利用 AtlasFive® 管理家族办公室的复杂性

对于现代家族办公室来说，管理家族财富是一项日益复杂的业务。由于家族办公室管理着错综复杂的法律实体、所有权结构和相互关系网络，因此需要承担大量的责任，并需要满足跨越各种安排的报告要求。由于每个家族办公室的组成和角色都不尽相同，要找到一个既能涵盖其管理的方方面面，又能实现完全定制化的技术平台一直是个挑战--直到现在。有了 Eton Solutions 的 AtlasFive®平台，家族办公室终于可以实施一个可根据客户要求进行配置的完全集成系统。

One family office experienced this upgrade firsthand after implementing AtlasFive. Serving four generations of clients spanning across three families, the office manages a large number of intercompany loans between trusts and beneficiaries, and new legal entities are created upon the purchase or acquisition of any investment — which only further increases the complexities of tracking contributions, allocations, and distributions. Compiling reports using shared spreadsheets across multiple systems was leading to duplicative data entry, excessive manual work, and a greater risk of errors.

This family office implemented AtlasFive to manage its information flows and service requirements and immediately saw an improvement to their work processes. Fund transactions in AtlasFive are easier to record yet allow for users to capture more detail and calculations in a single transaction. Similarly, the loan module in AtlasFive simplified the office’s process for recording transactions on both the lender and borrower side. The result? The office found not only that productivity increased, but also that it was able to provide even better service to its clients by focusing on value-added tasks.