Private Client Advisors
A family office. Built by a family that needed one.
Why We Exist
Nobody was built for what came next.
We built a large FDA Consumer Goods Manufacturing Company and grew it across nearly 20 facilities with close to 1,700 people, and sold the business to Private Equity in 2019 while holding all the Commercial Real Estate. Before the sale, no one architected the tax planning and trust strategy well. After the sale, our large and established Wealth Advisors weren't able to hold the whole picture while also keeping up with our rapid new business and investment growth. So we built the platform we wish we had but couldn't find.
“If that is you, this was built for you.”
— Shervin Zade, Founder & CEO
1 Cumulative operating revenue of Zade family businesses, ~40 yrs. Not AUM or investment returns. Past operating results not indicative of future investment performance.
The Platform
Eleven firms. One roof.
Separate entities. One coordinated platform.
A client can enter anywhere — a sale, a wealth plan, a loan, a building — and find every other service already in the room. The client’s wealth is what compounds.
Separate legal entities; affiliation does not create joint liability, and no entity guarantees the obligations of another.
For Families
Your life outgrew your wealth manager.
A sale. A windfall. Money across generations, trusts, and entities — and no one holding the whole picture. That's the day we were built for.
These families exist right now. The question is whether their advisor has the platform to serve them.
For Advisors
A different category. Not a lateral move.
Bring your practice to infrastructure that already runs pre-sale tax, private markets, lending, insurance, and estate coordination — and keep every relationship.
“We're opening this to a select group of advisors — the ones tired of selling products off a shelf they didn't build.”
The infrastructure is built|The capital is deployed|The platform is open
Whether you’re a family who needs one, or an advisor ready to offer one — let’s talk.
Shervin Zade · Founder & CEO · szade@simpleciti.com · (516) 298-6445 · 900 Stewart Ave, Garden City, NY
SimpleADVISORY, LLC (d/b/a SimpleWEALTH) is an SEC-registered investment adviser. SimpleCITI, SimpleADVISORY, SimpleWEALTH, and affiliated entities are separate legal entities; affiliation does not create joint liability and no entity guarantees the obligations of another. Certain entities, products, and funds described are forward-looking or in development and may not currently be operational. Reg D offerings are limited to accredited investors. This site is for informational purposes only and is not an offer to sell or a solicitation of any security.