Pathstone has been selected as a finalist in the following categories at the Eleventh Annual Family Wealth Report Awards 2024 program.
- Multi-Family Office ($15 Billion AuM/AuA and above): Pathstone
- Outstanding CEO (Chief Executive Officer): Matthew Fleissig – Pathstone CEO, Englewood NJ
- Women in Wealth Family Office (Individual): Kelly Maregni – Pathstone President, Boston, MA
- Rising Star Under 40: Jeffrey Scheer – Executive Managing Director, Boston, MA
- Rising Star Under 40: James Whalen – Managing Director, D.C. Metro Area, (Potomac), MD
- Rising Star Under 40: Carly Bradshaw – Director, Bellevue, WA
The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America.
Pathstone’s sister company Willow Street, based in Jackson Hole, WY was also recognized as a finalist in the Fiduciary and Trust Services category.
Winners will be announced on 2 May 2024 at the Gala Ceremony at the Mandarin Oriental Hotel in Manhattan, New York.
Third-party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the adviser by any client, nor are they representative of any one client’s evaluation. Pathstone paid no application fee to participate.
Methodology:
The Family Wealth Report Awards 2024 pool of judges consists of experts coming from family offices, private banks, trusted advisers, consultants and other service providers each of whom has in-depth wealth management knowledge and experience. The judging process is organized in a way so as to avoid conflicts of interest. No judge will be asked to review a submission from an organization competitive to their own. There are two rounds of judging to decide the shortlist firstly and then a final meeting to decide the ultimate winner. The judges are asked to explain why they feel the particular firm they have chosen should win, and it then goes to vote. The award ranking provided is accurate as of March 4, 2024 and is based on cumulative individual and firm information as of 12/01/2023.
The criteria for each category are below:
MULTI-FAMILY OFFICE ($15 billion AuM/AuA and above)
Awarded to: MFOs with above $15 billion AuM/AuA.
OUTSTANDING CEO
Awarded to: an inspirational CEO leading an MFO of any size.
RISING STAR UNDER 40
Awarded to: an employee of an MFO of any size.
WOMEN IN WEALTH FAMILY OFFICE (INDIVIDUAL)
Awarded to: Women in the family office space who are an inspiration both to clients and colleagues.
FIDUCIARY OR TRUST SERVICES
Awarded to: Companies and teams providing fiduciary and trust services to the wealth management sector.
