When Legacy Meets Innovation: How AI and Technology Are Rewiring Family Offices

Inside the Digital Evolution of Family Offices

In this episode of Wealth Insider, host Christian Lindvall sits down with François Botha, Founder and CEO of Simple, the global knowledge platform and ecosystem builder for family offices.

Together, they explore how AI and emerging technologies are changing the way family offices operate, make decisions, and plan for the future. From shifting generational expectations to smarter operational setups, this conversation is a deep dive into what innovation looks like in a space defined by discretion, legacy, and long-term thinking.

François shares his unique perspective on why digital adoption in family offices has been slow, what’s changing now, and how offices can avoid the biggest missteps when choosing technology. He also discusses how AI is poised to augment, not replace, the humans behind private wealth, and why values-aligned investing is reshaping how next-gen owners define success.

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What You’ll Learn in This Episode

• Why family offices have traditionally moved slowly on tech adoption
• How AI can enhance human roles, not eliminate them
• The operational blind spots that hold new family offices back
• How to define success beyond financial performance
• What tomorrow’s tech-enabled family office might look like

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Watch the full episode below and see how innovation is redefining the future of family offices.