First Rate, a leading wealth management industry participant servicing the North-American family office and family wealth industry, has been selected as a finalist in the following categories at the Eleventh Annual Family Wealth Report Awards 2024 program.

• Consolidated Reporting
• Outsourcing/Business Process Outsourcing

The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America.

Commenting on being selected as a finalist, Grayson Greer, First Rate Managing Director of Global at First Rate, said: "We are delighted to have been selected by the judges as a finalist for these prestigious awards.  It is a great honor to be recognized in the shortlist of finalists and this is a testament to the hard work that the team puts in every day to ensure our clients are getting best-in-class products and services.”  

Stephen Harris, ClearView Financial Media’s CEO, and publisher of Family Wealth Report was first to extend his congratulations to all winners and highly commended companies. "Every winning entrant has been subjected to a rigorous and independent judging process and should be rightly proud of the success they have achieved this year.

"This year we have seen a marked increase in entrants and interest in all our global awards programs and the Family Wealth Report Awards are no exception. These awards allow organizations and individuals to clarify their strategic thinking, have it independently validated, be recognized internally and externally and celebrate in style with their peers.

“I offer my congratulations and best wishes for the future to all winners and highly commended firms - they are all worthy recipients who join the prestigious list of wealth management professionals who form the global elite of Family Wealth Report winners.”

Winners will be announced on 2 May 2024 at the Gala Ceremony at the Mandarin Oriental Hotel in Manhattan, New York.

About ClearView Financial Media Ltd (“ClearView”)

ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community.  London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events and awards programme.