In multi-family consulting, every client meeting is likely to focus on all functional disciplines, so having holistic and technical expertise directly on the client relationship team allows us to truly integrate wealth structuring, investment consulting, and implementation, and therefore provide a higher-quality customized solution for the client.
You are a Steward of wealth, and Eton serves as your trusted partner. We listen; We learn; and We help guide. Together we design, implement, and monitor the blueprint to achieve your family’s need, priorities and aspirations.
Through our service model, we develop a goals-based plan by reviewing the structure of wealth, family governance, wealth transfer, asset protection, and asset location. We then build a portfolio to meet the criteria of the plan by customizing the asset allocation, risk management, manager selection and monitoring. The finished plan is a blueprint of client service for management, coordination, execution and ongoing monitoring.