WE Family Offices Named Among Barron’s Top RIA Firms of 2021

September 23, 2021

We are pleased to announce that WE Family Offices has been named among Barron’s Top 100 Registered Investment Advisor Firms of 2021. This marks the fourth consecutive year that WE Family Offices has been recognized as a top RIA by this publication.

Barron’s annual list ranks the most prestigious independent advisory firms throughout the U.S. to help investors find quality financial guidance. As in prior years, this ranking was determined based on assets managed, size and experience, regulatory records, and a variety of other quantitative and qualitative components. Several new metrics have also been added to this ranking formula in response to the COVID-19 pandemic’s acceleration of trends in the family office industry, including technology spending, staff diversity and succession planning.

“While our focus is always first and foremost on our client families, our firm is very proud of this recognition and will continue to provide the highest quality and trusted services to our clients,” comments WE Family Offices Managing Partner Michael Zeuner.

The complete list of Barron’s Top 100 RIA Firms is available 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 September of 2021 based on data within a 12-month period. Barron’s created and tabulated the rating; judging panels made decisions based on award-specific methodology.