Services
How our advisory and implementation work — from Design workshops and strategic assessments through Build implementation and Operate deployment. Timelines, pricing, what to expect at each stage.
6 questions
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.