The 2026 Global Client Conference brought together family office principals, operators, and technology leaders across two days of sessions on the AI-era family office. Selected recordings are now available on demand.
Sessions are grouped into four tracks: the keynote track, AI in production, governance and trust, and the next-generation client experience. Each session listing shows the speakers with full designations and a short abstract. Recordings are available to Eton Solutions clients and to registered attendees; contact your Eton account team if you need access credentials.
Opening keynote
The Family Office of the Future
Speaker: Robert E. Mallernee, Founder & Chief Executive Officer, Eton Solutions
Duration: 42 minutes
Abstract: Rob’s opening keynote framed the two days of the conference around a single argument: the family office of the next decade is being defined right now by the platform architecture choices being made this year. He walked the audience through the three arguments of his 2026 whitepaper: that AI places the greatest pressure on manual-bridge software, that the winning architecture unifies record, intelligence and action, and that the differentiator worth evaluating is no longer any single AI capability but the underlying architecture that will remain trusted, extensible and governable as AI evolves. He closed with the eight-question buyer evaluation framework that has become the reference for family office platform selection.
Track 1: AI in production
Deploying EtonAIâ„¢ across an integrated operating model
Speakers:
- A senior operator from a large single family office
- A member of the Eton Solutions client success team
Duration: 55 minutes
Abstract: A working session on what deploying EtonAIâ„¢ actually looks like inside an operating family office. The speakers walked through the sequencing of workflows (starting with document classification and portal retrieval, then transaction processing and reconciliation), the governance controls that gave the office board confidence to authorise autonomous action, and the productivity gains measured after six months in production. Includes the actual per-item benchmarks: 75-97% reductions across the highest-volume workflows.
The eight-question evaluation framework in practice
Speakers:
- A chief operating officer from a multi-family office [Eton to confirm]
- Robert E. Mallernee, Founder & CEO, Eton Solutions
Duration: 48 minutes
Abstract: A conversation applying the eight-question evaluation framework from Rob’s whitepaper to a real platform evaluation the multi-family office recently ran. Covers how the office scored several vendors including AtlasFive® against the framework, what surprised them in the process, and how the architectural differences between platforms became visible when the questions were asked systematically.
Track 2: Governance and trust
ISO 42001 explained: what it certifies and why it matters
Speakers:
- A representative from A-LIGN, the accredited certification body that certified Eton Solutions
- The chief compliance officer or head of governance from Eton Solutions
Duration: 40 minutes
Abstract: A plain-language explanation of ISO 42001, the international standard for AI Management Systems, and what family offices should understand about the certification. Covers what ISO 42001 certifies (governance, risk assessment, data governance, human oversight, transparency, incident management, continual improvement), how it differs from SOC 2 Type II and ISO 27001, and why it is becoming a de facto expectation in family office platform RFPs.
Data sovereignty in an AI-native family office
Speakers:
- A chief information security officer from a family office client
- A member of the Eton Solutions security and platform team
Duration: 45 minutes
Abstract: A practical session on how AtlasFive® and EtonAI™ handle data sovereignty in production. Covers single-tenant architecture, Bring Your Own Key (BYOK) encryption, the boundary between the family office’s data and the platform’s operations, and the audit trail that supports independent verification. Includes a live demonstration of how BYOK works from the family office’s perspective.
Track 3: The next-generation client experience
Serving next-generation principals through AtlasFive® and EtonAlpha™
Speakers:
- A next-generation principal from a client family [Eton to confirm speaker name and designation]
- The client’s chief operating officer
Duration: 38 minutes
Abstract: A conversation between a next-generation principal and the chief operating officer of their family office about how the platform is used day to day. Covers the principal’s expectations coming into the family’s financial picture, how AtlasFive® and the EtonAlpha™ app changed the relationship between the principal and the office, and what other family offices should consider as they prepare to serve their own next generation.
Client story: a week back with EtonAlphaâ„¢
Speaker: Steve Vetter, EtonAlphaâ„¢ Client
Duration: 32 minutes
Abstract: Steve tells the story of moving his personal investment operation onto EtonAlphaâ„¢ and what it meant to get roughly a week back each month in operational time. Covers the specific workflows that made the biggest difference: statement aggregation across banks and investment managers, reconciliation, and the shift from data-chasing to genuine portfolio analysis. The full written case study is available at Client Story Steve Vetter.
Closing session
The next decade of family offices
Speaker: Robert E. Mallernee, Founder & Chief Executive Officer, Eton Solutions
Duration: 28 minutes
Abstract: Rob’s closing remarks synthesised the two days of the conference into a single argument for the room. The offices making platform decisions this year are choosing more than a tool; they are choosing which architectural bet to make for the next decade. He identified the single decision most family offices will get wrong in the next two years (waiting) and closed with a specific challenge to the room: the technology is here, the reference operators are here, the governance framework is here. What remains is the decision.
Frequently Asked Questions
Q: Where can I watch the 2026 Global Client Conference sessions?
A: The 2026 Global Client Conference sessions are available on demand on this page. Recordings are accessible to Eton Solutions clients and to registered conference attendees. Contact your Eton account team if you need access credentials or if you did not attend the conference and would like access to specific sessions.
Q: Who spoke at the 2026 Global Client Conference opening keynote?
A: The opening keynote at the 2026 Global Client Conference was delivered by Robert E. Mallernee, Founder and Chief Executive Officer of Eton Solutions. His keynote framed the two days around the argument that the family office of the next decade is being defined right now by the platform architecture choices being made this year.
Q: What is the eight-question evaluation framework?
A: The eight-question evaluation framework is a set of questions family offices can use to evaluate AI-enabled wealth platforms. The eight questions cover: track record of innovation, genuine end-to-end integration, authoritative record, business understanding, actionability, governance, openness, and evidence. The framework was published in Rob Mallernee’s 2026 whitepaper The Family Office of the Future and demonstrated in practice at the conference.
Q: How can I access recordings if I did not attend GCC 2026?
A: If you did not attend the 2026 Global Client Conference and would like access to specific session recordings, contact the Eton Solutions client success team or your account manager. Access is typically granted for prospective clients evaluating AtlasFive® or EtonAI™ and for existing clients on request.
Q: When will GCC 2027 take place?
A: Details of the 2027 Global Client Conference will be published on the Eton Solutions website when confirmed. Existing clients and attendees of GCC 2026 will receive priority notification and registration access.
