AFO™ Transformation Journey for a Hong Kong SAR-based Financial Markets Entrepreneur
February 21, 2025
Managing a complex single-family office with $140M+ in assets across Hong Kong, Singapore, the USA, Switzerland, Taiwan, and Japan, this financial entrepreneur faced significant challenges. With 34 brokerage and cash accounts spread across seven custodians, wealth data was manually aggregated, reconciliations were time-consuming, and reporting was limited to annual statements.
By implementing Eton Solutions’ AFO™, the office automated middle- and back-office processes, gained real-time insights through a centralised digital platform, and introduced advanced reporting tools. Within three months, they achieved seamless data consolidation, 24/7 global access, and enhanced cybersecurity, enabling more efficient investment management.
“As an entrepreneur from the financial industry, I understand the burden of managing wealth. Tracking and managing my personal and family interests was getting increasingly complicated and troublesome, as the investments spread across three continents and multiple financial institutions…”
With Eton Solutions’ AFO™ solution, I was able to get the required support and confidence to restructure my entire family office. Having a responsive team integrating all my financial interests in trusts and multiple entities gave me constant visibility and seamless access to all assets and investments. This was a huge enabler in transitioning to the current state of my family office.
Eton’s AFO™ team is highly responsive, providing me with the visibility, analysis, and reporting I need to oversee family wealth. This eased the burden of managing a family office and enabled me to focus on my primary business and family.”
— Founder, Chairman, and CIO of a multinational asset management firm based in Hong Kong SAR
Download the full case study for more information
Other Case Studies
Managing Family Office Complexity with AtlasFive®
For modern family offices, complexity is the name of the game. Because they manage an intricate web of legal entities, ownership structures, and interrelationships, family offices have numerous responsibilities and reporting requirements that span various arrangements. And because of the uniqueness of each office’s composition and roles, finding a tech platform that catches every aspect of their administration while also allowing for total customization has been a challenge — until now. With Eton Solutions’ AtlasFive platform, family offices can finally implement a fully integrated system that is configurable to work with their clients’ requirements.
Streamlining Family Office Accounting with AtlasFive®
Family office accounting is often a time-consuming process that involves reconciling data across multiple platforms and spreadsheets. Most times, reporting cannot even be completed until weeks after a period closes — and that data is often error-prone, to boot. The entire process is complicated and inefficient, and its meaningfulness to clients is often impacted by its inaccuracies or delays.
Stay Connected
Speak to an Eton Solutions family office expert
about your specific requirements.