Family Office Advisory
Independent advisors to family offices and the institutions that serve them. From establishing an office to navigating change, software selection to market due diligence.
Advisory for family offices
From first structure to next chapter
Establishing a family office
Guidance for families setting up a single-family office: defining purpose and scope, choosing structures and jurisdictions, planning the operating budget, and sequencing the build. Our Design-Build-Operate framework gives the engagement a clear arc from intent to a running office.
What is family office advisory?
Advisory grounded in practice
Our advisory work is not a sideline to publishing; it is where our research comes from and where it gets tested. Simple has spent years reviewing software vendors, benchmarking service providers and working directly with principals and family office teams on real engagements, from first structures through succession, relocation and technology change.
That same vantage point is why funds and financial players engage us on their family office initiatives: understanding the landscape and how it is shifting, tracking changes around family office investments, running M&A and target searches, and conducting product and market due diligence.
Advisory for funds and financial institutions
Family office landscape intelligence
Structured insight into how family offices are organised, staffed and evolving across regions and generations. We help institutions understand who the market actually is, how offices make decisions, and where the landscape is shifting.
Investment shifts & allocation trends
Analysis of how family office investment behaviour is changing: asset class rotation, direct and co-investment appetite, and the operational implications for managers seeking family office capital.
M&A & target search
Support for funds and strategic acquirers searching the family office ecosystem: mapping candidates, qualifying targets against your thesis, and using our network to open the right doors discreetly.
Product due diligence
Independent assessment of products and platforms aimed at the family office market, drawing on our vendor reviews, benchmarking data and direct knowledge of what offices adopt, retain and abandon.
Market due diligence
Commercial due diligence for investments in family office adjacent businesses: market sizing, competitive dynamics, buyer behaviour and adoption patterns, grounded in proprietary data rather than desk research alone.
A network of specialist partners
Simple is one of the few firms positioned to advise across all topics relevant to family offices, because we do not pretend to do it all ourselves. Around our core advisory practice sits a vetted network of partners: tax and legal specialists, investment advisors, technology vendors and service providers we have reviewed and worked alongside.
When an engagement calls for deep specialist input, we bring in the right partner and stay engaged to keep the work coherent. Explore our partner ecosystem and service provider directory.
“To stay relevant and deliver exceptional value, family offices must embrace a design-thinking approach to family office services.”
Francois Botha
Founder & CEO
Talk to our advisory team
Whether you are establishing a family office, navigating a transition, or an institution that needs to understand this market, start with a conversation.