Ethos Financial Group, LLC
Status
ACTIVE
Global HQ
London, United Kingdom
Countries of investment
- USA
Investment stages
- Seed
- Series A
- Series B
Industries
- Fintech
- AI
- Health Tech
- Blockchain
About
Ethos Financial Group, LLC is a family office firm based in King of Prussia, PA. It focuses on providing fiduciary services to a select group of Ultra High Net Worth (UHNW) families and institutions. The firm emphasizes bespoke, globallysourced solutions that align with each client's unique needs and goals. Their service offerings include advanced estate planning, comprehensive asset allocation through CIO services, tailored financial reporting, proactive tax strategies, family governance and education, and access to public and private investments. Ethos prioritizes highlevel service over product selling, ensuring unbiased and clientfocused financial advisory.
Ethos Financial Group, LLC is a family office firm based in King of Prussia, PA. It focuses on providing fiduciary services to a select group of Ultra High Net Worth (UHNW) families and institutions. The firm emphasizes bespoke, globallysourced solutions that align with each client's unique needs and goals. Their service offerings include advanced estate planning, comprehensive asset allocation through CIO services, tailored financial reporting, proactive tax strategies, family governance and education, and access to public and private investments. Ethos prioritizes highlevel service over product selling, ensuring unbiased and clientfocused financial advisory.
Investment Thesis
Ethos Financial Group offers a boutique fiduciary model to Ultra High Net Worth (UHNW) families and institutions, preserving highlevel service through bespoke solutions tailored to each clientžs individual needs and preferences.
Portfolio
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