Family Wealth Report Awards 2017

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)

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

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.

 

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.

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.

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 is responsible for sales and distribution efforts through fiduciary channels including registered investment advisors, private banks, defined contribution plans and insurance.

Previously, he was responsible for offshore activities in Europe and Japan. In addition to a variety of business development and relationship management roles, Mr. Feloney has held senior-level financial and operational roles, including interim chief financial officer for one of the Columbia Threadneedle Investments legacy firms, which he joined in 1987.

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 spans several continents, many jurisdictions and multiple languages in his roles as CEO, CIO and board director.  For 15 years he was director of a European global SFO. Previously, he was the investment analyst on a two-person team managing a $1.25 billion portfolio for a US family foundation.  Daniel is a frequent speaker at family office conferences and has presented in, chaired, and moderated over 100 events on five continents.

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.

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.

Gemma Leddy

Partner-in-Charge

PKF O'Connor Davies Family Office

Gemma Leddy, is the partner-in-charge of the PKF O’Connor Davies family office practice. Gemma has spent over 25 years working with high profile and UHNWIs, multi-generational families and closely held businesses. Gemma and her team of multi-disciplined experts provide comprehensive financial services including accounting and reporting, investment monitoring and oversight, tax planning and compliance, advanced planning and administrative and lifestyle services. Prior to joining PKF O’Connor Davies, Gemma was a partner in a NYC CPA Firm and led their family office and business management division and was also the CFO of a NYC private family investment firm.

Thomas R Livergood

Founder and CEO

The Family Wealth Alliance

Tom Livergood is founder & CEO of The Family Wealth Alliance, a research and consulting firm based in Wheaton, 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.

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.

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.

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.

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.

William Trout

Head of Wealth Management Research

Celent

William Trout is a senior analyst with Celent’s wealth management practice. His research centers on technology strategy and innovation in the securities, wealth management and banking industries. He has particular expertise on automated advice delivery, data analytics and segmentation, retirement investments, the use of digital tools and wealth management platform technology. Within the wealth management arena, his interests include financial planning, investment advisory, the family office and trust services. An authority on the robo-advisory business, William has been widely quoted in publications such as Bloomberg, CNBC, Financial Times, New York Times, and the Wall Street Journal. He is also a frequent speaker at industry conferences and keynotes client gatherings.

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).

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. His responsibilities include providing guidance, solutions and integration to key clients across their business strategy, family strategy and intergenerational wealth transition planning.

Mr Bossert is a director of RBC Global Asset Management, Royal Trust Corporation and RBC Dominion Securities. He also chairs the board of directors for Trillium Health Partners in Mississauga. He is a member of RBC’s Wealth Management operating committee and RBC’s personal and commercial banking operating committee.

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

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.

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.

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

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.

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 $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

Featured Sponsors

Drinks Reception Sponsors

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

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.”

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