Family Wealth Report Awards Honors WE Family Offices for Sixth Consecutive Year

May 6, 2021

We are pleased to announce that WE Family Offices has been named Best Multi-Family Office ($10 billion – $15 billion AuM/AuA) by Family Wealth Report as part of the 2021 Family Wealth Report Awards. This marks the sixth consecutive year that our firm has been honored by these awards, which recognizes the most innovative and exceptional teams in the family office industry.

ClearView Financial Media CEO and Family Wealth Report Publisher Stephen Harris was the first to extend his congratulations to those honored at the awards. “These awards recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ as the watchwords of the judging process – such that the awards truly reflect excellence in wealth management,” Harris commented.

As in previous years, an expert panel of industry experts selected winners utilizing both qualitative benchmarks and quantitative metrics. Receiving a Family Wealth Report Award from Family Wealth Report demonstrates that the firm has something special to offer their clients as demonstrated through their achievements, top-class performance and ability to innovate. Additionally, they highlight the resilience and remarkable customer care the winning firms have exhibited during 2020.

“Despite the challenges of the past year, it has been an honor to help families feel confident, competent and successful in the decisions they made around their wealth enterprises,” says Managing Partner Michael Zeuner. “We could not be prouder of our team and thank them for their commitment to serving our client families.”

To learn more about the 2021 Family Wealth Report Awards, click here.

 

Important Disclosure: This material includes references to financial media firms and awards pertaining to third-party ratings and rankings of WE Family Offices LLC (“WE Family”), that may be public information in the ordinary course of its business, and such firms are not affiliated or related to WE Family.  These firms may have independently provided WE Family with a questionnaire or survey as structured by the firms and used in the preparation of the third-party rating or ranking and not designed or prepared to produce any predetermined result. WE Family does not compensate directly or indirectly such firms in connection with obtaining or using the third-party rating or rankings. This rating was confirmed in May of 2021 based on data within a 12-month period. The Family Wealth Report Awards created and tabulated the rating; judging panels made decisions based on award-specific methodology.