Strategic Alliance Advisory

Significant wealth offers tremendous opportunities, but with opportunities come complexities and challenges- managing expectations of family members; protection, preservation and transfer of wealth in the most tax efficient manner; succession planning; wills and trusts; children and much more.

Family Office provides a disciplined approach in today's complex and volatile financial markets which is critical in successfully protecting and growing of wealth. A Multi-Family Office (MFO) aggregates and channelizes resources to facilitate a common interest in asset protection, financial education, family philanthropy and a host of other needs.

An MFO has an intricate understanding of various asset classes and ability to converge unique requirements to each family within the MFO. Our Family Office Advisory works exclusively with our client network and their professional advisors across these dimensions.

Unlike traditional wealth management firms, our strategy is simple: ‘Synergistic Collaboration’. We work with your professional advisors to identify appropriate solutions and provide valuable services on a holistic basis.

Our Family Office proposition goes beyond only managing wealth. We sit on your side of the table to identify customizable solutions. The key features of Eos family office are:

  • Objective and independent financial advice aligned to your interests with benefits of larger institution when required
  • Open architecture with access to best in class solutions across the market with no bias
  • Organizational accountability and continuity
  • Complete fee transparency
  • Institutional ownership of relationship with sufficient checks and balances

Eos is best positioned to help its clients spot attractive investment opportunities before many retail and institutional investors. Through our Private Investment Opportunities (PIO) offering, we are able to structure and create transactional opportunities for our clients in deals as Direct Private Equity, Direct Real Estate and in monetizing single stock positions.

Our network enables us to pool resources and enables the clients to take advantage of bigger opportunities also which otherwise are available only to institutional investors.