ECM Family Office

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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