Simple

Insights and solutions to empower the global family office community.

[Simple @andsimpleco]

In our definitive Software & Technology Report for 2024, we explore the evolving landscape of family office software and technology.

Read now for free: https://t.co/80GVMdi1oC

#FamilyOffice #PrivateWealth #Technology

[Simple @andsimpleco]

Wrapping up a packed week in Stockholm, where we joined Techarena for the Family Office days. We spoke with Kyle from Ilusian about building a new breed of family office, and ran our workshop on Simplifying AI for Family Offices. Thanks to everyone who joined!

[Simple @andsimpleco]

AI conversation has drifted toward extremes.
Overpromising creates noise. Writing the technology off creates hesitation.
Progress lives between the two.
https://t.co/cRmp3DDz19

[Simple @andsimpleco]

Are you at TechArena in Stockholm this year? ✨
We are hosting our Simplifying AI for Family Offices workshop. A practical session for family office leaders focused on how AI is showing up in the real world and their operations.
https://t.co/JJ9CvJawlP

[Simple @andsimpleco]

If you're attending Davos this week, Oliver Yorke from our team is on the ground. Grab hold of him at one of the side events. https://t.co/m0V9Pyrpsi

[Simple @andsimpleco]

Mission Wealth introduced Inspired Living and the 12 Dimensions of Wealth to help clients realise true wealth - and has now enlisted Total Family Management to scale its purpose-driven wealth management style.

Read more 👉 https://t.co/LZENw3eGh1

[Simple @andsimpleco]

Peter Thiel has built more than a portfolio. From PayPal and Palantir to Founders Fund and Thiel Capital, his capital operates as a system: returns, influence, and conviction.

For family offices, a reminder that capital signals intent.

https://t.co/SRHBKEyOBf

[Simple @andsimpleco]

What if the real issue isn’t deal access, but execution?

Family offices still face:
• Deals lost in inboxes
• Diligence in spreadsheets
• Legacy tools slowing decisions

Mantle breaks down the cracks, and how to fix them.
🔗 https://t.co/KQbmYby0rf

#familyoffice #dealflow

[Simple @andsimpleco]

In this case study, K.E. Skye, a single family office, shares how they saved time and streamlined asset tracking using @AsoraTech software.

https://t.co/6aGjiUhB9i

#FamilyOffice #PrivateWealth #Asora #WealthManagement

[Simple @andsimpleco]

For UHNWIs not yet ready to set up a physical family office, digital family offices offer an alternative to laying the foundation for a future move to a family office. Our latest insight highlights the benefits of digital family offices for UHNWIs.

https://t.co/0HhH260Cm6

[Simple @andsimpleco]

Simple Experts Toby Usnik and Maggie Spicer weigh in with insights on the latest tools and current trends for family offices seeking to make a philanthropic impact.

Read more here: https://t.co/OpQj6yzrut

#FamilyOffices #WealthManagement #PrivateWealth #Philanthropy

[Simple @andsimpleco]

It's often said that only one-third of family businesses make it to the next generation. In our latest insight, Simple Expert Julien Lescs details the regenerative model so that family businesses cannot only survive but thrive across generations.

https://t.co/dsVS6efIJl

[Simple @andsimpleco]

As Akio Morita, the Japanese entrepreneur and co-founder of Sony, said, "Innovate or Die!" In our latest insight, Concentric founder Kjartan Rist suggests how family offices could lead global innovation by partnering with entrepreneurs.

https://t.co/OeACPMjMLB

[Simple @andsimpleco]

Economic uncertainty and stock market volatility mean #familyoffices are reviewing their #investment strategies with a view to safeguarding their portfolios for the future. https://t.co/92FqCr3zFo

[Simple @andsimpleco]

Earlier this year we published a candid look at AI in wealth tech.
After countless demos and real conversations with family offices, the conclusion was simple: AI adds value where it makes work easier, not where it sounds clever.
https://t.co/WeKF2XU5NU

[Simple @andsimpleco]

In 2025, risk stopped being siloed.
Our Risk & Security Report captured the shift.
The guide that followed distils it into what family offices can actually do next.
https://t.co/MUx2OEnxri

[Simple @andsimpleco]

What happens when a family office outgrows spreadsheets? \They turn to a partner like Masttro.

🔍 Unified view
🔐 Real security
🔄 Built to scale

A quieter kind of transformation.

#FamilyOffice #WealthTech #HNWI #PrivateWealth

[Simple @andsimpleco]

Family offices invest in AI start-ups but rarely adopt it themselves.

Our new guide shows what AI can (and can’t) do, plus 3 quick wins to start today.
🔗 https://t.co/IFtbDOz2E6

[Simple @andsimpleco]

For family offices exploring #impact, investing in food security is not only a meaningful space to be in, but an exciting one. We explore alternative ways to contribute to the 2nd SDG, which aims to ensure #foodsecurity.

https://t.co/B9jpQfKb5f #familyoffice

[Simple @andsimpleco]

In our latest case study, Accuro, a leading trust and private office firm for UHNWIs and family offices, details its adoption of Landytech's #Sesame platform.

Read the full case study here: 👉  https://t.co/6HBDSdThfR

#FamilyOffice #WealthManagement #PrivateWealth #Landytech

[Simple @andsimpleco]

Our new Risk & Resilience 2025 guide turns insights into practical steps any family office can take now, without overhauling everything at once.

🔗 https://t.co/3jJAjyzs1a

#familyoffices #riskmanagement #resilience