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When Families Welcome New Family Members & Cultures: What To Consider

The growth and preservation of wealth are arguably one of every family office’s key priorities. While the focus has predominantly been on wealth and asset management and strategy, in recent years, this has shifted to encompass more personal considerations like next-generation engagement and succession planning.

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Succession

The role of mentorship in succession planning

Inter-generational succession planning has always posed significant challenges. Traditionally the majority of family businesses have not continued to succeed into the next generation. The growing mindset differential between the older, experienced community of business owners, who hold decades of institutional knowledge, and the new, up and coming pipeline of young leaders is increasingly challenging in […]

The post The role of mentorship in succession planning appeared first on Simple.

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Family Offices

5 Effective Ways to Tackle the Family Office Market

The family office landscape is opaque by nature. This makes finding, approaching and maintaining strong relationships with those in the private wealth space daunting and laborious tasks for many. Given their unique standards and preferences, individuals and funds targeting this wealth channel require a creative approach to ensure effective engagement.

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