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Ethos Family Office
Family officeEthos 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
Lead
Never
Tickets
$100k to $500k
Location
2200 Renaissance Boulevard Ste 340, King of Prussia PA 19406, USA
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