Eton Solutions LP

RAMADAN KAREEM In the holy month of Ramadan, may you and your family be blessed with peace, prosperity, and happiness.

AI is Reshaping the Future of Family Offices & Private Equity ?? Read the full?release?here:?https://lnkd.in/eF2jWG8R Wealthy Australians are increasingly shifting towards?private market investment, reshaping family office operations—and?generative AI?is at the core of this transformation. Eton Solutions, managing over?USD 936bn in assets, sees this evolution firsthand. As family offices in Australia grow—often taking on?general partner roles for fund vehicles—the demand for?real-time forecasting, asset performance tracking, and integrated reporting?has never been greater. Senior VP & Head of International at Eton Solutions, Bryan Henning?highlights the urgency:?“Family offices can no longer rely on traditional reporting frameworks based on historical data and static reporting. The need is now for real-time forecasting, asset performance tracking, and more integrated and holistic reporting across all types of investments and entities managed within the family office.” Australia’s?family office sector is booming, with over?150 new family offices?established in the past decade.?The latest?KPMG report sponsored by Eton Solutions reveals: ?? 45% of family offices are considering AI adoption ?? 8% have already deployed AI-driven solutions Eton Solutions is leading the charge with?EtonGPT, a generative AI platform that boosts operational efficiency by?2X to 4X. Their?expanded suite for PE, real estate, and fund-of-funds firms?is designed to enhance?transparency, capital-raising confidence, and end-client reporting. AI is no longer a luxury—it’s a necessity for?future-proofing your?family office. ?? Read the full?media release?here:?https://lnkd.in/eF2jWG8R ?? Download the?latest KMPG x The Table Club?report here?– Technology and the Family Office:?https://lnkd.in/exMgcTDK #AI #FamilyOffices #PrivateEquity #GenerativeAI #WealthManagement #EtonSolutions

Game Changer for Single Family Offices with Eton Solutions’ AFO? ???Download the full case study here: https://lnkd.in/ePVt2Zpq Managing a Single Family Office (SFO) with diversified global assets can be an overwhelming challenge. Manual data aggregation, fragmented reporting, and cybersecurity concerns create inefficiencies that hinder growth and decision-making. A financial industry entrepreneur and CIO of a multinational asset management firm, faced these very issues. His investments spanned multiple continents, trusts, and entities—yet managing them was becoming increasingly complex. With?Eton Solutions’ Administrative Family Office (AFO?), his family office underwent a seamless transformation in just three months, enabling automation, real-time insights, and secure data management.?“Eton’s AFO? team is highly responsive and provides all the visibility, analysis, and reporting I need to oversee family wealth—easing the burden of managing a family office and allowing me to focus on my business and family,”?says Eton Solutions client. With?Eton Solutions’ Administrative Family Office (AFO?), his family office underwent a?seamless transformation in just 3 months, unlocking: ? Automation & Efficiency?– Eliminated manual reconciliation with integrated, AI-powered data aggregation. ? Real-Time Access?– A single, secure digital portal providing consolidated investment insights 24/7. ? Stronger Cybersecurity?– A cloud-native infrastructure ensuring robust data protection. ??Scalability Without Overhead?– Expert AFO? services without additional hiring. ? Strategic Focus?– Freed from operational burdens, enabling sharper investment decision-making. For UHNW families, an SFO should?empower?rather than encumber. Eton Solutions’ AFO is your?virtual family office?accessible anytime, anywhere?—?privacy, security and control?at your fingertips. ?? For more information, download the full case study here: https://lnkd.in/ePVt2Zpq #FamilyOffice #WealthManagement #UHNW #Automation #InvestmentManagement #Cybersecurity

Reminder Event: FOX Winter Technology & Risk Day Join us today as Eton Solutions’ Founder & CEO, Robert Mallernee leads a must-attend session at FOX Winter Technology & Risk Day on how AI is reshaping family office operations. ?? When: Today | 11:00 AM - 11:50 AM EST ?? Where: Virtual Event | Open to all FOX Members ?? Session: Reimagining the Family Office Operating Model with AI What to expect: ? Insights on how AI is transforming family office operations ? Key steps for successful AI adoption ? Addressing common AI misconceptions ? Managing cybersecurity risks in the AI era This is your chance to gain actionable insights into the future of AI-driven family office operations. Don’t miss out! ?? Join now: https://lnkd.in/gmFnU7i2 Family Office Exchange #AIinFamilyOffice #WealthTech #FOXWinterTechDay #RiskManagement #Innovation

Reimagining the Family Office Operating Model with AI Join us at the FOX Winter Technology & Risk Day, where Eton Solutions Founder and CEO, Robert Mallernee will be leading a session on how AI is transforming family office operations. When: Tuesday, February 18 | 11:00 AM - 11:50 AM EST Location: Virtual Event | Open to all FOX Members Session: Reimagining the Family Office Operating Model with AI Rob will explore: ? How AI is reshaping family office operations ? Key steps for successful AI adoption ? Addressing common AI misconceptions ? Managing cybersecurity threats in the AI era This session is part of a broader event that runs February 18 - 21, 2025, featuring thought leadership presentations, panel discussions, and solution showcases tailored for family offices and wealth management professionals. Don’t miss this opportunity to gain actionable insights into the future of AI-driven family office operations. Register here: https://lnkd.in/gmFnU7i2 #AIinFamilyOffice #WealthTech #FOXWinterTechDay #RiskManagement #Innovation

Simplify Tax Season Tax season doesn’t have to be stressful. With Eton Solutions, your family office can: - Automate tax reporting across entities, accounts, and funds. - Aggregate financial data from +1,500 banks and custodians for accurate filings. - Streamline compliance with intuitive tools designed for family offices. Take control this tax season with a platform built to handle the complexities of your operations. Book a demo today to see how Eton Solutions can transform your tax process and simplify your workload. ?? https://lnkd.in/d-kqRVbe #TaxSeason #FamilyOffice #EtonSolutions #Automation #Compliance #SimplifyTaxSeason

Transforming Wealth: TriGen Wealth x Eton Solutions We are thrilled to announce our strategic partnership with TriGen Wealth, a newly launched multi-family office in India. Prime Trigen Wealth Limited is a full-stack wealth solutions provider offering comprehensive multi-family office services and is a 100% subsidiary of Prime Securities Limited, a publicly listed and SEBI Registered Category-I Merchant Banker. As family offices emerge as essential structures for UHNW families, our collaboration aims to redefine wealth management by combining TriGen Wealth’s expertise with Eton Solutions' cutting-edge technology. The Need for Family Offices With rising complexities in wealth management, UHNW families require more than just financial inputs, they need a comprehensive solution to: ? Preserve and grow wealth across generations. ? Optimize investments in diverse and dynamic markets. ? Ensure seamless succession and legacy strategies. ? Navigate compliance, governance, and reporting challenges. Why Eton Solutions? Eton Solutions’ AtlasFive? and EtonGPT?, are redefining how family offices operate: · AtlasFive?: An integrated platform offering real-time reporting, portfolio consolidation, risk management, and streamlined middle and back-office operations. · EtonGPT?: A generative AI engine that automates decision-making, enhances operational efficiency, and empowers clients with tailored insights. By leveraging these tools, TriGen Wealth is bringing Eton Solutions’ world-class Administrative Family Office (AFO?) solution to UHNWIs and HWNIs in India, which will: · Streamline operations for greater efficiency. · Enhance transparency and reporting, ensuring clients have a clear view of their wealth. · Uphold the highest standards of privacy, governance, and control, a priority for sophisticated families. Why TriGen Wealth? At TriGen Wealth, they bring decades of experience across wealth management, securities, and investment banking, complemented by a modern approach to client service. Key differentiators include: · Client-first ethos: Delivering tailored solutions with professionalism and transparency. · Cutting-edge capabilities: Harnessing AI and advanced technology to offer seamless, efficient services. · Legacy of trust: Backed by Prime Securities’ expertise and commitment to excellence. A Shared Vision This collaboration represents a convergence of global technology and local expertise. Together, we aim to: · Redefine family office services in India by making them more accessible and efficient. · Provide UHNW families with the tools to manage their wealth, ensure seamless succession, and create a lasting legacy. The Road Ahead With Eton Solutions' innovative platforms and TriGen Wealth’s personalized approach, we are uniquely positioned to set a new benchmark in wealth management for UHNW families in India and beyond. https://lnkd.in/dmPzCEYF #TriGenWealth #EtonSolutions #FamilyOffice #Wealth #Innovation #Legacy #AI #AtlasFive

We are thrilled to announce that Eton Solutions has won "Best Technology Platform for Family Offices" at the With Intelligence Private Asset Management Awards 2025! This recognition underscores our commitment to revolutionizing family office technology with AI-driven intelligence, security, and efficiency. We are honored to be acknowledged alongside industry leaders driving innovation in wealth technology. A huge thank you to our incredible team, clients and partners who make this possible! For more on Eton Solutions, click here: https://lnkd.in/dGWjEBG2 #PAMAwards #EtonSolutions #WealthTech #AIInnovation #FamilyOfficeTech

Eton Solutions is looking forward to attending the With Intelligence?Private Asset Management Awards 2025?tonight!?Robert Mallernee and Philip Ierardi will be in attendance and welcome the opportunity to connect. ? We’re honored to be shortlisted in three key categories: ??? Best Firmwide Security Solution ??? Best Reporting Solution ??? Best Technology Platform for Family Offices ? This recognition highlights our commitment to redefining family office technology with?AI-driven intelligence, security, and efficiency. Excited to celebrate innovation and excellence in wealth technology! ? #PAMAwards #EtonSolutions #WealthTech #AIInnovation #FamilyOfficeTech

India’s private wealth management landscape is evolving rapidly. Are you prepared for the changes ahead? The Hubbis Indian Private Wealth Management Year-End Review 2024 highlights critical trends shaping the industry, including rising affluence, a surge in offshore investments, and the growing influence of younger investors—particularly in Tier 2 and Tier 3 cities. At Eton Solutions, we understand the challenges and opportunities these shifts present. Our tailored solutions are designed to help wealth managers and family offices meet the evolving demands of today's investors—whether it’s navigating offshore investments, engaging with younger, tech-savvy clients, or addressing the needs of an expanding high-net-worth population. Eton Solutions is here to help. Explore how our bespoke solutions can empower you and your clients to succeed in the evolving wealth management landscape. ?? https://lnkd.in/dq8x-jY6 #PrivateWealth #IndiaFinance #WealthManagement #HNWIs #OffshoreInvestments #PrivateBanking #EtonSolutions #FutureFinance #InvestmentTrends #Hubbis