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Our Awards

Posted by on Apr 12, 2017 in Uncategorized

2017 2017 Top Family-Owned Businesses, Philadelphia Business Journal Multi-Family Office (National – Up to and including $5 Billion AuM/AuA), Family Wealth Report Awards 2017 Top Workplaces 2017, Philly.com 2016 Best Multi-family Office – Overall – Over $2bn, Private Asset Management Awards 2016 Multi-Family Office (National – Up to and including $5 Billion AuM/AuA, Family Wealth Report Awards 2016 Outstanding MFO Executive – Rick Pitcairn, Family Wealth Report Awards 2016 Multi-Family Office (National – Up to and including $5 Billion AuM/AuALifetime Achievement – Dirk Jungé, Family Wealth Report Awards 2016 Best Places to Work in PA 2016, Central Penn Business Journal 2016 Top Family-Owned Businesses, Philadelphia Business Journal 2015 Family Office Leader of the Year – Leslie Voth, Family Office Review Awards 2015 Multi-Family Office (Client Initiative), Family Wealth Report Awards 2015 2015 Top Family-Owned Businesses, Philadelphia Business Journal 2014 Multi-Family Office (Up to and including $4 Billion AuM/AuA, Family Wealth Report Awards 2014 Women in Wealth Management – Leslie Voth, Family Wealth Report Awards 2014 Family Office of the Year, Family Office Review Awards 2014 2014 Top Famiy-Owned Businesses, Philadelphia Business...

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New Secure Email Procedures (Video)

Posted by on Sep 27, 2016 in Uncategorized

Secure emails will now be delivered by Microsoft Outlook, replacing emails formerly protected by NeoCertified and password protected documents. An added feature to the security function is that your reply to the email will also be protected automatically. (Note: To view secure emails on your mobile devices and tablets, you will need to install the Office 365 Message Encryption Viewer...

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