Four days. Twenty-plus sessions. One overarching question: what does the AI-native family office actually look like — and how do you build it?
The Eton Solutions Global Client Conference 2026 brought together clients, partners, and practitioners for some of the most candid conversations the industry has had on AI, operations, and the future of wealth management. If you were there, these recordings are worth a second watch. If you weren’t, consider this your starting point.
Below is a curated index of the sessions now available on demand — organized by theme, with a note on why each one is worth your time.
Start Here: The Big Picture
The Future of Eton Solutions in an AI-Native World
Satyen Patel, Chairman, Eton Solutions
The conference opened with a provocation: platforms don’t disappear — they evolve. Satyen Patel set the tone for everything that followed, laying out why the family office of tomorrow is being built right now, and what Eton’s role is in that transition.
Watch if: You want to understand the strategic direction before diving into the sessions.
Future-Proofing the Family Office in an Uncertain World
Robert Mallernee, CEO, Eton Solutions
Rob Mallernee’s session centred on what it means to put the client first when the operating environment is changing faster than most organisations can track. The argument: resilience isn’t about predicting what’s next — it’s about building an operating model that can absorb it.
Watch if: You’re thinking about how your family office navigates technological change without losing ground.
What’s Next: The Eton Solutions Roadmap
Robert Mallernee, CEO, Eton Solutions
The closing session of the conference. Where is Eton going, and how does that affect what clients build today? A useful bookend to Satyen Patel’s opening — and the session most worth revisiting as the year unfolds.
Watch if: You want the forward view after absorbing everything else.
The AI Sessions
EtonAI™: Past Lessons, Present Impact, Future Direction
Murali Nadarajah, Global Head of R&D and AI, Eton Solutions & Team
70+ AI implementations. What worked, what didn’t, and why the honest answer to both matters more than a polished case study. This session shaped the conversations that followed for the rest of the week — and produced some of the most direct talk about where AI actually delivers value in a family office context.
Watch if: You want to understand EtonAI’s trajectory and the real-world lessons behind it.
AI in Action: How Eton & Microsoft Are Transforming Family Office Operations
Manisha Jha, Microsoft
Azure AI, Microsoft Fabric, and Copilot working alongside AtlasFive® and EtonAI™ in a live environment. The session made the vision tangible in a way that slides rarely can — showing how the infrastructure layer connects to real operational outcomes for family offices.
Watch if: You want to understand how the Microsoft partnership translates into day-to-day capability.
AtlasFive UX 2.0: Simplifying Complexity with AI
Aaron Olive & Robert Mallernee, Eton Solutions
A look at how AI is reshaping the interface itself — not just what AtlasFive® does, but how it feels to use. The argument: the most powerful platform is one your team actually wants to work in.
Watch if: You’re an AtlasFive® user, or evaluating what an AI-enabled UI could mean for your workflows.
AI-Driven Services: From Effort-Based Delivery to Outcome-Based Scale
Nimish Soni, COO, Eton Solutions
One of the more commercially honest sessions of the conference. Nimish Soni examined how AI is compressing timelines and changing the economics of service delivery — not just for clients, but for Eton itself. The example that stayed with attendees: how a dedicated services team enabled a client to grow their business fivefold without working fivefold harder.
Watch if: You’re thinking about how AI changes what you should expect from a services relationship.
The Client Panels: Real Firms, Real Workflows
Client Panel 1: The AI Implementation Playbook
Bryan Henning & Murali Nadarajah (hosts) with Amy Giannese (COO, Pritzker Group), Tess Coxx (Controller, L4 Family Office), Meghan Grayson (Director of Operations, Shade Tree)
The room didn’t want this one to end. Three clients, three very different implementation journeys — and a level of candour about the good, the bad, and the genuinely surprising that made this the standout session of the week.
Key moments: Amy Giannese on why AI adoption is a business decision before it’s a technology decision. Tess Coxx on how AI lowered the barrier to entry so dramatically it felt like having extra staff in her pocket. Meghan Grayson on why accuracy matters at launch — and what happens to staff trust when it doesn’t land right.
Watch if: You’re in the early or middle stages of an AI rollout and want unfiltered perspective from peers who’ve been through it.
Client Panel 2: What Will the AI-Enabled Family Office of Tomorrow Look Like?
Bryan Henning (host) with Michael Maffattone (Founder & CIO, MultiMix IT), Bill Harris (Partner, NKSFB), Sarah Sculley (COO & CCO, Eton Advisors)
The follow-on to the Implementation Playbook — this panel shifted from how to why. Michael Maffattone’s framing cut through the noise: the edge has always come down to acting before the opportunity disappears, and AI is no different. Bill Harris spoke with rare candour about managing a range of reactions to AI adoption, from enthusiasm to outright resistance. Sarah Sculley on freeing teams up for higher-value work by starting with transaction processing.
Watch if: You’re working through change management, or you want a clear-eyed view of what AI adoption actually requires at an organisational level.
Client Portal Roll-out Success Stories
Bharath, Eton Solutions & Amy Giannese, COO, Pritzker Group
A practical, ground-level look at what a successful portal deployment actually involves — and what it teaches you about how clients and teams engage with technology in practice.
Watch if: You’re approaching a portal implementation or interested in real-world adoption stories.
Standout Moments from #TheLeadershipLens
The GCC 2026 video series — #TheLeadershipLens — captured short, high-signal moments from across the conference. A few worth seeking out:
Amy Giannese on next-gen AI governance (Video 6) The next generation of family members — 18 to early 30s — already live and breathe AI. The opportunity isn’t catching up to them. It’s getting ahead of governance and education before it becomes urgent.
Amy Giannese on AI as a business decision (Video 19) The AI champions initiative at Pritzker: pairing every operations and technology team member with someone from tax, legal, or foundations to surface real pain points from the ground up. A model worth examining.
Michael Maffattone on what separates the winners (Video 7) High-quality, organised data and the speed to execute. The edge has always come from acting before the opportunity disappears — the tool just changes.
Tess Coxx on what life looked like before (Video 17) A five-day, all-hands scramble through Excel and bank data. No journal entries. No reconciliation. In her own words: the Wild West. A useful grounding for anyone evaluating where they are today.
Rob Mallernee on operationalising a vision (Video 4) Why building AI capability requires engineers and business people side by side — so that what gets rolled out is something teams actually find useful, not just impressive on paper.
Meghan Grayson on trust and AI accuracy (Video 11) The hard line: if a staff member spots even one mismatched detail tied to their own account, trust in the tool erodes fast. Getting accuracy right at launch isn’t optional — it’s the whole game.
Where to Watch
All GCC 2026 sessions are available in the Eton Solutions YouTube playlist: [GCC 2026 — On Demand].
For direct access or to discuss any of the sessions with our team, contact your Eton Solutions relationship manager or visit eton-solutions.com.
The next Global Client Conference is coming. Details to follow.