Pathstone was selected as the winner of the 2021 Private Asset Management (“PAM”) Award for ‘Best Multi-Family Office $20bn and Over’. Winners were announced at a virtual ceremony on February 10th.
https://www.pathstone.com/legal-disclosure/ PRIVATE ASSET MANAGEMENT 2021 Best Multi-Family Office $20bn and Over Pathstone is a winner in the Best Multi-Family Office $20bn and Over categories. The winners were announced at the virtual awards ceremony on February 10, 2021. Our firm purchased a ticket to attend the virtual ceremony, but this has in no way influenced the judges their decision. Best Multi-Family Office $20bn and Over: These awards are designed to recognize excellence among multi-family offices at different size points, by rewarding firms that have delivered exceptional risk-adjusted returns and client service. For the performance component, firms should provide return statistics for a range of anonymized client portfolios. Judges will credit both performance over the past year and longer-term performance. Evidence or examples of excellent client service beyond investment management will also be given credit. Details of programs and how they successfully delivered for clients, and client testimonials, will both be given credit. Criteria: • Delivery of client objectives through risk-adjusted performance • Quality of tax, estate and other services to meet the needs of HNW/UHNW clients • Top quality client service demonstrate through client testimonial
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.