We help family offices find solutions to complex problems.

FAMILY OFFICE SOLUTIONS

Whether you're starting a family office, or you're ready to optimise and grow - our suite of offerings makes every step more simple. From structuring, to scaling, to creating global impact - we provide tech-driven tools and hands-on help for family office leaders to fast track their goals.

Have a question? Get in touch.

Discover how our Family Office support framework allows future focused family offices to thrive.

Lead Generation - Simple Solutions

For family offices that seek more.

PREMIUM SERVICES

Our Premium Service for family offices creates a strategic partnership through a combination of high-touch services and access to our global network. Years of data gathering, deep industry research on best-practices and in-house expertise create the support framework for future-focused family offices to thrive.

Get the right answers - right when you need them.

FAMILY OFFICE KNOWLEDGE

As a Simple member, our team is at your side to help navigate the ins-and-outs of building a family office that fulfills your vision for future generations.

  • On-Demand Answers
  • Benchmark Data
  • Actionable Insights

Hone your family office tech stack.

VETTED VENDOR DIRECTORY

We've carefully curated the most comprehensive list of trusted softwares and services specialising in the unique needs of family offices.

  • Technology
  • Operations
  • Lifestyle
  • Impact

Find the people to help reach your full potential.

RECRUIT TOP TALENT

Leverage our family office jobs portal to discover candidates who are the right fit for the next phase of your family office's growth.

  • Jobs Board
  • Candidate Management
  • Expert Vetting

Meet like-minded family office leaders.

COMMUNITY

As one of the largest family office networks in the world, we provide curated member-tomember connections to facilitate shared learning and community.

  • Individualised Introductions
  • Mastermind Groups
  • Members Events

Bespoke Advisory Offering

Advisory Services

For family offices looking for hands-on support, our team of senior advisors provide custom services that cover every stage of development and growth

SET UP A CALL TO LEARN MORE

Single Family Office Formation

Allow our seasoned team to support you in establishing your family office, avoiding common pitfalls and illuminating any unknown unknowns.

Single Family Office Infrastructure

Specifically designed to guide you through the most common operational challenges that SFOs encounter early on.

Technology Procurement & Migration

Let us quickly point you to the right software solution or run an in-depth RFP process on your behalf.

Multi-Family Office Formation

A customised support plan for newly established MFOs and SFOs looking to transition into becoming an MFO.

Multi-Family Office Growth

Designed for established MFOs looking to expand their operations, design new service offerings, raise their brand profile, and attract talent.

Our Seasoned Advisors, On Your Side

Founder & CEO
Francois Botha

Copenhagen, Denmark

Partner & Strategic Advisor
Martin Stadler

Zurich, Switzerland

Partner & Strategic Advisor
Jason Pinkham

Maine, United States of America

We know that Family Office Professionals have many jobs to be done – our team provides agile support in helping get clarity around your highest impact goals and help assemble and vet the right combination of tools and experts to achieve them.

With decades of experience spanning investment banking, wealth management, technology, go-to-market, and management consulting – our advisory leaders are ready to accurately advise across all areas and family office themes.

Learn more

We offer two types of memberships for family offices.

Membership Options

Core Membership

Our complimentary core membership gives you access to our industry research and content on our knowledge platform, which also provides the opportunity to connect with industry experts and discover best-in-class suppliers from our family office network. Members can also utilise our family office jobs portal, track industry events, and tune in to our webinars.

Premium Service Membership

Our premium service transforms Simple into your strategic partner through a structured combination of high-touch services and technology-led solutions. Years of data gathering, deep-industry research on best-practices, and in-house expertise create the support framework for future-focused family offices to thrive.

Membership is limited to ensure our team can provide exceptional service.

Core

Premium

Platform access

Platform access

Access to the Simple platform and all non-premium knowledge, insights, & benchmark data.

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Expert-led Webinars

Expert-led Webinars

Our regular industry webinars featuring expert panels that delve into the most pressing topics surfaced by our members.

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Family Office Jobs Portal

Family Office Jobs Portal

Our family office jobs portal is where you can post new positions for candidates and find top tier talent.

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Vetted Vendor Directory

Vetted Vendor Directory

Browse Simple’s vetted directory of family office software companies and industry service providers with comparable data.

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Dashboard & Premium Content

Dashboard & Premium content

Access to Premium content and selected benchmark data compiled by the Simple research team via our Premium Membership dashboard.

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Advisory Workshops

Advisory Workshops

Bring your team to guided workshops where we get to know your family office, what you’re trying to solve, and how our team and network can support your goals.

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Quarterly Consultations

Quarterly consultations

Quarterly consultations with the Simple strategic advisory team to answer your more pressing questions.

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Curated Connections

Curated Connections

Ongoing strategic introductions to other member Family Offices provided by the Simple leadership team.

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Branded Content

Branded Content

Raise the profile and reputation of your family office by being featured in insights, guides, and webinars for our community.

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Free
Register
Pricing on request
Enquire

The structure of our Premium Membership package can be customised to focus on specific themes, including:

  • Family Office Formation: built to support wealth owners on the setup and structure of a new family office
  • New Single Family Offices: specifically designed to guide you through the most common early challenges that SFOs encounter
  • Technology Enhancement: structured to support family offices looking to migrate to a better tech solution
  • Multi-Family Office Growth: for established MFOs looking to expand their operations, raise their profile and attract talent
  • Office Transition Process: a customised support plan for new MFOs and SFOs looking to transition into an MFO

FAQ

Q

Does Simple support individual wealth owners in addition to family offices?

A
Yes, the Simple team supports individual wealth owners in addition to family offices. We provide resources, insights, and tools tailored to the needs of individual wealth owners, helping you navigate the complexities of wealth management while working towards achieving your goals faster.
Q

Can the Simple team help me establish a new family office?

A
Yes, the our team of experienced advisors can assist you in establishing a new family office. We offer advisory services that guide wealth owners through the process of setting up a family office, including structure design, operational setup, and strategic planning. Simple’s expertise in family office operations ensures that new family offices are established efficiently and effectively, tailored to the specific needs and goals of your family.
Q

Does Simple help family offices run RFP process to help surface and procure the right softwares and services?

A
Yes, Simple provides hands-on support for family offices looking to run Request for Proposal (RFP) processes. We help lead a process to identify requirements, draft vetting questions, share with our network, and evaluate responses from potential software and service providers. This helps family offices surface and procure the right solutions that meet their specific needs, leveraging Simple’s industry expertise and extensive network of vetted providers.
Q

Does simple help family offices design and launch new service offerings?

A
Yes, Simple assists family offices in designing and launching new service offerings. We provide strategic advice and practical guidance on developing new services that align with the family office’s objectives and the needs of their clients. Simple’s experienced team of advisors equipped with our insights into industry trends and best practices ensure that new service offerings are both innovative and competitive.
Q

How can Simple help me find and hire full-time talent from the family office expert community?

A
Simple can help family offices find and hire full-time talent through their job board and extensive network within the family office community. We provide access to a pool of qualified candidates and offer recruitment support to ensure that family offices find the right expertise for their needs. We’re here to help streamline the hiring process and connect family offices with top talent in the industry.