Ekaton Wealth Management
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What we do

We meet our client's needs by providing highly personalized, independent wealth management services with increased oversight, due diligence and professional guidance over a clients financial affairs.

Our approach

Our approach starts with a discovery meeting. We begin by understanding each family’s unique objectives, goals, resources and constraints during a discovery process.

  1. During the discovery process areas of discussion may include:
    1. Wealth Management
    2. Taxation
    3. Legal Structures
    4. Estate and Succession Planning
    5. Insurance
    6. Philanthropy
    7. Governance
    8. Education