Your numbers, on demand.
Stop paying analysts to reconcile spreadsheets. The close, the capital calls, the K-1s, the liquidity view — operated end-to-end for single- and multi-family offices and private wealth advisors.
Across the private wealth industry, the same pattern repeats: expensive analysts spending most of their month on manual reconciliation while the principal waits weeks for numbers that should be live. The industry's own research calls it the single biggest operational risk — and the one no one has time to fix.
Eton Solutions' industry data shows back-office teams spend roughly 80% of their hours moving numbers between custodian statements, spreadsheets, and the GL — instead of doing the analysis the principal actually hired them for.
In the 2025 RBC/Campden North America Family Office Report, manual processes and over-reliance on spreadsheets was the single most-cited operational risk — ahead of cyber, ahead of key-person turnover, ahead of everything else.
RSM case studies on unoptimized family offices show month-end close routinely runs 15–20 business days. By the time the principal sees last month's numbers, the next month is nearly half over.
Start with the core — the monthly close and the live liquidity view. Expand into the full back-office when it's time. One buyer. One relationship. No new vendors.
The two workflows every principal asks for first: a clean monthly close and a live view of what they actually own. Operated end-to-end — from custodian parsing to the final consolidated artifact — in your existing format and your existing chart of accounts.
The whole back-office, operated. Not licensed. Not advised on. Everything in Tier 1, plus the workflows that currently consume the rest of your team's month — capital calls, direct deal admin, tax packages, document management, and the principal dashboard the family actually opens on their phone.
Entities, custodians, SMAs, direct deals, funds, and the artifacts your principal already reads. One NDA, one working session, and a written scope of what Tier 1 will take over on cycle one.
From month one, we run the close end-to-end — custodian parsing, reconciliation, multi-entity roll-up, K-1 intake, and the consolidated view. Your team stops reconciling spreadsheets. The numbers show up finished.
Once the core is running cleanly, the same relationship takes on capital calls, tax packages, direct deal admin, and the principal dashboard. One buyer. One contract. No new vendors to onboard.
Everything else — the team shape, the entity count, the cadence, the format — is something we build around, not screen out.
Every figure we produce is sourced directly from your data — never generated, never estimated, never invented by AI. We reconcile, consolidate, and format. We never fabricate. Non-negotiable for us, and it should be for you.
A quiet conversation about your office, your entities, and what your team spends the first two weeks of every month doing by hand. No pitch decks. No demos. No 12-month implementation plan.
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