WMS Partners is pleased to announce that the firm was shortlisted for five awards as part of the upcoming 2023 Private Asset Management Awards. Sponsored by With Intelligence, a leading private wealth management industry publication, the annual awards highlight the excellence of select wealth advisory firms and other members of the private wealth management industry over the past 12 months.
The five award nominations for WMS Partners for 2023 are:
- Best multi-family office under $10 billion
- Best estate planning advisory service
- Best family office – due diligence processes
- Best family office – long-term investment philosophy
- Manager or investment professional of the year – Josh Rowe, PhD, CFA, Co-Chief Investment Officer & Director of Research
Congratulations to Josh and all the members of our planning, investments, and operations teams for this outstanding achievement.
PAM will host an awards presentation on Feb. 9th at 583 Park Avenue, New York.
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