Elevate Your Legacy: Launch a Custom ETF
For family offices managing substantial assets, the line between investment strategy and investment product has blurred.
Traditional vehicles like separately managed accounts (SMAs), mutual funds, and private portfolios have their place but increasingly, high-net-worth families are realizing that launching their own exchange traded fund simply makes sense.
At Exchange Traded Concepts (ETC), we pioneered the white label ETF model. Over the past decade, we’ve helped asset managers, RIAs, and family offices transform bespoke investment strategies into scalable, cost-efficient ETFs. If your family office hasn’t considered this move, here’s why it’s worth a serious conversation.
1. Tax Efficiency You Can Control
One of the core benefits of the ETF structure is its unique in-kind creation and redemption process. Unlike mutual funds, ETFs allow for tax-efficient portfolio management minimizing capital gains distributions to investors. For family offices this means the ability to manage exposures while reducing taxable events at both the entity and beneficiary levels.
ETFs give you a level of tax management and control that private accounts and traditional funds can’t match.
2. Eases Operational Complexities
Many family offices operate with specific investment mandates or philosophies, such as ESG screens, concentrated themes, or proprietary factor models. By launching an ETF, these strategies can be managed in one ETF (or multiple ETF portfolios) instead of having to execute trades in dozens or even hundreds of individual accounts.
Your family’s investment DNA becomes something that can be replicated, audited, and even passed down across generations.
3. Simplified Estate and Succession Planning
Family offices often wrestle with multi-generational wealth transfer. Managing a patchwork of private accounts and private funds complicates that process. An ETF consolidates strategies into one tradable vehicle simplifying ownership structures, performance reporting, and intergenerational asset transfer.
For legacy-minded family offices, that streamlined structure is both practical and powerful.
4. Broader Distribution Potential
While many family offices launch ETFs solely for internal use, others leverage the structure to share their investment philosophy with a broader network. That could mean offering ETF access to family friends, philanthropic organizations, or partner firms - without the compliance burdens of private placements, limited partnerships or hedge funds.
With ETC as your partner, you’ll have access to an established marketing process and guidance on marketing best practices if a public offering is part of your strategy.
5. Cost Efficiency Through Scale
When managed through a private platform, running custom strategies can get expensive. Custody, compliance, reporting all carry costs. By converting these strategies into an ETF, especially when using ETC as your white-label partner, you benefit from operational scale that reduces per-account costs.
We handle series trust, fund administration, fund accounting, custody, compliance, distribution partnerships, and more - so your team stays focused on investment management, not back-office overhead.
Why ETC?
Exchange Traded Concepts didn’t just join the white label ETF business, we built it. As the original architects of the model, we’ve been doing this longer than any other white label provider. From simple vanilla strategies to complex multi-asset products, to commodity or derivative based strategies, our experience is unmatched.
If your family office is looking for tax efficiency, transparency, legacy planning, and scalable efficiency, launching your own ETF with ETC isn’t just an option - it’s a smart next step.
Book a strategy session with our team today and explore how the ETF structure can elevate your family office’s investment platform. Contact us here.
Exchange Traded Concepts, LLC (“ETC”) is an SEC Registered Investment Adviser. ETC presently offers two lines of business, the first being the provision of white-label ETF services, that include investment advisory and administrative platform services, and the second is offering its portfolio management services on a stand-alone basis to other advisers managing funds that have a need for a specialized trading sub-adviser familiar with and skilled in trading on behalf of an ETF and other investment vehicles. ETC provides the trust, board, and decades of experience to offer asset managers (hedge, SMAs, mutual) and others an efficient, cost-effective means to leverage the benefits of the ETF wrapper. ETC’s Form ADV can be found here https://adviserinfo.sec.gov/firm/summary/151197
