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)
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”.
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.
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 […]
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.
Gemma Leddy
Partner-in-Charge, PKF O’Connor Davies Family Office
PKF O’Connor Davies Family Office
Gemma Leddy, CPA is the founder and Partner-in-Charge of the award-winning PKF O’Connor Davies Family Office practice. She is also managing director of PKF Funds and Family Office, headquartered in […]
Gemma Leddy, CPA is the founder and Partner-in-Charge of the award-winning PKF O’Connor Davies Family Office practice. She is also managing director of PKF Funds and Family Office, headquartered in London. Gemma has spent over 30 years working with high profile and ultra-high-net-worth individuals, multi-generational families and family offices. Gemma and her team provide comprehensive financial management and CFO services, accounting and reporting, family investment administration services, tax planning and compliance, lifestyle and transactional support and family advisory services. Before joining the firm, Gemma was the Chief Financial Officer of a private family office and investment firm and a Partner in a New York City CPA firm and led their Family Office and Business Management Division.
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.
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 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 […]
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.
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.
Mary K Duke
Independent Advisor to Families
Family Wealth Report Awards 2017
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.
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.
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.
Thomas J Handler
Partner Chairman, Advanced Planning and Family Office Practice Group
Family Wealth Report Awards 2017
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.
William Trout
Director of the Securities and Investments
Datos Insights
William Trout serves as Director of the Securities and Investments practice at Datos Insights, focusing on technology strategy and innovation in the capital markets. He has particular expertise in platform […]
William Trout serves as Director of the Securities and Investments practice at Datos Insights, focusing on technology strategy and innovation in the capital markets. He has particular expertise in platform automation; data capture, storage and analytics; and portfolio management and optimization. Within the wealth and asset management arena, his interests include investment advisory and wholesaling and distribution services, as well as private banking and trust.
Will's research and consulting work is informed by more than more than two decades of industry experience. Prior to joining Datos Insights, Will led wealth and asset management in the U.S. and the U.K. at Celent, a division of Oliver Wyman, before launching separate advisor- and investor-focused research practices at Javelin Strategy & Research. Prior to those roles, Will spent many years in product and segment management at BBVA Compass, where he helped guide the introduction of a pioneering managed-accounts platform and the expansion of banking and investments services targeting high-net-worth and institutional investors.
An authority on digital advice delivery, Will has been widely quoted in the trade press as well as in publications such as the Financial Times and The Wall Street Journal. He is also a frequent speaker at industry conferences and gatherings. In his spare time, Will is an avid runner and reader of history.
Will holds a Bachelor of Arts from Harvard College.
Private Bankers Panel
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.
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.
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 2017
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).
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.
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. […]
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.
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 |
NOMINEES |
Family Wealth Advisors/Bank of the West |
Gresham Partners |
Hawthorn, PNC Family Wealth |
Pitcairn |
Signature Family Wealth Advisors |
WE Family Offices |
NOMINEES |
Family Wealth Advisors/Bank of the West |
Forbes Family Trust |
Pitcairn |
NOMINEES |
Abbot Downing |
Aspiriant |
Atlantic Trust |
Bessemer Trust |
Hawthorn, PNC Family Wealth |
Tiedemann Wealth Management |
NOMINEES |
Abbot Downing |
Family Wealth Advisors/Bank of the West |
Forbes Family Trust |
Inverness Counsel |
Key Private Bank |
NOMINEES |
Northland Wealth Management |
StennerZohny Investment Partners+ |
PRIVATE BANKING CATEGORIES
US private bankNOMINEES |
BMO Private Bank |
BNY Mellon Wealth Management |
Citi Private Bank |
First Republic |
Northern Trust |
RBC Wealth Management |
NOMINEES |
BNY Mellon Wealth Management |
Citi Private Bank |
INVESTMENT AND ASSET MANAGEMENT CATEGORIES
Private client investment platformNOMINEES |
Atlantic Trust |
Bessemer Trust |
Evercore |
First Republic |
Forbes Family Trust |
NOMINEES |
Artivest |
Ascent Private Capital Management of U.S. Bank |
Columbia Threadneedle Investments |
Mackay Shields |
Pioneer Investments |
NOMINEES |
Abbot Downing |
AlphaCore Capital |
Ascent Private Capital Management of U.S. Bank |
Forbes Family Trust |
NOMINEES |
Abbot Downing |
Aspiriant |
Atlantic Trust |
Northland Wealth Management |
Tiedemann Wealth Management |
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 yearNOMINEES |
Day Pitney |
Handler Thayer |
NOMINEES |
Fiduciary Trust Company |
Tiedemann Trust Company |
NOMINEES |
Atlantic Trust |
Bessemer Trust |
Fiduciary Trust Company |
RBC Wealth Management |
Tiedemann Wealth Management |
CONSULTANTS TO FAMILY OFFICE CATEGORIES
Tax adviceNOMINEES |
Arthur Bell |
EY US |
PKF O’Connor Davies |
NOMINEES |
21/64 |
Family Wealth Advisors/Bank of the West |
Hawthorn, PNC Family Wealth |
Jewish Communal Fund |
PKF O’Connor Davies |
NOMINEES |
Arthur Bell |
Mirador |
Oakbrook Solutions |
PFI Advisors |
PKF O’Connor Davies |
NOMINEES |
21/64 |
EY US |
Syonvus Family Asset Management |
Wealth Legacy Advisors |
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)
Portfolio managementNOMINEES |
Archer |
Charles River Development |
Envestnet |
Envestnet | Tamarac |
Fiserv |
SS&C Advent |
NOMINEES |
Envestnet | Tamarac |
Fiserv |
InvestCloud |
Risclarity |
SS&C Advent |
AdvisorEngine |
NOMINEES |
Archway Technology Partners |
Envestnet |
InvestCloud |
Private Client Resources |
Private Wealth Systems |
SS&C Advent |
NOMINEES |
Envestnet |
External IT |
Skience by the Athene Group |
AdvisorEngine |
NOMINEES |
Dynamo Software |
Envestnet | Tamarac |
InvestCloud |
Salesforce |
NOMINEES |
Archer |
Archway Technology Partners |
Envestnet |
External IT |
Mirador |
SS&C Advent |
NOMINEES |
Archway Technology Partners |
FundCount |
Risclarity |
NOMINEES |
Appway |
Laserfiche |
Oranj |
Skience by the Athene Group |
AdvisorEngine |
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (OPEN TO ANY ORGANIZATION)
Innovative client solutionNOMINEES |
Archway Technology Partners |
BaseVenture |
DarcMatter |
Envestnet |
Fiserv |
Skience by the Athene Group |
AdvisorEngine |
NOMINEES |
Appway |
Dynamo Software |
PKF O’Connor Davies |
Risclarity |
Tiedemann Wealth Management |
INSURANCE CATEGORIES
Best insurance brokerage providerNOMINEES |
Brown & Brown Private Client Group |
Crystal & Co |
Marsh Private Client Services |
NOMINEES |
Chubb |
PURE Insurance |
SPECIAL WEALTH MANAGEMENT CATEGORIES
Family office specialty servicesNOMINEES |
Arthur Bell |
My Accountant |
NOMINEES |
Columbia Threadneedle Investments |
Envestnet |
Sonen Capital |
Wetherby Asset Management |
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 |
NOMINEES |
Family Wealth Advisors/Bank of the West – Steve Prostano |
Northland Wealth Management – Arthur Salzer |
Pitcairn – Rebecca Meyer |
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 |
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 |
NOMINEES |
Hawthorn, PNC Family Wealth |
Inverness Counsel |
Key Private Bank |
NOMINEES |
Abbot Downing – Lester Law |
Evercore – Chris Zander |
Fiduciary Trust Company – Judy King |
The Family Wealth Alliance – Robert Casey |
The Rudin Group – April Rudin |
NOMINEES |
Bessemer Trust |
PKF O’Connor Davies |
SEI Private Wealth Management |
WE Family Offices |
Wise Counsel Research |
About our Sponsors
Featured Sponsors
Drinks Reception 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
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
BMO (Bank of Montreal) Private Bank
BNP Paribas Wealth Management
Bessemer Trust
Blackstone
Cantor & Webb
Charles River
Citi Private Bank
Columbia Threadneedle Asset Management
Credit Suisse
Dynamo Software
EY
Envestnet
Evercore Wealth Management
External IT
Family Firm Institute
Family Office Exchange
Family Office Metrics
Finametrica
Finantix
GenSpring Family Offices
Handler Law, LLP
Hawthorn
Investedge
J. H. McLaughlin & Co.
KPMG
MacKay Shields
Market Street Trust
Marsh Private Client Services
Northern Trust
Perspecta Trust
Pioneer Investments
Pitcairn
ProFundCom
PwC
RBC Wealth Management
Rockefeller & Co
SS&C and Advent
Salesforce
Standard & Poors – Money Market Directories
The Family Wealth Alliance & Bespoke: The Private Family Advocate
The Rudin Group
UBS Wealth Management
WE Family Offices
smartKYC
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.”