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Le parcours de transformation AFO™ d'un entrepreneur des marchés financiers basé dans la RAS de Hong Kong.

Bureau administratif de la famille™

Le parcours de transformation AFO™ d'un entrepreneur des marchés financiers basé dans la RAS de Hong Kong.

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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Exploitation de la plate-forme AtlasFive® et des services d'Eton Solutions

Multi-family Offices

Exploitation de la plate-forme AtlasFive® et des services d'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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Gérer la complexité des bureaux familiaux avec AtlasFive

Offices familiaux uniques

Gérer la complexité des bureaux familiaux avec 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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Rationalisation de la comptabilité des entreprises familiales avec AtlasFive®.

Offices familiaux uniques

Rationalisation de la comptabilité des entreprises familiales avec 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® améliore le reporting dans un bureau multifamilial

Multi-family Offices

AtlasFive® améliore le reporting dans un bureau multifamilial

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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