الاستفادة من منصة AtlasFive® Platform وخدمات حلول Eton Solutions

توفر شركة Eton Solutions منصة AtlasFive® وخدمات المكاتب الوسطى والخلفية الكاملة لمكتب كبير متعدد العائلات (MFO) يقع في الولايات المتحدة. يقدم المكتب متعدد العائلات خدمات للعائلات ذات الثروات الكبيرة جداً والكيانات المرتبطة بها. تتألف قاعدة عملاء المكتب متعدد العائلات (MFO) في المقام الأول من عملاء تتراوح ثروتهم الصافية بين 10 ملايين دولار و250 مليون دولار مع عميل واحد كبير جدًا بمليارات الدولارات.

The MFO provides a very broad and deep range of services to its clients - this broad range of services involves the integration of many complex disciplines including investment research, manager selection, asset allocation planning, multi-generational tax and cashflow planning, asset protection planning as well as a myriad of family office administrative services including bill pay, alternative investment maintenance and management, insurance management, mail management etc. The firm also provides investment reporting, cashflow reporting and many types of reporting.

A typical MFO firm providing this level of service often struggles with profitability. Margins in the single or low double digits are not uncommon. This firm contracted with Eton Solutions to deploy the AtlasFive platform and outsource the majority of its middle and back-office services to Eton.