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Matthew Fleissig Named Leading Individual (MFO) at the Family Wealth Report Awards 2021 News provided by Share this article Share this article ENGLEWOOD, N.J., May 6, 2021 /PRNewswire/ Pathstone, an independently operated and partner-owned multi-generational family office serving HNW and UHNW individuals and families, family offices, and select institutions, announced today that Matthew Fleissig, President of Pathstone, was named Leading Individual (MFO) at the 8th Family Wealth Report Awards. Matthew Fleissig, President The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams, and individuals serving the family office, family wealth management, and trusted advisor communities in North America. The judging panel, composed of industry experts from family offices, private banks, trusted advisors, consultants, and other service providers, has selected winners based on qualitative benchmarks with quantitat ....
Linda Mack and Mack International have been selected as a finalist in two categories at the 2021 Family Wealth Report Awards Share Article Linda Mack and Mack International, have been selected as a finalist in two categories at the 2021 Family Wealth Report Awards: Leading Individual Service Product Provider and Family Office Management Consultancy Having our work recognized as being among best-in-class both as a firm and an individual provider acknowledges our efforts are aligned in always putting families first. We are honored and thrilled.” CHICAGO (PRWEB) March 03, 2021 Mack International is a premier boutique C-suite executive search and strategic management/human capital consulting firm serving the family office, family investment firms and family business enterprise clients on a national and international basis. Clients range from first generation business enterprise owning wealth c ....
The E-Valuator Software - Finalist at the 8th Annual Family Wealth Report Awards 2021 Share Article The E-Valuator Software, an investment analytics company designed for professional and retail investors, has been selected as a finalist in the Compliance category at the Family Wealth Report Awards. BLOOMINGTON, Minn. (PRWEB) January 26, 2021 The E-Valuator Software was selected as a finalist for the Compliance category due to the many features housed within the program that help advisors and advisory firms meet and exceed their compliance obligations. Some of these features include the ability to monitor portfolio performance more accurately and efficiently for each client account, document investment decisions on the fly, and mitigate fiduciary liability while increasing communication with clients. ....
Press release content from Business Wire. The AP news staff was not involved in its creation. MIRADOR, LLC a Finalist in Consolidated Reporting at the FAMILY WEALTH REPORT AWARDS January 19, 2021 GMT DARIEN, Conn. (BUSINESS WIRE) Jan 19, 2021 Mirador, LLC is honored to announce it has been selected as a finalist in the Consolidated Reporting category at the Family Wealth Report Awards 2021. This is the second year in a row that Mirador has been acknowledged as a ‘best-in-class’ provider of consolidated reporting services and solutions. Mirador is a leading provider of bespoke portfolio-performance reporting solutions, serving high net-worth families & family offices, wealth management firms and endowments & foundations around the world. ....