Simple Experts
Our expert network is made up of industry leaders, consultants and practitioners across various fields. They provide us with practical knowledge and insight on various topics related to family offices and wealth management.
We are always on the lookout for leading independent consultants working within private wealth, who are interested in joining Simple as an expert practitioner.
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GovernancePurposeLeadershipNext GenerationPhilanthropyInnovationImpact StrategyForesightRiskSuccession planningCommunicationMental healthOwnershipPrivate EquityVenture CapitalArtFamily governanceReal EstateBrand & designConcierge ServicesCryptocurrencyCyber SecurityFinTechPerformancePR & Reputation ManagementStartupsComplianceImpact MeasurementLuxury & LifestyleLuxury & LifestylePsychodynamicsRecruitmentTechnology StacksTrendsTrust servicesWealthTechEstate planningImpact & ESGMediation & family dynamicsNeuroscienceRisk management
Matina Agio
Athens
Art Innovation Ownership Purpose EuropeMatina Agio is an art and heritage consultant for family offices and ultra-high-net-worth individuals.
Ronnie Stangler
New York City
Next Generation Purpose Trends North America Behavioural analysisRonnie S. Stangler, M.D., is a physician and board-certified psychiatrist, based in New York City.
Brian Adams
United States of America
Recruitment North America Integrating the next generation Leadership consulting Strategic advisoryBrian Adams is a Partner at Mack International, where he specializes in executive search and human capital consulting for family...
Zita Nikoletta
United Kingdom
Governance Leadership Next Generation Philanthropy PurposeZita is the polyglot founder, legacy aesthete, and strategic Advisor at The Legacy Atelier™. She is a Cultural Scientist and...
David Homan
New York City
Impact Mental health Next Generation North America Business developmentDavid Homan is the CEO and Founder of Orchestrated Connecting, LLC, co-founder of Orchestrated Opportunities, and runs an 800+ member...
Brendan Murphy
London
Private Equity Venture Capital Europe Business strategy Financial strategyBrendan has spent most of his career investing on behalf of family offices across asset classes. He is a CFA...
Shaun Parkin
Perth
Digital Investments Operations East Asia OceaniaMy central philosophy is that of a Sherpa. I believe in acting as interpreter, educator, assessor, and advocate for family...
Kyle Zeno Macdonald
London
Digital Operations Purpose Western Europe Business strategyFor the next generation to develop resilient legacies it will require a shift towards: sustainability, innovation and systemic compassion.
Dr. Tonya Hoffman
United Kingdom
Leadership Next Generation Performance Europe Leadership consultingDr Tonya Hoffman is an advisor on sophisticated high performance and leadership with practical, outcomes-focused solutions so that you, and...
Sharon Schneider
United States of America
Impact Strategy Innovation Next Generation Philanthropy PurposeSharon Schneider is an entrepreneur, philanthropy expert and strategy consultant to the next generation of social impact founders, businesses and...
Adam Ramlugon
London
Art Impact Western Europe Legal services Supplier & lifestyle advisoryAdam is a co-founder of Maybridge Services, a consultancy and advisory firm to an UHNWI client base.
Ben Vaschetti
United States of America
Brand & design Communication Concierge Services Luxury & Lifestyle PhilanthropyBenjamin Vaschetti has decades of experience in celebrated Michelin-starred kitchens, five-star hotels, a Royal Family, and on superyachts around the...
Costa Theo
Monaco
Governance Next Generation Philanthropy Private Equity Real EstateCosta Theo is a Monaco based UHNWI advisor with global connectivity and network providing specialist advice to multi generational families.
Mark O’Malley
Australia
Cyber Security Foresight Governance Risk Technology StacksMark educates and advises Asia-Pacific Family Offices and their operating businesses to protect their family members and staff using sustainable,...
Feisal Alibhai
Hong Kong
Leadership Mental health Global Mediation & family dynamicsFeisal Alibhai is the founder and CEO of Qineticare, the world's first family health office, as well as an author...
Suzanne Lauritzen
Switzerland
Communication Governance Next Generation Ownership EuropeSuzanne Lauritzen is a private client adviser and facilitator, specialising in international taxation, wealth structuring, family governance and mediation.
Christelle Vigot
Paris
Impact Innovation Leadership East Asia EuropeChristelle believes that families have to adapt if they are to safeguard their legacy, the performance of their business –...
Alex Porter
Succession planning Trust services Global Corporate services Succession planningAlex Porter assists wealthy families and entrepreneurs with selecting and administering fiduciary structures to hold their assets and provide for...
Sonja Kissling
Zürich
Governance Global Western Europe Family governance Ownership strategySonja Kissling advises families in governance and decision-making processes. She specialises in helping families with complex family and business relationships ...
Roxana Balzac Ruiz
United States of America
Governance Impact Strategy Innovation Leadership PurposeRoxana Balzac Ruiz of Mogote Family Advisory supports families to make progress towards their climate goals and impact.
Emmanuel de Truchis
Switzerland
Compliance FinTech Impact Strategy Innovation RiskEmmanuel is a recognised expert in global business transformation and strategy execution developed over 30 years in the financial services...
Juliet Valdinger
United Kingdom
Philanthropy Europe Global Philanthropic advisory ResearchJuliet Valdinger has over 25 years in the philanthropy sector, including working for charities, foundations, individual philanthropists, and social entrepreneurs.
Christian Schiede
Munich
Governance Ownership Western Europe Business transformation Leadership consultingChristian Schiede draws on 15+ years of experience working with 'hidden-champions', the larger German family businesses, and advises entrepreneurial families.
Kjartan Rist
Copenhagen
Digital Startups Venture Capital Europe Venture capital investingKjartan is a Founding Partner of Concentric, the London & Copenhagen-based venture capital firm. He helps family offices gain a...
Todd Krim
United States of America
Philanthropy Global Mediation & family dynamics Public relations Succession planningTodd Krim is the founder of The Krim Group where he works as a connector between charitable causes and high-profile...
Lise Møller
Denmark Switzerland
Family governance Succession planning Europe Governance implementationLise supports families in business and wealth ownership by addressing challenges from family office setup to governance, succession, and next-generation...
Rob Lusk
United States of America
Central America Europe Middle East North America South AmericaSimple Expert, Rob Lusk, is an entrepreneurial, detail-driven professional passionate about creating and building. With expertise in business development, venture...
Maciej Janiszewski
Warsaw
Private Equity Venture Capital Europe Business strategy Venture capital investingMaciej is a seasoned manager with more than 25 years of experience in various industries ranging from hospitality and beverages,...
Jasmine Willis
Switzerland
Next Generation Startups Europe Client engagement Ecosystem architectureJasmine has over 15 years of experience in finance, advising clients on wealth structuring as a trust and estate practitioner,...
Patrick Hanlon
United States of America
Brand & design Leadership Europe Global North AmericaPatrick's expertise in creating belief systems that build communities of advocates can provide family offices with valuable insights into developing...
Benjamin Ehrlich
New York City
Americas Strategic advisory Structuring Venture capital investingBenjamin Ehrlich's experience spans multiple sides of the investment landscape – from launching a next-generation stock exchange focused on long-term...
Edward Marshall
United States of America
Foresight Governance Impact Strategy Innovation RiskEdward is the Founder and CEO of Presage Global, an intelligence-powered risk and business advisory firm. Presage helps clients overcome...
Chris Harmse
London
Cryptocurrency FinTech Innovation Africa EuropeChris Harmse is the Co-Founder & Managing Director at BVNK and is an experienced financial analyst and trader who joins...
Seth Chadwell
United States of America
Real Estate North America Financial strategy Portfolio management Real estate portfolio optimisationSeth Chadwell is the Founder of Fire Tower and serves as President of Kibo Capital, a real estate family office....
David Grammig
Zurich
Governance Leadership PR & Reputation Management Private Equity PurposeParallel to being Partner for International Relations at a Kuwaiti Single-family office
Toby Usnik
United States of America
Communication Leadership Philanthropy PR & Reputation Management PurposeToby Usnik is a communications professional with thirty years of expertise in strategic communications.
Andrew Howard
Guanajuato
Digital Investments Risk Europe North AmericaBitcoin is a sustainable and long-term solution to the challenges the world faces. I help Family Offices understand and invest...
Tsitsi Mutendi
Johannesburg
Governance Leadership Ownership Risk AfricaTsitsi is an award-winning entrepreneur and consultant for family business and offices. As a third-generation family business owner, Tsitsi has...
Adam Hoffman
Canada
Estate planning Family governance Risk management Succession planning Trust servicesI empower, connect and delight fellow wealth stewards that agree entrepreneurism is the key to unlocking meaningful family legacies |...
Rory Tews
Germany
Foresight Impact Measurement Impact Strategy Innovation PhilanthropyWith a PhD in sociology and a career in innovative finance, Dr. Rory Tews has carved an impressive niche in...
India Wooldridge
United Kingdom
Brand & design Foresight Leadership Philanthropy PurposeIndia helps families and family offices proactively leverage their brand and reputation to preserve their wealth and legacy.
Stefan Rosenlund
Denmark
Europe Digital transformation Organizational development Service provider selection Technology advisoryStefan Rosenlund is a serial entrepreneur who built a family office with fellow founders. Through collaboration and visionary wealth management,...
Pauline Borg
Switzerland
Governance Impact Measurement Impact Strategy Next Generation PurposePauline, a 5th generation member of a Finnish industrial family business, is on a mission to empower the next-generation of...
Erik Solum
Australia
Governance Investments Next Generation Asia OceaniaErik Solum is a family office advisor at William Buck.
Nicolas Arroyo
Zurich
Foresight Europe Strategic foresightNicolas is Co-Founder & Foresight Director at a Futures Studies and Experience Design firm. Nicolas uses the power of foresight...
Besarta Dani
United Kingdom
Impact & ESG Leadership Private Equity Recruitment Venture CapitalBesarta works with high-net-worth individuals and family offices to help them secure exceptional C-suite, senior management, and board level talent.
Maggie Spicer
France
Philanthropy Global North America Northern Europe Creative directionMaggie Spicer is a board level executive with 15+ years experience spanning brand experience, brand strategy, serial entrepreneurship, venture placement,...
David Werdiger
Melbourne
Family governance Governance Next Generation Philanthropy Succession planningDavid Werdiger is a 2nd generation family member, tech entrepreneur, non-exec director, philanthropist, thought leader now applying all that lived...
Julien Lescs
Marseille
Impact Next Generation Ownership Europe Governance implementationJulien is co-founder of Kimpa, a family office dedicated to impact investing. Grandson of an agricultural family business that was...
Kristina Touzenis
Switzerland
Governance Purpose Global Business strategy Content developmentKristina Touzenis is a lawyer with special expertise in human rights and international law.
Rachid Kherrouf
France
Governance Performance Philanthropy Startups AfricaRachid Kehrrouf advises private companies and family offices with a focus on direct investing and start-ups, sustainable impact investing, and...
David Teten
United States of America
Venture Capital Americas Venture capital investingDavid Teten is managing founder of Versatile Venture Capital and a Chair of FoundersNextMove.com and PEVCTech.com.
Kate Bright
United Kingdom
Concierge Services Cyber Security PR & Reputation Management Purpose RiskKate Bright has 27 years of private client-facing experience in the Private and Family Office sector and is now a Secure Lifestyle...
Alex Kirby
United States of America
Communication Family governance Mediation & family dynamics Mental health Succession planningAlex Kirby is the founder and CEO of Total Family Management (TFM). A visionary leader based in the Washington DC-Baltimore...
Miles Le Cornu
Channel Islands Jersey
Governance Next Generation Global Beneficiary education Estate planningMiles Le Cornu is the co-founder of MK Consultants Limited and has assisted families to create and administer state of...
Dr. Umur Caglar
Liechtenstein
Art Cryptocurrency Impact Strategy Luxury & Lifestyle Next GenerationUmur Caglar is a wealth manager with extensive experience in private banking and investment advisory.
Nuno Lopes Gama
Porto
Investments Europe Financial strategy Portfolio managementNuno works in Financial Advisory & Wealth Management as Executive Board Member of Casa de Investimentos, he helps to nurture...
Jen van der Meer
New York City
Purpose North America Business strategy Business transformation Impact investment strategyJen van der Meer is a business model designer, professor, and former tech equity analyst on Wall Street.
John Redfern
Speightstown
Real Estate Risk The Caribbean Feasibility & due-diligence Financial strategyBased in the Caribbean, John is in a unique position to draw on his background at leading European property consultancies...
Anton Kjærgaard
Denmark
Concierge Services Innovation Leadership Luxury & Lifestyle PurposeAnton has dedicated his entire professional journey to the world of travel, assuming pivotal roles within global airlines and travel...
Ben Wiener
United States of America
Cryptocurrency North America Bitcoin investments Cryptocurrency consulting Stablecoin purchasesThe speed at which the digital asset market is about to move and the impact it will have will resemble...
Laura Hermann
Switzerland
Communication Impact Strategy Innovation Global Content creationLaura Hermann prepares high-net-worth individuals and family offices to respond to complex and controversial issues.
Raymond DiNunzio
United States of America
Governance Impact Strategy Leadership Technology Stacks WealthTechRaymond DiNunzio is a highly experienced financial executive with over two decades of expertise in private wealth management and family...
Tim Daum
Switzerland
Art Luxury & Lifestyle Real Estate Global Art advisoryTim Daum is an expert in bespoke lifestyle management and medical services and the co-founder of Veltracon Lifestyle AG, an...
Rune Toldam
Zurich
Foresight Europe Strategic foresightRune is Co-Founder, Partner & Creative Director of a Futures Studies and Experience Design firm. His expertise lies in translating...
Charles Eckhart
United States of America
Governance Leadership Next Generation Philanthropy PsychodynamicsCharles Eckhart is a family wealth consultant, with a background as a clinical psychologist, and expertise in helping families prepare...
Tal Ullmann
Netherlands
Compliance Governance Impact Strategy Innovation TrendsTal Ullmann spent the past 15 years working with investors in both the institutional and wealth/family office space to design...
Emília Vieira
Braga
Investments Europe Financial strategy Portfolio managementEmilia works in financial markets & portfolio management as Founder and CEO of Casa de Investimentos, where she helps private...
Dr Kevin Fleming
United States of America
Mental health Neuroscience Performance North America Behavioural analysisDr Kevin Fleming's research into the neuroeconomics of decision making has been instrumental in helping both the at-risk high net...
Marta Widz
Italy Switzerland
Global Beneficiary education Business development Executive coaching Family governanceMarta Widz is a Professor of Practice at SDA Bocconi School of Management, Milan, Italy. She is also the founder...
Julien Abou Jaoude
Lebanon
Cyber Security FinTech WealthTech Middle East Digital transformationJulien Abou Jaoude is an information technology executive with over 20 years of experience in assisting family offices with fundamental...
Jordan Shlain, MD
United States of America
Health & Longevity North America HealthcareDr Jordan Shlain believes good medicine and great health come only from a deep understanding of people, data and science.
Naava Mashiah
Switzerland
Europe Client engagement Financial strategy Relationship mappingNaava Mashiah is the CEO of ME LINKS, a financial advisor to family offices and UHNWIs. Established in Switzerland in...
Bijan Farsijani
Berlin
Foresight Innovation Purpose Western Europe Business strategyBijan’s motivation for his work is helping the next generation of wealth to manage assets more sustainably.
Anne-Sofie van den Born Rehfeld
Denmark
Succession planning Europe Family governance Philanthropic advisory Succession planningAs the CEO of Harbour Family Governance, Anne-Sofie van den Born Rehfeld works as a trusted advisor for a wide...
Arden O’Connor
United States of America
Governance Leadership Mental health Psychodynamics PurposeArden O'Connor established the O'Connor Professional Group to support families and individuals facing various behavioural health challenges, including addiction, mental health...
