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Exchange Capital Management Background & Overview Overview
Type
Family Office - Multi
General Information
Exchange Capital Management is a multi-family office headquartered in Ann Arbor. The firm provides comprehensive wealth management and advisory services to families, foundations, and individuals, focusing on fiduciary guidance and long-term financial planning. Its team offers investment management, estate planning, and succession strategies—supports clients in preserving and growing multi-generational wealth while navigating complex financial landscapes.
Contact Information
Website:
Year Founded:
Exchange Capital Management Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Family Office - Multi
Exchange Capital Management Leadership & Principals
Title:
Email:
Corporate Office:
Ann Arbor, US
Exchange Capital Management Portfolio & Notable Allocations
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