We Understand the Challenges of Complex Wealth — and How to Solve Them
Redefining family office services through the firsthand experiences of our founders.
Simon Quick Advisors was born out of necessity. When our founders couldn’t find a firm that prioritized client needs over selling products, they created their own to manage complex wealth with care, transparency, and integrity.
What started as an intimate solution has grown into a comprehensive suite of services designed to simplify and optimize even the most intricate financial lives. At Simon Quick, we address every detail of your wealth under one roof.
Concierge-Level Services, Adapted to Your Needs
Simon Quick family office clients gain access to what we believe is one of the most tailored and all-encompassing suites of services in the industry.
Residency consulting, vendor negotiations, and document management.
Detailed financial projections, creation of investment portfolios, and retirement planning.
Policy reviews and renewals, premium payments, and concierge medical insurance assistance.
Monitoring of charitable donations and dedicated accounting records developed and maintained as needed.
Advice on advanced estate planning techniques to protect and manage your wealth. Accounting for all trusts, gift tracking, and advanced directive assistance.
Coordinating with your accountant, processing estimated payments, and conducting analysis to identify potential areas of tax savings.
Full-service bookkeeping, centralized bill payment, and deep insight into all inflows and outflows across credit card and bank accounts.
Residency consulting, vendor negotiations, and document management.
Detailed financial projections, creation of investment portfolios, and retirement planning.
Policy reviews and renewals, premium payments, and concierge medical insurance assistance.
Monitoring of charitable donations and dedicated accounting records developed and maintained as needed.
Advice on advanced estate planning techniques to protect and manage your wealth. Accounting for all trusts, gift tracking, and advanced directive assistance.
Coordinating with your accountant, processing estimated payments, and conducting analysis to identify potential areas of tax savings.
Full-service bookkeeping, centralized bill payment, and deep insight into all inflows and outflows across credit card and bank accounts.
The Benefits of Our Family Office Services
Collaboration with your attorneys, accountants, and other professional service providers to streamline communication, optimize results, and synchronize all facets of your financial life.
Sophisticated reporting capabilities that summarize your financial transactions and help you make clear decisions.
Management of your bill payments with robust controls to prevent errors, detect inconsistencies, and consolidate financial activities.
Proactive insights and recommendations that uncover opportunities, so you stay ahead of the curve and can make informed decisions that align with your financial goals.
Our Family Office Service Approach
Simon Quick Advisors takes a unique seven-pronged approach to simplify and streamline your complex financial ecosystem.
Our Locations
Morristown, NJ
New York, NY
Garden City, NY
Palm Beach, FL
Denver, CO
Chattanooga, TN
One Conversation Can Change Your Life
The Trust We’ve Earned
Please Note: Limitations. The above testimonial is from an actual Simon Quick client. No compensation was paid or offered by Simon Quick to the client. Keeping in mind that no two clients’ situations or experiences are exactly alike, the above should not be construed as an endorsement of Simon Quick by any of its other past or current clients, nor any assurance that Simon Quick may be able to help any client achieve the same satisfactory results or experience. To the contrary, there can be no assurance that a client or prospective client will experience a certain level of results or satisfaction if Simon Quick is engaged, or continues to be engaged, to provide investment advisory services