Eton Advisors

Eton Advisors

A new standard of wealth management for prosperous families.

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Home » About Eton » Wealth Structuring & Family Office Services

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

About Us

Eton Advisors is an independently managed investment advisory firm serving affluent families across North America.

Eton utilizes as goals-based framework to provide a full suite of integrated advice designed to fulfil the family’s needs, priorities, and aspirations in a multi-generational context.

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Address

Eton Advisors Group, LLC
5915 Farrington Road, Suite 202
Chapel Hill, NC 27517

P: (919) 442.1550
F: (919) 442.1530

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