Family Office Reviews

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Family Office Service Providers

Etops, family office software, portfolio management software, consolidated reporting software

Etops Etops

Consolidated Reporting

Etops is active along the entire value chain of wealth managers and family offices. This includes services, technology and consulting.

Mirador Logo

Mirador Mirador

United States of America
Consolidated Reporting

As an independent reporting advisor, Mirador delives state-of-the-art consolidated financial reporting with data you can trust as a strong basis for your financial decisions.

Financial reporting system

Elysys Elysys

Consolidated Reporting

Elysys is a secure, scalable and integrated enterprise software for treasury and investment management professionals working under several regulatory and compliance frameworks.


Copia Wealth Studios Copia Wealth Studios

United States of America
Portfolio Management

Copia is a financial intelligence platform that puts you and your family at the helm of their wealth.


Summitas Summitas

United States of America
Portfolio Management

Summitas is an award-winning engagement platform to securely exchange confidential information, store sensitive documents, and share ideas — all from one place.


KeeSystem KeeSystem

Portfolio Management

Our mission is to simplify the daily life of wealth management professionals through KeeSense, our portfolio management solution, automatically connected to your ecosystem.


GreenLock GreenLock

Technology provider

GreenLock is all-in-one platform to analyse, manage and monitor your investment fees and associated costs.

venn by two sigma

Venn by Two Sigma Venn by Two Sigma

United States of America
Portfolio Management

Venn helps RIAs, advisors, asset owners and asset managers embrace a quantitative approach to multi-asset portfolio risk and investment decision-making. Logo

United States of America
Accounting is a leading provider of cloud-based software that simplifies, digitises and automates complex back-office financial operations for wealth management and family office firms.

Altoo, family office software, portfolio management software, consolidated reporting software

Altoo Altoo

Consolidated Reporting

The Altoo Wealth Platform provides simplicity and control to wealthy private individuals and family offices, by aggregating and monitoring wealth data in an intuitive way.

Sharpfin Logo

Sharpfin Sharpfin

Consolidated Reporting

We digitize all processes for small to medium size wealth managers within a single cloud service



Custody Provider

BVNK is a banking and payments platform built on digital currecies, for the digital economy.


Bitcashier Bitcashier

Digital asset exchange platform

Bitcashier is focusing on bringing bespoke digital currency trading services to family offices, wealth management firms, corporate institutions and banks.


Fireblocks Fireblocks

United States of America
Custody Provider

Fireblocks is an enterprise-grade platform delivering secure infrastructure for moving, storing, and issuing digital assets for funds, family offices, banks and web3 businesses.

Goldman Sachs, US family office private bank

Goldman Sachs Goldman Sachs

United States of America
Investment Bank

Goldman Sachs is an American investment bank headquartered in New York City. It offers services in investment banking, wealth management, securities, asset management, prime brokerage, and securities underwriting. In the US, Goldman Sachs also offers GS Select, a private banking offering.

Lombard Odier

Lombard Odier Lombard Odier

Private Bank

The Swiss, family-owned bank founded in 1796, with roughly 2500 employees and CHF 290 bn AuM may sound like many of the others but in fact has evolved to be quite unique.

Julius Baer, Swiss family office private bank

Julius Baer Julius Baer

Private Bank

Julius Baer, is a private banking corporation founded and based in Switzerland. Headquartered in Zürich The 130 year old bank prides itself on their highly personal service to UHNWIs along with a strong international focus.

Sopact Logo

Sopact Sopact

United States of America
Impact & ESG

We combine our team’s expertise with our technology, ImpactCloud®, to help your organization improve on the impact measurement process and demonstrate real outcomes.


Clarity AI Clarity AI

United States of America
Impact & ESG

Clarity AI uses machine learning and artificial intelligence to provide investors and advisors with insights to make sustainably informed decisions. 


Ethic Ethic

United States of America
Impact & ESG

Ethic works with families and wealth advisors to create custom equity portfolios that can be tailored to unique values, tax preferences, and financial goals.

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Our network of leading experts provide us with fresh perspectives on the family office industry.


From possessions to experiences: Trends in high-net-worth lifestyle management

Luxury & Lifestyle

As the next generation of family offices takes over, lifestyle managers are becoming aware of the increased desire for more meaningful experiences, rather than possessions.

family office networking groups

Expanding professional networks through family office networking groups


By joining a reputable networking group, family offices can connect with their peers, service providers, and experts worldwide. They can also access the latest industry practices and technology developments to position themselves to take advantage of emerging opportunities.

Multi-family office vs wealth managers: What is the difference?


The world of private wealth management can be extremely complex, with a multitude of different terms, services, and providers. While multi-family offices and wealth managers can offer critical services to help preserve and grow the wealth of the world's wealthiest families, the terms are often used interchangeably, leading to confusion among clients about what each actually does and which one is the right one to choose.

largest family offices in canada

Tracking the changing landscape of family offices in Canada


The family office industry in Canada is experiencing growth as younger generations switch from family enterprises to more tech-driven and sophisticated business structures for managing family wealth. This insight explores why Canada is an attractive location for family offices.

Our case studies dissect the success stories of family offices, their clients and service providers.


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Our guides provide easy-to-use resources for various family office needs.

Our experts help wealth owners to use their capital to create the world they would like to live in.

simple family office
Who are we?

Simple is a next-generation company focused on helping family offices and their service providers to professionalize and be future-ready through our insights, services and data. Our platform members include key individuals from family offices, service providers as well as various industry professionals, academic institutions or interested parties.

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In the media

Simple solutions for complex times.