Your family office, ready for what's next.
Simple works with family offices at every stage. From formation and strategy through to AI-powered operations, we provide the knowledge, agentic tools, and governance framework to move forward with confidence.
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What we do
The next generation family office advisory, built on primary research, enabled by tech.
Simple is built for the future generations of family offices. A new hybrid of family office advisory and technology company. We work with several different cases, from principals setting up a single family office for the first time, to established family office teams rebuilding how they operate, and with the providers who serve them.
Our work usually starts with an assessment to determine where the office is at. That could reveal questions about structure. How many people & roles the office needs. Which functions belong in-house and which are better outsourced. What a reporting stack should look like when the portfolio spans multiple custodians, operating businesses and portfolios. And now in the AI era, we also dive into where AI genuinely helps with automation & efficiencies and where it introduces risk that a family office should carry.
We answer those questions with three main tools. Original research, including our annual family office software and technology review and our thematic reports on private markets, security and governance, service design and more. A structured advisory engagement through our Explore, Design, Build and Operate framework. And purpose-built tools: the Simple Platform for managing and powering an AI transformation, and other bespoke tools such as Simple Select for running an RFP of software and service providers.
Around 12,000 users across the spectrum from single family offices, multi-family offices and principal households use Simple. We also have a handpicked network of partners who are close collaborators. More than 100 technology and service providers are vetted and listed in our directory, each reviewed for capabilities and family office fit.
Whitepaper
The Simple View on Trusted AI for Family Offices
A research agenda for the structural shift that AI is ushering in, and how this impacts how family offices operate, govern, and build.
Read the paper
Explore the latest ideas from our team and partners
Insights
Original analysis from our editorial team and a global board of family office subject matter experts, covering the operating, governance and technology decisions that families and professionals face now.
Deep-Dive Research
Reports
Our annual and thematic reports combine benchmark data with practitioner interviews. They cover family office software and technology, private markets, security and risk, and the themes shaping the year ahead.
Practical Resources
Guides
Step-by-step guides for every stage of family office development, from setting up a single family office through to investment strategy, fee structures and succession planning.
How we work
Our framework powers ai-readiness and family office transformation
Explore
Strategic assessment, AI readiness and a dynamic roadmap. We map how the office runs today, where the friction sits, and what is realistic to change in the next twelve months.
Learn more about Explore
Our team
The people behind Simple
Our team brings together decades of experience from leading family offices, private banks, and technology firms.
Meet the team
Tools
We deliver using our bespoke toolkit.
Upcoming
Events
The leading conferences, workshops and gatherings for the family office community, curated and vetted by our team. We also host our own AI workshops, virtual events and annual gatherings alongside the industry calendar.
Simplifying AI for Family Offices | Simple | Mexico City
Simplifying AI for Family Offices | Simple | Munich
Simplifying AI for Family Offices | Simple | New York
ALTITUDES 4
Event Recap
Simple's AI for Family Offices Gathering in Copenhagen May 2026
1 May 2026
What does AI actually mean for the family office? Talks and conversations from Simple’s inaugural AI gathering in Copenhagen.
View event
Newsletter
Subscribe to Simple Signals
Weekly insights on family offices, wealth management, and the future of private capital.
Subscribe on SubstackBezos, Arnault And Premji Are Buying Robots. Here Is What Family Offices Are Actually Funding In Physical AI
A wave of robotics investments landed through July and into August, while the AI supply chain was being sold off. Here is what all that money got spent on by FOs wearing their AI investment hats.
26 Jul 2026July Repriced Intelligence. Most Family Offices Need To Reprice Their Thinking
Inkling, Kimi K3 and Jensen Huang's first post on X, and what a fast-moving, (increasingly open) model market means for how an office buys.
Marketplace
Looking for vetted service providers?
We've curated a network of trusted providers across family office technology, banking, advisory and more. All reviewed for family office fit.
Trusted by 100+ providers of services and technology to family offices
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The questions family offices ask us most
FAQ
Frequently asked questions
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.
Traction
Our community spans the whole spectrum - from single family offices, multi-family offices, principals and the consultants & advisors who are active in the space, across more than 70 countries.
12,000+
Registered users across offices, SFOs, and principals
280K+
Annual visitors from 70+ countries
75
Net Promoter Score across all services
55%
UHNWIs, single & multi-family offices, and principals
The Simple team understood our situation immediately and helped us set strategic direction for the office.
Single Family Office Principal
The Simple team has amassed a unique dataset and an intimate knowledge of a market.
Giovanni Bacarella
Partner, FTV Capital
As a single family office starting from scratch, I found the Simple platform hugely helpful. Within the premium service, the team provided critical feedback to my design strategy for the build. They were also game-changing when it came to selecting the most important tool in my office, the portfolio software vendor. A big fan of Simple.
Principal, Single Family Office, Hong Kong
Working with Simple has opened up a direct line to hundreds of family offices and put us on the solutions map.
Nathaniel Robinson
Founder & CEO, Trustworthy
Family offices made Simple. We're here to support.
Whether you're forming, evolving, or transforming, we're here to help you move forward, ready for the next generation.