财富拥有者
Eton Solutions, creator of the award-winning AtlasFive® technology platform, launched the industry-first Administrative Family Office™ (AFO™). The AFO™ introduces a cost-effective, integrated solution for ultra-high-net-worth families, starting from $25 million in assets, offering the same powerful capabilities as large single family offices. An AFO-powered office is a far more cost-effective and rewarding alternative, essentially delivering a virtual family office in the palm of your hand.
用 AFO™ 选择自己的路
家族办公室并非人人适用。建立家族办公室可能耗时耗力,维护成本也很高,还可能增加不必要的管理复杂度。
而且,一个家族要有效管理财富,需要的不仅仅是咨询服务。那么,家族如何既避免麻烦,又仍然获得家族办公室的好处呢?
如果您已有值得信赖的财务顾问,那么再辅以 Eton Solutions 的 AFO™,就能获得所有必要的管理功能,实现高效的家族办公室。此外,AFO™ 还提供数据驱动的基础功能,为您的顾问赋能。
A Virtual Family Office in the Palm of Your Hand
Eton Solutions在AtlasFive®平台上添加了各种专业服务,从而通过具有成本效益和免除麻烦的解决方案,我们称之为行政家族办公室™(AFO™),提供传统上由家族办公室提供的端到端行政服务。
让 AFO™ 成为您当前首选的咨询服务之一,满足您的财富管理需求,同时避免家族办公室的费用和复杂性。
Eton Solutions 的 AFO™ 为财富管理赋能
With Eton Solutions’ Administrative Family Office™ (AFO™), you can access a secure, best-in-class platform to manage and control your total net worth. Paired with a plug-and-play suite of features and services to augment and improve middle and back office efficiency, the AFO™ empowers your family office to focus on achieving its vision and legacy.
AFO™ delivers rolled-up financial reporting, ad hoc reports, and other status reports such as total net worth in near real-time, enabling data-precise wealth management.
与我们联系
Questions about family office software or services? Reach out to us.
We’re ready to help you find ways to transform your family office.