Event Presentation - Cost effective Reporting, Operations and Governance for Start Up Family Offices

Satyen Patel

Executive Chairman

Eton Solutions

Bryan Henning

SVP, Head of International

Eton Solutions

  • Outline of market first offering democratising technology and services used by billionaire family offices cost effectively to meet all needs of smaller or newly starting up Family Offices
  • Outline of how proposition meets challenges with respect to showing total wealth view integrating financial and non-financial assets
  • Use of mobile application capabilities for key decision makers to easily access key information, store and retrieve documentation and make payments through direct connectivity to their banks
  • Creating enhanced controls and governance while also creating operational leverage by moving from manual spreadsheet/sharepoint environment to fully digital solution with embedded delegated approvals and audit trails

 

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