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Case Studies

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Transforming Family Office Operations Shade Tree Advisors’ AI Journey

Multi-family Offices

Transforming Family Office Operations Shade Tree Advisors’ AI Journey

Introduction Shade Tree Advisors is a multi-family office that provides personalized financial services to high-net-worth families. As their operations grew, they needed a more efficient way to handle thousands of complex financial documents without sacrificing accuracy or service quality. The Problem Each month, the Shade...

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Transformation Journey for US based Oil & Gas Industry Entrepreneur with AFO™

Administrative Family Office™

Transformation Journey for US based Oil & Gas Industry Entrepreneur with AFO™

Founder & Sole Wealth Steward Founder & CEO heading an Oil & Gas LLC, operating 2 drilling rigs, besides other ventures pioneering utility scale clean energy projects across US. His wealth structure involves ownership of two Trusts, two LPs and one LLC with investments in...

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AFO™ Transformation Journey for a Hong Kong SAR-based Financial Markets Entrepreneur

Administrative Family Office™

AFO™ Transformation Journey for a Hong Kong SAR-based Financial Markets Entrepreneur

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...

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Leveraging the AtlasFive® Platform and Eton Solutions Services

Multi-family Offices

Leveraging the AtlasFive® Platform and Eton Solutions Services

Eton Solutions provides the AtlasFive® platform and full middle and back-office services to a significant multi-family office (MFO) located in the US. The MFO provides services to Ultra High Net Worth Families and their related entities. The MFO client base consists primarily of clients with...

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Managing Family Office Complexity with AtlasFive®

Single Family Offices

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...

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Streamlining Family Office Accounting with AtlasFive®

Single Family Offices

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...

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AtlasFive® Revs Up Reporting in a Multi-Family Office

Multi-family Offices

AtlasFive® Revs Up Reporting in a Multi-Family Office

One of the most fundamental requirements for multi-family offices is also one of the most challenging: providing the family with timely reports and accurate insights based on current data. If the office oversees multiple types of investments and transactions for multiple families, that challenge is...

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