Archive
Recorded on February 8th 2022
About the Moderator
Chris Martinez, Family Office Consultant
For over 20 years, Chris has advised family offices large and small: from startup SFOs, to Forbes 400 families, to multi-billion dollar MFOs. I bring first-hand perspective and experience with multi-generational family businesses to help high net worth families and their wealth advisors achieve growth and change objectives. For almost a decade, Chris led the Family Office Practice of Oakbrook Solutions.
About Eton Solutions
Represented by Robert Mallernee, CEO
Eton Solutions is a software and services company founded to handle the complexities of servicing ultra-high-net-worth families. Created by family office leaders, Eton Solutions’ flagship product is AtlasFive®, an integrated family office software platform with over $737+billion managed on platform that holistically aggregates and manages all a family office's data, reporting, and workflow processes. With one source of truth, Eton Solutions leads family offices into the future by maximizing efficiency and minimizing errors and risk.
About Summitas
Represented by Bill Wyman, President - Family Office Services at Summitas
Summitas Platform® helps wealth managers enhance client engagement with an unsurpassed combination of security, privacy, and flexibility. From the Digital Vault to collaboration tools, integration of financial information, and the ability to manage projects and tasks to streamline workflows, a branded Summitas portal provides measurable value to family offices, wealth advisors, and other client-facing businesses.
