Private Client Advisors
A family office.Wealth Management | Tax, Estate & Life Planning
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 helped us coordinate the tax planning, trust strategy, and financial architecture 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 access a coordinated platform built around the full financial picture.
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 built around pre-sale planning, private markets, lending, insurance, estate coordination, and client education — 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|Family capital is invested|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
SimpleWEALTH is the wealth management division and trade name of SimpleADVISORY, LLC, an SEC-registered investment adviser. SimpleCITI and affiliated entities are separate legal entities. Affiliation does not create joint liability, and no entity guarantees the obligations or performance of another. Certain entities, products, services, and funds described on this site are in development and may not currently be available. Private investment opportunities are subject to eligibility requirements and separate offering documents. This site is for informational purposes only and does not constitute an offer to sell or solicitation to purchase any security.