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Adapting to Tomorrow: How AI Can Future-Proof Your Family Office


March 18, 2024

Artificial intelligence (AI) is everywhere, and it’s not going away. With more and more businesses looking to this technology every day, embracing AI-based family office solutions is a surefire way to ensure your family office is future-proofed.

IBM’s Institute for Business Value has found that three-quarters of CEOs believe that AI gives them a competitive advantage, while 92% of C-suite executives plan on digitizing workflows by 2026 to fully use the AI-backed solutions and further leverage its power.

It is clear that without AI enhancements, you will quickly lag behind the curve and jeopardize the success of your mandate as a single family office to manage, protect, and maximize family wealth and investments.

AI is an integral part of Eton Solutions’ AtlasFive® family office management software platform, enabling highly advanced and streamlined invoice management, among other things, to eliminate the need for manual data entry and eliminate error.

Here are other ways our AI-powered software solution can enhance your family office’s operations.

Improved Investment Decision-Making Capability

Thanks to the power of AI, you can synthesize huge swaths of data in seconds, taking into account everything from market trends to financial data, to make more informed investment decisions. Trying to take all of this information manually is nearly impossible, so in order to remain competitive, adopting AI is the only way to go.

If everyone else uses advanced AI algorithms to make better data-driven investment decisions, then failing to adopt the technology will leave your family office behind.

Significantly Reduced Risk

Market volatility, regulatory changes, geopolitical instability, and cyber threats are all risk factors for your family office. However, with AI on your side, you are better equipped to navigate these risks safely.

AI is much more capable of accurately detecting these risks early on and helping you steer clear of threats when they arise. This is thanks to AI’s ability to collect and assess data that indicates potential risks far more easily and accurately than is possible manually.

More Consistent and Personalized Service

AI's sophisticated machine learning capabilities enable it to assess clients' risk tolerance, investment backgrounds, and financial goals swiftly to provide personalized investment strategies that align with each individual's goals and needs within the family office portfolio.

This enables family offices to deliver more personalized services and tailored investment recommendations while also having the capability to automate routine client communications, such as portfolio updates, performance reports, and market insights, allowing your family office to deliver more consistent service levels.

At Eton Solutions, we believe that AI is the future of technology-based family office solutions. Get in touch with us to learn more about our AI-powered AtlasFive® software solution and other apps we offer to enhance your investments and operations. Future-proof your family office now!


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All family offices rely on software to help run their operations. While many of these packages are routinely updated, they may no longer meet the needs of a modern office. What makes software obsolete? Gartner describes obsolete software as “an information system that may be based on outdated technologies, but is critical to day-to-day operations.”

Navigating the Future: Emerging Trends and the Impact of AI on Family Offices

In the world of wealth management, family offices serve as the guardians of generational wealth, traditionally delivering personalized financial services to ultrahigh net worth individuals. The landscape of finance and investment is evolving, driven by technological advancements, most notably Artificial Intelligence (AI). In this blog, Rob Mallernee, Founder and CEO of Eton Solutions, offers some insights into the trends he is seeing across the industry. Eton Solutions AtlasFive® software incorporates AI to help family offices optimize efficiency and stay ahead of the competition.

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