Getting Started
How to create an account, navigate the platform, and make the most of what's available — whether you're a principal, a family office professional, or a service provider.
6 questions
Simple is a family office advisory platform that helps principals and family office teams at every stage — from formation and strategy through to AI-powered operations. We combine a knowledge platform, advisory services, agentic tools, and a curated service provider directory to help family offices move forward with confidence.
Yes. Simple offers a free tier that gives you access to selected articles, the glossary, the service provider directory, and basic platform features. Premium content, advisory services, and tools like Monitor and Select require a paid membership or engagement.
Visit andsimple.co/register and enter your details. You'll have immediate access to free-tier content and features. No credit card required. You can upgrade to premium at any time from your account settings.
A free account gives you access to selected articles and profiles, the full glossary, the service provider directory, regional guides, event listings, and the FAQ. Premium articles, reports, advisory services, and product access (Monitor, Select) require an upgrade.
Absolutely. Simple serves three audiences: principals considering or running a family office, family office professionals and teams, and service providers who work with family offices. If you fall into any of these groups, the platform is built for you.
Yes. Simple works with family offices and service providers across all major regions — North America, Europe, Middle East, Asia-Pacific, and beyond. Our regional guides cover regulatory environments and market conditions in 10+ jurisdictions.