Overview

Introduction

A warm welcome to the Family Wealth Report Awards 2017. Nominations are now open and we look forward to seeing old and new faces taking part in this prestigious event.

For those new to the awards, the categories are focused around three main areas:

  • Experts (individuals and teams)
  • Products
  • Services for wealth managers and clients/institutions of all sizes and types

As in previous years, independence, integrity and genuine insight will be the watchwords of the judging process and will be conducted by an expert panel drawn from both private banks and trusted advisors/consultants to the sector.

To avoid any conflict of interest we have two judging panels. One panel of bankers who judge the trusted advisor categories. Another panel of trusted advisors who are responsible for judging the banking and MFO categories.

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

We very much hope you take part and look forward to seeing you at the 2017 awards ceremony.

Key dates for the diary

  • Nominations close November 4, 2016 (at Midnight)
  • Shortlist announcement November 20, 2016
  • Judges meeting December 12, 2016 (from 12 noon)
  • Awards dinner March 2, 2017 (from 6.30pm)

How to enter

  • Click on the categories tab – located on the left hand side
  • Fill in the online form with your details
  • Select the categories you wish to enter
  • Press submit

Once the form is submitted, you will automatically receive a confirmation email with a link to the awards questionnaire. Please follow the instructions on page 2 of the questionnaire, then complete your submissions by the closing date.

Key Dates

  • Nominations close November 4, 2016 (at Midnight)
  • Shortlist announcement November 20, 2016
  • Judges meeting December 12, 2016 (from 12 noon)
  • Awards dinner March 2, 2017 (from 6.30pm)

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, […]

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 […]

Daniel Goldstein

Chief Investment Officer

A Private Investment Trust

Daniel Goldstein has been advising UHNW families, their entities and private trusts on direct deals, liquid investments, business strategy, structuring, real estate, family dynamics and philanthropy since 1994. His experience […]

Gemma Leddy

Partner-in-Charge, PKF O’Connor Davies Family Office

PKF O’Connor Davies Family Office

Gemma Leddy, CPA is the founder and Partner-in-Charge of the award-winning PKF O’Connor Davies Family Office practice.  She is also managing director of PKF Funds and Family Office, headquartered in […]

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 […]

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 Feloney

Vice President and National Sales Manager

Columbia Threadneedle Asset Management

Joe Feloney is a vice president and national sales manager for the private client advisory, investment – only and sub-advised divisions for Columbia Threadneedle Investments. In his role, Mr. Feloney […]

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 […]

Mary K Duke

Independent Advisor to Families

Family Wealth Report Awards 2017

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, […]

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 […]

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 […]

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 […]

William Trout

Director of the Securities and Investments

Datos Insights

William Trout serves as Director of the Securities and Investments practice at Datos Insights, focusing on technology strategy and innovation in the capital markets. He has particular expertise in platform […]


Private Bankers Panel

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 […]

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 […]

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 2017

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 […]

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 […]

Wayne Bossert

Deputy Chairman

RBC Wealth Management

As deputy chairman and global head of UHNW clients and Canadian Private Banking, Wayne Bossert is responsible for building RBC’s market profile as well as supporting RBC’s top enterprises and families. […]

Finalists

FAMILY OFFICE CATEGORIES

Multi-family office (up to $3 billion AuM/AuA)  
NOMINEES
Biltmore Family Office
Delegate Advisors
Inverness Counsel
Market Street Trust Company
SEI Private Wealth Management
Multi-family office (above $3 billion AuM/AuA)  
NOMINEES
Family Wealth Advisors/Bank of the West
Gresham Partners
Hawthorn, PNC Family Wealth
Pitcairn
Signature Family Wealth Advisors
WE Family Offices
Multi-family office (national - up to and including $5 billion AuM/AuA)
NOMINEES
Family Wealth Advisors/Bank of the West
Forbes Family Trust
Pitcairn
Multi-family office (national -  above $5 billion AuM/AuA)  
NOMINEES
Abbot Downing
Aspiriant
Atlantic Trust
Bessemer Trust
Hawthorn, PNC Family Wealth
Tiedemann Wealth Management
Multi-family office (client initiative)   
NOMINEES
Abbot Downing
Family Wealth Advisors/Bank of the West
Forbes Family Trust
Inverness Counsel
Key Private Bank
Canadian MFO
NOMINEES
Northland Wealth Management
StennerZohny Investment Partners+

PRIVATE BANKING CATEGORIES

US private bank
NOMINEES
BMO Private Bank
BNY Mellon Wealth Management
Citi Private Bank
First Republic
Northern Trust
RBC Wealth Management
Private bank – best credit provider
NOMINEES
BNY Mellon Wealth Management
Citi Private Bank
 

INVESTMENT AND ASSET MANAGEMENT CATEGORIES

Private client investment platform
NOMINEES
Atlantic Trust
Bessemer Trust
Evercore
First Republic
Forbes Family Trust
Innovative Investment Solution of the Year
NOMINEES
Artivest
Ascent Private Capital Management of U.S. Bank
Columbia Threadneedle Investments
Mackay Shields
Pioneer Investments
Alternative asset manager     
NOMINEES
Abbot Downing
AlphaCore Capital
Ascent Private Capital Management of U.S. Bank
Forbes Family Trust
Best Outsourced CIO
NOMINEES
Abbot Downing
Aspiriant
Atlantic Trust
Northland Wealth Management
Tiedemann Wealth Management
Best asset management firm serving family offices and private banks
NOMINEES
Abbot Downing
ACPI Investments
Columbia Threadneedle Investments
Oppenheimer Funds
 

MARKETING/PR CATEGORIES

Best marketing or PR campaign(Online, print, brand launch/relaunch)
NOMINEES
Atlantic Trust
Fiduciary Trust Company
JDJ Family Office Services
Where Americans are Welcome
 

PRIVATE CLIENT (LEGAL & FIDUCIARY) CATEGORIES

Law firm of the year
NOMINEES
Day Pitney
Handler Thayer
Independent trust or fiduciary company
NOMINEES
Fiduciary Trust Company
Tiedemann Trust Company
Wealth planning
NOMINEES
Atlantic Trust
Bessemer Trust
Fiduciary Trust Company
RBC Wealth Management
Tiedemann Wealth Management
 

CONSULTANTS TO FAMILY OFFICE CATEGORIES

Tax advice
NOMINEES
Arthur Bell
EY US
PKF O’Connor Davies
Philanthropy advice
NOMINEES
21/64
Family Wealth Advisors/Bank of the West
Hawthorn, PNC Family Wealth
Jewish Communal Fund
PKF O’Connor Davies
Family Office Management Consultancy
NOMINEES
Arthur Bell
Mirador
Oakbrook Solutions
PFI Advisors
PKF O’Connor Davies
Family Wealth Consultant
NOMINEES
21/64
EY US
Syonvus Family Asset Management
Wealth Legacy Advisors

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)

Portfolio management
NOMINEES
Archer
Charles River Development
Envestnet
Envestnet | Tamarac
Fiserv
SS&C Advent
Client communications
NOMINEES
Envestnet | Tamarac
Fiserv
InvestCloud
Risclarity
SS&C Advent
AdvisorEngine
Client reporting
NOMINEES
Archway Technology Partners
Envestnet
InvestCloud
Private Client Resources
Private Wealth Systems
SS&C Advent
Compliance
NOMINEES
Envestnet
External IT
Skience by the Athene Group
AdvisorEngine
CRM system
NOMINEES
Dynamo Software
Envestnet | Tamarac
InvestCloud
Salesforce
Outsourcing/business process outsourcing
NOMINEES
Archer
Archway Technology Partners
Envestnet
External IT
Mirador
SS&C Advent
Accounting
NOMINEES
Archway Technology Partners
FundCount
Risclarity
On-boarding
NOMINEES
Appway
Laserfiche
Oranj
Skience by the Athene Group
AdvisorEngine
   

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (OPEN TO ANY ORGANIZATION)

Innovative client solution
NOMINEES
Archway Technology Partners
BaseVenture
DarcMatter
Envestnet
Fiserv
Skience by the Athene Group
AdvisorEngine
Change management process/best implementation of a technology solution
NOMINEES
Appway
Dynamo Software
PKF O’Connor Davies
Risclarity
Tiedemann Wealth Management

INSURANCE CATEGORIES

Best insurance brokerage provider
NOMINEES
Brown & Brown Private Client Group
Crystal & Co
Marsh Private Client Services
Best insurance underwriter
NOMINEES
Chubb
PURE Insurance
 

SPECIAL WEALTH MANAGEMENT CATEGORIES

Family office specialty services
NOMINEES
Arthur Bell
My Accountant
Responsible Investing/ESG/Impact Investing
NOMINEES
Columbia Threadneedle Investments
Envestnet
Sonen Capital
Wetherby Asset Management
Leading individual (MFO executive)
NOMINEES
Family Wealth Advisors/Bank of the West – Steve Prostano
Northland Wealth Management – Arthur Salzer
Pitcairn – Rebecca Meyer
Signature Family Wealth Advisors – Anne Shumadine
Tiedemann Wealth Management – Michael Tiedemann
Leading individual (MFO)
NOMINEES
Family Wealth Advisors/Bank of the West – Steve Prostano
Northland Wealth Management – Arthur Salzer
Pitcairn – Rebecca Meyer
Leading individual (Service product provider)
NOMINEES
Envestnet – Jim Patrick
Fiduciary Trust of New England – Michael Costa
HighTower San Diego – Drew Nordlicht
PURE Insurance – Ross Buchmueller
Wealth Legacy Advisors – Susan R Schoenfeld
Women in wealth management (Individual contribution)
NOMINEES
Ascent Private Capital Management of U.S. Bank – Charlene Altman
Atlantic Trust – Martyna Frangis
Fiserv – Cheryl Nash
Vogel Consulting – Rhona Vogel
Wetherby Asset Management – Deb Wetherby
Women in wealth management (company contribution)
NOMINEES
Hawthorn, PNC Family Wealth
Inverness Counsel
Key Private Bank
Outstanding contribution to wealth management thought leadership (Individual)
NOMINEES
Abbot Downing – Lester Law
Evercore – Chris Zander
Fiduciary Trust Company – Judy King
The Family Wealth Alliance – Robert Casey
The Rudin Group – April Rudin
Outstanding contribution to wealth management thought leadership (Company)
NOMINEES
Bessemer Trust
PKF O’Connor Davies
SEI Private Wealth Management
WE Family Offices
Wise Counsel Research

About our Sponsors

Featured Sponsors

Drinks Reception Sponsors


Sponsors


Venue

Mandarin Oriental

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

Winners

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES

PORTFOLIO MANAGEMENT  

WINNER
Envestnet | Tamarac

CLIENT COMMUNICATIONS  

WINNER
InvestCloud

CLIENT REPORTING  

WINNER
Archway Technology Partners - Winner
Private Client Resources – Highly Commended

COMPLIANCE  

WINNER
Envestnet

CRM SYSTEM

InvestCloud – Highly Commended
Salesforce - Winner

OUTSOURCING/BUSINESS PROCESS OUTSOURCING   

WINNER
Envestnet

ACCOUNTING  

WINNER
Archway Technology Partners

ON-BOARDING  

WINNER
AdvisorEngine

INNOVATIVE CLIENT SOLUTION  

WINNER
Archway Technology Partners

CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION  

WINNER
Risclarity

MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN  

WINNER
Fiduciary Trust Company

INVESTMENT & ASSET MANAGEMENT CATEGORIES

PRIVATE CLIENT INVESTMENT PLATFORM  

WINNER
Atlantic Trust

INNOVATIVE INVESTMENT SOLUTION OF THE YEAR  

WINNER
Artivest

ALTERNATIVE ASSET MANAGER      

WINNER
Forbes Family Trust
BEST OUTSOURCED CIO  

WINNER
Tiedemann Wealth Management

BEST ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS

WINNER
Columbia Threadneedle Investments

PRIVATE CLIENT CATEGORIES

LAW FIRM OF THE YEAR  

WINNER
Day Pitney

INDEPENDENT TRUST OR FIDUCIARY COMPANY  

WINNER
Fiduciary Trust Company

WEALTH PLANNING  

WINNER
Bessemer Trust

CONSULTANTS TO FAMILY OFFICE CATEGORIES

TAX ADVICE  

WINNER
PKF O’Connor Davies

PHILANTHROPY ADVICE  

WINNER
21/64

FAMILY OFFICE MANAGEMENT CONSULTANCY  

WINNER
Oakbrook Solutions

FAMILY WEALTH CONSULTANT  

WINNER
EY US

INSURANCE CATEGORIES

BEST INSURANCE BROKERAGE PROVIDER  

WINNER
Crystal & Company
BEST INSURANCE UNDERWRITER  

WINNER
PURE Insurance

PRIVATE BANKING CATEGORIES

PRIVATE BANK – BEST CREDIT PROVIDER  

WINNER
Citi Private Bank

US PRIVATE BANK  

WINNER
Citi Private Bank

FAMILY OFFICE CATEGORIES

CANADIAN MFO

WINNER
Northland Wealth Management

MULTI-FAMILY OFFICE (client initiative)   

WINNER
Family Wealth Advisors/Bank of the West

MULTI-FAMILY OFFICE (national - up to and including $5 billion AuM/AuA)

WINNER
Pitcairn

MULTI-FAMILY OFFICE (national -  above $5 billion AuM/AuA)  

WINNER
Aspiriant

MULTI-FAMILY OFFICE (up to $3 billion AuM/AuA)

WINNER
Market Street Trust Company

MULTI-FAMILY OFFICE (above $3 billion AuM/AuA)

WINNER
Gresham Partners – Joint winner
WE Family Offices – Joint winner

SPECIAL WEALTH MANAGEMENT CATEGORIES

FAMILY OFFICE SPECIALTY SERVICES  

WINNER
My Accountant

RESPONSIBLE INVESTING/ESG/IMPACT INVESTING

WINNER
Sonen Capital

LEADING INDIVIDUAL  

WINNER
Signature Family Wealth Advisors – Anne Shumadine

LEADING INDIVIDUAL  

WINNER
Family Wealth Advisors/Bank of the West – Steve Prostano

LEADING INDIVIDUAL  

WINNER
PURE Insurance – Ross Buchmueller

WOMEN IN WEALTH MANAGEMENT  

WINNER
Fiserv – Cheryl Nash

WOMEN IN WEALTH MANAGEMENT  

WINNER
Hawthorn, PNC Family Wealth

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP  

WINNER
The Family Wealth Alliance – Robert Casey

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP  

WINNER
Wise Counsel Research

LIFETIME ACHIEVEMENT

James E Hughes Jr
James E Hughes Jr Consults


Photographs


Testimonials

“Well done last evening. It was perfect. Once again you have set the bar for excellence in wealth management and family office services.”

“Once again, another great job by FWR.”

“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.”

“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.”

“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.”

Thank you for organizing such a great event. Our team said it was a fantastic evening.”

“ I look forward to attending again next year as this event was excellent.”