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Delegate or Outsource? For single-family offices with small teams: When does it make sense to keep tasks in-house, and when is outsourcing the better option? In our latest Q&A insight, Panchee Advisory offers a comprehensive framework to evaluate internal delegation vs. third-party outsourcing. Learn how to optimise efficiency, cut hidden costs, and leverage automation. Read more here: https://hubs.la/Q02Q6WK60 #FamilyOffices #WealthManagement #PrivateWealth #Outsourcing

Family offices often manage multiple giving sources—direct donations, private foundations, and #DAFs—which can lead to administrative headaches. Traditional philanthropy tech doesn’t always fit their needs. In this article, we explore how modern family office solutions such as TIFIN Give can unify and scale philanthropy so families can focus on uniting generations and creating a lasting legacy. Read more here 👉 https://hubs.la/Q02Q1xjg0 #FamilyOffices #WealthManagement #PrivateWealth #Philanthropy

Today, I re-watched our Simple webinar from earlier this week, and I thought about how "Experimentalness" (yep, that's a word) could be the word that enables cross-generational innovation. Latest on Forbes #familyoffice #innovation https://hubs.la/Q02PW0xs0

Service design is a systematic approach that enables family offices to create more effective and future-ready services. By integrating design thinking principles, family offices can create customer-centric services that increase client satisfaction and loyalty. Our latest guide explores: - Understanding service design in the family office - Key phases of service design - Solving the pain points of wealth owners - Techniques for gathering insights - Tools for design thinking Read more here: 👉https://hubs.la/Q02PGm_r0 #FamilyOffices #WealthManagement #PrivateWealth #ServiceDesign

Mastering the art of communication with family offices is crucial for venture capital funds looking to build strong partnerships. Family offices provide patient capital but can be private and hard to access. In our latest insight, Simple Expert Kjartan Rist outlines the dos and don'ts and shares tips on effectively communicating to build strong partnerships with family offices. Read more here 👉 https://hubs.la/Q02PsLCq0 #FamilyOffice #WealthManagement #PrivateWealth #VentureCapital

Today's the day! Join us at 18:00 CEST for our webinar on Family Office Service Design. Our expert guests India Wooldridge and Nicolas Francisco Arroyo, moderated by Kyle Zeno Macdonald, will explore service design strategies and tactics for family offices, unpack insourcing and outsourcing trends, explore new service categories, and more. Join us: https://hubs.la/Q02PjfCn0

This week, Deloitte Private released its latest report on #FamilyOffices. There were new growth estimations and some fresh insights, including that female leadership is rising. Here's a deep-dive on the governance topic that was also highlighted: https://hubs.la/Q02P2zvq0

This week, Deloitte Private released its latest report on #FamilyOffices. There were new growth estimations and some fresh insights, including that female leadership is rising. Here's a deep-dive on the governance topic that was also highlighted: https://hubs.la/Q02P2zvq0