Crysalia Wins the Family Business Advisory Practice of the Year Award at the prestigious STEP Private Client Awards
September 23, 2024
Crysalia was the winner in the category of Family Business Advisory Practice of the Year at the STEP Private Client Awards. The winners were announced at the Awards Ceremony on September 19, 2024, at the London Hilton on Park Lane in London, England.
Commenting on Crysalia’s win, Caroline Phaneuf, Cofounder and Managing Director at Crysalia says: “This recognition is especially meaningful given the outstanding caliber of all the applicants and finalists who share our commitment to multi-generational families, successful transitions and excellence. I wish to thank all judges for their engagement in this rigorous evaluation process, their in-depth review of all the applications and their generosity with feedback and comments.”
The Family Business Advisory Practice of the Year Award recognises a practice that specialises in navigating the complex issues that arise in family businesses and provides advice regarding the competing dynamics between family and business, and their governance. The judges felt Crysalia’s “commitment to its family clients and the comprehensive range of competencies within its team are exemplary and edged out an impressive set of finalists.” The other finalists in this category were Boodle Hatfield, Dolce Vita Advisors, Forsters, and Wingspan Legacy Partners.
Patricia Saputo, Cofounder, Executive Chairperson of the Board & Strategic Advisor at Crysalia, adds: “These awards represent the hallmark of quality within the private client industry, and this recognition is a testament to the dedication, expertise, and personalized care we offer to each of our clients in the development of their human capital. I am proud of Crysalia’s commitment to maintaining the highest standards in family enterprise advisory, and this award motivates us to continue raising the bar.” With 21,000 members across 96 countries, STEP is a global professional association for practitioners who specialise in family inheritance and succession planning. STEP works to improve public understanding of the issues families face in this area and promotes education and high professional standards among its members. Find out more at www.step.org.
Crysalia is the Chief Learning & Development Office for Enterprising Families. Honour their roots, be adaptive, live purposefully for generations.