy sit in your wealth strategy?
Simple expert Juliet Valdinger argues it’s no longer a sideline—it’s central to how families define legacy.
#FamilyOffice #Philanthropy #Legacy #NextGen
Simple expert Juliet Valdinger argues it’s no longer a sideline—it’s central to how families define legacy.
#FamilyOffice #Philanthropy #Legacy #NextGen
Should family offices be providing philanthropy advice? | Simple
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 relation...
andsimple.co
May 1, 2025 at 2:50 PM
Where does philanthropy sit in your wealth strategy?
Simple expert Juliet Valdinger argues it’s no longer a sideline—it’s central to how families define legacy.
#FamilyOffice #Philanthropy #Legacy #NextGen
Simple expert Juliet Valdinger argues it’s no longer a sideline—it’s central to how families define legacy.
#FamilyOffice #Philanthropy #Legacy #NextGen
AI is reshaping the rules of venture capital.
How are family offices adapting—from startup bets to internal ops?
🔗 Read the Velvet x Simple piece
#AI #FamilyOffices #VC
How are family offices adapting—from startup bets to internal ops?
🔗 Read the Velvet x Simple piece
#AI #FamilyOffices #VC
AI and family offices: A new era of venture capital | Simple
Family offices are increasingly drawn to venture capital as a way to diversify their portfolios and access high-growth opportunities. However, many face
andsimple.co
April 30, 2025 at 6:07 PM
AI is reshaping the rules of venture capital.
How are family offices adapting—from startup bets to internal ops?
🔗 Read the Velvet x Simple piece
#AI #FamilyOffices #VC
How are family offices adapting—from startup bets to internal ops?
🔗 Read the Velvet x Simple piece
#AI #FamilyOffices #VC
Family offices are still drowning in spreadsheets.
MyFO is changing that—streamlining private wealth management with purpose-built tech.
Read the story behind the founder, Simran Kang.
MyFO is changing that—streamlining private wealth management with purpose-built tech.
Read the story behind the founder, Simran Kang.
Female fintech founder: Simplifying wealth, one family office at a time | Simple
Imagine managing billions of dollars with spreadsheets. That was the reality Simran Kang faced as an accountant at PwC Canada and at her multi-family
andsimple.co
April 17, 2025 at 3:38 PM
Family offices are still drowning in spreadsheets.
MyFO is changing that—streamlining private wealth management with purpose-built tech.
Read the story behind the founder, Simran Kang.
MyFO is changing that—streamlining private wealth management with purpose-built tech.
Read the story behind the founder, Simran Kang.
UHNWIs control over a third of the world’s private wealth—but wealth alone no longer defines them.
🔍 Privacy, purpose & quiet power now lead.
#UHNW #PrivateWealth #FamilyOffice
🔍 Privacy, purpose & quiet power now lead.
#UHNW #PrivateWealth #FamilyOffice
The UHNWI of 2025: more complex, more global, more connected | Simple
What does it really mean to be ultra-wealthy in 2025? It’s no longer just about having $30 million—it’s about building an ecosystem to manage complexity across borders, generations and asset classes. ...
andsimple.co
April 16, 2025 at 2:45 PM
UHNWIs control over a third of the world’s private wealth—but wealth alone no longer defines them.
🔍 Privacy, purpose & quiet power now lead.
#UHNW #PrivateWealth #FamilyOffice
🔍 Privacy, purpose & quiet power now lead.
#UHNW #PrivateWealth #FamilyOffice
"Succession planning has always been the quiet architecture behind a well-run family office."
New from DiliTrust: how LegalTech is helping family offices shift from static succession documents to dynamic, multi-generational planning.
#FamilyOffice #SuccessionPlanning #LegalTech #NextGen
New from DiliTrust: how LegalTech is helping family offices shift from static succession documents to dynamic, multi-generational planning.
#FamilyOffice #SuccessionPlanning #LegalTech #NextGen
Future-proof your family office: LegalTech for succession planning | Simple
This article explores how LegalTech can bring clarity and continuity to succession planning. It outlines common challenges and demonstrates how the right type of technology can offer a practical, futu...
andsimple.co
April 15, 2025 at 2:54 PM
"Succession planning has always been the quiet architecture behind a well-run family office."
New from DiliTrust: how LegalTech is helping family offices shift from static succession documents to dynamic, multi-generational planning.
#FamilyOffice #SuccessionPlanning #LegalTech #NextGen
New from DiliTrust: how LegalTech is helping family offices shift from static succession documents to dynamic, multi-generational planning.
#FamilyOffice #SuccessionPlanning #LegalTech #NextGen