Simple for Family Offices
We are the next-generation partners to family offices. From ecosystem orchestration bringing the right companies together to supporting strategic discussions, no matter what stage of the journey you are on, we have what you need.
If you’re thinking of starting a family office, we have the ideas, research, specialist service providers and network of experts ready to help.
Once you’re ready to position for new clients, listing on our platform or a case study can support your marketing efforts.
For established family offices, we assist with the journey to “best-in-class” with our operational benchmark data.
Join us today
What Simple offers you
1. Regular Research and Insight Updates
A pulse check on the latest news in private wealth. Stay on top of the latest trends with our collection of reviews, case studies, tools, and guides.
Read Insights2. Real Time Intelligence
Our dashboard provides actionable intelligence from the get-go. Our pragmatic research approach empowers you to make decisions with the backing of industry expertise and cutting edge knowledge.
Dash
3. Bridging the Knowledge Gap
The private wealth sector is highly fragmented. We use our industry know-how and networks to bridge the knowledge gap and build consensus amongst experts and leaders.
Provider Directory4. Management Calls & Webinar Briefings
Our team is available to discuss any emerging changes with family office management. We also provide a monthly newsletter and webinar deep dive into the key trends shaping the private wealth sector.
Connect with our team here.
5. Access to our network of experts
Knowledge is nothing without connections. We provide direct access to the experts who author our reports to ensure our members receive the most value.
Connect with our expertsWhat clients say about us...
»We don’t know what questions to ask when evaluating a new bank«
Family Office evaluating new custody providers
»It’s impossible to compare technology products – we don’t even know where to start«
US Single Family Office
Process
We invite family offices of all shapes and sizes to join the Simple platform and depending on what your needs are, we have an offering for you. For those who want to access our content and industry insights, our premium subscription allows you to go deeper into our data.
For those looking to gain exposure, listing on our platform, with the option to add a case study, will position you for new clients. Joining our provider directory involves an RFP-style survey, and case studies require an interview.
Who uses our platform
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We guide private wealth owners on their journey from family businesses to business families, whether from succession or a company sale.
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Whether you're a CIO for a single family office or the managing director for a newly established multi-family office, we have the tools, data, and insights to make your life easier and make more informed decisions.
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We work with various advisors to family offices. By using our reports, data and insights, advisors can easily step into new emerging areas.
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We work with various types of family office service providers both financial and non-financial in nature.
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We work closely with industry leaders from many fields spanning the entire wealth management sphere, who provide us with hands-on expertise.
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As one of our goals is to assist in building best practices for the family office industry, we collaborate with business schools and other respected institutions.
Something else you’d like to know?
We look forward to hearing how we can help you. You’re welcome to ....
Enquire here Sign up for a free account
Simon Lockett
Simon is United States business director with years of experience working with family offices.
Dave Chin
Dave is part of our business dev and partnerships team and leads our paid leadgen offers.
Jimmy Otterdijks
Jimmy focusses on experiential pilots for both family offices and service providers as part of our business dev and partnerships team.
Francois Botha
François is the founder of Simple and has a background in technology and management consulting.
In the media
