January 14, 2021
Acknowledging Aspiriant’s leadership in family office services, marketing and educational content, the Family Wealth Report has named our firm a finalist in three categories for its 8th Annual 2021 Awards:
Our Exclusive Family Office families enjoy a scenario in which their personal controller, tax accountant, estate attorney and investment advisor all sit together in the same room talking about what really matters to them. Since 2015, our assets under management for these families has grown, so we’ve increased our professional team in kind by 33%. Today, our EFO team is a group of 42 experts in tax, estate, retirement, investments, philanthropy, real estate, bill pay and more. We have been doing this work for decades, often for families who have been with us for that long.
In 2020, and continuing this year, fathom has been a go-to source for information on how the COVID-19 pandemic and resulting legislation impact your financial well-being.
This isn’t the first time the Family Wealth Report has recognized Aspiriant. Last year, Aspiriant earned top honor for Women in Wealth Management. And we took the Best Multi-Family Office (National ‒ Above $5 Billion in Assets Under Management) award home in 2017. The Family Wealth Report, an industry trade publication, showcases the “best in breed” providers in the global private banking, wealth management and trusted advisor industries.
Neither Aspiriant nor its employees paid a fee in exchange for inclusion in the Family Wealth Report Awards 2021. The judging is based on the judges’ experience with what is in the submission and is done behind closed doors. For more on the methodology, please refer to Clearview Publishing.
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