利用 AtlasFive® 平台和 Eton 解决方案服务

Eton Solutions为美国一家重要的多家族办公室（MFO）提供AtlasFive®平台和全面的中后台服务。该多家庭办公室为超高净值家庭及其相关实体提供服务。MFO 的客户群主要包括净资产在 1,000 万至 2.5 亿美元之间的客户，其中还有一位资产数十亿美元的大客户。

The MFO provides a very broad and deep range of services to its clients - this broad range of services involves the integration of many complex disciplines including investment research, manager selection, asset allocation planning, multi-generational tax and cashflow planning, asset protection planning as well as a myriad of family office administrative services including bill pay, alternative investment maintenance and management, insurance management, mail management etc. The firm also provides investment reporting, cashflow reporting and many types of reporting.

A typical MFO firm providing this level of service often struggles with profitability. Margins in the single or low double digits are not uncommon. This firm contracted with Eton Solutions to deploy the AtlasFive platform and outsource the majority of its middle and back-office services to Eton.