Event Presentation - Workshop - Administrative Family Office Proposition

Nimish Soni

Chief Operating Officer

Eton Solutions

  • Discussion on a full-service proposition for new and smaller Family Offices looking to set up cost efficiently
  • Elaboration on a tiered service offering including incorporation of bank feeds and non-financial assets to provide holistic wealth views, investment reporting and handling of complex transactions like capital calls for Private Equity
  • Demonstration of platform, reporting capabilities and mobile application
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