Pathstone Family Office Receives 2013 PAM Award for Best Multi-Family Office
Fort Lee, NJ, February 23, 2013 --(PR.com)-- Pathstone Family Office was named the best overall multi-family office under $2.5 billion by Private Asset Management magazine. The Fort Lee, N.J.-based firm received the 2013 PAM Award during the magazine’s annual awards gala Feb. 12 in New York City. In 2011, Pathstone was recognized as best industry newcomer and in 2012 was awarded best multi-family office - client service (under $2.5 billion).
The awards program recognizes investment professionals and wealth advisers within the private asset management industry that have successfully serviced high-net-worth individuals. In earning the PAM Award, Pathstone Family Office, a fully integrated independent, family/employee-owned wealth management firm, demonstrated year-over-year growth, innovative new products and services, and growth in client numbers, internal hires and geographic expansion.
“We are once again honored to be selected the best by our peers,” said Steve Braverman, Executive Managing Director of Pathstone Family Office. “All of our team members were instrumental in achieving this recognition – a constant challenge in today’s uncertain economic times and changing regulations. In just a few short years, Pathstone Family Office has become a true leader in our industry.”
Since its founding in 2010 by veteran wealth managers Braverman and Allan Zachariah, Pathstone Family Office has been recognized as one of InvestmentNews’ fastest-growing registered investment advisors for two consecutive years and ranked eighth in AdvisorOne.com’s 2012 survey of the top 100 wealth managers.
In January, Pathstone Family Office, which has strategic locations in Fort Lee, NJ and Atlanta, GA expanded to the Naples, FL. area, in a merger with Legacy Family Office.
“Just three years ago, Steve and I came up with the mission of building a great company that empowers multi-generational high-net-worth families to define and achieve their long-term goals and support their legacy,” said Zachariah, Executive Managing Director. “This award reaffirms that we are meeting that mission and providing value to our client families.”
Pathstone Family Office is an SEC-registered investment advisory firm providing high-net-worth families with investment advice, income tax planning and compliance, wealth transfer planning and a full suite of family office and financial administration services. The firm operates as a single-family office serving multiple ultra-high-net-worth client families.
For additional information about Pathstone Family Office, call 888-750-PATH or visit www.Pathstone.com.
Pathstone Family Office ("Pathstone") is an SEC-registered adviser. The PAM Award "Best Multi-Family Office" is granted by Private Asset Management magazine, an independent association unaffiliated with Pathstone. The PAM Awards are designed for investment professionals and wealth advisors, operating within the private asset management industry, who have proven themselves over the course of 2012. Judgment is based on financial progress, growth in client numbers and product innovation. Winners were determined by an independent panel of industry experts, based on applicants requesting to be included in the various categories.
The "Top 100 Wealth Managers" is granted by AdviserOne.com, an independent association unaffiliated with Pathstone. Ranking is predominately based on assets under management. "The Fast Movers," published by InvestmentNews, is also unaffiliated with Pathstone. Ranking is based on growth in discretionary assets under management since 2008 as reported by the RIA database, as defined by the SEC. Data is as reported to the SEC as of Dec. 31, 2011. Firms were included based on the following criteria: 1. Greater than 50 percent of their business must serve the retail marketplace. 2. They must provide financial planning services, portfolio management for individuals or conduct due diligence on third-party advisers. 3. They must not be doing business as a broker-dealer, bank or insurance company. 4. They must not charge commissions or have registered representative employees at the firm. 5. A dominant portion of their business must not be invested in proprietary products.
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 of the advisor by any client nor are they representative of any one client's evaluation. Please also read a more thorough disclosure and additional information about the criteria used in making these rankings via the following links: http://www.advisorone.com/microsites/top-wealth-managers/; http://www.investmentnews.com/section/specialreporttemplate?sid=RIA&issuedate=20110302; and
http://www.pammagazine.com/?q=event/73648/pam-awards-2013
For more information contact:
Carolyn Rogers, 239-278-3900, cell 239-850-5020
Carolyn@SimplifyPR.com
The awards program recognizes investment professionals and wealth advisers within the private asset management industry that have successfully serviced high-net-worth individuals. In earning the PAM Award, Pathstone Family Office, a fully integrated independent, family/employee-owned wealth management firm, demonstrated year-over-year growth, innovative new products and services, and growth in client numbers, internal hires and geographic expansion.
“We are once again honored to be selected the best by our peers,” said Steve Braverman, Executive Managing Director of Pathstone Family Office. “All of our team members were instrumental in achieving this recognition – a constant challenge in today’s uncertain economic times and changing regulations. In just a few short years, Pathstone Family Office has become a true leader in our industry.”
Since its founding in 2010 by veteran wealth managers Braverman and Allan Zachariah, Pathstone Family Office has been recognized as one of InvestmentNews’ fastest-growing registered investment advisors for two consecutive years and ranked eighth in AdvisorOne.com’s 2012 survey of the top 100 wealth managers.
In January, Pathstone Family Office, which has strategic locations in Fort Lee, NJ and Atlanta, GA expanded to the Naples, FL. area, in a merger with Legacy Family Office.
“Just three years ago, Steve and I came up with the mission of building a great company that empowers multi-generational high-net-worth families to define and achieve their long-term goals and support their legacy,” said Zachariah, Executive Managing Director. “This award reaffirms that we are meeting that mission and providing value to our client families.”
Pathstone Family Office is an SEC-registered investment advisory firm providing high-net-worth families with investment advice, income tax planning and compliance, wealth transfer planning and a full suite of family office and financial administration services. The firm operates as a single-family office serving multiple ultra-high-net-worth client families.
For additional information about Pathstone Family Office, call 888-750-PATH or visit www.Pathstone.com.
Pathstone Family Office ("Pathstone") is an SEC-registered adviser. The PAM Award "Best Multi-Family Office" is granted by Private Asset Management magazine, an independent association unaffiliated with Pathstone. The PAM Awards are designed for investment professionals and wealth advisors, operating within the private asset management industry, who have proven themselves over the course of 2012. Judgment is based on financial progress, growth in client numbers and product innovation. Winners were determined by an independent panel of industry experts, based on applicants requesting to be included in the various categories.
The "Top 100 Wealth Managers" is granted by AdviserOne.com, an independent association unaffiliated with Pathstone. Ranking is predominately based on assets under management. "The Fast Movers," published by InvestmentNews, is also unaffiliated with Pathstone. Ranking is based on growth in discretionary assets under management since 2008 as reported by the RIA database, as defined by the SEC. Data is as reported to the SEC as of Dec. 31, 2011. Firms were included based on the following criteria: 1. Greater than 50 percent of their business must serve the retail marketplace. 2. They must provide financial planning services, portfolio management for individuals or conduct due diligence on third-party advisers. 3. They must not be doing business as a broker-dealer, bank or insurance company. 4. They must not charge commissions or have registered representative employees at the firm. 5. A dominant portion of their business must not be invested in proprietary products.
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 of the advisor by any client nor are they representative of any one client's evaluation. Please also read a more thorough disclosure and additional information about the criteria used in making these rankings via the following links: http://www.advisorone.com/microsites/top-wealth-managers/; http://www.investmentnews.com/section/specialreporttemplate?sid=RIA&issuedate=20110302; and
http://www.pammagazine.com/?q=event/73648/pam-awards-2013
For more information contact:
Carolyn Rogers, 239-278-3900, cell 239-850-5020
Carolyn@SimplifyPR.com
Contact
Pathstone Family Office
Andrea McKiddie
239-278-3900
www.Pathstone.com
Andrea McKiddie
239-278-3900
www.Pathstone.com
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