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.”
To view the full FT Top 300 list, 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 June of 2019 based on data within a 12-month period. Financial Times created and tabulated the rating; judging panels made decisions based on award-specific methodology.