Investment Strategy & Discretionary Oversight
- Discretionary Portfolio Management: Tailored multi-asset portfolios across public markets, private equity, venture, credit, hedge funds, and infrastructure.
- Manager Selection & Monitoring: Diligence, on-boarding, and oversight of external managers.
- OCIO/CIO Fiduciary Support: Acting as your discretionary investment officer or as part of an investment committee.
- Consolidated Reporting: GIPS-aligned reporting, asset allocation, liquidity analysis, and risk dashboards.
Entity & Tax Strategy
- Entity Structuring & Administration: Utilizing EntityKeeper to form and monitor LLCs, trusts, SPVs with fully tracked org charts, EINs, minutes, agreements, and automated compliance reports.
- Tax Compliance & Workflow: Using CCH Axcess for tax prep, e-filing, K-1s, and CPA collaboration.
- Liquidity & Recapitalization Support: Structure oversight for recapitalizations, secondary sales, carve-outs, or SPAC exits in coordination with your advisors.
Manager Diligence Coordination
- Third-Party Manager Due Diligence: Collect DDQs, performance data, legal/legal docs, operational due diligence - but do not recommend or rate managers.
- Advisor Collaboration: Work with SimpleADVISORY or third-party RIAs retaining discretion and decision-making.
Property & Asset Management
- Residential & Commercial Property Operations: Acquisition oversight, lease management, vendor coordination, maintenance, insurance, and accounting.
- Performance & Expense Reporting: Integrate property P&L into dashboards and manage real estate cash flow.
- Infrastructure & Integration: Use tech-enabled portals for contracts, invoices, maintenance, and occupancy dashboards.
Governance, Continuity & Family Operations
- Governance Frameworks: Councils, meetings, compliance records.
- Next-Gen Integration: Tools and processes to on-board family members into operational and governance roles.
- Legacy Documentation: Archive family principles, philanthropy, mission statements, and governance.
Legal & Core Administration
- Legal Matter Tracking: Manage legal issues, deadlines, contracts, and counsel coordination - clearly administrative.
- Full Back-Office Backbone: K-1 coordination, cash-flow forecasting, trustee workflows, encrypted document vaults, and dash-boarding across entities
SimpleCORE in a HoldCo that holds SimpleCITI's legacy assets from earlier stages of the company's history. SimpleCORE focuses on exploring strategic opportunities to revitalize these assets and enhance their performance. The primary goal is to unlock potential value and maximize returns while managing a commercial real estate portfolio and focusing on preserving and growing family wealth through comprehensive asset management and market-driven optimization.
SimpleQOZ specializes in Qualified Opportunity Zone (QOZ) investments, focusing on high-potential real estate and business projects within economically disadvantaged communities. By leveraging tax incentives, we aim to generate both strong financial returns and a positive social impact. Our commitment to long-term strategic planning allows us to foster.
SimpleAXCS Specializes in passive investments across Venture Capital, Private Equity, and Hedge Funds. We focus on a strategic portfolio of high-growth opportunities, carefully selecting investments with long-term potential with minimal active management.
Operational & Advisory Platform For UHNW Families
SimpleFAMILY partners with ultra-high-net-worth entrepreneurial and legacy families to deliver the full suite of institutional-grade family office services—investment, entity management, property operations, and administrative execution—powered by modern technology and coordinated via your trusted advisors.
IN HOUSE TAX: Generational Wealth & Succession Planning, Tax Filings
- Trust & Estate Planning
- Business Tax Structuring
- Opportunity Zone Tax optimization
- Strategic Planning
- Tax filings including federal/state filings, trusts, wills
What Sets SimpleMFO Apart
Built For
Complexity
- Technology-enabled systems replace spreadsheets and scattered advisors
One-Ring-To-Rule
Infrastructure
- Everything from entity structuring to portfolio administration lives in one platform.
Operational
Transparency
- Dashboards, alerts, summaries available in real time.
Aligned With
Advisors
- Invest with SimpleADVISORY or your RIA; MFO provides systems and structure.
Regulatory & Delivery Notes
- Investment advisory and discretionary services are provided by SimpleADVISORY.
- SimpleMFO supports, but does not provide, investment recommendations, legal advice, or custody.
- Our fee structure is transparent and aligned with long-term stewardship.
How We Get Started
Begin with a Family Office Readiness Assessment—a diagnostic session to map out complexity, define objectives, and chart your path to institutional-grade control.