Crestone Capital is pleased to announce it has been selected as a finalist in the Multi-Family Office ($2.5 billion to $5 billion AUM) category of the Family Wealth Report Awards 2022 program.
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.
Stephen Harris, ClearView Financial Media’s CEO and publisher of Family Wealth Report, was first to extend his congratulations to all finalists, “This year we had a record number of registrations and submissions for this program: more than 500 submissions in nearly 70 categories. The firms and individuals in the 9th Family Wealth Report program are worthy competitors and the ones that have reached the Finalist stage are truly outstanding. These awards are judged by an expert panel of more than 40 judges and finalists are selected on the basis of entrants’ submissions and their response to a number of specific questions, focusing on both qualitative and quantitative performance metrics. These awards recognize the very best operators in the private client industry. The judging process is rigorous and independent, and all conflicts of interest are avoided, ensuring that these awards truly reflect excellence in family wealth management.”
Crestone is proud and honored to be considered a Family Wealth Report Award Finalist. We offer personalized solutions to ultra-high net worth families by building a team of experts with significant combined tenure and investment acumen. We believe that our commitment to providing our clients with excellent service continues to set us apart.
The Family Wealth Report’s 2022 Multi-Family Office awards includes firms with $2.5B to $5B in AUM. The process of being included starts with filling out a survey on their website; therefore, companies who do not complete a survey are not considered. Their judging process is conducted by an “expert panels and consist of judges from family offices, private banks, trusted advisers, consultants and other service providers each of whom has in-depth knowledge and a broad experience.” Rankings may not be representative of any one client’s experience and are not indicative of future performance.