November Newsletter: Thankful for 2024—Excited for What’s Next
Hej! Hello! Hi!
Happy Thanksgiving to everyone celebrating in the US. This time of year reminds us to pause, spend time with loved ones, and reflect on what matters most. As 2024 winds down, it’s also a moment to look ahead—to a new year, opportunities, growth and connections.?
At Simple, we’re keeping this spirit of connection at the forefront. We’re expanding our expert network to bring even more voices, insights, and opportunities to the family office community. Click here to apply.
And as we look to 2025, keep an eye out for our annual outlook which will drop in your inbox soon.
Here’s to a season of gratitude and we’re thankful for everyone who has joined us on the Simple journey thus far!
Best wishes,
Francois & the Simple Team
The Simple Take on AI
Artificial Intelligence (AI) continues to revolutionize industries, and family offices are no exception. Integrating AI into family office operations goes beyond automation—it redefines how family goals are achieved. Tools like EtonGPT?, AV Edge and Clarity AI are helping to lead this transformation, empowering family offices to leverage AI and rethink their operations.
In the broader AI landscape, vertical AI—AI tailored to specific industries and domains—is emerging as a game-changer. For family offices, this means tools that address unique challenges like investment analysis, compliance, and wealth planning with precision and relevance. Vertical AI enables bespoke solutions that align directly with family office needs, providing both operational efficiency and strategic insights.
The rise of generative AI also presents new opportunities for innovation and growth within the family office sector, offering a dual role as both an operational tool and an area for strategic investment.
As we continue to develop our own AI product, please join the waitlist so we can keep you updated.
Welcoming New Service Providers
Interested in joining? Visit this link.?
FileForms helps family offices comply with the Corporate Transparency Act by streamlining secure, efficient Beneficial Ownership reporting for large legal entity volumes, ensuring compliance with the 2025 deadline.
DAPM provides financial consolidation and monitoring services, offering transparency and control through data collection, financial reporting, and an online platform to ensure accuracy, performance monitoring, and secure oversight.
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Out & About
Want to meet up with the Simple team in December?
We also have team members based in Zurich, Cape Town, Mexico City and partners roaming everywhere else.
Featured Family Office & Service Provider Jobs
To view the full list of here, please visit this link.
Don't forget to keep an eye on our insights, case studies, reports and guides
Featured: Sandbox Wealth Eton Solutions LP Asset Vantage Clarity AI Kjartan Rist FileForms DAPM SA