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
