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Sundar Pichai’s rise to the helm of one of the world’s most influential technology companies is no accident. It’s the product of steady leadership, disciplined execution, and a long-term vision for innovation. From guiding Google through the AI revolution to steering Alphabet’s multi-billion-dollar investments in infrastructure, Pichai has built a track record defined by patience, […]

Family Office Services Manager The ClientOur client, Richter, is a leading professional services firm with a strong presence in Toronto, providing tailored solutions to high-net-worth families. Within its Family Office Services (FOS) division, Richter acts as a personal CFO to clients, delivering a customized approach that includes cash management, lifestyle management, integrated financial planning, and […]

Client Service Associate (Remote) The ClientCapitol Family Office is a fully remote boutique financial advisory firm serving successful business owners, executives, and professionals. The firm combines deep expertise with high-touch service, leveraging smart technology and fast execution to ensure clients are well cared for and processes run seamlessly. The Client Service Associate will work closely […]

Senior Project Associate The ClientThe Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures, investments, and philanthropic efforts through Dalio Philanthropies, which includes OceanX, Dalio Education, Endless Network, and the Beijing Dalio Foundation. The DFO’s culture is built around meaningful work and meaningful relationships, as well as the family’s […]

Family Office Manager The Client Canyon State Electric is Arizona’s premier single-source solution for electrical construction. Recognized repeatedly as a Best Place to Work in Phoenix and honored with numerous awards for workplace culture and business excellence, the company is committed to fostering a positive, growth-oriented environment for its employees. In addition to providing industry-leading […]

Mariner Ultra – Family Office Services is a specialised division of Mariner focused on complex ultra-high-net-wealth individuals and families. The company’s core business lies in estate planning and tax-saving solutions, with estate, tax, and trust planning serving as the cornerstone of every client relationship. This case study from SumIt explains how Mariner Ultra simplified their […]

In this article, Simple Expert, David Grammig discusses how modern family offices are reshaping private markets through co-investment and fund creation.

Simple’s Strategic Partnership Lead, Jimmy Otterdijks, shares his candid take on AI for family offices. He outlines the areas where AI is genuinely adding value—cutting through the marketing hype.

Jamie Dimon’s stature as one of the most disciplined voices in global finance is no accident. It’s the result of decades of deliberate leadership, a firm grip on risk, and an unshakable belief in long-term resilience. From his annual letters to JPMorgan’s fortress balance sheet, Dimon has built a worldview defined by clarity, strength, and stewardship. […]

CFO based in New York The Client Our client is an established family office and private investment firm based in New York, NY. The firm, founded in 1925, is one of the investment community’s most experienced merchant banking firms, operating in principal investing and advisory services. The family, which has a long and rich history, […]