Back icon Back Share
Ethos Family Office

Ethos Family Office

Family office

Ethos Family Office, established in 2015 and headquartered in King of Prussia, Pennsylvania, is an independent advisory firm offering asset management, investment advisory, and consulting services to a select group of ultra-high-net-worth families and institutions. The firm emphasizes a boutique fiduciary model, providing bespoke solutions tailored to each client’s unique needs and preferences.

Led by Managing Partner William Lane III, CIMA, Ethos Family Office offers services including strategic counsel, global custody and prime brokerage, consolidated portfolio reporting, and liability management. The firm operates with a focus on client concentration and authentic objectivity, ensuring customized and unbiased financial strategies.

Specification

Stages

2. Prototype 3. Early Revenue 4. Scaling 5. Growth 6. Pre-IPO

Target countries

USA USA

Lead

Never

Tickets

$100k to $500k

Location

2200 Renaissance Boulevard Ste 340, King of Prussia PA 19406, USA

Explore similar Venture Funds to Ethos Family Office