Eton Advisors

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Eton Advisors Overview

Type

Multi Family Office

Year Founded

2009

General Information

Eton Advisors is a multi-family office headquartered in Chapel Hill. Founded in 2009 by former UBS and U.S. Trust executives, the firm manages wealth for ultra-high-net-worth families through integrated investment, tax and estate planning services and leverages its proprietary Eton Solutions technology platform to streamline reporting and administration—helping clients sustain multi-generational capital and governance strategies.

Contact Information

Website:
https://etonadvisors.com

Year Founded:
2009

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
301 W. Barbee Chapel Road, Suite 303, Chapel Hill, NC 27517

Portfolio & Notable Allocations


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