Billing & Membership
What's included at each tier, how billing works, and how to upgrade, downgrade, or cancel. Straightforward answers about what you pay and what you get.
6 questions
Simple offers two tiers: Free and Premium. Free gives you access to selected content and the directory. Premium unlocks all articles, reports, priority advisory access, and product features. Enterprise pricing is available for institutional teams.
Premium membership pricing is available on request and depends on your team size and needs. Contact us for a conversation about what makes sense for your family office. There are no long-term contracts — you can start with a monthly plan.
Premium unlocks all editorial content (profiles, in-depth reports, insights), access to Simple Monitor and Simple Select, priority advisory engagement, and enhanced directory features. Free-tier users see article teasers and have read-only directory access.
Yes. There are no long-term contracts. You can cancel your premium membership at any time, and you'll retain access until the end of your current billing period. Your account reverts to the free tier — you don't lose your data.
Yes. For family office teams with multiple users, multi-family offices, and institutional clients, we offer tailored pricing with volume discounts, dedicated onboarding, and priority support. Contact us to discuss your requirements.
Advisory engagements (Design, Build, Operate) are priced separately from platform membership. Pricing is scoped per engagement and agreed upfront. We don't charge success fees or take commissions from vendors. You can start with a single conversation at no cost.