The future-focused firm wins Innovator of the Year and Best Family Office.
LOS ANGELES, CA. (September 17th, 2020) — AdvicePeriod, a planning-first wealth management firm, is pleased to announce that it was selected as the winner of two WealthManagement.com Industry Awards: Innovator of the Year and Best Family Office. The awards recognize companies and individuals who encourage and support financial advisor and client success.
“We look forward to attending this event every year,’ shares Steve Lockshin, AdvicePeriod Principal. “It’s a fun, and engaging event, and they were able to capture that same dynamic, virtually, this year.”
Lockshin also plays a lead role in the development of estate planning platform Vanilla, which undoubtedly contributed to his Innovator of the Year win, and itself won in the Industry Disruptors: Technology category.
AdvicePeriod won Best Family Office: Client initiative for its CFO services team’s contribution to reinventing wealth management. This highly specialized team offers comprehensive, in-house business management services to AdvicePeriod’s ultra-high net worth clients and businesses to help them reach their financial goals.
AdvicePeriod has been recognized for three consecutive years, previously winning Best Family Office, Innovator of the Year, and Thought Leader of the Year.
AdvicePeriod started in 2014, with the goal of reinventing wealth management by utilizing technology and focusing on what truly matters to clients. AdvicePeriod has been recognized with various industry awards over the last few months. The firm expects more exciting announcements in the coming weeks.
AdvicePeriod is an SEC-registered investment advisor dedicated to focusing clients on the critical decisions necessary for managing their wealth. Our mission: to make wealth management more fair, effective, and successful; for clients and advisors alike. To learn more, visit: https://www.adviceperiod.com.
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