Wealth Structuring & Family Office Services

Eton Advisors employ a highly integrated solution of wealth structuring, investment consulting and family office services. This customized goals-based approach allows us to clearly understand and consider all factors impacting the achievement of goals.

Estate Transfer and Tax Planning:

  • Goals-based integration of investment and tax planning
  • Wealth transfer strategies
  • Gifting and philanthropic strategies
  • Integration across households and multiple generations

Reporting and Administrative Services:

  • Compliance with regulations
  • Cash flow and budget management
  • Trust and Partnership administration
  • Oversight of fiduciaries, consolidated reports, statements, and record keeping
  • Accounts payable
  • Foundation Management

Private Wealth Education and Special Projects:

  • Family meeting and retreat planning and administration
  • Planning for post-sale liquidity
  • Leadership succession planning
  • Vendor network library, management, and referrals
  • Private foundation overview and recommendations