Keystone Global Partners Awards

Private Asset Management Awards
Family Wealth Report
Family Office Review
ThinkAdvisor

2013 Private Asset Management Awards Awards Short List
2014 Private Asset Management Awards Awards Short List
2014 Private Client Investment Platform (Highly Commended)
2015 Best Investment Advisor (Finalist) – Under $2 Billion
2016 Private Asset Management Awards Short List
2017 Best Multi-Family Office (Winner) – Under $2 Billion
2018 Private Asset Management Awards Short List
2018 Best Multi-Family Office (Finalist) – Under $2 Billion
2019 Best Private Wealth Manager (Finalist) – Under $5 Billion
2019 Best Multi-Family Office (Winner) – Under $2 Billion
2020 Best Multi-Family Office (Highly Commended) – Under $2 Billion
2021 Private Asset Management Awards Short List
2022 Best Private Wealth Manager Under $5 Billion – Client Service
2023 Best Private Wealth Manager Under $5 Billion – Client Service

Private Asset Management Awards Judging Process and Disclaimers

The Private Asset Management “PAM” Awards, overseen by WithIntelligence, involves a judging process with an independent panel comprising industry experts. When Keystone and other candidates apply for a PAM award, they are required to describe their firm and services. These services may include but are not limited to financial, tax, and estate planning, as well as other value-added offerings and descriptions. Factors like firm growth, client satisfaction, client service, and product innovation are also considered. The PAM awards to which Keystone applies do not include investment performance.

Applicants do not pay a fee to be considered for a PAM award

A PAM award does not assess the quality of services provided to clients, nor does it promise improved performance or results. It should not be viewed as an endorsement of the wealth manager by any client, nor is it a reflection of any individual client’s assessment. The award does not predict future performance or guarantee investment success. Furthermore, past recognition does not ensure future awards for Keystone Global Partners. If client satisfaction statements are part of the evaluation criteria, they may not accurately represent the experience of any single client, as they reflect only a subset of clients. It remains unclear whether clients who did not provide statements endorse or criticize the advisory services they received.

For detailed information on the research and selection process, visit www.awards.withintelligence.com/privateassetmanagementaward/en/page/categories-criteria.

A PAM award does not guarantee future investment success and should not be seen as an endorsement of the advisor by any client.

2018 Family Wealth Report Awards (Finalist)
2019 Best Outsourced CIO (Finalist)
2019 Client Initiative (Finalist)
2020 Best Multi-Family Office (Finalist) – Under $2 Billion
2021 Family Wealth Report Awards (Commended)
2022 Family Wealth Report Awards (Finalist)

Family Wealth Report Awards Judging Process and Disclaimers

The Family Wealth Report “FWR” Awards, managed by Clearview Financial Media, are evaluated exclusively based on entrants’ submissions and responses to specific questions that emphasize the client experience rather than quantitative performance metrics. The responses cover aspects such as our business description and key metrics like staffing, services offerings, and firm growth.

Clearview Media has multiple panels to ensure independence. It’s important to note that Keystone Global Partners does not make payments to Family Wealth Report or Clearview Financial Media for consideration of a FWR award. Membership or subscription to Family Wealth Report, Clearview Media publications, or any other group is not a requirement for ranking consideration.

A FWR award does not assess the quality of services provided to clients, nor does it promise improved performance or results. It should not be viewed as an endorsement of Keystone Global Partners by any client, nor is it a reflection of any individual client’s assessment. The award does not predict future performance or guarantee investment success. Furthermore, past recognition does not ensure future awards for Keystone Global Partners. If client satisfaction statements are part of the evaluation criteria, they may not accurately represent the experience of any single client, as they reflect only a subset of clients. It remains unclear whether clients who did not provide statements endorse or criticize the advisory services they received.

For detailed information on the judging process, visit www.clearviewpublishing.com/events/the-ninth-annual-family-wealth-report-awards-2022/

A FWR award does not guarantee future investment success and should not be seen as an endorsement of the advisor by any client.

2015 Family Office Review Awards (Finalist)

Family Office Review Judging Criteria and Disclaimers

The Family Office Review (FOR) Awards, organized by Family Office Review, features a diverse judging panel from various regions and fields to ensure fairness and objectivity in evaluating all nominations. This approach aims to create an equal opportunity platform for firms of all sizes. Criteria for judging include, but are not limited to, detailed descriptions of our mission statement, current initiatives, client base, recent accomplishments, and unique practices.

Keystone Global Partners does not provide payments to FOR for award consideration. Membership or subscription to FOR is not mandatory for ranking consideration. It is important to note that a FOR Award does not evaluate the quality of client services, nor does it guarantee improved performance or outcomes. This distinction should not be misconstrued as an endorsement of Keystone Global Partners by any client, and it does not reflect individual client assessments. The award does not predict future performance or assure investment success. Additionally, prior recognition does not guarantee future accolades for wealth managers.

Receiving a FOR Award does not ensure future investment success and should not be interpreted as an endorsement by clients.

2023 ThinkAdvisor Luminaries Finalist

Think Advisor Luminaires Judging Criteria and Disclaimers

The Think Advisor Luminaires, put on by Think Advisor, has a judging process that consists of an independent panel of judges. Applications are evaluated exclusively based on entrants’ submissions and their responses to specific questions that emphasize new financial services, products, or processes that meet advisor and client needs while delivering efficiency and competitive advantages.

Keystone Global Partners does not make payments to Think Advisor for consideration of a Luminaries Award. Membership or subscription to Think Advisor is not a requirement for ranking consideration. A Luminaires award does not assess the quality of services provided to clients, nor does it promise improved performance or results. It should not be viewed as an endorsement of the wealth manager by any client, nor is it a reflection of any individual client’s assessment. The award does not predict future performance or guarantee investment success. Furthermore, past recognition does not ensure future awards for wealth managers.

For detailed information on the judging process, visit: https://event.thinkadvisor.com/luminaries-awards/criteria

A Luminaries award does not guarantee future investment success and should not be seen as an endorsement of the advisor by any client.