Simple
andsimple.co/
Phone: (917) 993-5096
New About Us
Simple | Powering the Next Generation of Family Offices
Simple is the digital platform for family office professionals, founders, executives, and advisors, building and scaling the family offices of the future.
We provide the tools, intelligence, and connections needed to navigate every stage of the family office journey. Whether designing a first-time structure or evolving a long-standing office, we help bring clarity to complexity.
What we offer:
- Knowledge & Insights
Our insights hub includes guides, research, and case studies on governance, succession, investment strategy, and more. From addressing the foundational 'how to start a family office' to unpacking investment strategies in an AI-powered world, Simple delivers the clarity and tools needed to navigate complexity.
- Service Provider Directory
The marketplace features a vetted network of tech, legal, investment, and operational providers, each selected for relevance to the family office space.
- Advisory Services
Our family office solutions enable collaboration with experienced advisors on structure, platform selection, family office transitions, or bespoke strategic challenges.
- Community & Talent
From private events to our jobs board, Simple facilitates connections among peers and professionals, shaping the future of family capital.
Everything we do is built around real-world experience, paired with an independent, forward-looking view of what family offices need to succeed across generations.
Whether refining investment infrastructure, preparing for a leadership transition, or seeking clarity in a complex landscape, Simple supports the next step.
