Awards

Family Wealth Report Awards 2016

Thursday - 10th March 2016

Mandarin Oriental
80 Columbus Circle at 60th Street, New York, New York 10023, USA

About Judges & Sponsors Finalists & Winners

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.

 

Venue

Mandarin Oriental

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

Judges

Trusted Advisor Panel

Scott T Baker

President

Perspecta Trust

Patti Boyle

Chief Marketing Officer

Dstillery

Steven L Cantor

CEO

The Cantor Group

Jon Carroll

Managing Director, Private Client Services, Family Office Advisory

EY

Kimberly A Cassford

Co-Founder

Cassford Management

Steve Crosby

Senior Managing Director

PwC

Mary K Duke

Independent Advisor to Families

Family Wealth Report Awards 2016

Judy Green

President

Family Firm Institute

Thomas J Handler

Partner

Handler Law, LLP

Thomas R Livergood

Founder and CEO

The Family Wealth Alliance & Bespoke: The Private Family Advocate

James H McLaughlin

Founder and CEO

J H McLaughlin & Co

Stephen E Prostano

Partner, Head of Family Advisory Services

PKF O’Connor Davies

Joseph W Reilly Jr

CEO and Founder

Circulus Group

April Rudin

Founder and President

The Rudin Group

Peter E Ruhlin

Partner

FallLine Strategic Advisors

Sigrid Seibold

Principal Capital Markets

KPMG

Jane Swan

Managing Director

Sheffield Haworth

Bruce Weatherill

Chief Executive

Weatherill Consulting


Private Bankers Panel

David C Albright

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

Northern Trust

Jacqui Allard

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

RBC Wealth Management

Lisa Featherngill

National Director of Wealth Planning

Comerica Bank

Dr. Stephen M Horan

Managing Director

CFA Institute

Mark E. McLaughlin

Senior Managing Director, Product & Services

Ascent Private Capital Management of U.S. Bank

Rebecca Meyer

Consultant

Relative Solutions

Avi Sharon

Executive Vice President and Product Strategist

PIMCO

Erich Smith

Chief Operating Officer and Executive Director of International Wealth Management

BNY Mellon Wealth Management

Loraine B Tsavaris

Retired Senior Advisor

Family Wealth Report Awards 2016

Michael Zeuner

Managing Partner

WE Family Offices

About our Sponsors

Sponsors


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

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