Your family office, ready for what's next.

Simple is a global family office advisory and technology company. We combine research, advisory services and purpose-built software to help family offices set up, professionalise and adopt AI. We work with principals, in-house family office teams, and the service providers who support them.

Most engagements follow our four-stage framework. We start with a general strategic assessment and then an AI readiness assessment. From there we help design a target operating model and governance structure, run the selection and implementation of the technology stack, then stay on to support and benchmark the office as it runs. Alongside the advisory work, members get access to our research library, provider directory and expert network.

There is no asset or wealth threshold. We work with newly formed single family offices, with multi-family offices, and with established institutions running several billion. What matters more than size is whether the family is at a decision point about structure, technology or succession.

Simple Select is our structured evaluation platform for family office software and service providers. It turns an unstructured search into a documented process: requirements, shortlist, scored comparison and a record of why the decision was made. It is designed to survive scrutiny from a board or a next-generation family member.

No. Simple is independent of the providers listed in our directory and we do not manage assets. That independence is what makes our research and our provider evaluations useful.

Our team operates from various hubs in Copenhagen, Zurich, London, Amsterdam, Barcelona, New York, Los Angeles and Cape Town, with clients globally and an on-the-ground network in most major family office jurisdictions.

Creating a free account gives you access to our all our resources. Reports, guides, provider directory and expert network, plus invitations to our events and webinars. You can register at andsimple.co/register.