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.
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.
Comparison
Comparison
Comparable data between your profile and that from similar competitors to highlight your unique offering and advantages.
Media exposure
Media exposure
Inclusion in related category content on site as well as potentially off-site articles.
Case study
Case study
Control how family offices understand your product through a successful case study with an existing client.
Thought leader
Thought leader
Elevate your positioning in your category by contributing a thought leader insights piece (crafted together with our content team).
Performance marketing
Performance marketing
A 3-month campaign to generate marketing-qualified sales leads by directing relevant traffic directly to your landing page.
Added value
Added value
As part of our community, we provide suitable introductions when applicable and possible webinar participation.
Family Office membership
Family Office membership
We provide two 6-month family office memberships at no cost for you to offer family office clients.
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
Founder & CEO
Francois Botha
Copenhagen, Denmark
Partner & Strategic Advisor
Martin Stadler
Zurich, Switzerland
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.
Learn moreGet in contact
Get in contact
Our unique insights into the family office market is what sets us apart.
By partnering with Simple, you’ll be able to reach new audiences, through our Provider Directory, annual reviews and case studies – all designed to help our users find the best service providers.
Our insights and playbooks make it easy for providers to enter the family office market with everything they need to know.
We invite new family office technology providers, private banks, and other specialised providers to join us.
In the media