Family Wealth Report Awards - Aspiriant Wealth Management

Family Wealth Report Gives Aspiriant 3 Nods

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:

  • Multi-Family Office ($5 billion to $15 billion AUM)
    At Aspiriant, we view wealth management as something much deeper than the personalized investment management and comprehensive financial planning work we do for our clients. It’s also about depth of caring, intense listening, advocacy for our client’s individual missions, and ultimately a very personal relationship.

    In the multi-family office space, Aspiriant is a pioneer — one of the largest and longest tenured full-service family office teams, providing a wide breadth of services in house.

    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.

  • Marketing or PR Campaign
    Aspiriant’s marketing team has been actively helping to build our business through digital marketing that’s aimed to help people manage their finances with peace of mind.

    One highlight is our campaign to help alleviate pain points for entrepreneurs and executives going through IPOs, mergers, acquisitions or sales of their business. Through our “Living the Dream” white paper, company videos and fathom content, we demonstrate how we understand that life and career transitions can be incredibly exhilarating, but also overwhelming. Our goal is to help these successful businesspeople turn their equity into long-term wealth, and then use their wealth to achieve their goals and dreams.

  • Outstanding Contribution to Wealth Management Thought Leadership
    In 2016, we launched our blog fathom to share our wealth management and investment expertise with the public and help our wealth managers serve clients better. Since then, our plentiful, educational content has sparked fruitful conversations with clients and prospective clients and gained industry recognition.

    There are plenty of financial guidance websites and blogs out there. But fathom is unique because it caters to the specialized needs and goals of those with high net worth and ultra-high net worth. From leaving a legacy, to family business succession, to property ownership, to taxes, our wealth managers answer a variety of questions that families with wealth have.

    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.