Pathstone is proud to be selected as the winner of the Multi-Family Office ($15 Billion AuM/AuA and Above) category in the 10th Annual Family Wealth Report Awards. This win is a reflection of our dedication to perfecting the client experience, our dynamic culture and our talented team.
It is an honor to be included on a list of the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America. See the full list of winners here.
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. Click HERE for a full disclosure of the criteria of ranking and other important information.
Methodology:
The Family Wealth Report Awards 2023 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 May 5, 2023 and is based on cumulative firm information as of 11/23/2022.
Category Criteria:
MULTI-FAMILY OFFICE ($15 billion AuM/AuA and above)
Awarded to: MFOs with above $15 billion AuM/AuA.
