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Forbes Family Trust Wins Two 2019 PAM Awards

NEW YORK, NY--Forbes Family Trust, a leading multi-family office focused on ultra-high-net worth families, is proud to announce that it has been awarded two Private Asset Management (PAM) Awards. The firm was honored as “Best Outsourced CIO Solution” and “Best Private Wealth Manager – Under $5BN” at this year’s 2019 Awards Ceremony, which was held February 7, 2019 in New York City. 

The PAM Awards recognize top investment professionals and wealth advisors operating within the private wealth management industry. The winners are those who have successfully serviced high-net-worth individuals in an increasingly complex economic environment.

This marks Forbes Family Trust’s second consecutive year being named “Best Outsourced CIO Solution” by PAM. Notably, Forbes Family Trust has also won several other PAM Awards since 2014, including amongst others, “Best Investment Advisor for HNW Clients” in 2016, and “Best Wealth Manager – Client Service - Under $5BN” in 2015.

“Forbes Family Trust is honored to have again won PAM Awards in multiple categories,” said Keith M. Bloomfield, founding partner and Chief Executive Officer of Forbes Family Trust. “This is further testament to our leading investment strategy and customized solutions, offering our ultra-high-net worth clients and their families a competitive edge in the hedge fund, private equity and global alternative investments space.”

About the Private Asset Management Awards:

The PAM Awards are a prestigious industry accolade presented by Private Asset Management Magazine. In order to qualify for the Awards, firms must demonstrate: i) financial progress – candidates must be able to demonstrate a performance track-record over the course of the last twelve months; ii) growth – client numbers, internal hires and geographic expansion; iii) client satisfaction – provide evidence of client satisfaction, including evidence of exceptional service and direct client statements; iv) product innovation – details of new services and products launched over the course of the prior twelve months.  For further information on the PAM Awards criteria, please see the Awards Criteria link at www.forbesfamilytrust.com.

About Forbes Family Trust

Forbes Family Trust is a global multi-family office specializing in alternative investments, asset allocation, portfolio construction and financial planning based in New York, N.Y., with offices in Philadelphia, Pa. and Palm Beach, Fla. Founded to serve the investment and wealth planning needs of members of the Forbes family, the firm opened its doors in 2009 to welcome the world’s most prominent families and family offices to join as clients. Forbes Family Trust and its affiliates manage approximately $5 billion in assets under advisement as of January 31, 2019. Forbes Family Trust is a registered investment adviser and a fiduciary. For more information, please visit www.forbesfamilytrust.com.

Forbes Family Trust is not affiliated with Forbes Media LLC.


Media Contact:
Prosek Partners
Nadia Damouni