Crestone Capital is pleased to announce it has been selected as a finalist in the “Best Multi-Family Office ($2.5 Billion to $5 Billion AUM)” category at the Tenth Annual Family Wealth Report Awards 2023 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.
The awards are judged by an expert panel of more than 40 judges and finalists are selected on the basis of entrants’ responses to a number of specific questions, focusing on both qualitative and quantitative performance metrics. These awards recognize the firms they consider to be the very best operators in the private client industry. The judging process is independent, helping ensure 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. We believe that our commitment to providing our clients with excellent service continues to set us apart.
The Family Wealth Report’s 2023 Multi-Family Office awards includes firms with $2.5B to $5B in assets under management (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.