We are honoured to be recognized on an international stage as a finalist in the 12th Annual Family Wealth Report Awards 2025, reflecting our continued commitment to excellence in the multi-family office space.

Following a rigorous judging process, both our group and Marvin J. Schmidt have been recognized in the following categories:

• Multi-Family Office
• Multi-Family Office (Client Initiative)
• Leading Individual (within a Multi-Family Office)

A Global Standard of Excellence

The Family Wealth Report has been exclusively reporting on the family office and wealth management industry for more than 20 years. Its annual awards program is widely regarded as a benchmark for excellence, celebrating organizations and individuals who demonstrate outstanding performance, innovation, and long-term sustainability.

Being named a finalist places The Schmidt Investment Group among a distinguished group of peers and reflects the robustness of our business model, the strength of our client relationships, and our commitment to delivering thoughtful, long-term wealth stewardship.

Looking Ahead

We are proud of this recognition and grateful to our clients, partners, and team members who make achievements like this possible. Being named a finalist across multiple categories, and recognizing Marvin individually for leadership in the multi-family office space, is a meaningful affirmation of our shared values and long-term vision.

We look forward to celebrating this milestone and continuing to set a high standard in service, innovation, and trusted advice for families we serve.