A Simple Update - January 2024
At a glance:
Hej! Hello! Hi!
Resilience is a defining theme for the year, as expanded upon in our 2024 Outlook For Family Offices and one of the key points at this year’s annual meeting of the World Economic Forum at Davos.
It's something family offices need to take a proactive approach with, to combat the risks associated with geopolitical tension, financial uncertainty, economic pressures and energy constraints. Throw in the increasing pressure to contribute towards sustainability initiatives and there are many aspects for family offices to consider when it comes to finding resilience: from operational structures, portfolio management and risk strategies through to planning for future generations and tackling jurisdiction-related decisions.
To paraphrase Coldplay: nobody said it would be easy, no one ever said it would be this hard.
Simple is using this broad resilience lens to guide our efforts this year. We would love to hear what aspects of resilience you are focused around? And where we can shine a spotlight on and use our resources to add value to your pursuit of resilience??
Enjoy this month's highlights!
Francois & The Simple Team
Family office directory
Our family office directory is for family offices looking to raise their profile and clarify what sets them apart, a resource to reach new clients and investment opportunities as well as best position themselves to potential partners and attract talent. If you’re curious to find out more on the benefits of joining, please get in touch with our strategic partnerships team.
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Research themes
We’re expanding coverage on several themes over the next few months, notably around family office risk management, across all areas including security, cybersecurity and reputational risk. We're also focusing on private banking for family offices, so if you’re a service provider active in either of these spaces and keen to collaborate, get in touch with our partnership and research team.
Discover Leading Solution Providers
Connect with our ever-expanding network on the Simple vendor directory.
Bill is a leading financial operations platform for family offices. Our integrated platform helps businesses to more efficiently control payables, receivables, spend and expense management, all designed with your privacy and security in mind.
Canoe redefines alternative investment data processes for family offices and wealth managers by combining industry expertise with the most sophisticated data capture technologies.?
Total Family Management (TFM) offers a turn-key family office solution for governance and dynamics, supporting clients beyond the financial balance sheet. As a versatile governance partner, TFM not only provides professional coaching and software for capturing family legacies but also offers extensive marketing and messaging support.?
WealthArc is a data-driven wealth management platform that caters to family offices and other wealth managers. The platform consolidates and unifies data, automating reporting and other administrative tasks to save time.
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