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 believes good medicine and great health come only from a deep understanding of people, data and science.
Dr Kevin Fleming
Behavioural analysis, Leadership consulting, Peak performance consulting
Dr Kevin Fleming's research into the neuroeconomics of decision making has been instrumental in helping both the at-risk high net worth individuals and families.
Matina Agio
Collections management, Estate planning, Mediation & family dynamics
Matina Agio is an art and heritage consultant for family offices and ultra-high-net-worth individuals.
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 using sustainable, risk-based security strategies.
Stephan Gerwert
Family office setup, Service provider selection, Strategic advisory
Stephan Gerwert has over 18 years of experience across the private wealth spectrum — from global banks and single family offices to multi-family offices.
Ronnie Stangler
Behavioural analysis, Ethical advisory, Genomics advisory
Ronnie S. Stangler, M.D., is a physician and board-certified psychiatrist, based in New York City.
Kyle Zeno Macdonald
Business strategy, Business transformation, Service design
For the next generation to develop resilient legacies it will require a shift towards: sustainability, innovation and systemic compassion.
Chris Harmse
Business development, Cryptocurrency consulting
Chris Harmse is the Co-Founder & Managing Director at BVNK and is an experienced financial analyst and trader.
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 advisor.
Julien Lescs
Governance implementation, Mediation & family dynamics
Julien is co-founder of Kimpa, a family office dedicated to impact investing. Grandson of an agricultural family business.
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 to technology.
Jen van der Meer
Business strategy, Business transformation, Impact investment strategy
Jen van der Meer is a business model designer, professor, and former tech equity analyst on Wall Street.
Tal Ullmann
EU Taxonomy, Governance implementation, Impact investment strategy
Tal Ullmann spent the past 15 years working with investors in both the institutional and wealth/family office space to design impact and ESG strategies.
Kristina Touzenis
Business strategy, Content development, Governance implementation
Kristina Touzenis is a lawyer with special expertise in human rights and international law.
Kjartan Rist
Venture capital investing
Kjartan Rist advises family offices on venture capital, FinTech, and innovation investment strategies.
Sonja Kissling
Family governance, Ownership strategy, Succession planning
Sonja Kissling advises families in governance and decision-making processes. She specialises in helping families with complex family and business relationships.
Adam Ramlugon
Legal services, Supplier & lifestyle advisory
Adam Ramlugon advises families on corporate services, structuring, and international wealth planning.
Rune Toldam
Strategic foresight
Rune Toldam advises family businesses on transformation, governance, and strategic development.
Rory Tews
Business strategy, Business transformation, Impact investment strategy
Rory Tews advises family offices on operations, technology, and service provider management.
Anton Kjærgaard
Client engagement, Networking, Travel Design
Anton has dedicated his entire professional journey to the world of travel, assuming pivotal roles within global airlines and travel companies.
Bijan Farsijani
Business strategy, Creative direction, Digital transformation
Bijan's motivation for his work is helping the next generation of wealth to manage assets more sustainably.
Emilia Vieira
Financial strategy, Portfolio management
Emilia works in financial markets & portfolio management as Founder and CEO of Casa de Investimentos.
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 members.
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 advises family offices on digital transformation, innovation strategy, and technology adoption.
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 advises family offices on governance frameworks, strategic planning, and operational excellence.
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.
Brian Adams
Integrating the next generation, Leadership consulting, Strategic advisory
Brian Adams is a Partner at Mack International, specialising in executive search and human capital consulting for family offices and enterprises.
David Teten
Venture capital investing
David Teten is a Partner with Coolwater Capital, known as the "Y Combinator for emerging VCs."
Adam Hoffman
Beneficiary education, Estate planning, Family governance
Adam Hoffman empowers, connects and delights fellow wealth stewards who agree entrepreneurism is the key to unlocking meaningful family legacies.
John Redfern
Feasibility & due-diligence, Financial strategy, Real estate portfolio optimisation
John Redfern advises family offices on real estate investment strategy and portfolio optimization.
Lise Moller
Governance implementation
Lise Moller advises family offices on governance, leadership development, and family dynamics.
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.
Zita Nikoletta
Beneficiary education, Family governance, Mediation & family dynamics
Zita is the polyglot founder, legacy aesthete, and strategic Advisor at The Legacy Atelier. She is a Cultural Scientist.
Martin Jenewein
Risk management, Strategic advisory
Martin Jenewein advises family offices on private equity, venture capital, and growth investment strategies.
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 philanthropists.
Charles Eckhart
Family governance, Mediation & family dynamics, Succession planning
Charles Eckhart advises families on establishing and optimizing family office operations and strategy.
Christian Schiede
Business transformation, Leadership consulting, Ownership strategy
Christian Schiede draws on 15+ years of experience working with 'hidden-champions', the larger German family businesses, and advises entrepreneurial families.
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.
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.
Julien Abou Jaoude
Digital transformation, Service provider selection, Technology advisory
Julien Abou Jaoude advises family offices on legal structuring, governance, and cross-border wealth planning.
Arden O'Connor
Dementia Support, Mental Wellness, Substance Abuse
Arden O'Connor established the O'Connor Professional Group to support families and individuals facing various behavioural health challenges, including addiction, mental health issues, eating disorders, and developmental difficulties.
Roxana Balzac Ruiz
Business management, Business strategy, Business transformation
Roxana Balzac Ruiz 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.
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
My central philosophy is that of a Sherpa. I believe in acting as interpreter, educator, assessor, and advocate for family offices navigating the technology landscape.
Miles Le Cornu
Beneficiary education, Estate planning, Governance implementation
Miles Le Cornu is a trust and corporate services specialist based in the Channel Islands, helping families structure their wealth effectively.
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
Anne-Sofie van den Born-Rehfeld advises family offices on strategy, innovation, and next-generation engagement.
Alexandre Ducler des Rauches
Estate planning, Family office setup, Investment management
Alexandre Ducler des Rauches has extensive experience in financial and succession planning, with a mission to support HNW families throughout their wealth 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 DiNunzio advises family offices on operations, governance, and strategic management.
Andrew Howard
Bitcoin investments, Cryptocurrency consulting, Financial strategy
Bitcoin is a sustainable and long-term solution to the challenges the world faces. I help Family Offices understand and invest in Bitcoin.
Eva Jasiecka
Digital transformation, Leadership consulting, Strategic advisory
Eva Jasiecka assists family offices in tackling long-term challenges, identifying emerging opportunities, building resilience, and maximising the impact of both human and financial capital.
Rob Lusk
Business development, Networking, Strategic advisory
Simple Expert, Rob Lusk, is an entrepreneurial, detail-driven professional passionate about creating and building. With expertise in business development, venture capital, and technology advisory.
Todd Krim
Mediation & family dynamics, Public relations, Succession planning
Todd Krim advises family offices on genomics, precision medicine, and healthcare innovation strategies.
Erik Solum
Family governance, Mediation & family dynamics, Portfolio management
Erik Solum is a technology strategist helping family offices build robust digital infrastructure and technology ecosystems.
Umur Caglar
Executive coaching, Financial strategy, Portfolio management
Umur Caglar is a wealth manager with extensive experience in private banking and investment advisory.
David Werdiger
Family governance, Succession planning
David Werdiger is a 2nd generation family member, tech entrepreneur, non-exec director, philanthropist, thought leader now applying all that lived experience to help families navigate complexity.
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 Hanlon is a renowned brand strategist helping family offices and enterprises build meaningful, purpose-driven brands.
Tsitsi Mutendi
Governance implementation, Risk management, Succession planning
Tsitsi is an award-winning entrepreneur and consultant for family business and offices. As a third-generation family business owner, Tsitsi has extensive experience in international business and family business dynamics.
Nuno Lopes Gama
Financial strategy, Portfolio management
Nuno works in Financial Advisory & Wealth Management as Executive Board Member of Casa de Investimentos, he helps to nurture family wealth through disciplined portfolio management.
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 governance.
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.
Christelle Vigot
Business transformation, Executive coaching, Governance implementation
Christelle believes that families have to adapt if they are to safeguard their legacy, the performance of their business – and their own personal impact.
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 2013.
Seth Chadwell
Financial strategy, Portfolio management, Real estate portfolio optimisation
Seth Chadwell advises family offices on impact investment strategies and sustainable finance frameworks.
Maggie Spicer
Creative direction, Impact investment strategy, Marketing services
Maggie Spicer is a board level executive with 15+ years experience spanning brand experience, brand strategy, serial entrepreneurship, venture placement, and philanthropic advisory.
Nicolas Arroyo
Strategic foresight
Nicolas is Co-Founder & Foresight Director at a Futures Studies and Experience Design firm. Nicolas uses the power of foresight to help families prepare for the future.
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.
Rachid Kherrouf
Business transformation, Impact investment strategy
Rachid Kherrouf is a technology and digital transformation advisor specializing in family office operations and infrastructure.
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, Ownership strategy
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.