The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and, individuals serving the family office, family wealth management, and trusted advisor communities in North America during the previous calendar year.
We are delighted to have been selected by the judges as a finalist in the Multi-Family Office (New Entrant) category 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 service.
The 2021 Family Wealth Report awards recognize achievements from the prior calendar year. One Day In July was notified of its status as finalist in the Multi-Family Office New Entrant category on December 9, 2020. The Family Wealth Report Awards are judged by an independent panel of over 30 judges drawn from family offices, private banks, trusted advisers, consultants, and other service providers. The judging panel relies on independence, integrity, and genuine insight, and seeks to avoid conflicts of interest. This ranking should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if ODIJ is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of ODIJ by any of its clients. This ranking does not guarantee future investment success or higher level of performance. The Family Wealth Report Awards finalist ranking is based on information provided by ODIJ to the judging panel. ODIJ did not pay an application fee to participate; however, ODIJ did pay a fee to Family Wealth Report for permission to use the Awards logo above. ODIJ is not affiliated with Family Wealth Report or any members of the judging panel.
Shelburne, VT 05482
Burlington, VT 05401