Simple

👋 Join us in welcoming Ben Vaschetti, the newest Simple Expert. From Michelin-starred kitchens and five-star hotels to managing the personal needs of a Royal Family and superyacht clients, Benjamin has refined the art of service. With a strong background in sustainable investing and family office advisory, Ben is set to bring forward-thinking insights to our platform. His expertise in impactful investment strategies will undoubtedly benefit our community and advance our mission of creating positive change in the family office space. Read more about Ben and his approach to responsible investing 👉 https://hubs.la/Q02XvRGz0 #FamilyOffices #WealthAdvisory #SimpleExperts #ImpactInvesting #LuxuryServices

Our latest insight with TIFIN Give delves into how modern philanthropy technology can simplify and scale giving for family offices, reducing the overall administrative burden. Read more here: https://hubs.la/Q02XqYvr0 #financialservices #innovation #FinTech

Navigating the future of family office tech: What’s next? Did you miss our insightful October webinar on family office software and technology? Don't worry - you can still catch all the valuable discussions and expert insights from industry leaders. Join host Kyle Macdonald and our panel of experts - including Simple CEO Francois Botha, Martin Stadler, and Mark Tepsich - as they dive deep into the challenges and opportunities in the family office space. Discover how technology is transforming the way family offices operate, the importance of data security, and the generational shifts driving digital adoption. Whether you're a family office professional, a private investor, or simply curious about the future of wealth management, this webinar is packed with actionable insights that you won't want to miss! 👉 Watch the replay now and empower your family office journey: https://lnkd.in/d28FpeRY #FamilyOffice #WealthManagement #Webinar #DigitalTransformation #FinancialServices

"Imagine what you could achieve if you suddenly had a thousand AI agents working tirelessly for you. "— Murali Nadarajah. In our latest article, Murali Nadarajah, CIO at Eton Solutions LP, discusses the impact of generative AI on family offices. He states, "It's not about automating yesterday's processes—it's about building for a new world." Read more here: 👉 https://hubs.la/Q02WY7Cx0 #FamilyOffice #WealthManagement #PrivateWealth #AI

The first trend in our Family Office Evolution series by Simple Expert Sharon Schneider, titled "Women Controlling Wealth," focuses on: - As women outlive their husbands and rise in corporate ranks, they are increasingly taking control of family wealth. - Studies show that women donate a higher percentage of their wealth to charity compared to men. - Family offices should prepare for a financial landscape that prioritises making a meaningful impact over simply preserving wealth. Read more here: 👉 https://hubs.la/Q02WvWNc0 #familyoffice #wealthmanagement #finance

October marks the release of the 2024 edition of our Family Office Software & Technology Report. In this month's newsletter we also highlight our upcoming webinar, our latest insights on AI, and more. #familyoffice #wealthmanagement #technology #artificialintelligence

Our final guest for our upcoming webinar on Family Office Software & Technology is Mark Tepsich. Mark has 15 years of dedicated expertise in the family office space and has helped numerous families establish and evolve their family offices and governance practices. He spent a decade as general counsel inside a large single family office. Register to join now: https://hubs.la/Q02WbwHP0 #wealthmanagement #familyoffice #privatewealth #webinar

Our next guest for our upcoming webinar on Family Office Software & Technology is Martin Stadler. Martin is an accomplished wealth management expert with extensive experience and a solid network in the UHNWI and family office space, having worked closely with wealthy private individuals over the past 25 years. Register to join now: https://hubs.la/Q02W0wbv0 #wealthmanagement #familyoffice #privatewealth #webinar

Our first guest for our upcoming webinar on Family Office Software & Technology, is Simple’s Founder and CEO, Francois Botha. Francois brings over 20 years of experience in the technology, strategy and private wealth space, and is a strategic discussion partner to family office leaders, affluent families, and businesses around the globe. Register to join now: https://hubs.la/Q02VQfk-0 #wealthmanagement #familyoffice #privatewealth #webinar