Our framework
Adapt and transform in four easy steps
Simple works with family offices across four integrated phases, from initial exploration through to full implementation. You can engage at any point depending on where you are and keep iterating as new needs emerge.
Simple Platform
Your central intelligence point to connect all Simple tools and services.
01 Explore
- Strategic Assessment
- Dynamic Roadmap
02 Design
- Tech Architecture
- Workflow Mapping
03 Build
- Forward deployed
- Develop skills & capacity
- Select & Implement
04 Operate
- AI Governance Framework
- Agentic employees
Simple Platform
Your central intelligence point to connect all Simple tools and services.
01 Explore
- Strategic Assessment
- Dynamic Roadmap
02 Design
- Tech Architecture
- Workflow Mapping
03 Build
- Forward deployed
- Develop skills & capacity
- Select & Implement
04 Operate
- AI Governance Framework
- Agentic employees
The approach
Most family offices don't fail because of bad intentions. They fail because of ad hoc decisions, inherited structures that no longer fit, and technology that was adopted without a plan.
As we undergo the cognitive revolution and go deeper into the AI era, this will affect all aspects of the office. Our framework addresses this by treating the family office as a system — one that needs to be explored, deliberately designed, and carefully built. Each phase has clear deliverables, but the real value is in how they connect.
Explore without Design is just curiosity. Design without Build is just a document. Build without Explore is implementation without purpose.
Reveal existing workflows that challenge or form the foundation of the future operations.
Why
Before adopting new technology or AI, you need a clear picture of where you stand. Without understanding your current workflows and strategic position, transformation efforts risk solving the wrong problems.
Outcomes
We assess your existing operations, identify friction points, and map out where AI and automation can deliver the highest impact. The result is a prioritised, dynamic roadmap — not a static document, but a living plan that adapts as your organisation evolves.
Our framework and tools can be applied in different scenarios.
Stand up a family office from scratch
For first-generation principals post-liquidity event — establish the structure, governance, operating model, and technology stack of a new office on solid foundations.
Principles
Everything we do is guided by a small number of principles that shape how we work with family offices.
Start where you are
Not every family office needs to begin at the beginning. Some need a governance overhaul. Others need to modernise their technology. Some are ready for AI. We meet you at your actual starting point.
Design for continuity
Family offices exist across generations. Every structure, system, and process should be built to endure beyond any single individual — including the founder.
Technology serves judgment
AI and automation are powerful tools, but they should augment human decision-making, not replace it. We design systems where technology supports clarity, not creates opacity.
Governance is practice, not paperwork
Governance frameworks that sit in binders don't protect anyone. Effective governance is lived — embedded in how decisions are made, reviewed, and communicated.
Measure what matters
Not everything that can be measured should be, and not everything that matters can be. We help family offices define meaningful metrics that align with their values and objectives.
Track record
200+
Family offices advised
45
Countries
10
Years of research
71
Net Promoter Score
“Simple brought a level of structure and clarity that transformed how we think about our office. It wasn't just consulting — it was a framework we could actually use.”
— COO of a European multi-family office
Our products
The power behind our framework
Simple Platform
Cross-system AI oversight for family offices. Unified dashboards, anomaly detection, agentic workflows, and compliance automation — all with governed human checkpoints.
Learn more
Simple Select
A structured evaluation framework for comparing and selecting technology and service providers. 50+ vetted providers, 12 evaluation categories, and a governance-ready decision process.
Learn more
Related reading
How to Start a Family Office
The most comprehensive formation guide available — structure, governance, technology, and talent.
Trusted AI for High-Trust Organisations
Our position on context, governance, and judgment in the AI era.
Family Office Technology Report 2025
The annual benchmark on how family offices use technology.
Ready to get started?
Whether you're forming a new office, modernising an existing one, or exploring what AI can do — we're here to help you move forward with clarity.