Family Wealth Report Awards 2016

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.

 

Key Dates

Judging Process

There will be two judging panels for the awards. A panel of trusted advisors who will be responsible for judging the private banking categories. A second panel of private bankers will judge the trusted advisor categories. This is to ensure that commercially sensitive information is kept confidential and to avoid conflicts of interest.

Trusted Advisor Panel

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 clients in the areas of wealth transfer planning, estate structuring, philanthropy, and investment portfolio construction and management.

Utilizing New Hampshire’s status as the nation’s leading trust jurisdiction, Perspecta also helps families construct trusts and migrate wealth to the state to take advantage of its progressive and flexible trust laws. As an independent trust company, Perspecta is able to provide the extensive menu of services offered by large firms with the specialized discipline and attentiveness of a dedicated family office.

Patti Boyle

Founder, President

Boyle Consulting Group

Patti Boyle is a recognized marketing leader with a 25-year track record spanning all facets of global financial services and technology. Patti founded Boyle Consulting with the mission of building sustainable marketing platforms to drive business growth. With specialities in brand positioning, planning, and outsourced CMO services, Patti’s proven models have helped businesses achieve accelerated growth in expanding markets. Prior to founding her own firm, Patti held managing director roles in multinational agencies, leading campaigns for organizations including Deloitte and Verizon. More recently, Patti led global marketing for SEI, whose wealth platform she helped introduce to the UK market.

 

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 and Canada in the areas of international tax and estate planning.

For over 25 years, Steven has lectured and written extensively on international tax and estate planning as well as structuring foreign investment in U.S. real estate. He is a member of various organizations, including the Florida, District of Columbia and New York Bars, the American Bar Association and the International Bar Association. He is also a member of TIGER 21, the premier peer-to-peer learning network for HNW investors.

Jon Carroll

Executive Director, Private Client Services, Family Office Advisory

EY

Jon Carroll is an executive director in the Ernst & Young US Americas Family Office Advisory practice. His primary focus is advising family members, family business owners, trustees, and family office executives on how to grow and govern their single-family office. Jon has extensive experience of advising families on the set-up and structure of their family office, strategic planning and implementation, business and operational risk assessment, and family office systems and technology search, selection, implementation and integration. Jon has over 24 years experience serving UHNW families, including seven years working in a family office as chief operating officer. Before joining Ernst & Young, Jon was president and CEO of Family Office Metrics.

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 structuring, organization and project management.

Kim’s firm, Cassford Management is an award winning residential staffing firm which specializes in recruitment of well-qualified and trustworthy private service professionals for discerning families. Since its founding in 2002 it has successfully worked with over 1,000 families, advisors and family offices throughout the United States, Canada, Europe and the Middle East.

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 solutions, data and analytics.

He is also one of the principal authors of PwC thought leadership including the PwC Global Private Banking/ Wealth Manage­ment Survey and Wealth Management Infrastructure Survey and has been featured on CNBC, Bloomberg, and the Wall Street Journal on key industry topics. Steve’s spe­cializations include: wealth management, private banking, family office, trust and brokerage, as well as large-scale securities processing, advanced technology, opera­tions, service provisioning and deliver. He is a member of the Global Custodian Securities Delivery Services hall of fame.

 

Mary K Duke

Independent Advisor to Families

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 and governance for family businesses, their private trust companies and family offices. She is known for her deep expertise in generational transition in family enterprises and the impact of trusts on families. An attorney trained in family systems and dispute resolution, she has an excellent track record helping family members collaborate more effectively. Previously, Mary headed two private family offices, spearheaded a leading bank’s award-winning global family wealth platform, and has served tours of duty in both private client law and business consulting.

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 thought-leaders in the field of family enterprise. FFI provides research-based learning and relevant tools for advisors and consultants, academics and family enterprise members.

A frequent commentator on the family enterprise field, she is co-author of Family Enterprise: Understanding Families in Business and Families of Wealth, a member of the research applied board for Family Business Review and the academic advisory board of the Instituto de la Empresa Familiar in Spain. She is a recipient of the FFI Barbara Hollander Award and the FFI International Award.

Thomas J Handler

Chairman, Advanced Planning and Family Office Group

Handler Thayer

Tom Handler is an advanced planning attorney focused on tax, business and estate planning for affluent families, family businesses and family offices. He is a managing partner in Handler Thayer and chairs the firm’s advanced planning & family office practice group. Tom has been named to numerous lists of top attorneys including:  top fifteen wealth planners in the U.S, Top 100 lawyers in the U.S., Leading Lawyers, Lawyers of Distinction and Who’s Who in American Law. He was named U.S. Private Client Lawyer of the Year in 2017, won the U.S. Excellence in Estate Planning Award in 2016 and was named International Wealth Planner of the Year and Wealth Planning Gamechanger Lawyer of the Year, and received the Michael J. Brink Wealth Industry Leadership and Service Award in 2015.

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 innovative leader in the North American family wealth space via numerous awards, he has consistently been quoted in many leading publications and is often asked to speak as well as to write book reviews for leading authors.  More recently, Tom created a new spin-off company, Bespoke: The Private Family Advocate.

Prior to founding The Alliance in 2003, Tom was a director at Family Office Exchange during the early 2000s, a vice president at The Harris Private Bank during the 1990s, and a financial planner at CIGNA Financial Services during the 1980s.

James H McLaughlin

Founder and CEO

J H McLaughlin & Co

James “Jamie” McLaughlin founded J. H. McLaughlin & Co, a business strategy and management consulting firm serving the wealth management industry and family offices, in 2010. He has over 25 years of experience in senior operating and client-facing roles in the family office and UHNW segments of the industry, and has a history of building organizations across a variety of private wealth management models. Previously, he was CEO of Geller Family Office Services, a partner at Convergent Wealth Advisors where he built the firm’s New York office, and Mellon where he was the regional president of Mellon Private Wealth Management’s New York region.

Stephen E Prostano

Head of Family Wealth Advisors

Bank of the West Wealth Management BNP Paribas Group

Stephen Prostano has designed, built and is responsible for managing and growing Family Wealth Advisors. Stephen is a recognized thought leader and change agent in the wealth management, multi-family office and global financial services industries. He has over 30 years of extensive strategic and tactical experience designing, building, turning around, acquiring, integrating and managing start-ups to mature businesses. Prior to joining Bank of the West, Stephen was chief executive officer of Silver Bridge from 2006 through 2012. Additionally, he served as the president of Atlantic Trust and Chase Global Asset Management and held senior executive positions with FleetBoston Financial, Mellon Bank, The Boston Company, and KPMG Peat Marwick.

Joseph W Reilly Jr

Family Wealth Advisor

Joe Reilly is a strategy and investment consultant to family offices. He was the co-founder and founding president of the Family Office Association. Prior to FOA, he helped to start a single family office and foundation in New York where he was an investment manager for six years. Previ­ously he was an energy specialist at Credit Agricole Indosuez in New York, and started his career at Salomon Smith Barney. Joe is a founding member of the Family Office Council at Princeton University; a member of the NYU Stern Family Office Council and an advisor to the RDS Milken Family Office Council.

April Rudin

Founder and President

The Rudin Group

April Rudin, founder of The Rudin Group, is an acclaimed HNW wealth management, financial services, and digital marketing strategist. April is distinguished by her ability to identify critical and innovative #fintech and #wealthtech market trends, enabling clients to stay ahead of the curve. April is frequent source of expert commentary to global media, and a industry speaker on wealth, nextgen, and technology. An IBM “influencer” in wealth management and fintech, she contributes regularly to Huffington Post, American Banker, CFA Enterprising Investor, Family Wealth Report and other key trade publications. April serves on the Global Board of Directors - Hedge Fund Association (HFA), and is the Board of Advisors for NexChange – a financial services social network based in Hong Kong.

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 investors exclusively in the wealth management industry. Peter’s responsibilities at FallLine include: working with clients on business strategy and business model evaluation; business growth and development; management structure; roles and responsibilities; governance, capital structure and financing needs; management succession planning/transitions; and compliance and regulatory implementation.

Peter was previously the president and chief operating officer and a co-founder of Samoset Capital Group, and head of the US capital markets practice at Linklaters.

Sigrid Seibold

Principal Capital Markets

KPMG

Sigrid Seibold is advisory lead partner for one the firms largest clients. She has been working for the past 25 years with financial institutions across the world. Prior to joining KPMG, Sigrid was the global digital lead for Accenture’s capital market clients, focusing on emerging technologies and FinTech. Moving to Singapore in 2010, Sigrid assumed responsibility for Accenture’s ASEAN capital markets activities with a specific focus on wealth management. Prior to Accenture, Sigrid worked in IBM’s consulting business and Deutsche Bank as FX-trader.

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 International. Earlier in her career, Jane was a member of the global financial services practice at Heidrick & Struggles.

Jane is recognized as a leader in talent management within the wealth management sector where she has built leadership teams and worked on cross border assignments for global clients including the private client arms of universal and regional banks, private banks, retail brokerage firms, RIAs, multi-family offices, trust companies, and insurance and investment companies.

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 of their bi-annual Wealth Management Report. Bruce is now CEO of Weatherill Consulting providing advice on client centricity and wider strategic matters to wealth managers. He is the author of The Value of Trust: the quest by Wealth Managers for Trusted Advisor status and a number of other thought leadership reports. Bruce is chairman of ClearView Financial Media and a non-executive of a number of companies including Fidelity Holdings UK, The Wisdom Council, ComPeer and JDX Consulting.

Private Bankers Panel

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 member of its executive leadership team and the business operating group. Dave oversees his group’s client development functions. Prior to assuming his current role, Dave covered the northeast region and before that the group’s interests in the southeast region of the US. Dave joined Northern Trust in 1998 as a client administrator in the family office client servicing division. His previous experience included escrow administration and trust indenture management at JP Morgan (formerly American National Bank).

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 the world. Her team offers premier wealth solutions, aim to improve and streamline client-facing processes, drive service innovation and remove service impediments across the RBC Wealth Management platform.

Before joining RBC Wealth Management in 2014, Jacqui was head of operations and chief information officer of the investment division of Manulife Financial. Prior to this she was senior vice president, global technology services at State Street.

Jacqui is treasurer and a board member of the Portfolio Management Association of Canada.

Lisa Featherngill

Managing Director of Wealth Planning

Abbot Downing

Lisa Featherngill is the managing director of wealth planning. She is responsible for a comprehensive suite of services, including the Abbot Downing clarity process, customized financial and wealth transfer planning and planning for business transitions. She leads a team of experienced and credentialed professionals who provide traditional planning in a unique way to align with family governance, history and education programs that reflect clients’ values, priorities and goals. Lisa’s team of professionals are integral members of the Abbot Downing client team, providing ongoing advice to clients and coordinating with their other trusted advisors to ensure planning goals and communication plans are incorporated into banking, asset management and fiduciary services

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 articles and books (including The New Wealth Management: A Financial Advisers Guide to Managing and Investing Client Assets), received numerous research grants, and been awarded various honors, including the prestigious 2012 Graham and Dodd Readers’ Choice Award.

Stephen’s industry experience includes serving as an expert witness in securities litigation, work as a forensic economist in private practice preparing economic impact studies, and as a principal of a financial advisory firm, and as a financial analyst.

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 services offered to clients of Ascent Private Capital Management including: strategic development and leading new initiatives; family office services; operational management; and the management of issues across many diverse lines of business including trust, investments, banking, brokerage, and planning services.  As senior managing director of Ascent, Mark is doing what he enjoys most. “My work gives me a great opportunity to use my problem-solving skills on behalf of our clients who need sophisticated, custom solutions to complex situations.

Rebecca A Meyer

Independent Advisor to Families

Rebecca A. Meyer is an advisor to families on their governance, education and family dynamics.  She brings her background in family systems and over 20-year of experience as an investment professional to help families develop strategic plans for their wealth and human capital. Rebecca has developed dynamic education curricula and programs for multigenerational. Through her work with single-family offices, Rebecca has helped families reinvigorate their governance processes and re-evaluate their wealth structures to successfully navigate generational transitions.

Avi Sharon

Principal - Private Wealth Solutions

Blackstone

Avi Sharon is the principal in the multi-asset investing group at Blackstone. Prior to joining Blackstone, Avi was a managing director at Alliance Bernstein, where he was head of product management for Asset Allocation and head of marketing for the private client group there. He is based in New York where, among other things, he has helped in the development of the firm’s global family office initiative.

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 than 30 years of investment experience to his credit. Prior to his current role Erich has held multiple senior management positions most recently as president of BNY Mellon Wealth Management’s central markets region where he provided leadership for financial operations, business growth and client service. Erich also managed the investment management, wealth planning, and private banking services for individuals, families, endowments and foundations for offices in Pittsburgh, Erie, Cleveland, Columbus, Denver and Dallas.

Loraine B Tsavaris

Retired Senior Advisor

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 and managing director working with HNW individuals, families and family offices since 2008. Prior to joining Rockefeller,  Loraine was at US Trust for 37 years, where she served across a range of senior-level positions, and had a critical role in growing the company's various high wealth businesses. In her last position, Loraine was managing director and principal of US Trust's multi-family office group, where she advised the company's wealthiest clients and developed the firm's UHNW worth business.  Loraine sits on the Board of Directors of Rockefeller Trust Company, N.A

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 as a leader in the wealth management industry. This included a leadership position at GenSpring Family Offices, where he was a member of the firm’s operating committee and senior executive partner responsible for the firm’s local family offices across the US. Before this he was managing director and global head of wealth solutions at JP Morgan Private Bank, having been head of strategy and marketing worldwide at Chase Manhattan Private Bank prior to its merger with JP Morgan in 2002. Michael is also a board member and co-founder of the Institute for the Fiduciary Standard.

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

Sponsors

Benefits

These prestigious awards recognize excellence within the wealth management and family office industry. In addition they provide your business with a highly affluent, captive audience of private bankers, lawyers, accountants, financial advisors and technology providers across the wealth management sector. Consequently these awards present your business with a unique opportunity to be involved in industry sector sponsorship giving your company the following:
  • Exposure across our subscription base and associated international media (60,000 subscribers worldwide).
  • Extensive brand exposure on the night to over 300 of the North America’s leading wealth management professionals.
  • The opportunity to target an affluent market with high disposable income.
  • Excellent networking opportunities with senior decision-makers.
  • Association with leading industry awards.
  • The chance to develop new contacts and expand your sales network.
  • Increased brand exposure within the wealth management sector.
  • Listing in IFC world

Venue

Mandarin Oriental

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

Tickets

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

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