For Family Office Teams
The operating layer for family offices navigating AI.
Simple gives family office teams the frameworks, benchmarks, and strategic guidance to make confident decisions, on technology, AI adoption, and operations, without having to figure it out alone.
For family office teams
The expectations on family offices have never been higher. The support has never been thinner.
Family office teams carry an extraordinary breadth of responsibility, investment management, governance, technology, compliance, talent, vendor management, reporting, often with fewer than ten people.
Most are navigating AI without internal expertise to evaluate it, governance structures to manage it, or benchmarks to understand where they stand. The pressure to act is real. So is the risk of acting without a framework.
Simple exists to close that gap with features most family offices don't have in-house.
Based on Simple's research across 120+ family office AI readiness assessments in 50+ countries.
89%
say they need help upgrading their tech stack
86%
rely on outsourced services for core operations
120+
AI readiness assessments completed by Simple
What Simple gives you
Benchmarks & Data
See exactly how your family office compares to peers, on compensation, technology spend, governance structures, and staffing models. Proprietary data from 120+ assessments across 50+ countries.
Simple Select
A structured framework for choosing the right technology and service providers, without spending months on due diligence. 50+ vetted providers, with comparable data you won't find anywhere else.
Knowledge Library
Original research and analysis built specifically for family offices, not adapted from institutional finance. Includes the annual Family Office Software & Technology Report, used by thousands of offices worldwide.
Expert Network
On-demand access to specialists in governance, technology, compliance, compensation, and formation. Ask a specific question. Get a specific answer.
Agentic Tools
AI-powered workflows built for family office operations — from document classification to compliance monitoring to vendor evaluation. Governed by Simple Platform.
Coming 2026
Simple Events
Curated workshops and private gatherings for family offices. Structured peer exchange, not panels. Copenhagen, London, Zurich, Barcelona, Newport Beach. Where strategy conversations happen.
Track record
Trusted by family offices across 50+ countries
12,000+
Registered users
276K
Annual visitors
50+
Vetted technology and service providers
71
Net Promoter Score
Francois Botha, CEO, Simple
Sharing AI Vision with 200 Family Offices
How to work with Simple
Platform access (free)
Access the knowledge library, basic benchmarks, and the service provider directory. Start at your own pace, no commitment required.
Create a free accountPremium membership (€8,000-€12,000/year)
Full access to Simple's benchmark dataset, expert network, strategic assessments, and priority support. For family office teams that want ongoing intelligence and on-demand expertise.
Talk to our teamStrategic advisory (priced per engagement)
For family offices ready to act. We work directly with your team on technology selection, AI adoption strategy, governance design, formation support, and compensation frameworks, delivering a clear roadmap and implementation support.
Book a strategy callReady to talk
Start with a free account. Upgrade when you're ready.
Join 12,000+ family office professionals already on the platform. Access insights, benchmarks and tools - no commitment required.
Insights for family office teams
Is Your Family Office Software Ready for AI?
What to look for — and what to leave behind — as AI reshapes the technology stack.
Family Office Multi-Asset Management and Reporting
How leading family offices consolidate and report across asset classes.
Seven Steps to Build Your Family Office AI Strategy
A practical framework for integrating AI into operations, governance, and decision-making.