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LOS ANGELES, CALIFORNIA — The Myerson Agency, a premier wealth and legacy planning company based in Los Angeles, has been shortlisted for the Family Wealth Report Awards.
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognize companies, teams and individuals, which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2017.’
Commenting on the firm’s shortlisting, Richard Myerson, President and CEO of The Myerson Agency said, “We are thrilled to have been shortlisted for these esteemed awards. It is a great honor to be recognized as a finalist, which represents the trust our clients have placed in us.”
ClearView Financial Media’s Chief Executive and Publisher of Family Wealth Report, Stephen Harris, was first to extend his congratulations to the shortlisted firms. He said, “The firms who have been shortlisted in these awards are all worthy competitors, and I would like to extend my heartiest congratulations. These awards are judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards will recognize the very best operators in the private client industry, with ‘independence,’ ‘integrity’ and ‘genuine insight’ the watchwords of the judging process—such that the awards truly reflect excellence in wealth management. Our aim is to make these annual Awards one of the brightest and keenly contested highlights in the wealth management calendar.”
Winners will be announced at a gala awards dinner, which will be held in New York on March 8, 2018 at the Mandarin Oriental.
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About The Myerson Agency
Founded in 1994 and based in Los Angeles, CA, The Myerson Agency offers wealth, legacy, and insurance solutions. The Myerson Agency engineers specially designed life insurance products, primarily aimed at tax reduction, wealth preservation and wealth accumulation objectives for ultra-affluent, high income, closely held business owner, and wealthy international citizen clients. To learn more, visit myersonagency.com. Life Insurance—Intelligently Engineered. ®
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 Family Wealth Report group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events program. With teams based in New York, London, Singapore, Switzerland, South Africa and Malaysia, the company is one of the fastest-growing media groups serving the financial services sector.