Thought Leadership

December 5, 2018

WE Family Offices Shortlisted in Two Categories for the 2019 Family Wealth Report Awards

We are pleased to announce that WE Family Offices is a finalist in two categories for the 2019 Family Wealth Report Awards. The two shortlisted categories include Best Multi-Family Office from $5 billion to $15 billion AUM/AUA and Outstanding Contribution to Wealth Management Thought Leadership.

As one of the most prestigious awards in wealth management, the Family Wealth Report Awards recognizes the achievement and showcases top-tier performance and innovation. Furthermore, these awards set family offices and advisors apart from their peers while also acting as a tangible demonstration that they have something special to offer their clients.

Independence, integrity, and genuine insights are the values that the judges will be searching for when selecting the winners of each category. This process will be conducted by an expert panel drawn from both private banks and trusted advisors and consultants.

In response to the firm’s shortlisting, WE Family Offices Managing Partner Michael Zeuner comments, “Our first and foremost focus is always to provide our clients with independent genuine advice that puts their needs first. We are honored to have our commitment to these values recognized by the Family Wealth Report.”

Winners will be announced in New York, New York at the Mandarin Oriental during an awards dinner on March 20, 2019.

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 sector.

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 December of 2019 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.

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