Keystone Global Partners Shortlisted for the 2025 Private Asset Management Awards

Written by Peyton Carr, Co-Founder, Financial Advisor

New York, NY – Keystone Global Partners, a leading wealth management firm specializing in serving pre- and post-exit founders and ultra-high-net-worth families, has been honored as a finalist for the 2025 Private Asset Management Awards in the “Best Multi-Family Office Under $25B” category.

Recognized as a premier event in the private wealth industry, the Private Asset Management (PAM) Awards—often dubbed the “Oscars” of the sector—celebrate outstanding accomplishments in investment expertise, wealth advisory, legal services, consulting, and other key professional areas. The awards ceremony will take place on February 5, 2025, in New York City.

For details on the judging criteria, please visit this link.

“We are honored to be shortlisted for the Best Multi-Family Office Under $25B category,” said Peyton Carr, Partner at Keystone Global Partners. “This recognition reflects the outstanding talent and dedication of our team in delivering tailored services and innovative strategies that address the evolving needs of our valued clients. We take pride in contributing to an industry that consistently pushes the boundaries of excellence in wealth management.”

Keystone Global Partners has established itself as a trusted leader in financial advisory and wealth management, specializing in serving pre- and post-exit startup founders, entrepreneurs, and ultra-high-net-worth families. The firm’s deep expertise and insight into its clients’ unique challenges have fostered lasting partnerships and consistently delivered exceptional results.

“Congratulations to all the finalists on their remarkable achievements! We also want to express our gratitude to our dedicated team, trusted partners, and incredible clients for their invaluable support,” added Peyton.

To learn more about Keystone Global Partners and its comprehensive range of services, please visit keystonegp.com.

Disclaimer

The information and opinions provided in this material are for general informational purposes only and should not be considered as tax, financial, investment, or legal advice. The information is not intended to replace professional advice from qualified professionals in your jurisdiction.

Tax laws and regulations are complex and subject to change, and their application can vary widely based on the specific facts and circumstances involved. Any tax information or advice in this article is not intended to be, and should not be, used as a substitute for specific tax advice from a qualified tax professional.

Investment advice in this article is based on the general principles of finance and investing and may not be suitable for all individuals or circumstances. Investments can go up or down in value, and there is always the potential of losing money when you invest. Before making any investment decisions, you should consult with a qualified financial professional who is familiar with your individual financial situation, objectives, and risk tolerance.

Share the Post: