Family Office Reviews

Family Office Service Providers

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


Consolidated Reporting

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

Mirador Logo


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.



Consolidated Reporting

WealthArc is a digital wealth platform that helps wealth managers and family offices to drive workflow automation and client satisfaction.


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.



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.

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


Portfolio Management

With CORYX iO, we offer Single and Multi-Family Offices, Asset & Wealth Managers, Fonds, Foundations and Banks an investment management platform tailored to their needs. 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


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


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 crypto, for the digital economy.



Digital asset exchange platform

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



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

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

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

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


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

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. 

the upright project

The Upright Project


Upright is an innovative fintech that has distinct offerings for investors, companies, public sector, employees, and consumers that quantify impact to enable better decision making.

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

mental health family business

Solving the wrong problem really well: Understanding human behaviour for family businesses

Health & Longevity

The power of paradox can be found in many parts of our life and the distinctions can be hard to perceive. Yet missing these nuances can be disastrous, particularly for high-net-worth clients running high-stakes operations.

human rights in impact investing

Integrating human rights into impact investing


 The increasing focus on sustainability poses new challenges for investors because they're now required to show results, not just good intentions. Here's how they can do this by using a narrative of change and results-based management.

investing ocean conservation

Impact: Investing in sustainable life below water


The 14th SDG, as set out by the UN, aims to conserve and encourage the sustainable use of the oceans, seas and marine resources. Here’s an exploratory look at why marine conservation presents an interesting avenue for family offices involved in impact investing.

venture capital family offices

Understanding how VCs and family offices can work together

Venture Capital

The story of family offices has always been closely aligned with venture capital, but VC remains an under-exploited opportunity. So how can family offices and VCs forge new partnerships and work more effectively together?

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


We also profile success stories between family offices and their providers. Do you think you have a case worth sharing?

Get in touch

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 focussed 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.