Aggregating data for reporting, planning, and performance tracking is one of the most essential requirements for any family office. Its importance continues to grow. As the hub for a wide… CONTINUE
Direct Investing by Family Offices: The Barbell Challenge
The direct investing process for family offices is an ever-increasing “barbell” challenge. Initially there is the process of evaluation and due diligence around the proposed investment, and then once the… CONTINUE
How Proposed Changes with Bill H.R. 4620 May Affect Your Family Office
What does this new bill mean for your family office?
Featured in FORBES 2020 Family Office Software Roundup
The Simple team completed a survey of Family Office software for Forbes magazine which included Eton Solutions.