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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People found: 77
Christian Schiede

Christian Schiede

Munich

Governance Ownership Business transformation Leadership consulting Ownership strategy
Christian Schiede draws on 15+ years of experience working with 'hidden-champions', the larger German family businesses, and advises entrepreneurial families.
Mark O’Malley

Mark O’Malley

Australia

Cyber Security Foresight Governance Risk Technology Stacks
Mark educates and advises Asia-Pacific Family Offices and their operating businesses to protect their family members and staff using sustainable,...
Raymond DiNunzio

Raymond DiNunzio

United States of America

Governance Impact Strategy Leadership Technology Stacks WealthTech
Raymond DiNunzio is a highly experienced financial executive with over two decades of expertise in private wealth management and family...
Kristina Touzenis

Kristina Touzenis

Switzerland

Governance Purpose Business strategy Content development Governance implementation
Kristina Touzenis is a lawyer with special expertise in human rights and international law.
Maggie Spicer

Maggie Spicer

France

Philanthropy Creative direction Impact investment strategy Marketing services Public relations
Maggie Spicer is a board level executive with 15+ years experience spanning brand experience, brand strategy, serial entrepreneurship, venture placement,...
David Werdiger

David Werdiger

Melbourne

Family governance Governance Next Generation Philanthropy Succession planning
David 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

Anne-Sofie van den Born Rehfeld

Denmark

Succession planning Family governance Philanthropic advisory Succession planning
As the CEO of Harbour Family Governance, Anne-Sofie van den Born Rehfeld works as a trusted advisor for a wide...
Shaun Parkin

Shaun Parkin

Perth

Digital Investments Operations Infrastructure advisory Technology advisory
My central philosophy is that of a Sherpa. I believe in acting as interpreter, educator, assessor, and advocate for family...
Dr. Tonya Hoffman

Dr. Tonya Hoffman

United Kingdom

Leadership Next Generation Performance Leadership consulting Peak performance consulting
Dr Tonya Hoffman is an advisor on sophisticated high performance and leadership with practical, outcomes-focused solutions so that you, and...
Toby Usnik

Toby Usnik

United States of America

Communication Leadership Philanthropy PR & Reputation Management Purpose
Toby Usnik is a communications professional with thirty years of expertise in strategic communications.
Zita Nikoletta

Zita Nikoletta

United Kingdom

Governance Leadership Next Generation Philanthropy Purpose
Zita is the polyglot founder, legacy aesthete, and strategic Advisor at The Legacy Atelier™. She is a Cultural Scientist and...
Jordan Shlain, MD

Jordan Shlain, MD

United States of America

Health & Longevity Healthcare
Dr Jordan Shlain believes good medicine and great health come only from a deep understanding of people, data and science.
Suzanne Lauritzen

Suzanne Lauritzen

Switzerland

Communication Governance Next Generation Ownership Family governance
Suzanne Lauritzen is a private client adviser and facilitator, specialising in international taxation, wealth structuring, family governance and mediation.
Roxana Balzac Ruiz

Roxana Balzac Ruiz

United States of America

Governance Impact Strategy Innovation Leadership Purpose
Roxana Balzac Ruiz of Mogote Family Advisory supports families to make progress towards their climate goals and impact.
Kjartan Rist

Kjartan Rist

Copenhagen

Digital Startups Venture Capital Venture capital investing
Kjartan is a Founding Partner of Concentric, the London & Copenhagen-based venture capital firm. He helps family offices gain a...
Todd Krim

Todd Krim

United States of America

Philanthropy Mediation & family dynamics Public relations Succession planning
Todd Krim is the founder of The Krim Group where he works as a connector between charitable causes and high-profile...
Chris Harmse

Chris Harmse

London

Cryptocurrency FinTech Innovation Business development Cryptocurrency consulting
Chris Harmse is the Co-Founder & Managing Director at BVNK and is an experienced financial analyst and trader who joins...
Ben Wiener

Ben Wiener

United States of America

Cryptocurrency Bitcoin investments Cryptocurrency consulting Stablecoin purchases
The speed at which the digital asset market is about to move and the impact it will have will resemble...
Feisal Alibhai

Feisal Alibhai

Hong Kong

Leadership Mental health Mediation & family dynamics
Feisal Alibhai is the founder and CEO of Qineticare, the world's first family health office, as well as an author...
Costa Theo

Costa Theo

Monaco

Governance Next Generation Philanthropy Private Equity Real Estate
Costa Theo is a Monaco based UHNWI advisor with global connectivity and network providing specialist advice to multi generational families.
Rachid Kherrouf

Rachid Kherrouf

France

Governance Performance Philanthropy Startups Business transformation
Rachid Kehrrouf advises private companies and family offices with a focus on direct investing and start-ups, sustainable impact investing, and...
Pauline Borg

Pauline Borg

Switzerland

Governance Impact Measurement Impact Strategy Next Generation Purpose
Pauline, a 5th generation member of a Finnish industrial family business, is on a mission to empower the next-generation of...
Rory Tews

Rory Tews

Germany

Foresight Impact Measurement Impact Strategy Innovation Philanthropy
With a PhD in sociology and a career in innovative finance, Dr. Rory Tews has carved an impressive niche in...
Ronnie Stangler

Ronnie Stangler

New York City

Next Generation Purpose Trends Behavioural analysis Ethical advisory
Ronnie S. Stangler, M.D., is a physician and board-certified psychiatrist, based in New York City.
Emmanuel de Truchis

Emmanuel de Truchis

Switzerland

Compliance FinTech Impact Strategy Innovation Risk
Emmanuel is a recognised expert in global business transformation and strategy execution developed over 30 years in the financial services...
India Wooldridge

India Wooldridge

United Kingdom

Brand & design Foresight Leadership Philanthropy Purpose
India helps families and family offices proactively leverage their brand and reputation to preserve their wealth and legacy.
Kate Bright

Kate Bright

United Kingdom

Concierge Services Cyber Security PR & Reputation Management Purpose Risk
Kate 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

Nuno Lopes Gama

Porto

Investments Financial strategy Portfolio management
Nuno works in Financial Advisory & Wealth Management as Executive Board Member of Casa de Investimentos, he helps to nurture...
Tal Ullmann

Tal Ullmann

Netherlands

Compliance Governance Impact Strategy Innovation Trends
Tal Ullmann spent the past 15 years working with investors in both the institutional and wealth/family office space to design...
Ben Vaschetti

Ben Vaschetti

United States of America

Brand & design Communication Concierge Services Luxury & Lifestyle Philanthropy
Benjamin Vaschetti has decades of experience in celebrated Michelin-starred kitchens, five-star hotels, a Royal Family, and on superyachts around the...
Adam Ramlugon

Adam Ramlugon

London

Art Impact Legal services Supplier & lifestyle advisory
Adam is a co-founder of Maybridge Services, a consultancy and advisory firm to an UHNWI client base.
Bijan Farsijani

Bijan Farsijani

Berlin

Foresight Innovation Purpose Business strategy Creative direction
Bijan’s motivation for his work is helping the next generation of wealth to manage assets more sustainably.
Sonja Kissling

Sonja Kissling

Zürich

Governance Family governance Ownership strategy Succession planning
Sonja Kissling advises families in governance and decision-making processes. She specialises in helping families with complex family and business relationships ...
Rob Lusk

Rob Lusk

United States of America

Business development Networking Strategic advisory Technology advisory
Simple Expert, Rob Lusk, is an entrepreneurial, detail-driven professional passionate about creating and building. With expertise in business development, venture...
Christelle Vigot

Christelle Vigot

Paris

Impact Innovation Leadership Business transformation Executive coaching
Christelle believes that families have to adapt if they are to safeguard their legacy, the performance of their business –...
Tim Daum

Tim Daum

Switzerland

Art Luxury & Lifestyle Real Estate Art advisory Collections management
Tim Daum is an expert in bespoke lifestyle management and medical services and the co-founder of Veltracon Lifestyle AG, an...
Oliver Yorke

Oliver Yorke

Switzerland

Ecosystem architecture Impact investment strategy Impact structure and strategy
Oliver Yorke works at the intersection of investment and innovation, bringing together LPs, family offices, and diverse investors to deploy...
Andrew Howard

Andrew Howard

Guanajuato

Digital Investments Risk Bitcoin investments Cryptocurrency consulting
Bitcoin is a sustainable and long-term solution to the challenges the world faces. I help Family Offices understand and invest...
Marta Widz

Marta Widz

Italy Switzerland

Beneficiary education Business development Executive coaching Family governance Governance implementation
Marta Widz is a Professor of Practice at SDA Bocconi School of Management, Milan, Italy. She is also the founder...
Seth Chadwell

Seth Chadwell

United States of America

Real Estate Financial strategy Portfolio management Real estate portfolio optimisation
Seth Chadwell is the Founder of Fire Tower and serves as President of Kibo Capital, a real estate family office....
Rune Toldam

Rune Toldam

Zurich

Foresight Strategic foresight
Rune is Co-Founder, Partner & Creative Director of a Futures Studies and Experience Design firm. His expertise lies in translating...
Julien Lescs

Julien Lescs

Marseille

Impact Next Generation Ownership Governance implementation Mediation & family dynamics
Julien is co-founder of Kimpa, a family office dedicated to impact investing. Grandson of an agricultural family business that was...
Brian Adams

Brian Adams

United States of America

Recruitment Integrating the next generation Leadership consulting Strategic advisory
Brian Adams is a Partner at Mack International, where he specializes in executive search and human capital consulting for family...
Naava Mashiah

Naava Mashiah

Switzerland

Client engagement Financial strategy Relationship mapping
Naava Mashiah is the CEO of ME LINKS, a financial advisor to family offices and UHNWIs. Established in Switzerland in...
Laura Hermann

Laura Hermann

Switzerland

Communication Impact Strategy Innovation Content creation Executive coaching
Laura Hermann prepares high-net-worth individuals and family offices to respond to complex and controversial issues.
John Redfern

John Redfern

Speightstown

Real Estate Risk Feasibility & due-diligence Financial strategy Real estate portfolio optimisation
Based in the Caribbean, John is in a unique position to draw on his background at leading European property consultancies...
Jasmine Willis

Jasmine Willis

Switzerland

Next Generation Startups Client engagement Ecosystem architecture Service design
Jasmine has over 15 years of experience in finance, advising clients on wealth structuring as a trust and estate practitioner,...
Arden O’Connor

Arden O’Connor

United States of America

Governance Leadership Mental health Psychodynamics Purpose
Arden O'Connor established the O'Connor Professional Group to support families and individuals facing various behavioural health challenges, including addiction, mental health...
Anton Kjærgaard

Anton Kjærgaard

Denmark

Concierge Services Innovation Leadership Luxury & Lifestyle Purpose
Anton has dedicated his entire professional journey to the world of travel, assuming pivotal roles within global airlines and travel...
Maciej Janiszewski

Maciej Janiszewski

Warsaw

Private Equity Venture Capital Business strategy Venture capital investing
Maciej is a seasoned manager with more than 25 years of experience in various industries ranging from hospitality and beverages,...
Matina Agio

Matina Agio

Athens

Art Innovation Ownership Purpose Collections management
Matina Agio is an art and heritage consultant for family offices and ultra-high-net-worth individuals.
Lise Møller

Lise Møller

Denmark Switzerland

Family governance Succession planning Governance implementation
Lise supports families in business and wealth ownership by addressing challenges from family office setup to governance, succession, and next-generation...
Adam Hoffman

Adam Hoffman

Canada

Estate planning Family governance Risk management Succession planning Trust services
I empower, connect and delight fellow wealth stewards that agree entrepreneurism is the key to unlocking meaningful family legacies |...
Benjamin Ehrlich

Benjamin Ehrlich

New York City

Strategic advisory Structuring Venture capital investing
Benjamin Ehrlich's experience spans multiple sides of the investment landscape – from launching a next-generation stock exchange focused on long-term...
David Grammig

David Grammig

Zurich

Governance Leadership PR & Reputation Management Private Equity Purpose
Parallel to being Partner for International Relations at a Kuwaiti Single-family office
Miles Le Cornu

Miles Le Cornu

Channel Islands Jersey

Governance Next Generation Beneficiary education Estate planning Governance implementation
Miles Le Cornu is the co-founder of MK Consultants Limited and has assisted families to create and administer state of...
Charles Eckhart

Charles Eckhart

United States of America

Governance Leadership Next Generation Philanthropy Psychodynamics
Charles Eckhart is a family wealth consultant, with a background as a clinical psychologist, and expertise in helping families prepare...
David Homan

David Homan

New York City

Impact Mental health Next Generation Business development International relations advisory
David Homan is the CEO and Founder of Orchestrated Connecting, LLC, co-founder of Orchestrated Opportunities, and runs an 800+ member...
Edward Marshall

Edward Marshall

United States of America

Foresight Governance Impact Strategy Innovation Risk
Edward is the Founder and CEO of Presage Global, an intelligence-powered risk and business advisory firm. Presage helps clients overcome...
David Teten

David Teten

United States of America

Venture Capital Venture capital investing
David Teten is managing founder of Versatile Venture Capital and a Chair of FoundersNextMove.com and PEVCTech.com.
Erik Solum

Erik Solum

Australia

Governance Investments Next Generation Family governance Mediation & family dynamics
Erik Solum is a family office advisor at William Buck.
Sharon Schneider

Sharon Schneider

United States of America

Impact Strategy Innovation Next Generation Philanthropy Purpose
Sharon Schneider is an entrepreneur, philanthropy expert and strategy consultant to the next generation of social impact founders, businesses and...
Alex Kirby

Alex Kirby

United States of America

Communication Family governance Mediation & family dynamics Mental health Succession planning
Alex Kirby is the founder and CEO of Total Family Management (TFM). A visionary leader based in the Washington DC-Baltimore...
Alex Porter

Alex Porter

Succession planning Trust services Corporate services Succession planning Trust services
Alex Porter assists wealthy families and entrepreneurs with selecting and administering fiduciary structures to hold their assets and provide for...
Jen van der Meer

Jen van der Meer

New York City

Purpose Business strategy Business transformation Impact investment strategy
Jen van der Meer is a business model designer, professor, and former tech equity analyst on Wall Street.
Stefan Rosenlund

Stefan Rosenlund

Denmark

Digital transformation Organizational development Service provider selection Technology advisory
Stefan Rosenlund is a serial entrepreneur who built a family office with fellow founders. Through collaboration and visionary wealth management,...
Tsitsi Mutendi

Tsitsi Mutendi

Johannesburg

Governance Leadership Ownership Risk Governance implementation
Tsitsi is an award-winning entrepreneur and consultant for family business and offices. As a third-generation family business owner, Tsitsi has...
Nicolas Arroyo

Nicolas Arroyo

Zurich

Foresight Strategic foresight
Nicolas is Co-Founder & Foresight Director at a Futures Studies and Experience Design firm. Nicolas uses the power of foresight...
Dr. Umur Caglar

Dr. Umur Caglar

Liechtenstein

Art Cryptocurrency Impact Strategy Luxury & Lifestyle Next Generation
Umur Caglar is a wealth manager with extensive experience in private banking and investment advisory.
Julien Abou Jaoude

Julien Abou Jaoude

Lebanon

Cyber Security FinTech WealthTech Digital transformation Service provider selection
Julien Abou Jaoude is an information technology executive with over 20 years of experience in assisting family offices with fundamental...
Kyle Zeno Macdonald

Kyle Zeno Macdonald

London

Digital Operations Purpose Business strategy Business transformation
For the next generation to develop resilient legacies it will require a shift towards: sustainability, innovation and systemic compassion.
Juliet Valdinger

Juliet Valdinger

United Kingdom

Philanthropy Philanthropic advisory Research Stakeholder engagement
Juliet Valdinger has over 25 years in the philanthropy sector, including working for charities, foundations, individual philanthropists, and social entrepreneurs.
Brendan Murphy

Brendan Murphy

London

Private Equity Venture Capital Business strategy Financial strategy Venture capital investing
Brendan has spent most of his career investing on behalf of family offices across asset classes. He is a CFA...
Patrick Hanlon

Patrick Hanlon

United States of America

Brand & design Leadership Business transformation Content development Creative direction
Patrick's expertise in creating belief systems that build communities of advocates can provide family offices with valuable insights into developing...
Besarta Dani

Besarta Dani

United Kingdom

Impact & ESG Leadership Private Equity Recruitment Venture Capital
Besarta 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

Dr Kevin Fleming

United States of America

Mental health Neuroscience Performance Behavioural analysis Leadership consulting
Dr Kevin Fleming's research into the neuroeconomics of decision making has been instrumental in helping both the at-risk high net...
Emília Vieira

Emília Vieira

Braga

Investments Financial strategy Portfolio management
Emilia works in financial markets & portfolio management as Founder and CEO of Casa de Investimentos, where she helps private...