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 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 25 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
PKF O'Connor Davies Family Office
Gemma Leddy is a Partner of the Firm and the Partner-in-Charge of the PKF O’Connor Davies Family Office practice. She has spent over 25 years working with high profile and ultra-high-net worth individuals, multi-generational families, CEOs, executives, entrepreneurs and their closely-held businesses. Gemma and the Firm’s Family Office team provide comprehensive financial management and CFO services including investment and partnership account¬ing and reporting, administration, tax planning and compliance, cash and financial management, insurance oversight, advanced planning and business advisory consulting services. In 2016, Gemma was named as one of the “50 Most Influential Women in Private Wealth” by Private Asset Management magazine (PAM).
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, 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
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”.
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.
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 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.
William Trout
Head of Wealth Management Research
Celent
William Trout leads Celent’s global wealth management practice. His research focuses on technology strategy and innovation in the securities and banking industries. He has particular expertise on automated advice delivery, the use of digital tools and wealth and asset management platform technology. An authority on the robo advisory business, William has been widely quoted in Bloomberg, CNBC, Financial Times, New York Times, and the Wall Street Journal. Prior to Celent, William was head of product and segment development for affluent and high net worth customers at BBVA Compass. He holds an AB from Harvard College.
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, Legacy and Wealth Planning
Abbot Downing
Lisa and her team provide a comprehensive suite of planning services, including Abbot Downing Clarity and customized financial and wealth transfer planning. 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, Wall Street Journal and The New York Times. Prior to Wells Fargo, Lisa spent 11 years at Arthur Andersen in Washington D.C. She is a CPA, Personal Financial Specialist (PFS) and a CFP® professional. Lisa is a member of the AICPA PFP Executive Committee and the Advanced Estate Planning Conference Committee. In 2015 and 2016, Lisa was named as one of the “50 Most Influential Women in Private Wealth” by Private Asset Management Magazine.
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 Meyer
Consultant
Relative Solutions
Rebecca is a consultant at Relative Solutions. Along with her colleagues, she helps families enhance the alignment of their business and financial practices with their values. One of the underpinnings of Relative Solutions is the belief that building family intellectual, emotional and community capital is necessary for the preservation and growth of the family’s other assets.
Prior to joining Relative Solutions, Rebecca spent 15 years in the Family Office industry, most recently as Managing Director at Pitcairn, where she worked closely with the firm's largest families and developed a curriculum for family learning. Rebecca recently completed researching and writing a guidebook for social impact investors in collaboration with the Center for High Impact Philanthropy at the University of Pennsylvania.
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.
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, JDX Consulting and Ten Group.
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
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
Previous Attendees
Abbot Downing
Appway
Archer
Archway Technology Partners
Ascent Private Capital Management of U.S. Bank
Atlantic Trust
Bessemer Trust
Blackstone
BMO (Bank of Montreal) Private Bank
BNP Paribas Wealth Management
Cantor & Webb
Charles River
Citi Private Bank
Columbia Threadneedle Asset Management
Credit Suisse
Dynamo Software
Envestnet
Evercore Wealth Management
External IT
EY
Family Firm Institute
Family Office Exchange
Family Office Metrics
Finametrica
Finantix
GenSpring Family Offices
Handler Thayer
Hawthorn
Investedge
J. H. McLaughlin & Co.
KPMG
MacKay Shields
Market Street Trust
Marsh Private Client Services
Northern Trust
Perspecta Trust
Pioneer Investments
Pitcairn
Private Wealth Systems
ProFundCom
PwC
RBC Wealth Management
Rockefeller & Co
Salesforce
smartKYC
SS&C and Advent
Standard & Poors - Money Market Directories
The Family Wealth Alliance & Bespoke: The Private Family Advocate
The Rudin Group
UBS Wealth Management
WE Family Offices
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.”