ECM Family Office
ECM Family Office is a division of Elgethun Capital Management that serves ultra-high-net-worth families, business owners, and executives with more than $20 million is asset value. We help wealthy families and trusts to protect, grow, and manage their estates by serving as a central family office. We are an independent, fee-based, fiduciary that offers a broad array of tailored family office and investment advisory services and partner with other experts to assist in the process.
Wealth Management Services:
+ Ultra-High-Net-Worth Custom Wealth Management & Multifamily Office Services
Custom wealth planning and asset management
Private placement, private equity review, and management
Generational business succession planning and strategy
Balance sheet review, optimization, and lending strategies
Charitable giving strategies
- Adminstrative family office services
+ Investment Advisor/Consultant Services
Investment policy statement (IPS) creation, review, and implementation
Asset allocation review and guidance
Investment management/manager review, benchmarking, and performance evaluation
+ Trust Services
Private Family Trust Company (PFTC) board member
Serving on Investment Committee
Trust protector services
Appointed agent for trusts
+ Cash & Capital Management Services
Capital management for PFTC
Treasury / Cash management for institutions, trusts, and corporations
Proprietary equity and fixed income asset management service
+ Alternative Asset Advisory Services
Review private placements, real estate, and private equity assets
Source private equity and real estate direct investment opportunites
Assist and structure purchase or liquidations of illiquid assets
In addition to the Wealth Management services above, we bring in experts to provide solutions on:
Estate Planning and Protection
Trust Administration
Family Governance and Succession Planning
Accounting and Tax
Bill Paying and Administration
Risk Management - Data Security
Risk Management - Insurance
Investment Banking
Legal
Credit
Business Consulting and Exit Strategies