WE Family Offices Named Among the 2019 Financial Times Top 300
June 27, 2019
WE Family Offices is pleased to announce it has been named to the 2019 edition of the Financial Times Top 300 Registered Investment Advisers list. This marks WE’s sixth consecutive appearance on the FT 300, which recognizes the top independent RIA firms across the U.S.
The Financial Times’ methodology for selecting the FT 300 is quantifiable and objective. RIA firms were evaluated on several criteria: The firm must be an independent RIA located in the U.S. and have a minimum of $300 million in assets; no more than 75% of a practice’s assets could be institutional. Qualified RIAs then filled out an online application, and were scored on several factors, including AUM, AUM growth rate and compliance record. There are no fees or other considerations required of RIAs that apply for the FT 300.
“We are honored to be recognized by the Financial Times,” says WE Family Offices Managing Partner Michael Zeuner. “Our firm is dedicated to always putting our client families’ needs first and it is rewarding to have this commitment recognized for the sixth year in a row.”
