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
Christian Schiede
Munich
Governance Ownership Business transformation Leadership consulting Ownership strategyChristian Schiede draws on 15+ years of experience working with 'hidden-champions', the larger German family businesses, and advises entrepreneurial 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,...
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...
Kristina Touzenis
Switzerland
Governance Purpose Business strategy Content development Governance implementationKristina Touzenis is a lawyer with special expertise in human rights and international law.
Maggie Spicer
France
Philanthropy Creative direction Impact investment strategy Marketing services Public relationsMaggie 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...
Anne-Sofie van den Born Rehfeld
Denmark
Succession planning 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...
Shaun Parkin
Perth
Digital Investments Operations Infrastructure advisory Technology advisoryMy central philosophy is that of a Sherpa. I believe in acting as interpreter, educator, assessor, and advocate for family...
Dr. Tonya Hoffman
United Kingdom
Leadership Next Generation Performance Leadership consulting Peak performance consultingDr Tonya Hoffman is an advisor on sophisticated high performance and leadership with practical, outcomes-focused solutions so that you, and...
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.
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...
Jordan Shlain, MD
United States of America
Health & Longevity HealthcareDr Jordan Shlain believes good medicine and great health come only from a deep understanding of people, data and science.
Suzanne Lauritzen
Switzerland
Communication Governance Next Generation Ownership Family governanceSuzanne Lauritzen is a private client adviser and facilitator, specialising in international taxation, wealth structuring, family governance and mediation.
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.
Kjartan Rist
Copenhagen
Digital Startups Venture Capital 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 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...
Chris Harmse
London
Cryptocurrency FinTech Innovation Business development Cryptocurrency consultingChris Harmse is the Co-Founder & Managing Director at BVNK and is an experienced financial analyst and trader who joins...
Ben Wiener
United States of America
Cryptocurrency 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...
Feisal Alibhai
Hong Kong
Leadership Mental health Mediation & family dynamicsFeisal Alibhai is the founder and CEO of Qineticare, the world's first family health office, as well as an author...
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.
Rachid Kherrouf
France
Governance Performance Philanthropy Startups Business transformationRachid Kehrrouf advises private companies and family offices with a focus on direct investing and start-ups, sustainable impact investing, and...
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...
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...
Ronnie Stangler
New York City
Next Generation Purpose Trends Behavioural analysis Ethical advisoryRonnie S. Stangler, M.D., is a physician and board-certified psychiatrist, based in New York City.
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...
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.
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...
Nuno Lopes Gama
Porto
Investments Financial strategy Portfolio managementNuno works in Financial Advisory & Wealth Management as Executive Board Member of Casa de Investimentos, he helps to nurture...
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...
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...
Adam Ramlugon
London
Art Impact Legal services Supplier & lifestyle advisoryAdam is a co-founder of Maybridge Services, a consultancy and advisory firm to an UHNWI client base.
Bijan Farsijani
Berlin
Foresight Innovation Purpose Business strategy Creative directionBijan’s motivation for his work is helping the next generation of wealth to manage assets more sustainably.
Sonja Kissling
Zürich
Governance Family governance Ownership strategy Succession planningSonja Kissling advises families in governance and decision-making processes. She specialises in helping families with complex family and business relationships ...
Rob Lusk
United States of America
Business development Networking Strategic advisory Technology advisorySimple Expert, Rob Lusk, is an entrepreneurial, detail-driven professional passionate about creating and building. With expertise in business development, venture...
Christelle Vigot
Paris
Impact Innovation Leadership Business transformation Executive coachingChristelle believes that families have to adapt if they are to safeguard their legacy, the performance of their business –...
Tim Daum
Switzerland
Art Luxury & Lifestyle Real Estate Art advisory Collections managementTim Daum is an expert in bespoke lifestyle management and medical services and the co-founder of Veltracon Lifestyle AG, an...
Oliver Yorke
Switzerland
Ecosystem architecture Impact investment strategy Impact structure and strategyOliver Yorke works at the intersection of investment and innovation, bringing together LPs, family offices, and diverse investors to deploy...
Andrew Howard
Guanajuato
Digital Investments Risk Bitcoin investments Cryptocurrency consultingBitcoin is a sustainable and long-term solution to the challenges the world faces. I help Family Offices understand and invest...
Marta Widz
Italy Switzerland
Beneficiary education Business development Executive coaching Family governance Governance implementationMarta Widz is a Professor of Practice at SDA Bocconi School of Management, Milan, Italy. She is also the founder...
Seth Chadwell
United States of America
Real Estate 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....
Rune Toldam
Zurich
Foresight Strategic foresightRune is Co-Founder, Partner & Creative Director of a Futures Studies and Experience Design firm. His expertise lies in translating...
Julien Lescs
Marseille
Impact Next Generation Ownership Governance implementation Mediation & family dynamicsJulien is co-founder of Kimpa, a family office dedicated to impact investing. Grandson of an agricultural family business that was...
Brian Adams
United States of America
Recruitment 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...
Naava Mashiah
Switzerland
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...
Laura Hermann
Switzerland
Communication Impact Strategy Innovation Content creation Executive coachingLaura Hermann prepares high-net-worth individuals and family offices to respond to complex and controversial issues.
John Redfern
Speightstown
Real Estate Risk Feasibility & due-diligence Financial strategy Real estate portfolio optimisationBased in the Caribbean, John is in a unique position to draw on his background at leading European property consultancies...
Jasmine Willis
Switzerland
Next Generation Startups Client engagement Ecosystem architecture Service designJasmine has over 15 years of experience in finance, advising clients on wealth structuring as a trust and estate practitioner,...
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...
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...
Maciej Janiszewski
Warsaw
Private Equity Venture Capital Business strategy Venture capital investingMaciej is a seasoned manager with more than 25 years of experience in various industries ranging from hospitality and beverages,...
Matina Agio
Athens
Art Innovation Ownership Purpose Collections managementMatina Agio is an art and heritage consultant for family offices and ultra-high-net-worth individuals.
Lise Møller
Denmark Switzerland
Family governance Succession planning Governance implementationLise supports families in business and wealth ownership by addressing challenges from family office setup to governance, succession, and next-generation...
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 |...
Benjamin Ehrlich
New York City
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...
David Grammig
Zurich
Governance Leadership PR & Reputation Management Private Equity PurposeParallel to being Partner for International Relations at a Kuwaiti Single-family office
Miles Le Cornu
Channel Islands Jersey
Governance Next Generation Beneficiary education Estate planning Governance implementationMiles Le Cornu is the co-founder of MK Consultants Limited and has assisted families to create and administer state of...
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...
David Homan
New York City
Impact Mental health Next Generation Business development International relations advisoryDavid Homan is the CEO and Founder of Orchestrated Connecting, LLC, co-founder of Orchestrated Opportunities, and runs an 800+ member...
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...
David Teten
United States of America
Venture Capital Venture capital investingDavid Teten is managing founder of Versatile Venture Capital and a Chair of FoundersNextMove.com and PEVCTech.com.
Erik Solum
Australia
Governance Investments Next Generation Family governance Mediation & family dynamicsErik Solum is a family office advisor at William Buck.
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...
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...
Alex Porter
Succession planning Trust services Corporate services Succession planning Trust servicesAlex Porter assists wealthy families and entrepreneurs with selecting and administering fiduciary structures to hold their assets and provide for...
Jen van der Meer
New York City
Purpose Business strategy Business transformation Impact investment strategyJen van der Meer is a business model designer, professor, and former tech equity analyst on Wall Street.
Stefan Rosenlund
Denmark
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,...
Tsitsi Mutendi
Johannesburg
Governance Leadership Ownership Risk Governance implementationTsitsi is an award-winning entrepreneur and consultant for family business and offices. As a third-generation family business owner, Tsitsi has...
Nicolas Arroyo
Zurich
Foresight Strategic foresightNicolas is Co-Founder & Foresight Director at a Futures Studies and Experience Design firm. Nicolas uses the power of foresight...
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.
Julien Abou Jaoude
Lebanon
Cyber Security FinTech WealthTech Digital transformation Service provider selectionJulien Abou Jaoude is an information technology executive with over 20 years of experience in assisting family offices with fundamental...
Kyle Zeno Macdonald
London
Digital Operations Purpose Business strategy Business transformationFor the next generation to develop resilient legacies it will require a shift towards: sustainability, innovation and systemic compassion.
Juliet Valdinger
United Kingdom
Philanthropy Philanthropic advisory Research Stakeholder engagementJuliet Valdinger has over 25 years in the philanthropy sector, including working for charities, foundations, individual philanthropists, and social entrepreneurs.
Brendan Murphy
London
Private Equity Venture Capital Business strategy Financial strategy Venture capital investingBrendan has spent most of his career investing on behalf of family offices across asset classes. He is a CFA...
Patrick Hanlon
United States of America
Brand & design Leadership Business transformation Content development Creative directionPatrick's expertise in creating belief systems that build communities of advocates can provide family offices with valuable insights into developing...
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.
Dr Kevin Fleming
United States of America
Mental health Neuroscience Performance Behavioural analysis Leadership consultingDr Kevin Fleming's research into the neuroeconomics of decision making has been instrumental in helping both the at-risk high net...
Emília Vieira
Braga
Investments Financial strategy Portfolio managementEmilia works in financial markets & portfolio management as Founder and CEO of Casa de Investimentos, where she helps private...
