The annual Family Wealth Report Awards program sets out to recognize the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America. Given this, we are honoured to share that our team at The Schmidt Investment Group has been awarded Highly Commended in the ‘Multi-Family Office (Client Initiative)’ category at the Annual Family Wealth Report Awards 2023 with the judges recognizing our work alongside Expand Hope as a “unique client initiative”. 

"Every category winner and highly commended firm has been subjected to a rigorous and independent judging process and should be rightly proud of the success they have achieved this year” shared Stephen Harris, ClearView Financial Media’s CEO, and publisher of Family Wealth Report.

Winners and highly commended companies were announced on 4 May 2023 at a Gala Ceremony at the Mandarin Oriental Hotel in Manhattan, New York. Our team had fantastic representation on the night in the form of Marvin, his wife Leah, and children Téa, Joshua, and Keats who attended the prestigious event on behalf of all of us at The Schmidt Investment Group.

Well done to ClearView Financial Media on a stellar event and congratulations to everyone on The Schmidt Investment Group team for this wonderful recognition of your innovation, hard work, and dedication in simplifying the wealth and lives of our clients!

Read about us in Acclaim, covering the winners of this year's Family Wealth Report Awards!

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