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As firms double down on upskilling, many family offices remain on the sidelines, even as AI literacy becomes a key differentiator for understanding both opportunity and risk. In this month’s newsletter: 󠁯•󠁏󠁏 AI, capital, and clarity: what’s really driving innovation (and what’s holding it back) 󠁯•󠁏󠁏 Our upcoming Family Office Tech & Software Report 󠁯•󠁏󠁏 New AI workshops in London and Geneva 󠁯•󠁏󠁏 Must-reads, expert updates, new service providers, and more Read October’s edition now👇

Momentum is building in family office technology. As Francois shared with Christian Lindvall on the Wealth Insider podcast, interest in digital tools is rising fast and, while adoption is still catching up, it’s clear that change is underway. Incredibly exciting times for this space. 🎥 Full video via the link in the comments. #familyoffice #AI #wealthtech

How do you manage complex portfolios spread across currencies, custodians and asset classes, without losing oversight? That’s where portfolio management software comes in. Drawing on insights from our expert advisors and service providers, this guide unpacks what really matters when choosing a system: integration, analytics, scalability, and the ability to adapt as the family grows. From data to decision-making, discover what defines the right PMS for your family office. 🔗 Read now: https://hubs.la/Q03QqcWW0

Renewed US–China trade optimism is reshaping sentiment again, but are investors leaning in or staying cautious as Q4 unfolds? We’re looking at how capital allocators, family offices, and advisors are positioning for the months ahead. Cast your vote below 👇

A $200M family office transformation. A UK-based single-family office needed to bring order to a complex, global portfolio. Partnering with IQ-EQ, they built a tailored infrastructure that turned fragmented data into a unified, real-time view of their wealth. The result: clearer insight, faster decisions, and a system built to scale as the family grows. A powerful example of how clarity can drive performance. 🔗 Read the full case study here https://hubs.la/Q03PT9_y0 #familyoffice #portfoliomanagement #wealthstrategy

Welcoming Stephan Gerwert to the Simple Expert Network. With 18+ years across global banks, single family offices, fintech, his own startup, and Big Four advisory, Stephan brings an incredibly rounded perspective on private wealth. Based in Germany, advising across Europe and North America, Stephan specialises in family office setup, service provider selection, and strategic advisory. Welcome aboard, Stephan - great to have your insight and energy in the Simple community. Connect with Stephen here https://hubs.la/Q03PGhPd0

🇮🇹 Now live: our latest regions page - Italy Italy has always known how to live well, but it also knows how to build for the long term. Beneath the art, design, and dolce vita, there’s a growing ecosystem of family offices blending heritage with modern structure. From Milan’s financial core to the legacy businesses of Turin, Italian families are professionalising their operations while keeping family values at the centre. Add in favourable tax reforms and world-class expertise, and it’s easy to see why Italy is fast becoming a hub for global wealth. As Simple Expert Marco Mesina says: “For UHNWI, Italy is no longer just a place for holidays. It’s becoming a cornerstone of global wealth strategies.” 🔗 Explore the full regional overview: https://hubs.ly/Q03PszgK0

A glimpse into the engines that are driving family office infrastructure in 2025. In this Forbes feature, Francois Botha highlights how AI and automation are reshaping reporting, risk management and decision-making. The North America Family Office Report 2025, now in its 13th year, produced by Campden Wealth and RBC Wealth Management found, "Family offices are adopting Generative AI at a rapid pace. They aim to use it for reporting and administrative tasks so teams can focus on strategic work.” - Adam Ratner AI is no longer experimental. It is becoming core infrastructure in modern family offices. https://lnkd.in/eNSTq-ZB

From Word docs to AI. From hierarchy to alignment. From wealth preservation to purpose. In his recent conversation on the Wealth Insider podcast, Francois broke down how family offices are reinventing themselves. Our new piece highlights, amongst other things: 1) Governance as the foundation for change 2) AI as augmentation, not automation 3) Impact investing as the bridge between generations Full piece here → https://hubs.la/Q03NXmms0