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 $10M to $250M in net worth with one very large multi-billion-dollar client.

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.