Eton Advisors is pleased to announce that Tamara Surratt, founder and CEO of Legacy Family Office joins Eton as a member of the leadership team, and as a Senior Wealth Manager. Tamara brings deep family office knowledge and decades of experience working with ultra-high net worth families, increasing Eton’s capacity in response to a growing
Eton Advisors Welcomes Industry Veteran Brian Hughes as New President
Chapel Hill, NC – May 1, 2024 – Eton Advisors, a boutique multi-family office headquartered in Chapel Hill, North Carolina proudly announces the appointment of Brian Hughes as President. This strategic move marks a significant milestone for Eton Advisors as it charts a course for continued growth and advancement in its client-centric approach. With a
Q4 2013
Integrative Wealth Management: Our View Over the past half-century, our American health care system has evolved from a model dominated by general practitioners— physicians treating a geographically concentrated group of patients across a wide range of ailments—to one dominated by specialists, each of which treats an ever-growing number of patients with a progressively narrower set
Q3 2013
Sticking to Your Investment Diet Government statistics tell us that more than one-third of Americans are obese1, a fact that is affirmed by television, radio, and magazine advertisements promoting an endless variety of diets and weight-loss plans. These range from well-reasoned and medically sound approaches to the latest fad diet or celebrity-endorsed regimen. All have
Q2 2013
I-Harmony: Marrying Investment Goals and Assets The goals-based approach to investing seeks to maximize the probability of achieving each investor’s unique financial goals. This framework recognizes that certain goals have a higher priority than others, and that higher priority goals should be funded with portfolios exhibiting less variability or uncertainty in their future outcomes. In
