Family Wealth Report Names WE Family Offices Best MFO For the Second Year in a Row

March 9, 2017

WE Family Offices has been named Best Multi-Family Office in the $3-5B AUM/AUA category by Family Wealth Report as part of the 2017 Family Wealth Report Awards for the second year in a row. The awards recognize high-quality service, innovation and achievement at both the individual and institutional level.

These recognitions come as WE Family Offices approaches its fourth year in business. The noted success of the firm demonstrates the increasing demand for a wealth management relationship that puts the client’s interest first, without agenda or conflict.

“Clients deserve financial advice they can trust,” says Managing Partner Michael Zeuner. “It’s an honor to be recognized by the financial media for our growth and our dedication to providing transparent financial advice that serves the clients interest first.”

 

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 March of 2017 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.