Access the Family Office market with our service provider solutions

Simple provides access to the global family office market. We are on a mission to empower family offices, helping the private wealth industry transform through digitisation, a next generation focus and a delivering returns beyond the financial.

Our registered user base consists of wealth owners, family office management, trusted advisors, industry experts and academic institutions from around the world. We have built and refined an independent approach over the last decade using a proven methodology that delivers suitable service providers with structured access to the family office market, allowing them to show value and build trust in order to connect with potential family offices that fit best.

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What we offer

Introductions

As part of our community we provide suitable strategic introductions when applicable.

Media exposure

Be included in related category insights on site and off-site, share successful case studies, contribute to our thought leadership content and add research input to our deep-dive annual reviews.

Directory

A comprehensive company outline within our directory of vetted service providers for family offices, plus comparable data with competitors to highlight unique advantages.

Performance marketing

We can create campaigns that direct relevant traffic directly to your profile page and capture marketing-qualified leads.

Products & Services

We offer two types of memberships for service providers

Core Membership

We help raise your company’s profile within our trusted network of family office leaders through our directory, industry-leading content, and strategic introductions.

Advanced Membership

Membership is limited to ensure our team can provide exceptional service.

Core

Advance

Directory listing

Directory listing

A comprehensive company outline in our directory of vetted service providers for family offices.

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Comparison

Comparison

Comparable data between your profile and that from similar competitors to highlight your unique offering and advantages.

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Media exposure

Media exposure

Inclusion in related category content on site as well as potentially off-site articles.

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Case study

Case study

Control how family offices understand your product through a successful case study with an existing client.

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Thought leader

Thought leader

Elevate your positioning in your category by contributing a thought leader insights piece (crafted together with our content team).

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Performance marketing

Performance marketing

A 3-month campaign to generate marketing-qualified sales leads by directing relevant traffic directly to your landing page.

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Added value

Added value

As part of our community, we provide suitable introductions when applicable and possible webinar participation.

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Family Office membership

Family Office membership

We provide two 6-month family office memberships at no cost for you to offer family office clients.

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Frequently Asked Questions

Our service provider solutions follows a three-stage approach:

 

Be found and show expertise – When providing solutions to the family office market it’s crucial to showcase solutions, highlight expertise and have a solid presence within the consideration set.

Add value and build trust – We help vendors prepare for the inflection point, when an often slow buying process rapidly speeds up and a trusted solution is suddenly urgent.

Generate leads & sales – The Simple knowledge platform enables vendors to inform, educate and connect, and our commercial team can assist you scale these efforts where applicable.

Technology providers, Operating partners, Financial Services & Banks, Tax & Legal, Personal Services, Philanthropic, Crypto, Sustainability.

 

We also work with multi-family offices looking to grow their network across the industry.

Bespoke Advisory Service

Francois Botha
Founder & CEO
Francois Botha

Copenhagen, Denmark

martin stadler
Partner & Strategic Advisor
Martin Stadler

Zurich, Switzerland

jason pinkham
Partner & Strategic Advisor
Jason Pinkham

Maine, United States of America

Simple’s innovative advisory service delivers bespoke solutions to service providers in the family office industry. We combine best-practice with the latest thinking to advise on all areas including product and service strategies, pricing and more. Our team of senior advisors have decades of experience spanning investment banking, wealth management, technology, go-to-market & brand strategy, and management consulting.

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Get in touch

Our Service Provider solutions generate value through focused exposure, and build trust within the family office ecosystem.
Discover how our comprehensive packages can enhance your access to next-generation family offices.

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