WE Family Offices Shortlisted in Three Categories for the 2018 Family Wealth Report Awards

We are pleased to announce that WE Family Offices has been shortlisted in three categories for the Family Wealth Report Awards for Best Multi-Family Office from $5 billion to $15 billion AUM/AUA; Outstanding Contribution to Wealth Management Thought Leadership; and Responsible/Impact Investing.

Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the Family Wealth Report Awards were designed to recognize companies, teams and individuals which the judges deemed to have ‘demonstrated innovation and excellence during 2017’.

The Family Wealth Report Awards are judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which focus not on quantitative performance metrics, but on the client experience with an emphasis on independence, integrity and genuine insight.

Commenting on the firm’s shortlisting, WE Family Offices Managing Partner Michael Zeuner says, “Our focus is always first and foremost on providing independent, genuine advice that puts our clients and their interests first. It’s an honor to be recognized by Family Wealth Report for the ways in which we conduct our business and for the client experience we deliver.”

Last year, WE Family Offices was named Best Multi-Family Office in the $3-5B AUM/AUA category as part of the 2017 Family Wealth Report Awards for the second year in a row. The firm’s recent growth has now elevated us to the $5 billion to $15 billion AUM/AUA) category.

Winners will be announced at a gala awards dinner which will be held in New York on March 8, 2018 at the Mandarin Oriental.

About ClearView Financial Media Ltd (“ClearView”)

ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community.  London-based, but with a truly global focus, ClearView publishes the Family Wealth Report group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events programme.

With teams based in New York, London, Singapore, Switzerland, South Africa and Malaysia, the company is one of the fastest-growing media groups serving the financial services sector.

 

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