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WE MAKE STARTING AND IMPROVING A FAMILY OFFICE - SIMPLE.


FROM EXPLORATORY INSIGHTS TO READY-TO-USE TOOLS AND SERVICES FROM A NETWORK OF
EXPERTS, WE HELP BENCHMARK AND STREAMLINE FAMILY OFFICE OPERATIONS.

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WONDERING ABOUT OUR DATA? LEARN MORE ABOUT OUR INTEL TOOL

FAMILY OFFICE REVIEWS

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FAMILY OFFICE SOFTWARE & TECHNOLOGY REVIEW 2022


FAMILY OFFICE REAL ESTATE REVIEW 2022


FAMILY OFFICE BANKING REVIEW 2022


CRYPTOCURRENCY REVIEW 2022

REVIEWS ARE OUR DEEP DIVE REPORTS INTO FAMILY OFFICE OPERATIONS. LEARN, EXPLORE
AND CONNECT WITH PROVIDERS WORKING IN THE RESPECTIVE AREAS.

See all our Reviews here.


IMPACT INVESTING REVIEW 2022


MULTI-FAMILY OFFICE REVIEW 2020


FAMILY OFFICE SIGNALS - 2021 - Q2 UPDATE


FAMILY OFFICE TRENDS 2021

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FAMILY OFFICE SERVICE PROVIDERS

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 * Consolidated Reporting
 * Portfolio Management
 * Accounting
 * Crypto & Digital Assets
 * Private Bank
 * Impact & ESG


ETOPS

SWITZERLAND

CONSOLIDATED REPORTING

Etops is active along the entire value chain of wealth managers and family
offices. This includes services, technology and consulting.


MIRADOR

UNITED STATES OF AMERICA

CONSOLIDATED REPORTING

As an independent reporting advisor, Mirador delives state-of-the-art
consolidated financial reporting with data you can trust as a strong basis for
your financial decisions.


WEALTHARC

SWITZERLAND

CONSOLIDATED REPORTING

WealthArc is a digital wealth platform that helps wealth managers and family
offices to drive workflow automation and client satisfaction.


COPIA WEALTH STUDIOS

UNITED STATES OF AMERICA

PORTFOLIO MANAGEMENT

Copia is a financial intelligence platform that puts you and your family at the
helm of their wealth.


SUMMITAS

UNITED STATES OF AMERICA

PORTFOLIO MANAGEMENT

Summitas is an award-winning engagement platform to securely exchange
confidential information, store sensitive documents, and share ideas — all from
one place.


CORYX

GERMANY

PORTFOLIO MANAGEMENT

With CORYX iO, we offer Single and Multi-Family Offices, Asset & Wealth
Managers, Fonds, Foundations and Banks an investment management platform
tailored to their needs.


BILL.COM

UNITED STATES OF AMERICA

ACCOUNTING

Bill.com is a leading provider of cloud-based software that simplifies,
digitises and automates complex back-office financial operations for wealth
management and family office firms.


ALTOO

SWITZERLAND

CONSOLIDATED REPORTING

The Altoo Wealth Platform provides simplicity and control to wealthy private
individuals and family offices, by aggregating and monitoring wealth data in an
intuitive way.


SHARPFIN

SWEDEN

CONSOLIDATED REPORTING

We digitize all processes for small to medium size wealth managers within a
single cloud service


BVNK

SPAIN

CUSTODY PROVIDER

BVNK is a banking and payments platform built on crypto, for the digital
economy.


BITCASHIER

LITHUANIA

DIGITAL ASSET EXCHANGE PLATFORM

Bitcashier is focusing on bringing a bespoke cryptocurrency trading services to
family offices, wealth management firms, corporate institutions and banks.


FIREBLOCKS

UNITED STATES OF AMERICA

CUSTODY PROVIDER

Fireblocks is an enterprise-grade platform delivering secure infrastructure for
moving, storing, and issuing digital assets for funds, family offices, banks and
web3 businesses.


GOLDMAN SACHS

UNITED STATES OF AMERICA

INVESTMENT BANK

Goldman Sachs is an American investment bank headquartered in New York City. It
offers services in investment banking, wealth management, securities, asset
management, prime brokerage, and securities underwriting. In the US, Goldman
Sachs also offers GS Select, a private banking offering.


LOMBARD ODIER

SWITZERLAND

PRIVATE BANK

The Swiss, family-owned bank founded in 1796, with roughly 2500 employees and
CHF 290 bn AuM may sound like many of the others but in fact has evolved to be
quite unique.


JULIUS BAER

SWITZERLAND

PRIVATE BANK

Julius Baer, is a private banking corporation founded and based in Switzerland.
Headquartered in Zürich The 130 year old bank prides itself on their highly
personal service to UHNWIs along with a strong international focus.


SOPACT

UNITED STATES OF AMERICA

IMPACT & ESG

We combine our team’s expertise with our technology, ImpactCloud®, to help your
organization improve on the impact measurement process and demonstrate real
outcomes.


CLARITY AI

UNITED STATES OF AMERICA

IMPACT & ESG

Clarity AI uses machine learning and artificial intelligence to provide
investors and advisors with insights to make sustainably informed decisions. 


THE UPRIGHT PROJECT

FINLAND

DATA

Upright is an innovative fintech that has distinct offerings for investors,
companies, public sector, employees, and consumers that quantify impact to
enable better decision making.

ARE YOU A FAMILY OFFICE SERVICE PROVIDER? WE CAN HELP YOU REACH MORE CLIENTS.

Learn More

OUR NETWORK OF LEADING EXPERTS PROVIDE US WITH FRESH PERSPECTIVES ON THE FAMILY
OFFICE INDUSTRY.

See all Insights


HOW A PORTFOLIO MANAGEMENT SYSTEM CAN STREAMLINE FAMILY OFFICE OPERATIONS

SOFTWARE

Portfolio management is one of a family office's most crucial yet time-intensive
functions. This article explores the significance of investment management in
the general workflow and how software can help increase efficiency while at the
same time reducing the workload so that family offices can focus more on
strategy and vision.


HOW FAMILY OFFICES APPROACH CONSOLIDATED REPORTING

FINTECH

In this insight we look into the growing importance of consolidated reporting
for family offices and how software is changing the reporting landscape for the
better.


HOW SHOULD FAMILY OFFICES INVEST IN IMPACT?

IMPACT

As the world needs to make significant progress to limit global heating, the
role of private investors is coming under increasing scrutiny. We evaluate the
investment strategies for economic growth through climate adaptation.


HOW PRIVATE BANKS ASSIST FAMILY OFFICES WITH DIGITAL ASSET INVESTMENTS

CRYPTOCURRENCY

As digital assets continue to form part of many family office portfolios, the
need to do this with the support of accredited parties, recognised by financial
authorities has never been more vital. This explores how private banks have
shifted their attention to digital assets, to provide support to family offices
in their allocation decisions.

OUR CASE STUDIES DISSECT THE SUCCESS STORIES OF FAMILY OFFICES, THEIR CLIENTS
AND SERVICE PROVIDERS.

See all Case studies

HOW BILL GATES USES CASCADE INVESTMENT TO MANAGE HIS WEALTH

CASE STUDY OPERATIONS

HOW OPRAH WINFREY MANAGES HER INVESTMENTS THROUGH A FAMILY OFFICE

CASE STUDY INVESTMENTS


WE ALSO PROFILE SUCCESS STORIES BETWEEN FAMILY OFFICES AND THEIR PROVIDERS. DO
YOU THINK YOU HAVE A CASE WORTH SHARING?

Get in touch

OUR GUIDES PROVIDE EASY-TO-USE RESOURCES FOR VARIOUS FAMILY OFFICE NEEDS.

Read all Guides

ESG FOR FAMILY OFFICES: HOW TO DRAFT AN ESG STATEMENT

GUIDE OPERATIONS

6 STEPS TO SELECTING FAMILY OFFICE TECHNOLOGY

GUIDE SOFTWARE

A SIMPLE GUIDE TO SINGLE FAMILY OFFICE STRUCTURE

GUIDE OPERATIONS

OUR EXPERTS HELP WEALTH OWNERS TO USE THEIR CAPITAL TO CREATE THE WORLD THEY
WOULD LIKE TO LIVE IN.

See all Experts


BE A PART OF IT

Our expert network is what sets us apart and we're always looking to expand and
improve it.

Become an Expert


TIM DAUM

LIFESTYLE MANAGEMENT SERVICES

Tim Daum is a lifestyle management expert and is the co-founder of Veltracon
Lifestyle AG, an agency servicing high-net-worth individuals.


JULIEN ABOU JAOUDE

IT & FINTECH

Julien Abou Jaoude is an information technology executive with over 20 years of
experience in assisting family offices with fundamental tech changes.

WHO ARE WE?

Simple is a next-generation company focussed on helping family offices and their
service providers to professionalize and be future-ready through our insights,
services and data. Our platform members include key individuals from family
offices, service providers as well as various industry professionals, academic
institutions or interested parties.

Get in touch

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