A Simple Update - November 2023
Illustration: Emijl de Kock

A Simple Update - November 2023

At a glance:

  • Contribute to the global family office risk survey here.
  • Apply to join the Dalio Family Office as Chief of Staff here.
  • Get help choosing your family office accounting software here.
  • Some lessons for family offices from Fight Club in this Forbes piece here.


Hej! Hello! Hi!

After too many flights to count this month, I can say that while it is super valuable to connect in person with people from the far ends of the earth, it's great to return to productivity from my desk here in Copenhagen as we wrap up the year.

This month has been a whirlwind: from an engaging visit to New York, Boston & Portland, some time with our partners in Zurich, and then the mad energy of the Singapore FinTech Festival where we co-hosted a packed event with a great group of friends of Simple.

It was a reminder that some of the best things we've done this year have been collaborations with like-minded people and companies that share our mission to empower the family office community.

Enjoy!

Francois & The Simple Team

PS If you're interested to find out more about our new Family Office Solutions, please get in touch - we're expanding our beta group!


Family Office Risk Survey

We're working with global law firm Dentons to help family offices understand and prepare for the potential risks they face.

This short survey will deliver actionable intelligence and useful benchmarks to help family offices compare their risk profile to industry standards.

If you are part of a family office or an advisor to one, we urge you to contribute to this important research.

It will take approximately 12 minutes to complete and is anonymous.

TAKE THE SURVEY


Family Office Jobs Portal

Dalio Family Office in Singapore is looking for a new Chief of Staff to act as an advisor and lead various strategic initiatives for the company - just one of the many career opportunities currently available in our ever-expanding family office jobs portal available to our users.

BROWSE FAMILY OFFICE JOBS


Discover Leading Solution Providers

Connect with our ever-expanding network on the Simple vendor directory. 

Eton Solutions LP

Founded to handle the complexities of servicing ultra-high-net-worth families., Eton Solutions' flagship product, AFO, holistically aggregates and manages all of the family office's data, reporting, and workflow processes.

Ledgex

Ledgex Pro is a cloud-native platform that offers comprehensive portfolio management and accounting solutions, including data management, portfolio accounting, beneficial ownership, performance & analytics, modelling, and private investment tracking for family offices.

Nasdaq Asset Owner Solutions

Nasdaq Solovis offers asset owners an all-in-one solution to manage their multi-asset class portfolio. A single dashboard provides instant insight, improves visibility, and allows you to conduct bottom-up portfolio analysis from any angle.

SEI - Archway Platform

SEI's Archway Platform is a wealth management solution for family offices and financial institutions. It helps independent advisors and family offices manage complex portfolios, partnerships, and corporate accounting while providing investment management, bill payment, and multi-asset class data aggregation.


Updates & features:






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