SimpleCORE is 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 improve returns while managing a commercial real estate portfolio and focusing on preserving and growing family wealth through comprehensive asset management and market-driven optimization.
At SimpleCORE, we exist to preserve legacies, empower rising generations, and align capital with core values. Our family-founded firm emerged from a major entrepreneurial liquidity event and a legacy in real estate, now committed to serving others like us. We prioritize transparency, long-term alignment, and unwavering trust.
By a family, for families.
We work best with entrepreneurial families, real asset builders, and founders navigating complexity post-liquidity. Our clients typically hold $50M–$1B in net worth and seek control, clarity, and complete alignment—without sales pitches or product agendas.
SimpleCITI offers bespoke family office solutions designed to preserve, manage, and grow generational wealth. We provide tailored investment strategies, estate planning, philanthropic advisory, and administrative support. Acting as a trusted steward, we simplify complexity and ensure that every financial, legal, and lifestyle aspect of wealth management is handled with discretion and diligence.
SimpleCITI’s unique ecosystem integrates investment, advisory, and execution under one roof. With proprietary deal flow, in-house experts, and tech-forward infrastructure, we deliver institutional precision with family-first care.
Capital → Advisory → Management → Execution
We breathe new life into legacy holdings through market repositioning, upgrades, and financial restructuring.
SimpleCORE oversees properties with long-term value potential, focusing on strategic redevelopment and leasing stability.
We safeguard and grow generational wealth through disciplined asset management and forward-looking capital strategies.
We can help you put all of the arrangements in place to transfer your wealth according to your wishes, at appropriate times in your beneficiaries’ lives, and in the most effective and tax-efficient way. We can help foster communication among family members and provide the expertise necessary for ongoing management of assets such as a family business or vacation home.
Beyond helping you grow your wealth through investing, our goal is to help protect it through judicious tax and risk management. Your team can conduct a thorough review to reveal your risk exposure, determining whether you’re making the most of tax opportunities and insurance strategies.
We are here to help you prepare your family, from developing a customized education program about being responsible wealth stewards to helping articulate your family’s unique story and the values you’d like to transfer along with your wealth.
You may feel strongly about supporting causes you care about. Our specialists can help you define and pursue your philanthropic goals with a strategy that best suits your needs.
Our mission is to reimagine dormant assets, ensuring each holding contributes meaningfully to long-term portfolio health. From adaptive reuse to tenant re-engagement, SimpleCORE blends tradition with transformation.
Conduct performance audits of legacy assets.
Identify repositioning or divestment opportunities.
Implement upgrades, leasing, or redevelopment plans.
Monitor cash flow, returns, and value growth over time.
We’re actively seeking joint ventures and advisory connections to maximize the value of dormant holdings.
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