Overview

 

Now in its third year, the Family Wealth Report Awards set to spread the word about the profession’s achievements to a wider audience. For 2016 the awards will attract over 450 senior banking and wealth management professionals to the industry’s most prestigious gala event.

The awards are focused around three main category groupings:

  • experts (individuals and teams);
  • products
  • services for wealth managers and clients and institutions of all sizes and types.

Independence, integrity and genuine insight will be the watchwords of the judging process. This involved specially convened expert panels drawn from both private banks and trusted advisors and support by relevant third-party organizations.

Winning a Family Wealth Report award sets firms and individuals apart from their peers and is a tangible demonstration that they have something special to offer, rewarding achievement, showcasing top class performance and innovation.

We look forward to receiving your entries and seeing you at the 2016 awards ceremony.

Dates for the diary

  • Entries open August 2015
  • Entries close November 12, 2015
  • Shortlist announced December 10, 2015
  • Award ceremony March 10, 2016

Click here to download the information pack.

 

Judges

Trusted Advisor Panel

April Rudin

Founder and President

The Rudin Group

The Rudin Group founder April Rudin is a widely acknowledged top marketing strategist for the financial-services and wealth-management sectors. Her firm designs bespoke marketing campaigns for leading wealth-management firms, fintechs, […]

Bruce Weatherill

Chief Executive

Weatherill Consulting

Bruce is a chartered accountant with over 37 years financial services experience, previously a partner in PwC, latterly as Global leader of their Wealth Management practice and the key driver […]

James H McLaughlin

Founder and CEO

J H McLaughlin & Co

James “Jamie” McLaughlin founded J. H. McLaughlin & Co., LLC, a management consulting firm focused on strategy and practice management for wealth management and investment advisory firms, private banks, trust […]

Jane Swan

Managing Director

Sheffield Haworth

Jane Swan joined Sheffield Haworth in 2013 and is head of the wealth management practice for the Americas. Previously, she served as global co-head of wealth management at Korn Ferry […]

Jon Carroll

Managing Director, Private Client Services, Family Office Advisory

EY

Jon Carroll is an managing director in the Ernst & Young US Americas Family Office Advisory practice. His primary focus is advising family members, family business owners, trustees, and family […]

Joseph W Reilly Jr

CEO and Founder

Circulus Group

Mr. Reilly is an investment and strategy consultant to family offices and the host of the Private Capital Podcast. He was the co-founder and founding president of the Family Office […]

Judy Green

President

Family Firm Institute

Judy Green, Ph.D., is the president of the Family Firm Institute (FFI), a worldwide as­sociation of individuals and organizations whose mission is to be the most influential global network of […]

Kimberly A Cassford

Co-Founder

Cassford Management

Kimberly A. Cassford, co-founder of Cassford Management, has been providing services for high net worth families and individuals for nearly 20 years. She is a specialist in residential staffing and […]

Mary K Duke

Independent Advisor to Families

Family Wealth Report Awards 2016

Mary Duke is an internationally recognized advisor to families navigating the complexities of substantial wealth. Her work is anchored in the facilitation of family meetings, mentoring, education and strategic planning […]

Patti Boyle

Chief Marketing Officer

Dstillery

Leading results-driven strategic planning for growth-focused organizations, Patti operates two distinct yet compatible consultancies. As Founder and President of Boyle Consulting Group, she applies her expertise in developing brand positioning, […]

Peter E Ruhlin

Partner

FallLine Strategic Advisors

Peter E Ruhlin is a partner and co-founder of FallLine Strategic Advisors, a management consulting firm providing strategic, trans- action and technology/operational advisory services to principals, intermediaries, service providers and […]

Scott T Baker

President

Perspecta Trust

Scott Baker is president of Perspecta Trust, a New Hampshire-chartered non-depository trust company that provides bespoke trust, investment, and business services for wealthy families. Perspecta develops tailored guidance for its […]

Sigrid Seibold

Principal Capital Markets

KPMG

Sigrid Seibold is advisory lead partner for one of the firms largest clients. She has specialized on technology topics and has been working for the past 25 years with financial […]

Stephen E Prostano

Partner, Head of Family Advisory Services

PKF O’Connor Davies

In a career spanning over three decades, Steve Prostano has distinguished himself as an innovator and thought leader in the wealth management and global financial services industries. Steve has served […]

Steve Crosby

Senior Managing Director

PwC

Steve Crosby focuses on helping PwC clients address challenges to their success across a broad spectrum of management consulting including strategy, operations, risk and regulatory compliance as well as technology […]

Steven L Cantor

CEO

The Cantor Group

Steven L. Cantor is CEO of The Cantor Group, a Miami-based boutique law firm focused exclusively on the representa­tion of UHNW international private clients and families, from Latin America, the Caribbean, Europe […]

Thomas J Handler

Partner Chairman, Advanced Planning and Family Office Practice Group

Handler Thayer

Mr. Handler is an advanced planning attorney focused on taxation, estate planning, and business planning for executives, family offices, and family businesses. He has authored numerous professional articles and lectured […]

Thomas R Livergood

Founder and CEO

The Family Wealth Alliance & Bespoke: The Private Family Advocate

Tom Livergood is founder & CEO of The Family Wealth Alliance, a research and consulting firm based in Chicago, Illinois, USA. Tom and the firm have been recognized as an […]


Private Bankers Panel

Avi Sharon

Executive Vice President and Product Strategist

PIMCO

Mr. Sharon is an executive vice president and product strategist based in the New York office. He is responsible for broad business management as well as developing and leading strategic […]

David C Albright

Head of Client Development, Americas, EMEA & APAC, Global Family and Private Investment Offices

Northern Trust

David Albright serves as the head of client development for the Americas, EMEA and APAC regions of Northern Trust’s global family and private investment offices group. He is also a […]

Erich Smith

Chief Operating Officer and Executive Director of International Wealth Management

BNY Mellon Wealth Management

Erich is the chief operating officer for BNY Mellon Wealth Management and also serves as executive director for its international business. Erich joined the firm in 1993 and has more […]

Jacqui Allard

SVP, Head WM Solutions & Client Experience, Global Wealth Services

RBC Wealth Management

As senior vice president and head of wealth management solutions and client experience, Jacqui is responsible for ensuring RBC Wealth Management delivers the most positive experience to RBC clients around […]

Lisa Featherngill

National Director of Wealth Planning

Comerica Bank

Lisa leads a team of highly experienced and credentialed professionals who provide customized financial, business transition and wealth transfer planning advice. Lisa has advised UHNW individuals and multi-generational families for […]

Loraine B Tsavaris

Retired Senior Advisor

Family Wealth Report Awards 2016

Loraine Tsavaris has over 40 years of client and management experience in the wealth management industry. She retired from Rockefeller & Co. in 2017, having served as senior client advisor […]

Mark E. McLaughlin

Senior Managing Director, Product & Services

Ascent Private Capital Management of U.S. Bank

During 30 years with some of the leading organizations in the financial services industry, Mark McLaughlin has honed his skills in nearly all facets of the business and the comprehensive […]

Michael Zeuner

Managing Partner

WE Family Offices

Having joined WE Family Offices as one of its three managing partners in 2013, Michael Zeuner oversees the firm’s US business. A management consultant by training, Michael has considerable experience […]

Rebecca Meyer

Consultant

Relative Solutions

Rebecca guides family enterprises as they navigate the complexities of intergenerational ownership and planning for transitions. With the benefit of a systems perspective, she helps family enterprises address the need […]

Dr. Stephen M Horan

Managing Director

CFA Institute

Dr. Stephen M. Horan is managing director at CFA Institute. With over 25 years of experience as a practitioner, educator, and thought leader, Stephen has authored or co-authored dozens of […]

Finalists

FAMILY OFFICE CATEGORIES

Multi-family office (up to and including $3 billion AuM/AuA)
ORGANIZATION/INDIVIDUAL
Crestone Capital Advisors
Delegate Advisors
Fieldpoint Private
Market Street Trust Company
Socius Family Office
  Multi-family office ($3- $5 billion AuM/AuA)
ORGANIZATION/INDIVIDUAL
Forbes Family Trust
Gresham Partners
Pitcairn
Signature Family Wealth Advisors
WE Family Offices
  Multi-family office (Above $5 billion AuM/AuA)
ORGANIZATION/INDIVIDUAL
Ascent Private Capital Management of U.S. Bank
Atlantic Trust
CTC l myCFO
GenSpring Family Offices
Tiedemann Wealth Management
  Multi-family office (National - up to and including $5 billion AuM/AuA)
ORGANIZATION/INDIVIDUAL
Crestone Capital Advisors
Fieldpoint Private
Forbes Family Trust
Gresham Partners
Pitcairn
  Multi-family office (National - above $5 billion AuM/AuA)
ORGANIZATION/INDIVIDUAL
Abbot Downing, a Wells Fargo business
Bessemer Trust
CTC l myCFO
GenSpring Family Offices
Hawthorn, PNC Family Wealth
  Multi-family office (Regional)
ORGANIZATION/INDIVIDUAL
Athena Capital Advisors
Forbes Family Trust
JDJ Family Office Services
Vogel Consulting
Wetherby Asset Management
  Multi-family office (Client initiative)
ORGANIZATION/INDIVIDUAL
Abbot Downing, a Wells Fargo business
Atlantic Trust
Delegate Advisors
Family Wealth Advisors
Forbes Family Trust
  Outstanding MFO executive
ORGANIZATION/INDIVIDUAL
Athena Capital Advisors – Lysette Cooper
Atlantic Trust – John Markwalter Jr
Pitcairn – Rick Pitcairn
Tiedemann Wealth Management – Michael Tiedemann
  Canadian MFO
ORGANIZATION/INDIVIDUAL
Northland Wealth Management
StennerZohny Investment Partners+ Richardson GMP
   

PRIVATE BANKING CATEGORIES

US private bank
ORGANIZATION/INDIVIDUAL
Ascent Private Capital Management of US Bank
BNY Mellon Wealth Management
Citi Private Bank
First Republic
Key Private Bank
  Canadian private bank
ORGANIZATION/INDIVIDUAL
Citi Private Bank
RBC Wealth Management
  Private bank - offering for family offices
ORGANIZATION/INDIVIDUAL
BNY Mellon Wealth Management
Citi Private Bank
Key Private Bank
 

INVESTMENT MANAGEMENT CATEGORIES

Private client investment platform 
ORGANIZATION/INDIVIDUAL
Atlantic Trust
Citi Private Bank
Evercore Wealth Management
Fieldpoint Private
Forbes Family Trust
 

ASSET MANAGEMENT CATEGORIES

Alternative asset manager         
ORGANIZATION/INDIVIDUAL
Abbot Downing, a Wells Fargo business
Ascent Private Capital Management of US Bank
Citi Private Bank
  

ASSET MANAGEMENT CATEGORIES

Fund provider
ORGANIZATION/INDIVIDUAL
Columbia Threadneedle Investments
Pioneer Investments
RMA
  National private asset manager 
ORGANIZATION/INDIVIDUAL
Abbot Downing, a Wells Fargo business
Evercore Wealth Management
First Republic Private Wealth Management
  Best asset management firm serving family offices and private banks
ORGANIZATION/INDIVIDUAL
Columbia Threadneedle Investments
Northern Trust
Pioneer Investments
Rockefeller & Co
Wells Fargo Asset Management
 

MARKETING/PR CATEGORIES

Best marketing campaign & Best PR Program (Online, print, brand launch/relaunch, PR)
ORGANIZATION/INDIVIDUAL
Archer – Best Marketing Campaign
RBC Wealth Management – Best PR Campaign
SEI – Best PR Campaign
 

PRIVATE CLIENT CATEGORIES

Legal team Awarded to: Regional, National and International law firm team dedicated to private client issues.
ORGANIZATION/INDIVIDUAL
Cantor & Webb
Day Pitney
Handler Thayer
  Trust or Fiduciary Company Awarded to: Entries only eligible from trust companies that are part of a non-trust parent or independent or larger non-trust businesses,
ORGANIZATION/INDIVIDUAL
Fiduciary Trust Company
Hawthorn, PNC Family Wealth
Perspecta Trust
Tiedemann Trust Company
 

CONSULTANTS TO FAMILY OFFICES CATEGORIES

Investment advice
ORGANIZATION/INDIVIDUAL
CTC l myCFO
Forbes Family Trust
Northern Trust
Tiedemann Wealth Management
  Tax advice
ORGANIZATION/INDIVIDUAL
Cantor & Webb
CTC l myCFO
O’Connor Davies
PwC
  Accountancy advice
ORGANIZATION/INDIVIDUAL
O’Connor Davies
PwC
  Philanthropy advice
ORGANIZATION/INDIVIDUAL
CTC l myCFO
Foundation Source
Hawthorn, PNC Family Wealth
O’Connor Davies
  Management consultancy
ORGANIZATION/INDIVIDUAL
O’Connor Davies
Oakbrook Solutions
PwC
 

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)

CRM system
ORGANIZATION/INDIVIDUAL
BackStop Solutions Group
Dynamo Software
Envestnet I Tamarac
Salesforce
  Portfolio management
ORGANIZATION/INDIVIDUAL
Charles River Development
Envestnet
SS&C Advent
FIS
Vestmark
  Client communications
ORGANIZATION/INDIVIDUAL
CircleBlack
Envestnet I Tamarac
InvestEdge
SS&C Advent
Vanare l NestEgg
  Client reporting
ORGANIZATION/INDIVIDUAL
Addepar
Archway Technology Partners
Backstop Solutions Group
Private Client Resources
SS&C Advent
    Outsourcing solution
ORGANIZATION/INDIVIDUAL
Archway Technology Partners
Envestnet
MyVest
FIS
Vestmark
  Compliance 
ORGANIZATION/INDIVIDUAL
External IT
Vanare l NestEgg
Vestmark
 

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (OPEN TO ANY ORGANIZATION)

CRM system 
ORGANIZATION/INDIVIDUAL
Dynamo Software
Salesforce
  On-boarding
ORGANIZATION/INDIVIDUAL
Appway
PreciseFP
Vanare l NestEgg
  Portfolio management
ORGANIZATION/INDIVIDUAL
CircleBlack
Forbes Family Trust
MyVest
Vanare l NestEgg
  Client communications
ORGANIZATION/INDIVIDUAL
CircleBlack
InvestEdge
PreciseFP
Seismic
  Client reporting
ORGANIZATION/INDIVIDUAL
Archway Technology Partners
CircleBlack
InvestEdge
Private Client Resources
RBC Wealth Management
  Change management process/Best implementation of a technology solution
ORGANIZATION/INDIVIDUAL
Dynamo Software
Family Office Metrics
Fiserv
InvestEdge
  Risk profiling solution
ORGANIZATION/INDIVIDUAL
FinaMetrica
Forbes Family Trust
PreciseFP
  Innovative client solution
ORGANIZATION/INDIVIDUAL
CircleBlack
Fiserv
SEI
FIS
Vanare l NestEgg
 

OTHER WEALTH MANAGEMENT CATEGORIES

Best insurance brokerage provider
ORGANIZATION/INDIVIDUAL
Crystal & Company
Marsh Private Client Services
  Best insurance product provider
ORGANIZATION/INDIVIDUAL
Chubb Group of Insurance Companies
PURE Insurance
  Specialist service firm
ORGANIZATION/INDIVIDUAL
Aston Pearl
Cassford Management
Lifestylist Advisory
Mary K Duke, Family Wealth Advisor
  Responsible Investing
ORGANIZATION/INDIVIDUAL
Columbia Threadneedle Investments
Rockefeller & Co
Sonen Capital
Veris Wealth Partners
Wetherby Asset Management
  Leading individual (MFO)
ORGANIZATION/INDIVIDUAL
Atlantic Trust – David Donabedian
Northland Wealth Management – Arthur Salzer
Pitcairn – Rick Pitcairn
  Leading individual (Service product provider)
ORGANIZATION/INDIVIDUAL
Archer – Bryan Dori
Aston Pearl – Natasha Pearl
Envestnet – Bill Crager
HighTower San Diego – Drew Nordlicht
    Women in wealth management (Individual contribution)
ORGANIZATION/INDIVIDUAL
Abbot Downing, a Wells Fargo business – Lisa Featherngill
Atlantic Trust – Linda Beerman
Bessemer Trust – Rebecca Patterson
Rockefeller & Co – Elizabeth Munson
Vogel Consulting – Rhona Vogel
  Outstanding contribution to wealth management thought leadership (Individual – Other)
ORGANIZATION/INDIVIDUAL
Aston Pearl – Natasha Pearl
Envestnet – Jud Bergman
Kaleido – Kristen Luke
Panegyric Marketing – Diane Harrison
Vanare l NestEgg – Lex Sokolin
  Outstanding contribution to wealth management thought leadership (Individual – Wealth Management organization) 
ORGANIZATION/INDIVIDUAL
Abbot Downing, a Wells Fargo business – Arne Boudewyn
Ascent Private Capital Management of US Bank – Tom Hainlin
Evercore Wealth Management – Chris Zander
Hawthorn, PNC Family Wealth – Jeff Mills
  Outstanding contribution to wealth management thought leadership (Company – Other)
ORGANIZATION/INDIVIDUAL
Crystal & Company
Envestnet
Kaleido
Private Wealth Systems
  Outstanding contribution to wealth management thought leadership (Company – Wealth management organization)
ORGANIZATION/INDIVIDUAL
Bessemer Trust
Hawthorn, PNC Family Wealth
PwC & UBS
RBC Wealth Management
WE Family Offices

About our Sponsors

Sponsors


Venue

Mandarin Oriental

Address: 80 Columbus Circle at 60th Street, New York, New York 10023, USA

Winners

FAMILY OFFICE CATEGORIES

Multi-family office (up to and including $3 billion AuM/AuA)

ORGANIZATION/INDIVIDUAL
Market Street Trust Company

Multi-family office ($3- $5 billion AuM/AuA)

ORGANIZATION/INDIVIDUAL
WE Family Offices

Multi-family office (Above $5 billion AuM/AuA)

ORGANIZATION/INDIVIDUAL
Tiedemann Wealth Management

Multi-family office (National - up to and including $5 billion AuM/AuA)

ORGANIZATION/INDIVIDUAL
Pitcairn

Multi-family office (National - above $5 billion AuM/AuA)

ORGANIZATION/INDIVIDUAL
Bessemer Trust

Multi-family office (Regional)

ORGANIZATION/INDIVIDUAL
Vogel Consulting

Multi-family office (Client initiative)

ORGANIZATION/INDIVIDUAL
Atlantic Trust

Outstanding MFO executive

ORGANIZATION/INDIVIDUAL
Pitcairn – Rick Pitcairn

Canadian MFO

ORGANIZATION/INDIVIDUAL
Northland Wealth Management


PRIVATE BANKING CATEGORIES

US private bank

ORGANIZATION/INDIVIDUAL
BNY Mellon Wealth Management

Canadian private bank

ORGANIZATION/INDIVIDUAL
RBC Wealth Management

Private bank - offering for family offices

ORGANIZATION/INDIVIDUAL
Citi Private Bank

INVESTMENT MANAGEMENT CATEGORIES

Private client investment platform

ORGANIZATION/INDIVIDUAL
Atlantic Trust – Highly Commended
Citi Private Bank - Winner

ASSET MANAGEMENT CATEGORIES

Alternative asset manager    

ORGANIZATION/INDIVIDUAL
Ascent Private Capital Management of US Bank

ASSET MANAGEMENT CATEGORIES

Fund provider

ORGANIZATION/INDIVIDUAL
Columbia Threadneedle Investments

National private asset manager

ORGANIZATION/INDIVIDUAL
Abbot Downing, a Wells Fargo business

Best asset management firm serving family offices and private banks

ORGANIZATION/INDIVIDUAL
Northern Trust

MARKETING/PR CATEGORIES

Best marketing campaign and best PR program

ORGANIZATION/INDIVIDUAL
RBC Wealth Management – best PR campaign

PRIVATE CLIENT CATEGORIES

Legal team  
Awarded to: Regional, national and international law firm team dedicated to private client issues.

ORGANIZATION/INDIVIDUAL
Handler Thayer

Trust or fiduciary company
Awarded to: Entries only eligible from trust companies that are part of a non-trust parent or independent or larger non-trust businesses.

ORGANIZATION/INDIVIDUAL
Hawthorn, PNC Family Wealth

CONSULTANTS TO FAMILY OFFICES CATEGORIES

Investment advice

ORGANIZATION/INDIVIDUAL
CTC l myCFO

Tax advice

ORGANIZATION/INDIVIDUAL
PwC

Accountancy advice

ORGANIZATION/INDIVIDUAL
PKF O’Connor Davies

Philanthropy advice

ORGANIZATION/INDIVIDUAL
Hawthorn, PNC Family Wealth

Management consultancy

ORGANIZATION/INDIVIDUAL
Oakbrook Solutions

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES

CRM system

ORGANIZATION/INDIVIDUAL
Salesforce

Portfolio management

ORGANIZATION/INDIVIDUAL
Envestnet

Client communications

ORGANIZATION/INDIVIDUAL
SS&C Advent

Client reporting

ORGANIZATION/INDIVIDUAL
Addepar - Winner
Archway Technology Partners – Highly Commended

Outsourcing solution

ORGANIZATION/INDIVIDUAL
Archway Technology Partners

Compliance

ORGANIZATION/INDIVIDUAL
Vestmark


WEALTH MANAGEMENT TECHNOLOGY CATEGORIES

CRM system

ORGANIZATION/INDIVIDUAL
Salesforce

On-boarding

ORGANIZATION/INDIVIDUAL
Appway

Portfolio management

ORGANIZATION/INDIVIDUAL
Vanare l NestEgg

Client communications

ORGANIZATION/INDIVIDUAL
Seismic

Client reporting

ORGANIZATION/INDIVIDUAL
Archway Technology Partners

Change management process/best implementation of a technology solution

ORGANIZATION/INDIVIDUAL
Family Office Metrics

Risk profiling solution

ORGANIZATION/INDIVIDUAL
FinaMetrica

Innovative client solution

ORGANIZATION/INDIVIDUAL
SEI

OTHER WEALTH MANAGEMENT CATEGORIES

Best insurance brokerage provider

ORGANIZATION/INDIVIDUAL
Crystal & Company

Best insurance product provider

ORGANIZATION/INDIVIDUAL
PURE Insurance

Specialist service firm

ORGANIZATION/INDIVIDUAL
Mary K Duke, Family Wealth Advisor

Responsible Investing

ORGANIZATION/INDIVIDUAL
Sonen Capital

Leading individual

ORGANIZATION/INDIVIDUAL
Atlantic Trust – David Donabedian

Leading individual

ORGANIZATION/INDIVIDUAL
Aston Pearl – Natasha Pearl

Women in wealth management

ORGANIZATION/INDIVIDUAL
Bessemer Trust – Rebecca Patterson

Outstanding contribution to wealth management thought leadership

ORGANIZATION/INDIVIDUAL
Envestnet – Jud Bergman

Outstanding contribution to wealth management thought leadership

ORGANIZATION/INDIVIDUAL
Hawthorn, PNC Family Wealth – Jeff Mills

Outstanding contribution to wealth management thought leadership

ORGANIZATION/INDIVIDUAL
Crystal & Company

Outstanding contribution to wealth management thought leadership

ORGANIZATION/INDIVIDUAL
PwC & UBS

LIFETIME ACHIEVEMENT

Dirk Junge, Pitcairn


Photographs


Testimonials

“The FWR Awards has quickly become one of the most anticipated events for family office professionals. It offers a rare opportunity for us to recognize the many remarkable accomplishments of our sector’s stars and innovators.” Rick Flynn, Managing Partner, Flynn Family Office

“Wonderful to spend an evening with new and old colleagues, celebrating our collective efforts in serving the needs of our clients. A fabulous venue and well-run event.” Kathy Engle, Head, Thought Leadership, RBC Wealth Management

“The Family Wealth Report Awards process and procedures are participatory and merit-based. It has set a new standard.” Jamie Mclaughlin, CEO, J H McLaughlin & Co

“The organization and attention to detail was extraordinary.” Caroline Kung, Appway

“Congratulations on hosting an outstanding event. There was a palpable buzz and energy level at the event, and I am confident those attending really enjoyed the evening. The venue and food were excellent, only adding to the night’s success.” Peter E Ruhlin, Partner - Falline Strategic Advisors

“Thank you for organizing such a great event. Our team said it was a fantastic evening.” Natalie Chow, Canaccord Genuity Wealth Management

“I look forward to attending again next year as this inaugural event was excellent.” Steven L Cantor, Managing Partner - Cantor & Webb