Simple Partner Network
Simple Partners
Our partner network is made up of industry leaders, consultants and practitioners across various fields.
Marco Mesina
Legal services, Tax advisory, Trust services
Marco Mesina is an Italian tax advisor with extensive experience assisting international individuals, entrepreneurs, and families in managing their tax affairs in Italy.
Marta Widz
Beneficiary education, Business development, Executive coaching
Marta Widz is a Professor of Practice at SDA Bocconi School of Management, Milan, Italy. She is also the founder and CEO of the Family Silver Institute- a boutique advisory for family businesses and family offices.
Emmanuel de Truchis
Business transformation, Digital transformation, Organizational development
Emmanuel is a recognised expert in global business transformation and strategy execution developed over 30 years in the financial services industry.
Jordan Shlain, MD
Healthcare
Dr Jordan Shlain is the Founder and Executive Chair of Private Medical, a full-service, family office for health and medicine.
Dr Kevin Fleming
Behavioural analysis, Leadership consulting, Peak performance consulting
Dr Kevin Fleming is a leading expert in the neuroeconomics of decision making for both high net worth clients and mainstream family offices.
Mark O'Malley
Corporate services, Digital transformation, Technology advisory
Mark educates and advises Asia-Pacific family offices and their operating businesses to protect their family members and staff.
Stephan Gerwert
Family office setup, Service provider selection, Strategic advisory
With decades of experience in private wealth, Stephan Gerwert brings a 360° understanding of the opportunities and challenges families face.
Ronnie Stangler
Behavioural analysis, Ethical advisory, Genomics advisory
Ronnie Stangler helps families of wealth and their advisors successfully navigate the disruptive science of genomics.
Kyle Zeno Macdonald
Business strategy, Business transformation, Service design
Kyle Zeno Macdonald is Managing Director at Illusian Founder Office. He maximises the strategic potential of mission-driven family offices, crafting clarity and transforming teams.
Chris Harmse
Business development, Cryptocurrency consulting
Chris Harmse is the co-founder and managing Director at BVNK with unique expertise in cryptocurrency and digital assets.
Feisal Alibhai
Mediation & family dynamics
Feisal Alibhai is the founder and CEO of Qineticare, the world's first family health office, as well as an author and speaker.
Julien Lescs
Governance implementation, Mediation & family dynamics
Julien Lescs is co-founder of Kimpa, a family office dedicated to impact investing. He has become a specialist in psychodynamics related to family business governance.
Maciej Janiszewski
Business strategy, Venture capital investing
Maciej is a seasoned manager with more than 25 years of experience in various industries ranging from hospitality and beverages, through automotive (including the launch of the first Polish electric vehicle) to wholesale of hardware based on a multichannel approach.
Jen van der Meer
Business strategy, Business transformation, Impact investment strategy
Jen van der Meer is a business model designer and former tech equity analyst on Wall Street, now serving in key executive roles in e-commerce.
Tal Ullmann
EU Taxonomy, Governance implementation, Impact investment strategy
Tal works with investors in both the institutional and family office space helping to design and implement sustainable investment strategies.
Kristina Touzenis
Business strategy, Content development, Governance implementation
Kristina Touzenis is a lawyer with special expertise in human rights and international law with more than 20 years of experience.
Kjartan Rist
Venture capital investing
Kjartan Rist has spent the last 20 years working in the technology sector as a founder, advisor and investor.
Sonja Kissling
Family governance, Ownership strategy, Succession planning
Sonja Kissling advises families in governance and decision-making. She specialises in helping with complex family and business relationships.
Adam Ramlugon
Legal services, Supplier & lifestyle advisory
Adam Ramlugon is a co-founder of Maybridge Services, a consultancy and advisory firm to an UHNWI client base. A qualified English lawyer, he is also a Partner at Hannaford Turner LLP.
Rune Toldam
Strategic foresight
Rune Toldam is Co-Founder, Partner & Creative Director at Bespoke. His expertise lies in translating future opportunities into new meaningful products, services, and cultures.
Rory Tews
Business strategy, Business transformation, Impact investment strategy
With a PhD in sociology and a career in innovative finance, Dr. Rory Tews has carved an impressive niche in impact and innovative finance.
Anton Kjærgaard
Client engagement, Networking, Travel Design
Anton has spent his entire professional life in the travel space, in key positions ranging from global airlines to travel conglomerates.
Bijan Farsijani
Business strategy, Creative direction, Digital transformation
Bijan is the co-founder of augmento.ai, the leading AI for capturing real-time market sentiment for digital assets. At Simple, he consults clients on digital assets and data-driven reporting.
Emilia Vieira
Financial strategy, Portfolio management
As Founder and CEO of Casa de Investimentos, Emilia Vieira helps private wealth owners take a long-term investment approach and intergenerational focus.
Pauline Borg
Ownership strategy
Pauline, a 5th generation member of a Finnish industrial family business, is on a mission to empower the next-generation of family business owners to take a holistic approach to their economic capital.
Toby Usnik
Art advisory, Executive coaching, Public relations
Toby Usnik is a communications professional with thirty years of expertise in strategic communications.
Remo Stebler
Digital transformation, Leadership consulting, Technology advisory
Remo Stebler brings 20 years of leadership experience at the intersection of governance, technology, and operations of family offices.
Costa Theo
Business development, Corporate services, Trust services
Costa Theo is a Monaco based UHNWI advisor with global connectivity and network providing specialist advice to multi generational families.
David Grammig
Capital introduction, Co-investment advisory, Private market access
David Grammig is the founder of Grammig Advisory, a discreet capital introduction firm focused exclusively on single family offices.
Benjamin Ehrlich
Strategic advisory, Structuring, Venture capital investing
Benjamin Ehrlich's experience spans multiple sides of the investment landscape – from launching a next-generation stock exchange focused on long-term value creation to building funds with novel structures to advising institutions on venture strategy.
Brian Adams
Integrating the next generation, Leadership consulting, Strategic advisory
Brian Adams is a Partner at Mack International, where he specializes in executive search and human capital consulting for family offices and family enterprises.
David Teten
Venture capital investing
David Teten is a Partner with Coolwater Capital, known as “Y Combinator for emerging VCs”. Coolwater invests as a limited partner, into general partnerships, and into fund management companies
Adam Hoffman
Beneficiary education, Estate planning, Family governance
Adam Hoffman empowers, connects and delights fellow wealth stewards that agree entrepreneurism is the key to unlocking meaningful family legacies | family bank advocate | professional trustee | former tax lawyer | 3X founder
John Redfern
Feasibility & due-diligence, Financial strategy, Real estate portfolio optimisation
John Redfern provides families and individuals of wealth with counseling on property investment & development decisions in the frontier and emerging markets of the Northern LATAM and Caribbean Region.
Lise Moller
Governance implementation
Lise supports families in business and wealth ownership by addressing challenges from family office setup to governance, succession, and next-generation development.
Stefan Rosenlund
Digital transformation, Organizational development, Service provider selection
Stefan Rosenlund is a serial entrepreneur who built a family office with fellow founders. Through collaboration and visionary wealth management, he empowers families to preserve legacies, foster creativity, and make informed financial decisions.
Zita Nikoletta
Beneficiary education, Family governance, Mediation & family dynamics
Zita is a polyglot founder, legacy aesthete, and advisor at The Legacy Atelier™. She is a cultural scientist and a family business adviser.
Martin Jenewein
Risk management, Strategic advisory
Martin Jenewein is a trusted advisor with nearly two decades of experience specialising in reputation management and cross-border disputes.
Sharon Schneider
Impact structure and strategy, Integrating the next generation, Philanthropic advisory
Sharon Schneider is an entrepreneur, philanthropy expert and strategy consultant to the next generation of social impact founders, businesses and family offices.
Charles Eckhart
Family governance, Mediation & family dynamics, Succession planning
Charles Eckhart is a family wealth consultant, with a background as a clinical psychologist, and expertise in helping families prepare for wealth transfer, and grow together.
Christian Schiede
Business transformation, Leadership consulting, Ownership strategy
Christian Schiede has over 15 years of experience working with ‘hidden-champions’ and advises entrepreneurial families in succession strategy
Brendan Murphy
Business strategy, Financial strategy, Venture capital investing
Brendan has spent most of his career investing on behalf of family offices across asset classes. He is a CFA charterholder, qualified Chartered Accountant and holds an MBA from London Business School.
Edward Marshall
Business strategy, Feasibility & due-diligence, Risk management
Edward is the Founder and CEO of Presage Global, an intelligence-powered risk and business advisory firm. Presage helps clients overcome complex challenges, improve performance, and manage risks.
Julien Abou Jaoude
Digital transformation, Service provider selection, Technology advisory
Julien Abou Jaoude is an information technology and FinTech executive and joins Simple as a family office advisor.
Arden O'Connor
Dementia Support, Mental Wellness, Substance Abuse
Arden O'Connor is CEO & founder of the O'Connor Professional Group, which supports families facing behavioural health challenges.
Roxana Balzac Ruiz
Business management, Business strategy, Business transformation
Roxana of Mogote Family Advisory supports families to make progress towards their climate goals and impact.
David Homan
Business development, International relations advisory, Relationship mapping
David Homan is the CEO and Founder of Orchestrated Connecting, LLC, co-founder of Orchestrated Opportunities, and runs an 800+ member community of “connectors.”
Dr. Tonya Hoffman
Leadership consulting, Peak performance consulting
Dr. Tonya Hoffman is an advisor on sophisticated high performance and leadership with practical, outcomes-focused solutions.
Shaun Parkin
Infrastructure advisory, Technology advisory
With over 20 years of financial services experience, Shaun Parkin is the founder and principal consultant at Hall Road Investments.
Miles Le Cornu
Beneficiary education, Estate planning, Governance implementation
Miles Le Cornu is the co-founder of MK Consultants Limited and has assisted families to create state of the art wealth planning solutions.
Kate Bright
Feasibility & due-diligence, Risk management, Supplier & lifestyle advisory
Kate Bright has 27 years of private client-facing experience in the Private and Family Office sector and is now a Secure Lifestyle Advisor as CEO & Founder of UMBRA International Group.
Anne-Sofie van den Born-Rehfeld
Family governance, Philanthropic advisory, Succession planning
As the CEO of Harbour Family Governance, Anne-Sofie van den Born Rehfeld works as a trusted advisor for a wide range of family offices, owners of family businesses and UHNWIs.
Alexandre Ducler des Rauches
Estate planning, Family office setup, Investment management
Alexandre Ducler des Rauches has extensive experience in financial and succession planning, supporting HNW families throughout their journey.
Laura Hermann
Content creation, Executive coaching, Stakeholder engagement
Laura Hermann prepares high-net-worth individuals and family offices to respond to complex and controversial issues.
Raymond DiNunzio
Data analysis, Digital transformation, Infrastructure advisory
Raymond is an experienced financial executive with over two decades of expertise in private wealth management and family office practices.
Andrew Howard
Bitcoin investments, Cryptocurrency consulting, Financial strategy
Andrew Howard helps family offices understand and invest in Bitcoin, and is the Chief Business Development Officer of Bitcoin Reserve.
Eva Jasiecka
Digital transformation, Leadership consulting, Strategic advisory
Eva Jasiecka is a strategic foresight and innovation expert with over 20 years of experience as a family office advisor.
Rob Lusk
Business development, Networking, Strategic advisory
Rob Lusk is a dynamic leader in venture capital, committed to creating new opportunities in private markets that offer transparency, accessibility, and growth.
Todd Krim
Mediation & family dynamics, Public relations, Succession planning
Todd Krim is the founder of The Krim Group where he works as a connector between charitable causes and high-profile funders.
Erik Solum
Family governance, Mediation & family dynamics, Portfolio management
Erik Solum is a family office advisor at William Buck and is a contributor to Simple's expert network.
Umur Caglar
Executive coaching, Financial strategy, Portfolio management
Umur Caglar is a wealth manager with extensive experience in private banking and investment advisory and a contributor to Simple.
David Werdiger
Family governance, Succession planning
David Werdiger is director of Nathanson Pearson, an established service provider for high-net-worth families and a 2nd generation family member.
India Wooldridge
Business strategy, Marketing services, Strategic foresight
India helps families and family offices proactively leverage their brand and reputation to preserve their wealth and legacy.
Patrick Hanlon
Business transformation, Content development, Creative direction
Patrick's expertise in creating belief systems that build communities of advocates can provide family offices with valuable insights into developing strong, cohesive brands that resonate with their target audiences.
Tsitsi Mutendi
Governance implementation, Risk management, Succession planning
Tsitsi Mutendi supports families of wealth with governance and risk mitigation, helping family office teams align between family and office.
Nuno Lopes Gama
Financial strategy, Portfolio management
Nuno’s professional career spans working in executive and pedagogical roles with non-profit organizations and executive roles within marketing, sales, operations, technology and innovation in different companies of the main Portuguese enterprise group.
William Rossetter
Business development, Business strategy, Feasibility & due-diligence
William Rossetter is an accredited M&A professional with over 15 years of experience in deal origination, private equity, and corporate development.
Tim Daum
Art advisory, Collections management, Event management
Tim Daum is an expert in bespoke lifestyle management and medical services and the co-founder of Veltracon Lifestyle AG, an agency that serves high-net-worth individuals.
Christelle Vigot
Business transformation, Executive coaching, Governance implementation
Christelle Vigot has worked as an entrepreneur in emerging markets and acted as an advisor to founders in Europe and Asia who have a focus on long-term sustainability and value creation.
Naava Mashiah
Client engagement, Financial strategy, Relationship mapping
Naava Mashiah is the CEO of ME LINKS, a financial advisor to family offices and UHNWIs. Established in Switzerland in 2016, ME LINKS mobilises private capital for impact investing.
Seth Chadwell
Financial strategy, Portfolio management, Real estate portfolio optimisation
Seth Chadwell is the Founder of Fire Tower and serves as President of Kibo Capital, a real estate family office.
Maggie Spicer
Creative direction, Impact investment strategy, Marketing services
Maggie Spicer is a board level executive with 15+ years experience spanning brand and impact investing across public and private sectors.
Nicolas Arroyo
Strategic foresight
Nicolas Arroyo uses the power of foresight and design to help family businesses gain insight into the future of their strategic landscape, map their opportunities and unfold the potential within them.
Ben Vaschetti
Art advisory, Service provider selection, Supplier & lifestyle advisory
Benjamin Vaschetti has decades of experience in celebrated Michelin-starred kitchens, five-star hotels, a Royal Family, and on superyachts around the world. He created Maison Benjamin, a company that fully caters to the wants and needs of a discerning clientele.
Rachid Kherrouf
Business transformation, Impact investment strategy
Rachid Kherrouf advises private companies and family offices with a focus on direct investing, sustainable impact investing, and performance.
Michael Weinberg
Investment management, Research
Michael Weinberg enjoys thought leadership and has taught Alternative and Family Office Investing at Columbia Business School for the past 13 years.
Suzanne Lauritzen
Family Governance, Mediation & Family Dynamics, Cross-border Wealth Structuring
Suzanne Lauritzen is a private client adviser and facilitator, specialising in international taxation, wealth structuring, family governance and mediation.
Juliet Valdinger
Philanthropic advisory, Research, Stakeholder engagement
Juliet Valdinger has over 25 years in the philanthropy sector, including working for charities, foundations, individual philanthropists, and social entrepreneurs.