Family Office Reviews
Family Office Service Providers
Our network of leading experts provide us with fresh perspectives on the family office industry.
Continuous improvement for boards: 7 best practices for family offices
Governance
Simple Expert Christian Schiede offers insightful advice on leadership transitions in family businesses and seven best practices for family office boards to maintain operational excellence.
How Masttro’s family office origins continue to drive their vision
Software
WealthTech platform Masttro was established over 14 years ago, but even their family office users likely don’t know that the company’s two founders, Domingo Viesca and Javier M Gutierrez, previously worked together at a family office. I
Bermuda's approach to privacy and asset protection for family offices
Discover the legal framework for privacy and asset protection in Bermuda. Learn how family offices can benefit from its robust laws and international compliance.
Why family offices shouldn't fear the future
Foresight
In this insight, Simple Expert Toby Usnik discusses why family offices should embrace artificial intelligence (AI) as a strategic ally, not a threat. In the midst of their fear of the unknown, he proposes a different perspective—one of optimism, opportunity, and the potential for extraordinary growth.
Our case studies dissect the success stories of family offices, their clients and service providers.
From manual to modern: Consolidating all family assets with PrizmaDesk
Case Study WealthTech
How Dubai Holding elevated the UAE’s economy
Case Study Purpose
Our guides provide easy-to-use resources for various family office needs.
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