VCMatch

Ethos Family Office

www.ethosfg.com/family-office

Ethos serves ultra-high-net-worth families and institutions through a boutique, intentionally limited practice. They focus on comprehensive wealth management integrating financial planning, investment oversight, estate planning, tax strategy, and family governance across all financial pillars.

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Investment Thesis

Ethos Financial Group operates on a fiduciary model centered on client interests paramount to all other considerations. They believe the whole is greater than the sum of its parts, leveraging collective expertise to deliver superior service. Their approach emphasizes customized, bespoke solutions tailored to each client’s unique needs rather than product-driven recommendations, guided by a best-practices wealth management framework that blends institutional-quality investment analytics with holistic reporting.

What Sets Them Apart

  • Entirely employee-owned firm with no outside investors, eliminating conflicts of interest
  • Boutique fiduciary model intentionally limited to select UHNW families and institutions to preserve high-level service
  • Built by advisers for advisers - management team without book of business dedicated to refining business plans
  • Unbiased bespoke solutions sourced globally, not limited by corporate conflicts
  • Internal investment committee with dedicated investment staff providing institutional-quality analytics
  • Access to top-tier private managers and unique investment opportunities
  • Consolidated cross-balance sheet reporting including private assets within single portal
  • Diverse team of specialists from varied industry backgrounds enabling one-of-a-kind experience
  • Adviser platform with best-in-breed technology stack for consolidated reporting and CRM

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