Daniel Guy, Managing Director at Ethos Family Office, King Of Prussia, Pennsylvania, United States — verified investor profile. See contact routes.
Ethos Financial Group Family Office provides comprehensive oversight of investments, planning, and administration for multi-generational wealth. They offer a boutique fiduciary model to a select group of UHNW families and institutions, emphasizing unbiased bespoke solutions sourced globally. Services include balance sheet aggregation, multi-generational planning, access to capital markets and private investment flow, legacy and philanthropy management, tax and estate coordination, and lifestyle services. They are an SEC-registered investment advisor.
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