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Insight Q2 2026: Market Outlook and Investment Commentary
As an independent wealth management firm serving high-net-worth and ultra-high-net-worth families , much of the work we do as a multi-family office happens behind the scenes. In conversations, in careful planning and in the decisions that shape a family’s future over time.
It’s not always visible. And it’s not always easy to measure. That’s why this kind of external recognition feels meaningful.
In early 2026, Aspiriant was named Best Multi-Family Office under $25 billion at the Private Asset Management (PAM) Awards. Not soon after, Lisa Colletti CFP®, JD, Managing Director in Exclusive Family Office and Partner, was named a finalist for the Family Wealth Report Awards in the category of Women in Wealth Family Office (Individual).
We’re proud of this recognition. And even more focused on what it represents.
It speaks to the care, thoughtfulness and long-term perspective that guides our work, and the responsibility we feel to the families who trust us with their financial lives.
About the Private Asset Management Awards
The Private Asset Management (PAM) Awards, presented by With Intelligence, recognize firms that serve high-net-worth and ultra-high-net-worth clients.
Each year, firms are evaluated based on a combination of qualitative and quantitative factors, including investment approach, client service, innovation and overall firm strategy.
No award can fully capture the complexity of a client relationship. But thoughtful evaluations like these can offer a perspective on how firms approach their work and how they evolve over time.
Recognized for multi-family office capabilities
In 2026, Aspiriant was named Best Multi-Family Office (sub-$25B) at the Private Asset Management Awards.
We don’t take this lightly.
This reflects the kind of work happening across our firm every day as a multi-family office serving complex families. Work that is often complex, deeply personal and tailored to the needs of each family we serve.
It includes investment strategy, of course. But it also extends to planning, tax considerations, estate strategy and the many moving parts of a family’s financial life over time.
At Aspiriant, this work comes together through our Exclusive Family Office.
Our Exclusive Family Office is our approach to delivering multi-family office services in a way that is integrated, coordinated and deeply personal. It brings together planning, investing, tax considerations and the many moving parts of a family’s financial life into a more unified experience.
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Disclosure:
Aspiriant’s Exclusive Family Office was awarded Best Multi-Family Office (sub-$25B) at the Private Asset Management Awards presented by With Intelligence on Feb. 5, 2026, for the evaluation period Jan. 1, 2025 through Dec. 31, 2025. The award was based on information submitted by Aspiriant and other firms and reflects the provider’s assessment at that time. Methodology Summary:
Judges evaluate firms based on qualitative and quantitative criteria, including client service, risk-adjusted returns, meeting client objectives and the quality and breadth of services. Not all firms are eligible for consideration, and not all firms participate in the evaluation process. Compensation:
No compensation was paid by Aspiriant to be considered for this award. Aspiriant may pay fees related to event attendance, marketing, or licensing rights associated with the award.
This recognition is not indicative of future performance, does not reflect the experience of any single client, and does not guarantee investment results.
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A finalist for the Family Wealth Report Awards
In addition to this firm-level recognition, Lisa Colletti, CFP®, JD, Managing Director in Exclusive Family Office and Partner at Aspiriant, was named a finalist for the Family Wealth Report Awards in 2026 in the category of Women in Wealth Family Office (Individual).
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Finalist for 2026 Family Wealth Report Awards “At a certain level of complexity, it’s not just about advice. It’s about bringing everything together in a way that helps families move forward with clarity and confidence.” — Lisa Colletti CFP®, JD Managing Director in Exclusive Family Office, Partner |
Lisa brings the kind of leadership required to support families with complex financial lives. Her focus is helping families see the big picture while navigating the details that matter most. She works closely with some of our largest client families and plays an active role in shaping and evolving our Exclusive Family Office experience.
Earlier this year, she moderated a discussion with our multi-family office team focused on a question many families eventually face: when does managing significant wealth become too complex to handle alone? The conversation explored what a more integrated family office approach can take off a family’s plate, and how thoughtful coordination across planning, investing and advice can create greater clarity over time.
Watch the first in our series on how to simplify complexity for ultra-high-net-worth families
This recognition highlights individual leadership within the broader work we do as a firm. It reflects the care, perspective and commitment that shape how we support families through so many aspects of their financial lives.
It’s also a reminder that while much of our work happens as a team, it is carried forward by people who are deeply invested in the families they serve.
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Disclosure:
Lisa Colletti of Aspiriant was named a finalist for the Family Wealth Report Awards in 2026 in the category of Women in Wealth Family Office (Individual), presented by ClearView Financial Media. The recognition was based on information submitted by Aspiriant and other candidates and reflects the provider’s assessment at that time. Methodology Summary:
Finalists are selected based on submissions and evaluated by a panel of judges with industry expertise using qualitative criteria, including experience, leadership and impact. Not all individuals are eligible for consideration, and not all candidates participate in the evaluation process. Compensation:
No compensation was paid by Aspiriant to be considered for this recognition. Aspiriant may pay fees related to event participation, marketing or licensing rights associated with the award.
This recognition is not indicative of future performance, does not reflect the experience of any single client, and does not guarantee investment results.
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Built with intention: Our 100% employee-owned model
As a 100% employee-owned firm, our structure shapes how we make decisions, how we invest in the firm and how we serve the families who rely on us.
It allows us to stay focused on the long term. To invest thoughtfully in our people and our capabilities. And to build a firm designed to endure for the families we serve and the generations that follow.
That long-term orientation carries through in how we operate, how we collaborate and how we support clients through complex and evolving life situations.
It also shapes our approach as a multi-family office. We’re built to support ultra-high-net-worth individuals and families over time, bringing continuity, coordination and perspective to decisions as they unfold.
What this means for the families we serve
For our clients, and for those considering working with us, this can offer a helpful perspective on how we serve.
It reflects the kind of work happening across our firm every day. Helping high-net-worth families navigate complexity, think through important decisions and plan for what comes next.
It also speaks to the way that work comes together. Through thoughtful coordination across planning, investing and advice, supported by a team working closely on behalf of each client.
More than anything, it comes through in the partnership we build with our clients. One grounded in trust, shaped by experience and aligned with their long-term goals.
Most of all, it is a relationship designed to support not just today’s decisions, but the ones that unfold over time.
If you’re considering a wealth management firm, we invite you to talk with us.
