Family Office Reviews

Family Office Service Providers

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

Etops

Switzerland
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

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.

wealtharc

WealthArc

Switzerland
Consolidated Reporting

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

copia

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.

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

CORYX

Germany
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.

Bill.com Logo

Bill.com

United States of America
Accounting

Bill.com 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

Switzerland
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.

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Sharpfin

Sweden
Consolidated Reporting

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

bvnk

BVNK

Spain
Custody Provider

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

bitcashier

Bitcashier

Lithuania
Digital asset exchange platform

Bitcashier is focusing on bringing a bespoke cryptocurrency 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

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

Switzerland
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

Switzerland
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

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-logo

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

Finland
Data

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.

venture deal flow

Family offices and venture deal flow – the holy grail

Venture Capital

For family offices looking to grow their venture portfolios, generating, and managing deal flow is a significant challenge. From building a pipeline of startups to filtering out the most promising deals, what’s the best way to approach it?

family succession planning

How to start family succession planning

Next Generation

Succession planning is often a thorny obstacle for families to overcome. Sensitive as all issues of this nature are, it is often tempting to put off discussions to avoid conflict. However, smart succession planning is essential to a family empire for a number of reasons, and with the right action plan, it can be handled without undue infighting.

6 family office trends in direct and venture capital investments

Venture Capital

Family offices have become a significant agent in global investments and innovation in the last decade. Despite recent turbulence, such as the Covid-19 pandemic and the disruptive global recession, family offices continue to remain positive regarding investments.

how to build a family office

The 5 building blocks of the future family office

Operations

Every family office is looking for ways to safeguard its future, but what will set the next generation of family offices apart from others?

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

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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.