Your Partners in Wealth Stewardship
Simler Family is a globally distinguished multi-family office with a deep-rooted commitment to serving HNW families and individuals across the globe.
We specialise in boutique wealth management and offer bespoke solutions to guide clients in creating sustainable financial returns while safeguarding their long-term financial security.
Founded on the principles of integrity, trust, and shared prosperity
At Simler Family, our mission is two-fold. Firstly, we seek to assist our clients in cultivating, preserving, and enhancing their wealth through the prudent stewardship of their financial resources. Secondly, we are committed to fostering long-lasting partnerships that drive growth and optimise the potential of each client’s investments. By balancing financial objectives with family aspirations, we aspire to ensure our clients’ wealth supports their desired lifestyle and legacy goals.
Our approach at Simler Family is fundamentally client centric. We begin by gaining a thorough understanding of our clients’ financial situations, investment values and appetite for risk. This multifaceted perspective allows us to provide customised investment advice and financial strategies shaped to each client’s evolving needs and aspirations.
Our rigorous, research-driven process and global perspective allow us to identify the most promising opportunities across various asset classes and geographies. We firmly believe in the power of diversification and tactical asset allocation and are committed to delivering balanced, risk-adjusted returns over the long term.
The team at Simler Family comprises seasoned financial professionals, each possessing deep expertise across a range of financial disciplines. From investment management to estate planning, tax strategy and philanthropy, our team is well-equipped to handle the complexities of substantial wealth.
Our proven track record of superior performance is a testament to our industry expertise, and our dedication to maintaining the highest standards of professionalism, discretion and confidentiality grants our clients’ peace of mind. We continually strive to stay abreast of the latest industry trends, regulatory changes and advancements in financial technology to provide our clients with the most informed advice and solutions.
Services
At Simler Family, we offer a diverse range of services to accommodate the unique requirements of our clients.
Our team of professionals are equipped with a profound understanding of the financial world and is committed to delivering customised solutions with the highest level of professionalism.
Wealth Management
We provide highly tailored wealth management services, ensuring your financial resources are meticulously managed to support present needs and future ambitions. Simler Family advisors utilise a proprietary approach to develop and implement investment strategies that align with your unique financial goals, risk tolerance and family circumstances. From equities and bonds to alternative investments, we continuously explore the vast global market to generate consistent, sustainable returns.
Estate Planning
With a focus on the effective preservation of wealth for future generations, our estate planning services aim to ensure a seamless and tension-free transition of assets within families of significant means. Our advisors collaborate with legal experts to develop comprehensive estate plans that minimise potential tax liabilities while addressing unique family considerations. Accordingly, Simler Family assists with will preparation, trust drafting and other facets of estate planning to ensure our clients legacies stand the test of time.
Philanthropic Advisory
As many of our clients possess a passion for philanthropic ventures, our philanthropic advisors offer personalised guidance in developing a diverse range of charitable giving strategies. Whether you aim to support a specific cause, support humanitarian organisations or establish a private foundation, our advisors will harness their expertise to help define and execute your philanthropic goals while maximising tax efficiency.
Risk Management
Our risk management services help HNW individuals and families safeguard their wealth against potential financial risks. We assess and continuously monitor risk factors associated with your portfolio and apply robust strategies to mitigate their impact. Our core mission lies in ensuring that our clients’ assets are protected, helping them navigate the ever-evolving financial landscape with confidence.
Concierge Services
Our concierge services are a testament to our commitment to delivering an unmatched management experience. From coordinating luxury transportation and arranging private events to facilitating lifestyle management, our team is ready to meet your specific needs and expectations. Our discreet and premier concierge services are designed to simplify your life and enhance your personal and business affairs.
Connect
Contact Simler Family