Our Services
At Ekko Capital, our services are crafted to provide comprehensive, tailored support across the full spectrum of wealth management, legacy planning, and family governance. We work closely with each client to deliver clarity, confidence, and continuity at every stage.
Integrated Wealth Advisory & Family Governance
Our core offering revolves around a deeply integrated approach to wealth advisory, recognizing that financial well-being is inextricably linked to family harmony and enduring legacy. We engage with clients to design sophisticated wealth structures that safeguard assets across generations, optimize for fiscal efficiency, and align with long-term succession objectives. This strategic planning is complemented by our guidance in establishing robust family governance frameworks. By facilitating the creation of family constitutions or charters and fostering open communication, we help families articulate shared values, navigate complex decisions collaboratively, and prepare succeeding generations for their stewardship roles, ensuring that both wealth and wisdom are thoughtfully perpetuated.
This holistic advisory extends to proactive risk management, where we identify and mitigate potential exposures across a family’s diverse interests, and the thoughtful integration of philanthropic ambitions within the overarching wealth strategy. Our aim is to create a cohesive framework that supports not only the preservation and growth of financial capital but also the cultivation of a united family vision and a meaningful, lasting impact. We work in concert with a family’s existing trusted advisors to ensure all elements of their financial life are harmonized and directed towards their most important goals.
In Practice
In mid-2024, Ekko Capital identified the potential for CGT rate changes impacting UK commercial real estate for a client family with substantial holdings in Central London. We initiated an urgent strategic review with their UK tax advisors. This involved accelerating the planned disposal of a specific commercial property in Mayfair and exploring the potential benefits of transferring other assets into a UK REIT structure before the October 30, 2024, effective date. This proactive planning assisted the family in realizing gains at the lower prevailing CGT rates and optimizing the structure of their retained UK property portfolio.
Bespoke Investment Counsel & Global Asset Management
Ekko Capital’s investment counsel is founded upon principles of disciplined, research-driven strategies, meticulously tailored to the unique mandate of each client we serve. Our process begins with the collaborative development of a comprehensive investment policy, clearly defining objectives, risk parameters, and long-term aspirations. This policy serves as the bedrock for constructing globally diversified portfolios, designed to optimize risk-adjusted returns and capitalize on opportunities across international markets and varied asset classes. We prioritize long-term capital preservation and discerning growth, always mindful of the multigenerational perspective inherent in substantial wealth.
Our role encompasses rigorous, ongoing due diligence in the selection and continuous oversight of specialist investment managers worldwide, thereby ensuring unwavering alignment with the family’s strategic objectives. We furnish clear, consolidated reporting and sophisticated performance analytics, offering families a transparent and comprehensive understanding of their entire investment landscape-regardless of where assets are custodied. Through continuous, vigilant strategic risk oversight, we strive to ensure that investment strategies remain robust and responsive to evolving market conditions, always safeguarding the family’s capital and advancing their financial goals with prudence, foresight, and unwavering diligence.
In Practice
Amid heightened market volatility in 2024, a long-standing client sought to reduce reliance on public equities and bonds. Ekko Capital designed a diversified alternatives allocation, including private credit, infrastructure debt, and select allocations to US farmland partnerships. By leveraging our network, we gained access to top-tier managers with proven track records in these sectors. The strategy provided downside protection and steady income, while also offering exposure to inflation-resistant assets, helping the family maintain financial stability and flexibility in a shifting economic landscape.
Strategic Philanthropic Engagement
We understand that for many clients, philanthropy is a profound expression of their values and a vital component of their legacy. Ekko Capital provides dedicated support to clients in translating their charitable aspirations into impactful and fulfilling philanthropic endeavors. Our engagement begins with facilitating insightful discussions to help articulate a clear philanthropic mission, one that resonates deeply with the family’s heritage and future vision. We then assist in developing strategic giving plans and, where appropriate, guide the establishment and administration of private foundations, donor-advised funds, or other charitable vehicles, ensuring operational efficiency and adherence to best practices.
Our guidance extends to navigating the evolving landscape of giving, including opportunities in impact investing and social enterprise for families wishing to align their financial capital more directly with their values. A key aspect of our approach is fostering intergenerational involvement in philanthropy, creating shared experiences that reinforce family unity and instill a lasting commitment to purposeful giving. We aim to help families create a philanthropic legacy that is not only substantial in its impact but also deeply meaningful to current and future generations.
In Practice
In response to rising food insecurity in Massachusetts, a client family wanted to make a meaningful difference close to home. Ekko Capital helped them partner with a local charity, supporting a multi-year initiative to fund workforce training for single mothers and expand access to nutritious meals for children. We structured the commitment to include measurable outcomes and regular reporting, and encouraged the family’s next generation to participate in site visits and volunteer days. The project not only delivered a tangible community impact but also fostered a sense of shared purpose among family members.
Specialized Administrative & Lifestyle Coordination
To provide truly comprehensive and seamless support, Ekko Capital offers a range of specialized administrative and lifestyle coordination services. These are designed to simplify the inherent complexities of managing significant wealth and intricate personal affairs, thereby allowing family members to focus their time and energy on their core interests and pursuits. This can encompass sophisticated financial administration, including meticulous record-keeping, consolidated financial reporting, and attentive cash flow management, providing a clear and current overview of a family’s financial position.
Our role often involves acting as a central point of coordination, liaising discreetly and efficiently with a family’s network of external advisors, such as legal, tax, and insurance professionals, to ensure cohesive strategy implementation and streamlined communication. For clients with unique assets, such as significant real estate holdings, art collections, or private aircraft, we can provide oversight and coordinate specialized management services. All such support is delivered with the utmost discretion and sensitivity, tailored to the specific preferences and needs of each family, ensuring their affairs are managed with precision and care.
In Practice
A Boston-based family with a significant collection of American and European art wanted to ensure its preservation and accessibility. Ekko Capital coordinated with conservation experts at the Isabella Stewart Gardner Museum to assess, catalogue, and implement climate-controlled storage solutions. We also updated insurance coverage and facilitated a long-term loan of select works to local institutions, balancing security with the family’s desire to share their collection with the public.