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OUR RESOURCES

Resources to help you build the family office of the future

Eton Solutions is here to help your office be the best it can be. Explore our range of resources to learn more.

Our Blog

Brief thoughts into the industry

AI as an Augmentation Tool, not a Replacement

In the intricate world of family offices managing high-net-worth portfolios, Artificial Intelligence (AI) emerges not as a replacement but as a robust ally.

White Papers

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Maximizing Returns and Mitigating Risks: The Power of Automated Fund Accounting in Private Capital Partnerships

Navigate the challenges confronting the modern family office industry, from complex regulatory environments to the shifting landscape of private capital investments. As capital flows increasingly towards private partnerships like private equity and venture capital, family offices must evolve their accounting systems and processes to meet these changing demands. However, the presence of operational silos within family offices hampers the development of robust internal processes and control frameworks, leading to diminishing returns and escalating costs, including cybersecurity investments.

Family Office Research

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Family Office Technology – Key Considerations for Asian Family Offices

Family offices are increasingly managing an array of complex assets and are faced with critical decisions on the level of technology infrastructure required to be successful. Can a family office looking for a truly world class asset allocation mix manage that without the need to spend money on technology, staff and other infrastructure or has this been democratised by technology and wealth manager innovation? Is it more cost effective to continue the idea of giving it over to one counterparty or can they pick a best of breed/ open architecture model? Is there consensus among Family Offices concerning the optimal technology infrastructure? There is debate as to the level of operational infrastructure and technology that a ‘single’ or ‘multi-family’ office needs to be successful in managing complex portfolios. Family offices across Asia seem to be at the crossroads - how do we make the right decision of what to ‘build’ or ‘buy’ when it comes to getting the right digital infrastructure in place.

Family Office Insights

Forbes Finance Council

Discover thought leadership articles published on Forbes that provide valuable perspectives on transforming family office governance and wealth management with technology.

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Technology-Driven Best Practices And Embedded Governance Are The Future Of Family Offices

To ensure that best practices and governance are engrained within an office, an organization needs to map existing processes and workflows and define how they are executed today and where they can be improved.

Point Solutions Or An Integrated Platform: 
A Business-Critical Decision

There are some critical differences worth considering when making the decision.

Embracing Digital Transformation
In Family Offices

The rapid growth in ultrahigh net worth (UHNW) families has engendered a burgeoning family office industry.

Case Studies

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Leveraging the AtlasFive® Platform and Eton Solutions Services

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.

Event Insights

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Setting Up a Family Office: Navigating Complexities and Unlocking Opportunities

Hubbis hosted a thought-leadership discussion over lunch at the prestigious China Club in Hong Kong. Exclusively supported by Eton Solutions, the event gathered senior contacts from Single and Multi-Family Offices, professional services firms, and advisers.

Videos

Videos of recent speaking engagements and overview videos.

How Business Managers can Future Proof with Technology

Learn how business managers can meet the needs of today while future proofing their business for tomorrow using modern technology. Mark Wickersham, SVP at Eton Solutions discusses the five key technology components you need to stay ahead.

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