Too many family offices in the US, Europe and Asia are still working with old strategies and processes, supported by outdated technology platforms and still using outmoded data methodologies. But US family office technology platform and processes enabler Eton Solutions is changing all that, helping multi-family offices fast forward their capabilities and outlook to become super-fit for the future. And they bring some real experience - some 12 years after inception, Eton Solutions boasts 27 US and Canadian family offices as clients with more than USD400 billion on the platform. And Singapore and Asia are the next logical target markets.

On December 7, as our exclusive partner for the event, Eton Solutions will introduce itself through our bespoke virtual webinar to potential clients in the dynamic Asia region.

Their message will be simple – that they offer the single integrated platform that, at one stop and with plug-and-play access, help multi-family offices dramatically elevate their capabilities and their offerings far beyond where they are today, in fact towards a vision of the family office of the future.

Eton Solutions approaches its clients with a highly collaborative mentality, knowing that empathy with the MFOs, and with their ultimate family clients is essential not only for the right communication but also for the right solutions today and in the years ahead. For Eton Solutions to continue its rapid evolution of the family office platform, the right dialogue, the right transparency, and the right interaction and reactions are all essential to the delivery of the optimal family office platform.

In doing so, the more mundane processing and data gathering, as well as verification tasks, will be seamlessly automated, and at the same time, the experts within each of the MFOs will be freed up and empowered to do what they do best – to advise their family clients, to curate the best investments, optimise the structures and enhance risk management, and thereby to deliver creative, highly competent, cost-effective, and fully compliant services for their clients.

And having refined its offering and with such a critical mass of major clients behind them, Eton Solutions is now launching its brand and offering in Asia, where the family office scene is increasingly diverse and dynamic.

Dec 7

The Intelligent Family Office of Tomorrow

3.00pm - 4.00pm HKT/SGT

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A community of leading organisations within Asian Wealth Management

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Senior figures in Asian Wealth Management are speaking at this event

Philipp Piaz

Finaport

Robert Mallernee

Eton Solutions

Urs Brutsch

HP Wealth Management

Kevin Hayes

Eton Solutions

Kendrick Lee

Raffles Family Office

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  • 15.00pm

    Presentation - Welcome to the Family Office Platform of the Future

    Robert Mallernee

    Co-founder and CEO

    Eton Solutions

    Robert will make a 30-minute presentation on Eton Solutions and explain why the firm was created, why it has been so successful at rolling out its vision of a technologically empowered family office platform to so many high-end clients, and why spreading the word in Asia is so important to the firm.

    His message will be simple – too many MFOs are working with outmoded processes and technologies that are not fit for purpose. But that, armed with the right approach and technological solutions, they can fast-forward their operating models to the new world ahead, and at the same time dramatically elevate their overall capabilities, reach, and position themselves to be able to take on more clients, greater scale, without ratcheting up their costs and overhead.

    One integrated platform, one database, one source of truth

    Robert will explain that one of the major challenges of working in a family office is balancing time spent on routine tasks and reporting with time spent adding value for clients. He will tell delegates why less time spent on data entry and reconciliation directly translates to more time that can be spent achieving long-term business goals.

    He knows from long experience that clear and accurate reporting remains a core function of the family office, but he also knows that with more efficient workflows on an integrated platform, the family offices can truly fast-forward their capacity, efficiency and capabilities, through standardising processes, automating core functions, curating best practices, de-risking operations, and revolutionising reporting.

    Don’t wait for the future to come

    He will report that Eton Solutions has created what they believe is the first fully integrated wealth management platform that transforms an MFO’s data governance & aggregation practices while automating workflows & processes. He will elaborate on how the firm has built an optimal solution whereby the investment ledger, performance reporting, the general ledger and the tax ledger are all truly integrated and utilise the same transaction-level data.

     “Why wait?” Robert will ask. And he will answer emphatically that you should not, because the world of family offices is far behind the curve, because they need to adopt the smart business processes and technological approaches and solutions that have been so successfully applied across so many business sectors today.

    Asia – a phenomenal opportunity

    And he will explain why Eton Solutions is so interesting in visiting Asia to learn more about Family Offices in the region in order to see how to effectively bring Eton Solutions’ learnings and technology to the fore helping newly formed or well entrenched Family Offices to work in partnership to help them take advantage of the Atlas5 technology and Eton’s  approach to outsourced services which could help accelerate organisations in Asia past their US and Europe counterparts, which have til now been slow to adapt

  • 15.30pm

    Panel discussion - How can Asian Family Offices Future Proof their Models?

    A small panel of experts comprising leaders of prominent MFOs in Asia will discuss their visions of the family office of the future and debate what they think needs to happen in order to attain those visions. 

    The panel will address some of these questions:

    • Why do the key players consider the outlook so rosy for the multi-family office business sector in Asia, and what do they think they need to further boost their success?
    • Are Asia’s family offices leveraging the right technologies and approaches?
    • How can they use technologies to boost their automation of processes throughout their operations?
    • What role should AI- and ML-enhanced data management play in boosting the capabilities and capacity of in-house investment, structuring and advisory experts?
    • Can the right technologies and start-of-the-art operational processes produce the right infrastructure for family offices to expand rapidly at scale without majorly ratcheting up their cost bases?
    • What does the family office of the future look like, what technology platforms and enhancements will be needed and what are these family offices doing to upgrade their propositions?

     

    Speakers

    Urs Brutsch

    Managing Partner & Founder

    HP Wealth Management

    Kevin Hayes

    President

    Eton Solutions

    Kendrick Lee

    Managing Partner and Co-Founder

    Raffles Family Office

    Philipp Piaz

    Partner

    Finaport

  • 16.00pm

    Webinar Ends

Dec 7

The Intelligent Family Office of Tomorrow

3.00pm - 4.00pm HKT/SGT

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Speakers

Philipp Piaz

Finaport

Robert Mallernee

Eton Solutions

Urs Brutsch

HP Wealth Management

Kevin Hayes

Eton Solutions

Kendrick Lee

Raffles Family Office

Dec 7

The Intelligent Family Office of Tomorrow

3.00pm - 4.00pm HKT/SGT

REGISTER
Partners

platinum

Dec 7

The Intelligent Family Office of Tomorrow

3.00pm - 4.00pm HKT/SGT

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