William Lane III, CIMA

William Lane III, CIMA

Partner, Ethos Family Office

Bill heads up Ethos Family Office and Institutional client service. He provides strategic counsel to families and entrepreneurs, including Set-Up and Best Practice Consultation, Global Custody and Prime Brokerage, Consolidated Portfolio Reporting, Liability Management, and all aspects of client balance sheet needs. Bill owns and proactively coordinates efforts and planning with our clients' CPA, estate planning attorney, insurance and other advisors. Bill previously advised clients at Credit Suisse, Deutsche Bank and Wells Fargo. Bill graduated from  Lafayette College and holds FINRA Series 7, 63, 65 licenses.