Recognized for Family Office, Women in Wealth Management

Aspiriant is proud to announce that Family Wealth Report has recognized our firm among the “best of breed” advisory firms in the categories of Multi-Family Office ($5 billion to $15 billion) and Women in Wealth Management.

Family Wealth Report is a newswire published by London-based ClearView Financial Media that provides industry intelligence to family office service providers. The prestigious panel of judges focuses on entrants’ dedication to the client experience in 2018.

“The firms who have been shortlisted in these awards are all worthy competitors,” says ClearView Chief Executive Stephen Harris. “These awards will recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process — such that the awards truly reflect excellence in wealth management.”

Aspiriant is a pioneer of the multi-family office space, providing a breadth of services to ultra-high net worth families nationwide, including strategic planning, tax services, bill pay, philanthropy, succession planning for family businesses and more. We strive to provide clients a priceless 360-degree view of their financial lives, giving them the peace of mind to focus on their passions.

Furthermore, Aspiriant’s recruitment and advancement of women is organically embedded in our business-growth strategy and stems from our innovative strategic vision. Women represent 44% of employees at the firm and are well represented in leadership and client-facing roles. Women also comprise 32% of the company’s partners and sit on the firm’s board of directors and strategic internal committees.

Young women starting their careers and seasoned pros looking for more inspiration in their wealth management work are attracted to Aspiriant because of the company’s appreciation of intellectual curiosity, creative thinking, empathy for others and fierce dedication to providing exceptional service to clients.

“Looking back on the last 16 years at Aspiriant, I am incredibly proud of our contributions to defining the multi-family office service model and influencing its evolution and expansion,” says Nikki Michelini, a director in wealth management who leads the firm’s Exclusive Family Office Service in the San Francisco Bay Area. “On a very personal note, it is deeply gratifying to be part of an organization that values diversity in all aspects and, more specifically, that champions opportunities for the advancement of women. I look forward to Aspiriant’s continued leadership in this area.”

Disclosure: Neither Aspiriant nor its employees paid a fee for inclusion in the 2019 FWR Awards. 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.