The Schmidt Investment Group has been selected as a finalist in the ‘Multi-Family Office (Client Initiative)’ and ‘Multi-Family Office (Up to and Including $2.5 Billion AuM/AuA’ categories at the Tenth Annual Family Wealth Report Awards 2023 program.

The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America.

Commenting on being selected as a finalist, Marvin J. Schmidt, Founder, Principal, and Senior Wealth Advisor at The Schmidt Investment Group, shared: "It is a true testament to the hard work and dedication that our team demonstrates daily in serving our clients with an aim to simplify their wealth and lives. We are honoured and humbled to be recognized as a finalist in two categories for these prestigious global awards.”

Stephen Harris, ClearView Financial Media’s CEO, and publisher of Family Wealth Report, was first to extend his congratulations to all finalists, “This year we had a record number of registrations and submissions for this program: more than 500 submissions in nearly 70 categories. The firms and individuals in the 10th Family Wealth Report program are worthy competitors and the ones that have reached the Finalist stage are truly outstanding. These awards are judged by an expert panel of more than 40 judges and finalists are selected on the basis of entrants’ submissions and their response to a number of specific questions, focusing on both qualitative and quantitative performance metrics. These awards recognize the very best operators in the private client industry. The judging process is rigorous and

independent and all conflicts of interest are avoided, ensuring that these awards truly

reflect excellence in family wealth management.”

Winners will be announced on 4 May 2023 at the Gala Ceremony at the Mandarin Oriental Hotel in Manhattan, New York.