Multi-Family Office Team of the Year 2025

About the Award

The Multi-Family Office Team of the Year award recognises a team dedicated to meeting the comprehensive needs of multiple families or multiple branches of the same family. Submissions should highlight achievements and excellence within the awards year.

To be eligible, the team must: (a) Be dedicated to meeting the needs of multiple families or branches of the same family. (b) Provide or oversee a significant range of multi-family office services, such as: investment management; estate and succession planning; financial, tax and regulatory planning; governance; trusteeship; lifestyle; and philanthropy.

Award Criteria

Focusing on the year 1 April 2024–31 March 2025 only, address all of the following three criteria: they are equally weighted.

  1. Excellence in service delivery and family support (400 words)
    • Demonstrate how the team delivers and oversees a range of core multi-family office services.
    • Provide examples of how the team supports the needs of different generations within a family, including facilitating wealth transition, education and responsible stewardship of wealth.
    • Highlight approaches to managing external providers where services are outsourced.
       
  2. Innovation and tailored solutions (400 words)
    • Showcase innovative strategies or tailored solutions that address the unique needs of multi-generational families.
    • Provide evidence of how these approaches have delivered measurable results, improved family outcomes or strengthened client relationships.
       
  3. Professionalism, ethics and development (400 words)
    • Demonstrate the team’s commitment to upholding high professional and ethical standards in delivering services to families.
    • Highlight the team’s skills, ongoing professional development and ability to handle sensitive, complex family dynamics with care and discretion.
    • Include client testimonials or case studies that reflect the team’s integrity, trustworthiness and long-term impact.

 

*Word count

*Different software counts words in different ways so please don’t rely on any software other than Evessio to determine the word count.