Search Result
Why technical clarity matters in succession planning
This article explores why having documents in place isn’t enough for succession planning and how digital governance platforms can provide the support needed for successful wealth transitions.
How a family office advisor cut monthly reporting from 3 days to 3 hours with Landytech
An advisor who was supporting two private family office principals managed to cut their monthly reporting time from three days to three hours by adopting Landytech’s Sesame One. This case study unpacks how the platform helped them consolidate data related to all portfolios and assets into a single, easily customisable reporting pack suited to each […]
Why there’s no such thing as “just” payroll for family office household staff
For family offices that employ household staff, payroll is significantly more complicated and than a simple transaction like paying a utility bill. In this article, we speak with Joe Sofia, CEO of TEAM Risk Management Strategies, to unpack some of these household staff employment issues.
Bridging the AI gap for family offices
In this article, with Ethan Bonar of CFO Family, we examine the future use of AI in family office software through a simple lens: what do we know, what we don’t know, and what we should be aiming for.
Software that solves real problems for family offices
In tech, shipping out new features fast is standard practice. So, what happens when a platform stops building for the sake of it and starts actually fixing real business issues for its clients? Simple interviews Santiago Schuppisser, (CPTO) of Etops, to find out.
The evolution of secondary markets for family offices
In this article, Simple speaks to Rob Lusk of Duende to explain secondary markets, the current trends as well as the opportunities that now exist for family offices.
Where should your family office be based?
In this article, Simple Expert Stephan Gerwert outlines a three-layered practical approach to selecting the right location for your family office.
What does a ‘one-click family office’ mean?
Recently, a new client request has emerged: a “one-click family office” solution. In this article, Simple interviews Max Wattel of Elysys to unpack what this concept means and explore his insights on the future evolution of wealth management.
Mauritius for family offices
Mauritius was once best known for snorkelling and honeymoons. But today, its emerging as one of Africa’s leading destinations for family office structuring and cross-border wealth management. In this article, Simple Expert Alexandre Ducler des Rauches explains why family offices should take a closer look at Mauritius.
Pretim
Pretim powers the wealth management industry, aggregating and reconciling post trade data for financial institutions while enabling financial data providers to distribute governed,