ERIC WALTON GROUP
A Family Office and Asset Management Firm Providing Comprehensive Financial Planning and Advisory Services.
Here at Eric Walton Group we work with the significant individuals and families to ensure clients get the best services. Our goal is to share our knowledge and give you access to closed doors as well as methods to help your wealth grow.
We offer services worldwide including cities such as New York, London, Dubai, Paris, LA and many more with the likes of innovation, urbanisation and offshore services.
Multi-Family Office Services
We offer help with complex financial needs for wealthy families. These often include investment management, estate planning, tax strategy, legacy planning, and lifestyle services.
Financial Advisory & Investment Management
We provide personalized financial strategies that align with your goals, including asset management, diversified portfolios, and access to traditional and alternative investment opportunities.
Philanthropic Advisory
We offer guidance on charitable giving and setting up philanthropic structures like foundations, helping you maximise your social impact.
Our firm provides customized financial strategies designed to align with each client’s objectives, risk tolerance, and legacy goals. By integrating asset management, risk management, and long-term planning, we help clients navigate complex financial landscapes with clarity and confidence.
Client Admission
Eric Walton Group partners with individuals and families seeking a disciplined, long-term approach to wealth management and financial planning. Our firm is built to serve clients who value strategic guidance, discretion, and personalised advisory services.
We intentionally maintain a selective client base to ensure every relationship receives the highest level of attention and expertise. Each engagement begins with a confidential discussion to understand your financial objectives, investment priorities, and long-term vision.
If you are interested in working with a family office and asset management firm focused on capital preservation, sustainable growth, and generational planning, we invite you to begin the conversation.
Request a private consultation to determine if Eric Walton Group is the right fit for your financial needs.
“Built for Generations”
