Aspiriant Wins Best Private Wealth Manager Award from Private Asset Management

Private Asset Management (PAM), an independent panel of leading industry professionals from across the world, awarded Aspiriant with its 2023 Best Private Wealth Manager over $5bn – client service award. This prestigious award recognizes client service excellence among wealth managers, delivered through a consistent and proven commitment to client planning and lifestyle objectives and positive client outcomes. Winning such an honor in private wealth management is meaningful –its industry peers recognizing one another as the best of the best.

Aspiriant’s 2023 award submission for Best Private Wealth Manager was part of a lengthy rigorous scoring process focused on several differentiators which make us stand out from competitors.

• Aspiriant’s independent employee ownership model allows us to align the interests of our clients and employees, in addition to serving clients for generations with seamless transitions.
• Merging with two firms in 2022, we bolstered our resources for clients, expanded our dedicated in-house tax services team and created several new partners of the firm. This part of our strategy aligns with our business and ownership model.
• We enhanced our tech-forward client experience with multiple software improvement programs that transformed and modernized the way we serve clients.
• We strengthened our Diversity, Inclusion and Belonging initiative by expanding our executive leadership team from 14% to 57% women, hiring a Chief People Officer and rolling out a scholarship program to support finance students.

Rob Francais, CEO and partner at Aspiriant said, “This award is a testament to our extreme focus on the client experience. As the firm continues to grow organically and through partnerships, we are dedicated to strengthening our 100% employee ownership model which aligns interests between our clients and employees.”

This wasn’t the firms first time Aspiriant received such an honor. In 2022, Aspiriant won PAM’s Diversity, Equity and Inclusion Initiative of the Year award.

For over two decades, the PAM award listing, determined by a panel of financial services judges, has provided a platform for future clients to learn more about top wealth management firms and multi-family offices, legal firms and other essential service providers within the sector. According to PAM, “Winning a Private Asset Management award is a true seal of approval from the private wealth community to one of its own and provides a launchpad for future success.”

The PAM awards ceremony has been regarded as the Oscars of the private asset management industry. Representing Aspiriant at PAM’s in-person awards ceremony on February 9 at 583 Park Avenue in New York City were Director of Wealth Management Michael Weissman, Senior Associates Vanessa Franco and Victoria Abaev and Associate Annie Van Pilsum-Johnson. Michael Weissman accepted the award on behalf of Aspirant on-stage.

“At Aspiriant one of our core values is we operate as one open unified team,” said Weissman. “So, it was truly an honor to receive recognition, represent our colleagues at the awards ceremony and take home the win.”

To round out the evening attendees were entertained by comedian and host Brian Park, danced the night away to the sounds of The New York Triolive band, networked with peers and celebrated Aspiriant’s win.

Important Disclosures Aspiriant did not pay a fee for consideration for the Private Asset Management Awards 2022, which are determined by an independent panel of judges. See the PAM Awards website for more information on categories and criteria. The date of this award is February 9, 2023 and for submission time period July 1, 2021 through June 30, 2022.