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.
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, […]
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”.
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 […]
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.
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 […]
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.
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 […]
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.
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 […]
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.
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 […]
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 Association, 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, and Bloomberg, and currently does a monthly interview series with notables in the family office world for Family Wealth Report, where he is on the global editorial board.
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 […]
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.
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 […]
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.
Mary K Duke
Independent Advisor to Families
Family Wealth Report Awards 2016
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 […]
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.
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, […]
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.
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 […]
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.
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 […]
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.
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 […]
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.
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 […]
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.
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 […]
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.
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 […]
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.
Thomas J Handler
Partner Chairman, Advanced Planning and Family Office Practice Group
Family Wealth Report Awards 2016
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 […]
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 extensively both nationally and internationally at wealth industry, professional and family office educational conferences.
Mr. Handler is a recognized thought leader in the advanced planning and family office marketplaces. He has been named one of the Top 15 Wealth Planners and one of the Top 100 Attorneys in the U.S. numerous times. Tom has won three Lifetime Achievement Awards including the prestigious 2021 PAM award in addition to being named International Wealth Planner of the Year, Private Client Lawyer of the Year, and winner of the Excellence in Estate Planning Award. Private Wealth Magazine called him “one of the most respected tax and estate attorneys in the world.” He is a frequent author, lecturer, and expert commentator.
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 […]
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.
Private Bankers Panel
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 […]
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 initiatives aimed at driving growth within the traditional product franchise. Prior to joining PIMCO in 2018, he was a principal at Blackstone, where he helped launch the firm’s retail alternatives initiative. Previously, he was a managing director at AllianceBernstein, where he ran multi-asset product management, led wealth management group research and marketing, and was interim head of investor relations for the firm. He has 18 years of investment and financial services experience and holds a Ph.D. from Boston University. He received an undergraduate degree from Emory University in Atlanta.
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 […]
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).
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 […]
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.
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 […]
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
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 […]
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 more than 30 years. She has been quoted in various media regarding tax and estate planning topics including Bloomberg TV, The New York Times and Wall Street Journal. Prior to joining Comerica, Lisa spent over 20 years at Wells Fargo and predecessor banks building and leading wealth planning groups, Lisa also spent 11 years at Arthur Andersen in Washington, D.C. She is a CPA (not practicing), Personal Financial Specialist (PFS) and a CFP® professional. As a member of the American Institute of CPAs, Lisa has served on several committees and is currently chair of the Advanced Estate Planning Conference committee.
Loraine B Tsavaris
Retired Senior Advisor
Family Wealth Report Awards 2016
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 […]
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
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 […]
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.
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 […]
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.
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 […]
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 for evolving governance while enhancing leadership and collaboration skills among family members. This work enables families to embrace the gifts and talents of all family members to help ensure a sustainable enterprise. A key part of her focus is preparing next generation family members to take on new roles. Prior to joining Relative Solutions, Rebecca spent over 15 years as a business leader working in and with family offices, advising families on governance, communication, and family learning. She also wrote a guidebook for social impact investors as part of the Center for High Impact Philanthropy at the University of Pennsylvania. Rebecca enjoys contributing to industry publications and speaking at conferences. Her focus is exploring practical approaches to helping enterprising families address the challenges that arise from sharing financial resources. Rebecca earned her BA from the University of Pennsylvania and her MBA from the University of Maryland. She trained at the Bowen Center for the Study of the Family in Washington, DC, is a 21/64 Certified Advisor, and a member of the Family Firm Institute (FFI).
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 […]
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.
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 |
ORGANIZATION/INDIVIDUAL |
Forbes Family Trust |
Gresham Partners |
Pitcairn |
Signature Family Wealth Advisors |
WE Family Offices |
ORGANIZATION/INDIVIDUAL |
Ascent Private Capital Management of U.S. Bank |
Atlantic Trust |
CTC l myCFO |
GenSpring Family Offices |
Tiedemann Wealth Management |
ORGANIZATION/INDIVIDUAL |
Crestone Capital Advisors |
Fieldpoint Private |
Forbes Family Trust |
Gresham Partners |
Pitcairn |
ORGANIZATION/INDIVIDUAL |
Abbot Downing, a Wells Fargo business |
Bessemer Trust |
CTC l myCFO |
GenSpring Family Offices |
Hawthorn, PNC Family Wealth |
ORGANIZATION/INDIVIDUAL |
Athena Capital Advisors |
Forbes Family Trust |
JDJ Family Office Services |
Vogel Consulting |
Wetherby Asset Management |
ORGANIZATION/INDIVIDUAL |
Abbot Downing, a Wells Fargo business |
Atlantic Trust |
Delegate Advisors |
Family Wealth Advisors |
Forbes Family Trust |
ORGANIZATION/INDIVIDUAL |
Athena Capital Advisors – Lysette Cooper |
Atlantic Trust – John Markwalter Jr |
Pitcairn – Rick Pitcairn |
Tiedemann Wealth Management – Michael Tiedemann |
ORGANIZATION/INDIVIDUAL |
Northland Wealth Management |
StennerZohny Investment Partners+ Richardson GMP |
PRIVATE BANKING CATEGORIES
US private bankORGANIZATION/INDIVIDUAL |
Ascent Private Capital Management of US Bank |
BNY Mellon Wealth Management |
Citi Private Bank |
First Republic |
Key Private Bank |
ORGANIZATION/INDIVIDUAL |
Citi Private Bank |
RBC Wealth Management |
ORGANIZATION/INDIVIDUAL |
BNY Mellon Wealth Management |
Citi Private Bank |
Key Private Bank |
INVESTMENT MANAGEMENT CATEGORIES
Private client investment platformORGANIZATION/INDIVIDUAL |
Atlantic Trust |
Citi Private Bank |
Evercore Wealth Management |
Fieldpoint Private |
Forbes Family Trust |
ASSET MANAGEMENT CATEGORIES
Alternative asset managerORGANIZATION/INDIVIDUAL |
Abbot Downing, a Wells Fargo business |
Ascent Private Capital Management of US Bank |
Citi Private Bank |
ASSET MANAGEMENT CATEGORIES
Fund providerORGANIZATION/INDIVIDUAL |
Columbia Threadneedle Investments |
Pioneer Investments |
RMA |
ORGANIZATION/INDIVIDUAL |
Abbot Downing, a Wells Fargo business |
Evercore Wealth Management |
First Republic Private Wealth Management |
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 |
ORGANIZATION/INDIVIDUAL |
Fiduciary Trust Company |
Hawthorn, PNC Family Wealth |
Perspecta Trust |
Tiedemann Trust Company |
CONSULTANTS TO FAMILY OFFICES CATEGORIES
Investment adviceORGANIZATION/INDIVIDUAL |
CTC l myCFO |
Forbes Family Trust |
Northern Trust |
Tiedemann Wealth Management |
ORGANIZATION/INDIVIDUAL |
Cantor & Webb |
CTC l myCFO |
O’Connor Davies |
PwC |
ORGANIZATION/INDIVIDUAL |
O’Connor Davies |
PwC |
ORGANIZATION/INDIVIDUAL |
CTC l myCFO |
Foundation Source |
Hawthorn, PNC Family Wealth |
O’Connor Davies |
ORGANIZATION/INDIVIDUAL |
O’Connor Davies |
Oakbrook Solutions |
PwC |
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)
CRM systemORGANIZATION/INDIVIDUAL |
BackStop Solutions Group |
Dynamo Software |
Envestnet I Tamarac |
Salesforce |
ORGANIZATION/INDIVIDUAL |
Charles River Development |
Envestnet |
SS&C Advent |
FIS |
Vestmark |
ORGANIZATION/INDIVIDUAL |
CircleBlack |
Envestnet I Tamarac |
InvestEdge |
SS&C Advent |
Vanare l NestEgg |
ORGANIZATION/INDIVIDUAL |
Addepar |
Archway Technology Partners |
Backstop Solutions Group |
Private Client Resources |
SS&C Advent |
ORGANIZATION/INDIVIDUAL |
Archway Technology Partners |
Envestnet |
MyVest |
FIS |
Vestmark |
ORGANIZATION/INDIVIDUAL |
External IT |
Vanare l NestEgg |
Vestmark |
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (OPEN TO ANY ORGANIZATION)
CRM systemORGANIZATION/INDIVIDUAL |
Dynamo Software |
Salesforce |
ORGANIZATION/INDIVIDUAL |
Appway |
PreciseFP |
Vanare l NestEgg |
ORGANIZATION/INDIVIDUAL |
CircleBlack |
Forbes Family Trust |
MyVest |
Vanare l NestEgg |
ORGANIZATION/INDIVIDUAL |
CircleBlack |
InvestEdge |
PreciseFP |
Seismic |
ORGANIZATION/INDIVIDUAL |
Archway Technology Partners |
CircleBlack |
InvestEdge |
Private Client Resources |
RBC Wealth Management |
ORGANIZATION/INDIVIDUAL |
Dynamo Software |
Family Office Metrics |
Fiserv |
InvestEdge |
ORGANIZATION/INDIVIDUAL |
FinaMetrica |
Forbes Family Trust |
PreciseFP |
ORGANIZATION/INDIVIDUAL |
CircleBlack |
Fiserv |
SEI |
FIS |
Vanare l NestEgg |
OTHER WEALTH MANAGEMENT CATEGORIES
Best insurance brokerage providerORGANIZATION/INDIVIDUAL |
Crystal & Company |
Marsh Private Client Services |
ORGANIZATION/INDIVIDUAL |
Chubb Group of Insurance Companies |
PURE Insurance |
ORGANIZATION/INDIVIDUAL |
Aston Pearl |
Cassford Management |
Lifestylist Advisory |
Mary K Duke, Family Wealth Advisor |
ORGANIZATION/INDIVIDUAL |
Columbia Threadneedle Investments |
Rockefeller & Co |
Sonen Capital |
Veris Wealth Partners |
Wetherby Asset Management |
ORGANIZATION/INDIVIDUAL |
Atlantic Trust – David Donabedian |
Northland Wealth Management – Arthur Salzer |
Pitcairn – Rick Pitcairn |
ORGANIZATION/INDIVIDUAL |
Archer – Bryan Dori |
Aston Pearl – Natasha Pearl |
Envestnet – Bill Crager |
HighTower San Diego – Drew Nordlicht |
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 |
ORGANIZATION/INDIVIDUAL |
Aston Pearl – Natasha Pearl |
Envestnet – Jud Bergman |
Kaleido – Kristen Luke |
Panegyric Marketing – Diane Harrison |
Vanare l NestEgg – Lex Sokolin |
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 |
ORGANIZATION/INDIVIDUAL |
Crystal & Company |
Envestnet |
Kaleido |
Private Wealth Systems |
ORGANIZATION/INDIVIDUAL |
Bessemer Trust |
Hawthorn, PNC Family Wealth |
PwC & UBS |
RBC Wealth Management |
WE Family Offices |
About our Sponsors
Sponsors
ProFundCom helps financial institutions raise and preserve AuM using digital marketing analytics. ProFundCom has been built using expertise and best practice from within the financial services industry. Our marketing analytics focus solely on the asset/investment management space and offer an integrated solution across all digital properties. We understand email/web traffic patterns of investment management clients and how you can leverage these behaviours.
smartKYC’s AI software is used by banks to automate customer due diligence whether for remediation, onboarding, refresh or continuous monitoring; our technology drives faster, better, and more cost- effective KYC at every stage of the relationship – liberating human effort to focus on decision-making rather than laborious screening and research. smartKYC integrates all relevant KYC sources - external watchlists, media archives, open web search, private company data, internal blacklists and, like a human, it reads everything and extracts useful intelligence in the form of facts. smartKYC presents facts about risks like adverse media, but also provides insights into information like source of wealth, network risk and even ESG misdemeanours. Sophisticated hit scoring maximises relevance and minimises false positives. All of this is done at speed and at scale and, as such, straight through processing opportunities become obvious. In refresh or continuous monitoring mode, smartKYC watches only for net new risks as they emerge and never repeats what is already known.
Venue
Mandarin Oriental
Address: 80 Columbus Circle at 60th Street, New York, New York 10023, USA
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
Previous Attendees
Abbot Downing
Accenture
Advent
Appway
Archway Technology Partners
Ascent Private Capital Management of U.S. Bank
Atlantic Trust
BNY Mellon Wealth Management
Bessemer Trust
Cantor & Webb
Cassford Management
Citi Private Bank
Columbia Management
Envestnet
Equipos
Evercore Wealth Management
FallLine Strategic Advisors
Family Firm Institute
Family Office Exchange
Family Office Metrics
Fieldpoint Private
Finametrica
Finantix
Foundation Source
GenSpring Family Offices
Handler Law, LLP
Hawthorn
Investedge
J H McLaughlin & Co
J P Morgan
McLagan, an AON Company
Northern Trust
O’Connor Davies Family Office
Pitcairn
Portcullis Trustnet
Private Client Resources (PCR)
PwC
RBC Wealth Management
Rockefeller & Co
Royal Bank of Canada
Saybrook University
Scorpio Partnership
Sheffield Haworth
Sungard
The Rudin Group
U.S. Trust
UBS Wealth Management
WE Family Offices
Withers
smartKYC
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