Prime Services provide custody, operational, trading, securities lending and access to esoteric investment vehicles. With both U.S. and multiple non-U.S. custody solutions available, families who utilize these services are able to access unique lending solution in both U.S. and non-U.S. currencies through competitive pricing from some of the most recognized global partners in the financial markets.

Access general purpose lending, securities lending and commercial lending needs through our global financial partners. Through established relationships with the most renowned and stable U.S. and foreign financial institutions, we are able to create highly competitive lending solutions in both USD and foreign currencies and match the terms with your needs>List Content goes here

Daily liquid securities are widely available and commoditized.  However, certain investments that are sought by some families include:  direct investments in private companies, unique mandate investments or other vehicles.  Through a national network of professional firms, we gain access to unique investment that are attractive to the wealth managed by family offices.

We hear that same worries from clients with asset held in multiple locations… that has to do with reporting.  Ethos has an elegant and effective solution.  We have partnered with some of the most relevant and technologically advanced firms that are able to track all family assets and liabilities in a single place without regards of custody location.  This means that you are able to view asset from over 100 different views, and able easily understand the total picture of assets, asset class, geographic exposure, credit qualities, anticipated income and much more from a single login view.  This is very powerful, and perhaps one of the greatest time savings tool to view your entire wealth picture 24/7 based on prior day closing valuations.  Call us for a demonstration of these capabilities.

For some families, the importance of legacy wealth spans further than a current net worth statement.  Providing financial literacy, family governances and building family traditions around multi-generational transfer of wealth is a powerful element to keep families aligned.  Through our partners, we help the right families consider a range of issues, and introduce the right facilitators and professionals to address these matters.