Case Studies

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.

One of the most fundamental requirements for 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 even more overwhelming.

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 inefficient, and its meaningfulness to clients is often impacted by its inaccuracies or delays.

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.