&Simple powers the next generation of family offices

weltweites Netzwerk

Das weltweite &simple-Netzwerk besteht aus 60+ Experten verschiedener Fachbereiche. Zusammen entsteht so ein unübertroffener Pool an praktischer Erfahrung und fachlichem Spezialwissen für Family Offices und Vermögensverwaltung, das einzigartig ist.

Kernkompetenzen

&simple hat Tools, Ressourcen und Verbindungen, die jede Phase der Family-Office-Entwicklung vereinfachen. Wenn Sie die Gründung eines Family Office in Erwägung ziehen, können wir Ihnen mit unseren Recherchen, spezialisierten Dienstleistern und unserem Expertennetzwerk helfen. Etablierten Family Offices ermöglichen wir mit unseren Betriebsdaten und unserem Beratungsservice, Benchmark-Effizienzen zu erreichen.

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Software & Technology Review

In 2023, the tech industry picked up pace, propelled by widespread integration of connected technologies and the rise of AI as a major tech intervention. Simple's fourth annual review of family office software and tech aggregates data from on-site surveys of family office users about their tech use over the last two years and reports findings from our survey of leading service providers to capture the latest developments in this market in a ready-to-use report.

Beiträge von SHP

Continuous improvement for boards: 7 best practices for family offices

What you need to know

Boards should have the flexibility to switch between advisory and control roles, with a focus on the company’s long-term survival and effective management of transitions and disputes.
During ownership changes, encourage open and proactive discussions on controversial topics and conflicts to align the board’s culture and competencies with the family business’s future viability.
Set clear rules and update them regularly. Demand specific contributions from all board members, whether family or not. Ensure diversity in expertise and viewpoints to drive strategic direction towards long-term goals.

Why you should practice your ownership strategy as consistently as brushing your teeth

What you need to know

Transgenerational wealth creation is the result of sustained and successful ownership advantage, fueled by a strong familial and entrepreneurial orientation.
While there’s been a marked decline in operational involvement in German family businesses, there’s an increase in active ownership roles among the family and their family office.
As many family businesses expand to include non-family executives, the onus is on the owners to set goals and guidelines in line with their vision and collaborate with these leaders to hit these targets.
To best serve your family business and its executives, you need to be the best owner you can be, which starts by developing a strong owner strategy. To do this, start by asking: Am I still the best owner for this business?
We explore how a routine for your owner strategy can help your family continue to be the best owner, or steward, of its business legacy from generation to generation.

Made in Germany: five best practices of German family offices

What made family offices in Germany successful and how are they resetting for the new normal? We navigate the top challenges transforming the transgenerational wealth creation of German enterprising families.

What 2021 taught us about navigating the new normal

What you need to know

Whether we want to admit it or not, the Covid-19 pandemic is likely to be part of our lives for a little while longer. And where the last two years have been about surviving and improvising, successfully moving into the third year means adopting a new family office strategy.
Working remotely has prevailed and instead of simply coping with it, there are now ways to make it even more functional, communicative and collaborative for all stakeholders.
Tech has played a pivotal role in business operations but it’s shown that there are other areas in need a bit of attention and streamlining.
Intuitive software has led to the digitising of assets and asset management, which comes with its own set of considerations to guarantee success, security and more control for the family office.