Family Office solutions and advisory service

Comprehensive solutions for Family Offices

We build tools, resources and communities that simplify every stage of the family office journey.

If you’re thinking of starting a family office, we have the research, specialist service providers and expert network ready to assist. For established family offices, we enable you to reach benchmark efficiencies with our operational data and advisory service.

What we offer

Knowledge

Original content in the form of insights, deep-dive reviews, practical guides, webinars and case studies.

Data

Unique quantitative and qualitative research data on relevant family office themes.

Marketplace

Directory with comparisons of service providers that have undergone a due-diligence process.

Advisory

Experienced advisors and a world class network to help solve any challenge.

Products & Services

We offer two types of memberships for family offices

Basic Membership

Get access to our industry research and content with a free starting membership to our knowledge platform, which also provides the opportunity to connect with industry experts and discover best-in-class suppliers from the family office community. Family offices can also raise their profile to attract the best clients, investment opportunities, employees, and partnerships. Members can also utilise our family office jobs portal, track industry events, and attend our focused webinars.

Premium Service

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.

Basic

Premium

Platform access

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

Webinars

Our regular industry webinars featuring expert panels that delve into important categories.

Jobs portal

The family office jobs portal where you can post new positions for candidates.

Service provider directory

Browse Simple’s vetted directory of industry service providers with comparable data.

Dashboard & Premium content

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

Member Workshop

On-boarding workshop where we get to know the family office, what you’re trying to solve and how we can support.

Quarterly consultations

Quarterly consultations with the Simple strategic advisory team.

Connections

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

Content contribution

Be an active participant and contribute to our ongoing research in the global family office community.

How can the Premium Service support me?

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

Bespoke Advisory Service

Founder & CEO

Francois Botha

Copenhagen, Denmark

Partner & Strategic Advisor

Martin Stadler

Zurich, Switzerland

Partner & Strategic Advisor

Jason Pinkham

Maine, United States of America

Simple’s family office advisory service combines best-practice knowledge with the latest thinking to deliver bespoke solutions that solve the most complex challenges.

Our senior advisors have decades of experience spanning investment banking, wealth management, technology, go-to-market and management consulting, enabling us to advise across all areas and family office themes.

Get in touch

We are the next-generation partners to family offices, covering everything from structure, service provider selection, independent research and analysis, succession planning and more.

Reach out to see how we can support you.

In the media

Simple solutions for complex times.

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