Family Wealth Report Honors WE Family Offices for Wealth Management Thought Leadership
March 26, 2019
We are pleased to announce that WE Family Offices has been honored for Outstanding Contribution to Wealth Management Thought Leadership in the Multi-Family Office/Wealth Advisor/Manager category by the Family Wealth Report as part of the 2019 Family Wealth Report Awards.
Since the founding of our firm we’ve been committed to creating thoughtful, educational content to keep our clients and friends of the firm informed of challenges and best practices in the wealth management industry.
“Given the increasing complexity of managing wealth, we feel it is now more important than ever for investors to have the resources and knowledge they need to make wealth management decisions with clarity and confidence,” says WE Family Offices Managing Partner Michael Zeuner. “We are honored to have our commitment to wealth management thought leadership recognized by Family Wealth Report.”
The Family Wealth Report Awards recognizes high-quality service, innovation and achievement in the wealth management industry at both the individual and institutional level. Winning one of these prestigious awards sets firms and advisors apart from their peers and proves that they have something special to offer.
In order to avoid any conflict of interest, winners of each category were selected by three judging panels. Decisions for each award were based not on quantitative performance metrics, but rather on client experience with an emphasis on independence, integrity and genuine insight.
WE Family Offices was recognized during an awards dinner that took place on Wednesday, March 20, in New York City at the Mandarin Oriental.
To learn more about the Family Wealth Report Awards, click here.
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 published 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 March 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.