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.