Services
How Simple's advisory and implementation work, from Design workshops and assessments through Build and Operate. Timelines, pricing and stages.
10 questions
Look for advisors with direct operating experience in the family office space, independence from the products they recommend, and access to a wider network for specialist questions. Ask how they are compensated, which engagements they have run for offices at a similar stage, and how they bring in other specialists when a question falls outside their remit.
For families, advisory services span establishing a family office, designing the operating model and team, selecting technology and service providers, and navigating inflection points such as succession or a liquidity event. For financial institutions, advisory can also cover family office market intelligence, M&A and target search, and product or market due diligence.
A family office advisor works with principals and their teams on the decisions that shape the office: defining its purpose and scope, structuring the team, selecting software and service providers, and steering the office through transitions such as liquidity events or generational change. Some advisors specialise in a single domain, while others coordinate across domains through a partner network.
Family office advisory is professional guidance that helps wealthy families design, establish and run a family office, and helps existing offices navigate change. Advisors cover strategy, structure, governance, technology and service provider selection, working either directly or by coordinating a network of specialists.
It depends on where you are in your journey. A Design engagement is a strategic assessment — typically 4-6 weeks of workshops and analysis. Build is implementation — 3-6 months of hands-on work to set up or restructure your family office. Operate is ongoing — monitoring, governance, and agentic tool deployment. Many clients start with a single conversation.
A typical Design engagement runs 4-6 weeks and includes stakeholder interviews, a current-state assessment, governance review, and a strategic blueprint. The output is an actionable plan — not a shelf report. Some families complete it faster; others prefer a more deliberate pace.
Yes — and we encourage it. There's no obligation. An initial conversation helps us understand your situation and helps you understand whether Simple is the right fit. Many of our client relationships started with a 30-minute call.
Design produces the blueprint — what your family office should look like, how it should be structured, what systems and governance it needs. Build is execution — hiring, vendor selection, system implementation, policy creation, and operational setup. Design answers "what?"; Build answers "how?".
Operate provides ongoing oversight and agentic tools for your family office — including Simple Monitor for cross-system governance, AI-powered anomaly detection, workflow automation, and periodic reviews. It's designed for family offices that have completed the Build phase and want continuous, tool-supported operations.
Yes. We work with family offices globally, including the Middle East, Asia-Pacific, Africa, and Latin America. Our regional expertise covers regulatory environments, local service provider ecosystems, and jurisdiction-specific governance requirements.