Family Wealth Report Awards 2016

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

Entrepreneur, Educator, Consultant

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, mission/vision/values and digital marketing to private equity-owned businesses, including those in WealthTech and FinTech.  Following an early career in global marketing agencies, such as JWT and FCB, Patti led SEI Investments’ UK-based Marketing Team for Private Banking.
Patti is also CEO of an early-stage venture, Sapience Leadership, affiliated with The University of Pennsylvania.  In this role, Patti works with a team of inspiring educational leaders in the areas of Educational Equity, Diversity & Inclusion and Executive Coaching.  Applying business principles and leadership experience to Education brings a unique balance to Patti’s work and has resulted in dynamic growth for both of her client communities. She has been active with the FWR Awards, since its inception in 2013.

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

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 office executives on how to grow and govern their single-family office. Jon has extensive experience advising families on the set-up and structure of their family office, strategic planning and implementation, leading practices, business and operational risk assess¬ment, and family office systems and technology search, selection, implementation and integration. Jon has over 26 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., LLC, a management consulting firm focused on strategy and practice management for wealth management and investment advisory firms, private banks, trust companies, single and multi-family offices, in 2010.  He is a co-founder of The UHNW Institute, an independent “think tank” directed at the needs of ultra-high-net-worth families and their advisors.  Previously, he was CEO of Geller Family Office Services, a partner at Convergent Wealth Advisors, the regional president of Mellon Private Wealth Management’s New York region, and a financial advisor at Sanford C. Bernstein & Co., Inc.

Stephen E Prostano

Founder & Managing Partner

SPI Partners

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 as CEO of Silver Bridge, a Global Partner of Amvescap, President of Atlantic Trust and Chase Global Asset Management, and an EVP of the Private Clients Group of FleetBoston Financial. He has also held senior positions with Mellon Bank and KPMG. Most recently at Bank of the West, Steve was a member of the Bank’s Senior Management Committee and the Head of Family Wealth Advisors - the first global MFO in the US. Steve is also a CPA and attorney with an LL.M. in Taxation.

Joseph W Reilly Jr

CEO and Founder

Circulus Group

Mr. Reilly is an investment and strategy consultant to family offices. He was the co-founder and founding president of the Family Office Associa¬tion, a global forum for single family offices that is based in Greenwich, Connecticut. Previously Mr. Reilly helped to start a single family office and foundation in New York where he was an investment manager for five years. He was an energy specialist focused on options and futures trading at Credit Agricole Indosuez in New York prior to that, and started his career at Salomon Smith Barney. Mr. Reilly has spoken on family office issues at many conferences and has been quoted in the Wall Street Journal, The Financial Times, Forbes, Bloomberg, and currently does a monthly interview series with notables in the family office world for Family Wealth Report, where he is on the advisory board.

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, and family offices; campaigns that strengthen brand value and drive client acquisition. Recognized as an IBM “influencer,” she is a regularly-featured source of expertise, contributes to Capgemini’s World Wealth Report, produces the CFA Institute’s annual U.S. outlook, and often speaks about wealth, next-gen, and fintech. She’s been published extensively and judges the Family Wealth Report’s annual Wealth Management Industry Awards and is a member of their advisory board. Her two sons say she has always been an “influencer”.

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 of the firms largest clients. She has specialized on technology topics and has been working for the past 25 years with financial institutions across the world. Prior to KPMG, Sigrid was the global digital lead for Accenture’s capital markets clients, focusing on emerging technologies and FinTech. Moving from Germany to Singapore in 2010, Sigrid assumed responsibility for Accenture’s ASEAN capital markets activities with a special focus on wealth management. Her previous experience includes a decade in IBM’s consulting division across capital markets topics and working for 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, JDX Consulting and Ten Group.