Exchange Capital Management

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Exchange Capital Management Overview

Type

Multi Family Office

Year Founded

1989

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:
https://www.exchangecapital.com

Year Founded:
1989

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
110 Miller Ave, Ann Arbor, Michigan

Portfolio & Notable Allocations


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