Eton Solutions Insights
Resources to help you build the family office of the future
Eton Solutions is here to help your office be the best it can be. Explore our range of resources to learn more.
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.
Maximizing Returns and Mitigating Risks: The Power of Automated Fund Accounting in Private Capital Partnerships
Navigate the challenges confronting the modern family office industry, from complex regulatory environments to the shifting landscape of private capital investments. As capital flows increasingly towards private partnerships like private equity and venture capital, family offices must evolve their accounting systems and processes to meet these changing demands. However, the presence of operational silos within family offices hampers the development of robust internal processes and control frameworks, leading to diminishing returns and escalating costs, including cybersecurity investments.
Family Office Technology – Key Considerations for Asian Family Offices
Family offices are increasingly managing an array of complex assets and are faced with critical decisions on the level of technology infrastructure required to be successful. Can a family office looking for a truly world class asset allocation mix manage that without the need to spend money on technology, staff and other infrastructure or has this been democratised by technology and wealth manager innovation? Is it more cost effective to continue the idea of giving it over to one counterparty or can they pick a best of breed/ open architecture model? Is there consensus among Family Offices concerning the optimal technology infrastructure? There is debate as to the level of operational infrastructure and technology that a ‘single’ or ‘multi-family’ office needs to be successful in managing complex portfolios. Family offices across Asia seem to be at the crossroads - how do we make the right decision of what to ‘build’ or ‘buy’ when it comes to getting the right digital infrastructure in place.
Forbes Finance Council
Discover thought leadership articles published on Forbes that provide valuable perspectives on transforming family office governance and wealth management with technology.
Technology-Driven Best Practices And Embedded Governance Are The Future Of Family Offices
To ensure that best practices and governance are engrained within an office, an organization needs to map existing processes and workflows and define how they are executed today and where they can be improved.
Point Solutions Or An Integrated Platform:
A Business-Critical Decision
There are some critical differences worth considering when making the decision.
Embracing Digital Transformation
In Family Offices
The rapid growth in ultrahigh net worth (UHNW) families has engendered a burgeoning family office industry.
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.
Setting up a family office in Asia - missions, challenges and solutions
Eton Solutions and Hubbis hosted a private lunch gathering in Singapore in early June to drill down into some of the key issues around establishing and managing a modern, fit-for-purpose family office in Asia.
How Business Managers can Future Proof with Technology
Learn how business managers can meet the needs of today while future proofing their business for tomorrow using modern technology. Mark Wickersham, SVP at Eton Solutions discusses the five key technology components you need to stay ahead.
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