A Virtual Family Office
Personal Wealth CFOOutsourced Business SupportWealth Conciergewhy simplify wealth?
Wealth preservation and management takes extensive time and resources, and can place a heavy administrative burden on families, leading them to seek a family office solution.
Expert resources are needed to manage the details of all the financial, tax, and other functions, coordinate the responsibilities and outcomes between the family and their professional advisors, and assist with the lifestyle needs of various family members.
Simplify Wealth was founded with the vision of providing unique solutions to wealth challenges. We understand the complexities and responsibilities that come with wealth, and we improve our clients’ lives, allowing them to enjoy what they have built.
As a Virtual Family Office, Simplify Wealth is a turn-key option for families seeking a comprehensive solution to these challenges. We provide an experienced and cohesive team that implements the vision of each client in a highly customized way. Our talented professionals possess a wide variety of technical expertise and experience, partnering with our clients and their advisors to evaluate needs and build processes that support their goals and legacy. Simplify Wealth is committed to being a key partner in our clients’ lives, earning their trust and providing life-changing services with excellence, innovation, and transparency.
Our Services
Simplify Wealth designs customized Virtual Family Office systems with services selected from our three business units: Personal Wealth CFO, Outsourced Business Support, and Wealth Concierge.
The longevity and range of experience that Simplify Wealth’s professionals bring to our business spans multiple decades and covers every aspect of financial, tax and concierge services. By managing the range of services in the Virtual Family Office, we deliver optimal security, serenity, and sovereignty for our clients.
Personal Wealth CFO
Our Personal Wealth CFOs are leaders in finance and tax who ensure that all financial management is seamlessly and accurately performed by our Virtual Family Office team.
They use their vast experience to bring best practices and innovative solutions for financial coordination, tax planning, risk management, and wealth transfer to our clients.
Outsourced Business Support
Our Outsourced Business Support team members provide comprehensive financial, tax, administrative, and operations coordination for client businesses during times of transition and for ongoing business support.
They draw from their extensive experience to ensure accurate and timely delivery of required reports and other deliverables for business decision making.
Wealth Concierge
Our Wealth Concierge team uses their diverse experience and caring hearts to deliver customized solutions for financial and household management for our clients.
They possess the deep and broad expertise required to manage the multitude of responsibilities and implement solutions to support our clients in any stage of life.
our BlogSimplify Wealth Insights
We manage the complexities of personal wealth and share information, tips, and resources on a variety of topics acquired from our daily experience and close partnerships with industry experts.
Simplify Wealth FAQ
Find answers to FAQs from clients, family members, and professional advisors.
Contact Us
We welcome requests to learn more about each other to determine fit.