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One Big Beautiful Bill: A New Era for Family Offices

While headlines focus on AI earnings and Fed policy, a landmark U.S. tax reform has quietly reshaped the future of generational wealth. The “One Big Beautiful Bill” introduces sweeping, permanent changes that will redefine how family offices manage succession, structure estates, and invest for the long term.

Jun 01
What asset managers think family offices need.

Often banks are the institutions that operate closest to family offices. For this reason, family offices also look to banks more frequently for guidance to ensure their family office structure is equipped to facilitate the growth and sustainability of the family enterprises that they serve. For family enterprises to thrive in the fast-evolving modern world […] The post What asset managers think family offices need. appeared first on Simple.

May 30
Interview with Toby Thomson, Thomson Private Wealth

Toby is Principal of Thomson Private Wealth based in Mayfair, London. Thomson Private Wealth is dedicated to helping High Net Worth families build and preserve their wealth throughout the generations. Toby started his career over a decade a...

May 28
Randel Carlock: Family Businesses or Family Enterprises?

On this episode of The Family Business Voice, Randel Carlock spoke with Ramia about why we should start thinking of family businesses as family enterprises.

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It wasn’t until the 1980s that family offices started to multiply, first in the US, then elsewhere. It was around that time that the wealth held by families began to grow at a significantly faster rate.

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