India 2023 - Transforming a Family Office to Reimagine the Value it Delivers – Views from Eton Solutions

It is not even six months since US-headquartered family office solutions specialist Eton Solutions’ February launch of its new international HQ in Singapore, which was then followed by the more recent opening of their Dubai office to cover the Indian sub-continent, the Middle East and Africa. But the grass does not grow under the firm’s feet and Satyen Patel, Executive Chairman of Eton Solutions, gave a lively and informative presentation at the Hubbis Indian Wealth Management Forum in Mumbai on August 30, highlighting their mission and ambition with clients in India. He explained in brief about the firm’s family office offerings, and how the firm works closely with the wealth management industry and professional as well as fiduciary services firms around the world. He also explained that returning to Mumbai wearing his current hat as Eton Solutions’ Executive Chairman was especially rewarding, as he had grown up in Mumbai and studied all the way through to qualifying as a mechanical engineer, before moving to US and enjoying a multi-faceted career across three continents over the past 40 years.

Satyen explained that by way of background, over the past 10 years, Eton Solutions has developed a highly sophisticated ERP platform delivering their SaaS system that was originally built by and for an MFO called Eton Advisors that today manages some USD3 billion of AUM, and the platform is sold extensively to family offices in North America and Internationally, with USD1 billion of AUM and above.