Simple Experts

Arden O’Connor

United States of America

Governance Leadership Mental health Psychodynamics Purpose

Arden O'Connor established the O'Connor Professional Group to support families and individuals facing various behavioural health challenges, including addiction, mental health...

Kristina Touzenis

Switzerland

Governance Purpose Business strategy Content development Governance implementation

Kristina Touzenis is a lawyer with special expertise in human rights and international law.

Alex Porter

United Kingdom

Succession planning Trust services Corporate services Succession planning Trust services

Alex is a Wealth Planning Director at Sequent Group, an independently owned fiduciary services provider.

Zita Nikoletta

United Kingdom

Governance Leadership Next Generation Philanthropy Purpose

Zita is the polyglot founder, legacy aesthete, and strategic Advisor at The Legacy Atelier™. She is a Cultural Scientist and...

Marco Mesina

Italy

Legal services Tax advisory Trust services

Marco Mesina is an Italian tax advisor with extensive experience assisting international individuals, entrepreneurs, and families in managing their tax...

Dr. Tonya Hoffman

United Kingdom

Leadership Next Generation Performance Leadership consulting Peak performance consulting

Dr Tonya Hoffman is an advisor on sophisticated high performance and leadership with practical, outcomes-focused solutions so that you, and...

Benjamin Ehrlich

New York City

Strategic advisory Structuring Venture capital investing

Benjamin Ehrlich's experience spans multiple sides of the investment landscape – from launching a next-generation stock exchange focused on long-term...

Nuno Lopes Gama

Porto

Investments Financial strategy Portfolio management

Nuno works in Financial Advisory & Wealth Management as Executive Board Member of Casa de Investimentos, he helps to nurture...

Rachid Kherrouf

France

Governance Performance Philanthropy Startups Business transformation

Rachid Kehrrouf advises private companies and family offices with a focus on direct investing and start-ups, sustainable impact investing, and...

Kjartan Rist

Copenhagen

Digital Startups Venture Capital Venture capital investing

Kjartan is a Founding Partner of Concentric, the London & Copenhagen-based venture capital firm. He helps family offices gain a...

Alex Kirby

United States of America

Communication Family governance Mediation & family dynamics Mental health Succession planning

Alex Kirby is the founder and CEO of Total Family Management (TFM). A visionary leader based in the Washington DC-Baltimore...

David Werdiger

Melbourne

Family governance Governance Next Generation Philanthropy Succession planning

David Werdiger is a 2nd generation family member, tech entrepreneur, non-exec director, philanthropist, thought leader now applying all that lived...

Charles Eckhart

United States of America

Governance Leadership Next Generation Philanthropy Psychodynamics

Charles Eckhart is a family wealth consultant, with a background as a clinical psychologist, and expertise in helping families prepare...

Julien Lescs

Marseille

Impact Next Generation Ownership Governance implementation Mediation & family dynamics

Julien is co-founder of Kimpa, a family office dedicated to impact investing. Grandson of an agricultural family business that was...

Tim Daum

Switzerland

Art Luxury & Lifestyle Real Estate Art advisory Collections management

Tim Daum is an expert in bespoke lifestyle management and medical services and the co-founder of Veltracon Lifestyle AG, an...

Rory Tews

Germany

Foresight Impact Measurement Impact Strategy Innovation Philanthropy

With a PhD in sociology and a career in innovative finance, Dr. Rory Tews has carved an impressive niche in...

Christian Schiede

Munich

Governance Ownership Business transformation Leadership consulting Ownership strategy

Christian Schiede draws on 15+ years of experience working with 'hidden-champions', the larger German family businesses, and advises entrepreneurial families.

Ben Wiener

United States of America

Cryptocurrency Bitcoin investments Cryptocurrency consulting Stablecoin purchases

The speed at which the digital asset market is about to move and the impact it will have will resemble...

David Grammig

Dubai London

Governance Leadership PR & Reputation Management Private Equity Purpose

David is the founder of a boutique capital introduction advisory firm supporting single family offices in identifying SFO investors for...

Toby Usnik

United States of America

Communication Leadership Philanthropy PR & Reputation Management Purpose

Toby Usnik is a communications professional with thirty years of expertise in strategic communications.

Naava Mashiah

Switzerland

Client engagement Financial strategy Relationship mapping

Naava Mashiah is the CEO of ME LINKS, a financial advisor to family offices and UHNWIs. Established in Switzerland in...

Todd Krim

United States of America

Philanthropy Mediation & family dynamics Public relations Succession planning

Todd Krim is the founder of The Krim Group where he works as a connector between charitable causes and high-profile...

Ronnie Stangler

New York City

Next Generation Purpose Trends Behavioural analysis Ethical advisory

Ronnie S. Stangler, M.D., is a physician and board-certified psychiatrist, based in New York City.

Tsitsi Mutendi

Johannesburg

Governance Leadership Ownership Risk Governance implementation

Tsitsi is an award-winning entrepreneur and consultant for family business and offices. As a third-generation family business owner, Tsitsi has...

John Redfern

Speightstown

Real Estate Risk Feasibility & due-diligence Financial strategy Real estate portfolio optimisation

Based in the Caribbean, John is in a unique position to draw on his background at leading European property consultancies...

Laura Hermann

Switzerland

Communication Impact Strategy Innovation Content creation Executive coaching

Laura Hermann prepares high-net-worth individuals and family offices to respond to complex and controversial issues.

Michael Weinberg

United States of America

Investment management Research

Michael Weinberg enjoys thought leadership and have taught Alternative and Family Office Investing at Columbia Business School for the past...

Roxana Balzac Ruiz

United States of America

Governance Impact Strategy Innovation Leadership Purpose

Roxana Balzac Ruiz of Mogote Family Advisory supports families to make progress towards their climate goals and impact.

Brendan Murphy

London

Private Equity Venture Capital Business strategy Financial strategy Venture capital investing

Brendan has spent most of his career investing on behalf of family offices across asset classes. He is a CFA...

Ben Vaschetti

United States of America

Communication Concierge Services Luxury & Lifestyle Philanthropy Art advisory

Benjamin Vaschetti has decades of experience in celebrated Michelin-starred kitchens, five-star hotels, a Royal Family, and on superyachts around the...

Martin Jenewein

Austria

Risk management Strategic advisory

Martin Jenewein is a trusted advisor with nearly two decades of experience in strategic communications, specialising in reputation management, high-stakes...

Miles Le Cornu

Channel Islands Jersey

Governance Next Generation Beneficiary education Estate planning Governance implementation

Miles Le Cornu is the co-founder of MK Consultants Limited and has assisted families to create and administer state of...

Emmanuel de Truchis

Switzerland

Compliance FinTech Impact Strategy Innovation Risk

Emmanuel is a recognised expert in global business transformation and strategy execution developed over 30 years in the financial services...

Adam Hoffman

Canada

Estate planning Family governance Risk management Succession planning Trust services

I empower, connect and delight fellow wealth stewards that agree entrepreneurism is the key to unlocking meaningful family legacies |...

Tal Ullmann

Netherlands

Compliance Governance Impact Strategy Innovation Trends

Tal Ullmann spent the past 15 years working with investors in both the institutional and wealth/family office space to design...

Julien Abou Jaoude

Lebanon

Cyber Security FinTech WealthTech Digital transformation Service provider selection

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

Mark O’Malley

Australia

Cyber Security Foresight Governance Risk Technology Stacks

Mark educates and advises Asia-Pacific Family Offices and their operating businesses to protect their family members and staff using sustainable,...

Bijan Farsijani

Berlin

Foresight Innovation Purpose Business strategy Creative direction

Bijan’s motivation for his work is helping the next generation of wealth to manage assets more sustainably.

Erik Solum

Australia

Governance Investments Next Generation Family governance Mediation & family dynamics

Erik Solum is a family office advisor at William Buck.

Jen van der Meer

New York City

Purpose Business strategy Business transformation Impact investment strategy

Jen van der Meer is a business model designer, professor, and former tech equity analyst on Wall Street.

Kate Bright

United Kingdom

Concierge Services Cyber Security PR & Reputation Management Purpose Risk

Kate Bright has 27 years of private client-facing experience in the Private and Family Office sector and is now a Secure Lifestyle...

Oliver Yorke

Switzerland

Ecosystem architecture Impact investment strategy Impact structure and strategy

Oliver Yorke works at the intersection of investment and innovation, bringing together LPs, family offices, and diverse investors to deploy...

Sonja Kissling

Zürich

Governance Family governance Ownership strategy Succession planning

Sonja Kissling advises families in governance and decision-making processes. She specialises in helping families with complex family and business relationships ...

Eva Jasiecka

United Kingdom

WealthTech Digital transformation Leadership consulting Strategic advisory Strategic foresight

Eva Jasiecka assists family offices in tackling long-term challenges, identifying emerging opportunities, building resilience, and maximising the impact of both...

Juliet Valdinger

United Kingdom

Philanthropy Philanthropic advisory Research Stakeholder engagement

Juliet Valdinger has over 25 years in the philanthropy sector, including working for charities, foundations, individual philanthropists, and social entrepreneurs.

Marta Widz

Italy Switzerland

Beneficiary education Business development Executive coaching Family governance Governance implementation

Marta Widz is a Professor of Practice at SDA Bocconi School of Management, Milan, Italy. She is also the founder...

Rob Lusk

United States of America

Business development Networking Strategic advisory Technology advisory

Simple Expert, Rob Lusk, is an entrepreneurial, detail-driven professional passionate about creating and building. With expertise in business development, venture...

Anne-Sofie van den Born Rehfeld

Denmark

Succession planning Family governance Philanthropic advisory Succession planning

As the CEO of Harbour Family Governance, Anne-Sofie van den Born Rehfeld works as a trusted advisor for a wide...

Andrew Howard

Nashville TN

Digital Investments Risk Bitcoin investments Cryptocurrency consulting

Bitcoin is a sustainable and long-term solution to the challenges the world faces. I help Family Offices understand and invest...

Besarta Dani

United Kingdom

Impact & ESG Leadership Private Equity Recruitment Venture Capital

Besarta works with high-net-worth individuals and family offices to help them secure exceptional C-suite, senior management, and board level talent.

Suzanne Lauritzen

Switzerland

Communication Governance Next Generation Ownership Family governance

Suzanne Lauritzen is a private client adviser and facilitator, specialising in international taxation, wealth structuring, family governance and mediation.

Pauline Borg

Switzerland

Governance Impact Measurement Impact Strategy Next Generation Purpose

Pauline, a 5th generation member of a Finnish industrial family business, is on a mission to empower the next-generation of...

Remo Stebler

Switzerland

Cyber Security Digital transformation Leadership consulting Technology advisory

Remo Stebler brings more than 20 years of leadership experience at the intersection of governance, technology, and operations of family...

Rune Toldam

Zurich

Foresight Strategic foresight

Rune is Co-Founder, Partner & Creative Director of a Futures Studies and Experience Design firm. His expertise lies in translating...

Costa Theo

Monaco

Governance Next Generation Philanthropy Private Equity Real Estate

Costa Theo is a Monaco based UHNWI advisor with global connectivity and network providing specialist advice to multi generational families.

Jordan Shlain, MD

United States of America

Health & Longevity Healthcare

Dr Jordan Shlain believes good medicine and great health come only from a deep understanding of people, data and science.

William Rossetter

United States of America

Communication Governance Impact & ESG Innovation Private Equity

William Rossetter is an accredited M&A professional with over 15 years of experience in deal origination, private equity, and corporate...

Raymond DiNunzio

United States of America

Governance Impact Strategy Leadership Technology Stacks WealthTech

Raymond DiNunzio is a highly experienced financial executive with over two decades of expertise in private wealth management and family...

Lise Møller

Denmark Switzerland

Family governance Succession planning Governance implementation

Lise supports families in business and wealth ownership by addressing challenges from family office setup to governance, succession, and next-generation...

David Teten

United States of America

Venture Capital Venture capital investing

David Teten is managing founder of Versatile Venture Capital and a Chair of FoundersNextMove.com and PEVCTech.com.

Nicolas Arroyo

Copenhagen

Foresight Strategic foresight

Nicolas is Co-Founder & Foresight Director at a Futures Studies and Experience Design firm. Nicolas uses the power of foresight...

Emília Vieira

Braga

Investments Financial strategy Portfolio management

Emilia works in financial markets & portfolio management as Founder and CEO of Casa de Investimentos, where she helps private...

Adam Ramlugon

London

Art Impact Legal services Supplier & lifestyle advisory

Adam is a co-founder of Maybridge Services, a consultancy and advisory firm to an UHNWI client base.

David Homan

New York City

Impact Mental health Next Generation Business development International relations advisory

David Homan is the CEO and Founder of Orchestrated Connecting, LLC, co-founder of Orchestrated Opportunities, and runs an 800+ member...

Shaun Parkin

Perth

Digital Investments Operations Infrastructure advisory Technology advisory

My central philosophy is that of a Sherpa. I believe in acting as interpreter, educator, assessor, and advocate for family...

Alexandre Ducler des Rauches

Mauritius

Estate planning Family office setup Investment management

Alexandre Ducler des Rauches has extensive experience in financial and succession planning, with a mission to support HNW families throughout...

Kyle Zeno Macdonald

London

Digital Operations Purpose Business strategy Business transformation

For the next generation to develop resilient legacies it will require a shift towards: sustainability, innovation and systemic compassion.

Chris Harmse

London

Cryptocurrency FinTech Innovation Business development Cryptocurrency consulting

Chris Harmse is the Co-Founder & Managing Director at BVNK and is an experienced financial analyst and trader who joins...

Dr Kevin Fleming

United States of America

Mental health Neuroscience Performance Behavioural analysis Leadership consulting

Dr Kevin Fleming's research into the neuroeconomics of decision making has been instrumental in helping both the at-risk high net...

Anton Kjærgaard

Denmark

Concierge Services Innovation Leadership Luxury & Lifestyle Purpose

Anton has dedicated his entire professional journey to the world of travel, assuming pivotal roles within global airlines and travel...

Patrick Hanlon

United States of America

Brand & design Leadership Business transformation Content development Creative direction

Patrick's expertise in creating belief systems that build communities of advocates can provide family offices with valuable insights into developing...

Maciej Janiszewski

Warsaw

Private Equity Venture Capital Business strategy Venture capital investing

Maciej is a seasoned manager with more than 25 years of experience in various industries ranging from hospitality and beverages,...

Brian Adams

United States of America

Recruitment Integrating the next generation Leadership consulting Strategic advisory

Brian Adams is a Partner at Mack International, where he specializes in executive search and human capital consulting for family...

Stefan Rosenlund

Denmark

Digital transformation Organizational development Service provider selection Technology advisory

Stefan Rosenlund is a serial entrepreneur who built a family office with fellow founders. Through collaboration and visionary wealth management,...

Sharon Schneider

United States of America

Impact Strategy Innovation Next Generation Philanthropy Purpose

Sharon Schneider is an entrepreneur, philanthropy expert and strategy consultant to the next generation of social impact founders, businesses and...

India Wooldridge

United Kingdom

Brand & design Foresight Leadership Philanthropy Purpose

India helps families and family offices proactively leverage their brand and reputation to preserve their wealth and legacy.

Christelle Vigot

Paris

Impact Innovation Leadership Business transformation Executive coaching

Christelle believes that families have to adapt if they are to safeguard their legacy, the performance of their business –...

Feisal Alibhai

Hong Kong

Leadership Mental health Mediation & family dynamics

Feisal Alibhai is the founder and CEO of Qineticare, the world's first family health office, as well as an author...

Edward Marshall

United States of America

Foresight Governance Impact Strategy Innovation Risk

Edward is the Founder and CEO of Presage Global, an intelligence-powered risk and business advisory firm. Presage helps clients overcome...

Jasmine Willis

Switzerland

Next Generation Startups Client engagement Ecosystem architecture Service design

Jasmine has over 15 years of experience in finance, advising clients on wealth structuring as a trust and estate practitioner,...

Matina Agio

Athens

Art Innovation Ownership Purpose Collections management

Matina Agio is an art and heritage consultant for family offices and ultra-high-net-worth individuals.

Seth Chadwell

United States of America

Real Estate Financial strategy Portfolio management Real estate portfolio optimisation

Seth Chadwell is the Founder of Fire Tower and serves as President of Kibo Capital, a real estate family office....

Stephan Gerwert

Germany

Family office setup Service provider selection Strategic advisory

Stephan Gerwert has over 18 years of experience across the private wealth spectrum — from global banks and single family...

Dr. Umur Caglar

Liechtenstein

Art Cryptocurrency Impact Strategy Luxury & Lifestyle Next Generation

Umur Caglar is a wealth manager with extensive experience in private banking and investment advisory.

Maggie Spicer

France

Philanthropy Creative direction Impact investment strategy Marketing services Public relations

Maggie Spicer is a board level executive with 15+ years experience spanning brand experience, brand strategy, serial entrepreneurship, venture placement,...