WE Family Offices Shortlisted for the 2019 PAM Awards in Two Categories
December 20, 2018
We are pleased to announce that WE Family Offices has been shortlisted for the annual Private Asset Management (PAM) Awards in two categories: Best Multi-Family Office – Overall – Over $2 Billion and Best Multi-Family Office – Client Service – Over $2 Billion.
The PAM Awards showcase the most elite investment professionals, wealth advisors, legal firms, consultants, and other key service providers in the private wealth management industry that have accomplished note-worthy achievements over the course of the last year.
The judging process consists of an independent judges panel comprising of industry experts. This panel will select the winners of the PAM Awards by examining a series of qualitative and quantitative performance indicators. Successful candidates must demonstrate:
- Financial progress: candidates must be able to demonstrate a performance track-record over the course of the last twelve months
- Growth: client numbers, internal hires, and geographic expansion
- Client satisfaction: provide evidence of client satisfaction, including evidence of exceptional service and direct client statements
- Product innovation: details of new services and products launched over the course of 2017/2018
Commenting on the firm’s shortlisting, WE Family Offices Managing Partner Michael Zeuner says, “Our focus is always on putting our clients first and providing sophisticated, transparent advice to guide them as they build and preserve their wealth enterprise®s. It is an honor to have our commitment to our clients recognized by the PAM Awards.”
The winners of this year’s PAM Awards will be announced on February 7, 2019 during an evening awards ceremony in New York, New York. More information regarding the awards is available here.
About the Private Asset Management Awards:
The annual Private Asset Management Awards – presented by Private Asset Management (PAM) Magazine – is an evening of recognition and reward for top investment professionals, wealth advisors, legal firms, consultants, and other key service providers operating within the private asset management industry. Judges will take part in a judging conference call, where the winners will be decided. One expert judge per category will be asked to summarize the judges’ comments. Judges have discretionary power to move submissions into alternative categories that they think may be more suitable. All judges are required to sign a disclaimer form to keep information about entries and the final winners confidential. The judges are carefully selected for their wealth of experience and expertise, as well as their absence of conflicts of interest. Judges cannot judge any categories that their company has submitted for and are obliged to declare that they have no conflicts of interest prior to judging.
