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Viaje de transformación de AFO™ para un empresario de los mercados financieros con sede en Hong Kong RAE

Family Office™ administrativa

Viaje de transformación de AFO™ para un empresario de los mercados financieros con sede en Hong Kong RAE

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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Aprovechar la plataforma AtlasFive® y los servicios de Eton Solutions

Multi-family Offices

Aprovechar la plataforma AtlasFive® y los servicios de Eton Solutions

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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Gestión de la complejidad de las family offices con AtlasFive

Oficinas unifamiliares

Gestión de la complejidad de las family offices con 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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Agilizar la contabilidad de las empresas familiares con AtlasFive

Oficinas unifamiliares

Agilizar la contabilidad de las empresas familiares con 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® acelera la generación de informes en una family office multifamiliar

Multi-family Offices

AtlasFive® acelera la generación de informes en una family office multifamiliar

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...

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