This is where industry meets insight. We sit down for honest, engaging conversations with voices from every corner of the financial world. Together, we explore the trends, strategies, and partnerships shaping the future of wealth management. Whether you're managing portfolios, scaling a business, or powering the systems behind it all, Wealth Insider brings you closer to the people and ideas that are moving the industry forward.
All content for Wealth Insider is the property of Performativ and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
This is where industry meets insight. We sit down for honest, engaging conversations with voices from every corner of the financial world. Together, we explore the trends, strategies, and partnerships shaping the future of wealth management. Whether you're managing portfolios, scaling a business, or powering the systems behind it all, Wealth Insider brings you closer to the people and ideas that are moving the industry forward.
When Legacy Meets Innovation: How AI and Technology Are Rewiring Family Offices
Wealth Insider
30 minutes 7 seconds
1 month ago
When Legacy Meets Innovation: How AI and Technology Are Rewiring Family Offices
Family offices are transforming fast. In this episode of Wealth Insider, host Christian Lindvall speaks with François Botha, Founder and CEO of Simple, the global knowledge platform and ecosystem builder for family offices, about how AI and digital tools are reshaping the way private wealth is structured, managed, and passed on. They discuss why tech adoption has been slow, how AI can augment rather than replace people, the operational blind spots many offices face, and the rise of values-driven wealth owners. Whether you're running a family office or advising one, this episode offers sharp insights into the future of legacy and innovation. Learn more about Performativ at performativ.com and about Simple at andsimple.co. If you found this useful, please like, subscribe, and share.
Wealth Insider
This is where industry meets insight. We sit down for honest, engaging conversations with voices from every corner of the financial world. Together, we explore the trends, strategies, and partnerships shaping the future of wealth management. Whether you're managing portfolios, scaling a business, or powering the systems behind it all, Wealth Insider brings you closer to the people and ideas that are moving the industry forward.
