Eton Solutions Insights
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.
Transforming Tax Season: Embracing Year-Round Readiness with AtlasFive
Many family offices face tax season stress due to last-minute data gathering and compliance checks, increasing error risks. With AtlasFive, they can streamline processes, enhance accuracy, and ensure year-round tax readiness.
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.
Simple's Family Office Software & Technology Report 2024
The Family Office Software & Technology Report 2024 highlights a significant shift toward digital transformation in family offices, with growing adoption of AI, ESG integration, and alternative investment tools to streamline operations and prepare for generational wealth transfer. Despite increased innovation from service providers, most family offices still face challenges with system integration, data security, and onboarding, signaling ongoing opportunities for professionalisation and tech adoption in the sector.
"We have built out an extensive capability leveraging Al in a closed loop across client documents, transactions, and holdings, while also allowing inquiry to outside data for analysis. All client information is stored in their own secured database assuring that none of their private information is leaked to outside sources through Al tools."
Bryan Henning, Senior Vice President, Head of International, Eton Solutions
Forbes Finance Council
Discover thought leadership articles published on Forbes that provide valuable perspectives on transforming family office governance and wealth management with technology.
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.
AFO™ Transformation Journey for a Hong Kong SAR-based Financial Markets Entrepreneur
A Hong Kong-based financial entrepreneur streamlined a $140M+ AUM single-family office using Eton Solutions’ AFO™, automating data management across 34 accounts in just three months.
Eton Solutions’ Bryan Henning on How Family Offices Can Adapt to Expanding Demands and Complexities
Bryan Henning of Eton Solutions highlights that as family offices grow, technology and automation are essential for efficient, scalable, and sustainable wealth management.
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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