Overview

A warm welcome to the Family Wealth Report Awards 2019. 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 three judging panels. One panel of MFO’s/Bankers who judge the trusted advisor categories. A second panel of Trusted Advisors who judge the MFO and banking categories and a third panel dedicated to judging the Technology section.

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 2019 awards ceremony.

Key Dates

  • Nominations open - Now
  • Nominations close - October 18, 2018 (at Midnight)
  • Shortlist announcement - November 26, 2018
  • AWARDS DINNER - March 20, 2019
    (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, […]

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 […]

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 […]

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 […]

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 […]

Mary K Duke

Independent Advisor to Families

The Sixth Annual Family Wealth Report Awards 2019

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 […]

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, […]

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 […]

Susan Winer

Co-founder and Chief Operating Officer

Strategic Philanthropy

Susan is Principal and Co-founder of Strategic Philanthropy, Ltd. Since 2000, Strategic Philanthropy, Ltd., has provided customized support to high net worth individuals, families and closely held companies to help […]

Thomas J Handler

Partner Chairman, Advanced Planning and Family Office Practice Group

Handler Thayer

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 […]


Private Bankers Panel

Bill Woodson

Executive Vice President, Head of Strategic Wealth Advisory and Family Enterprise Service

SVB Private

Bill Woodson is the head of Strategic Wealth Advisory & Family Enterprise Services at Silicon Valley Bank. In this role, he oversees a team that provides integrated investment, planning, and […]

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 […]

Joe Calabrese

COO Wealth Management

Key Private Bank

Joe Calabrese is Chief Operating Officer at Key Wealth Management. He is responsible for overseeing the development, integrated delivery, and strategic development of a full range of financial planning, investment, […]

Leslie C Voth

Chairman, President and CEO

Pitcairn

Having led Pitcairn’s transformation to an industry-leading multi-family office, Leslie has a unique perspective on managing the inevitable change that all families must navigate to achieve multi-generational success. She believes […]

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 […]

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 […]

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 […]

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 […]


Technology Panel

Amanda Anderson

Chief Administrative Officer

Ascent Private Capital Management of U.S. Bank

With more than 20 years’ experience in the financial sector, Amanda manages products and services tailored to the needs of ultra-high net worth families. She has responsibility for operational support […]

Chris Martinez

Former Managing Director

Oakbrook Solutions

Chris is former managing director of the family office practice at Oakbrook Solutions, a leading family office management consultancy. With over 20 years of operations and technology expertise within the […]

Tania Neild

CEO

InfoGrate

Dr Neild is CEO of InfoGrate, a consulting boutique specializing in information technology for family offices. We architect solutions that encompass GL/portfolio management/partnership accounting/CRM selection, data integration, operations, performance reporting, […]

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 […]

Tricia Levin

Managing Director (Tax Relationship Management)

Geller Advisors

Tricia serves as managing director at Geller Advisors. With over 20 years of tax advisory experience, she focuses on providing sophisticated tax planning strategies to high-net-worth individuals, families, and their […]

William Trout

Director of Wealth Management

Javelin Strategy & Research

William Trout is a thought leader on North American technology strategy and innovation in the wealth and asset management industries. He has particular expertise on platform automation; portfolio management and […]

Categories

   

Finalists

NORTH AMERICAN FAMILY OFFICE CATEGORIES

MULTI-FAMILY OFFICE NOMINEES Calamos Wealth Management HSW Advisors at HighTower Market Street Trust Company Northland Wealth Management Omnia Family Wealth Socius Family Office MULTI-FAMILY OFFICE NOMINEES Forbes Family Trust Matter Family Office PagnatoKarp Signature Family Wealth Advisors Vogel Consulting MULTI-FAMILY OFFICE NOMINEES Ascent Private Capital Management of U.S. Bank Aspiriant BBR Partners Gresham Partners Pitcairn WE Family Offices  MULTI-FAMILY OFFICE NOMINEES Abbot Downing Bessemer Trust CIBC Private Wealth Management Hawthorn, PNC Family Wealth Tiedemann Advisors  MULTI-FAMILY OFFICE NOMINEES Family Wealth Advisors/Bank of the West Wealth Management Forbes Family Trust Key Family Wealth Keystone Global Partners Pitcairn Synovus Family Asset Management

PRIVATE BANKING CATEGORIES

NORTH AMERICAN PRIVATE BANK NOMINEES BNY Mellon Wealth Management CIBC Private Wealth Management Citi Private Bank First Republic Bank Hawthorn, PNC Family Wealth Key Private Bank RBC Wealth Management NORTH AMERICAN PRIVATE BANK – FAMILY OFFICE SERVICES NOMINEES BNY Mellon Wealth Management CIBC Private Wealth Management Citi Private Bank GenSpring | SunTrust Private Wealth PRIVATE BANK – CUSTOMER FACING DIGITAL CAPABILITIES NOMINEES Deutsche Bank Wealth Management RBC Wealth Management

INVESTMENT & ASSET MANAGEMENT CATEGORIES

PRIVATE CLIENT INVESTMENT PLATFORM NOMINEES Abbot Downing Ascent Private Capital Management of U.S. Bank Bessemer Trust CIBC Private Wealth Management Citi Private Bank Evercore OppenheimerFunds RESPONSIBLE INVESTING/ESG/IMPACT INVESTING NOMINEES 1919 Investment Counsel Ascent Private Capital Management of U.S. Bank Ballentine Partners Family Wealth Advisors/Bank of the West Wealth Management OppenheimerFunds Sonen Capital Tiedemann Advisors INNOVATIVE INVESTMENT SOLUTION OF THE YEAR NOMINEES Ascent Private Capital Management of U.S. Bank CIBC Private Wealth Management OppenheimerFunds ALTERNATIVE ASSET MANAGER NOMINEES Abbot Downing Artivest Capital Dynamics Forbes Family Trust JLJ Capital BEST OUTSOURCED CIO NOMINEES Forbes Family Trust Keystone Global Partners Mill Creek Capital Advisors Synovus Family Asset Management Tiedemann Advisors BEST ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS NOMINEES Carson Wealth First Republic Private Wealth Management JLJ Capital OppenheimerFunds

MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN NOMINEES CIBC Private Wealth Management Citi Private Bank Hawthorn, PNC Family Wealth Key Private Bank Wealth Dynamix Wealth Matters Consulting

PRIVATE CLIENT CATEGORIES

LEGAL TEAM OF THE YEAR NOMINEES Bilzin Sumberg Day Pitney Handler Thayer Schillings FIDUCIARY OR TRUST SERVICES NOMINEES Bessemer Trust Citi Private Bank Fiduciary Trust Company International Fiduciary Trust Company Hawthorn, PNC Family Wealth Tiedemann Trust Company WEALTH PLANNING NOMINEES AdvicePeriod Ballentine Partners Citi Private Bank Envestnet Evercore SEI Private Wealth Management Tiedemann Advisors 

CONSULTANTS TO PRIVATE CLIENTS CATEGORIES

TAX ADVICE NOMINEES Anchin, Block & Anchin Bessemer Trust Handler Thayer PKF O’Connor Davies Vogel Consulting ACCOUNTANCY ADVICE NOMINEES Anchin, Block & Anchin PKF O’Connor Davies PHILANTHROPY ADVICE NOMINEES Hawthorn, PNC Family Wealth PKF O’Conner Davies Strategic Philanthropy Tamarind Partners FAMILY OFFICE MANAGEMENT CONSULTANCY NOMINEES Forbes Family Trust Oakbrook Solutions PKF O’Connor Davies Tamarind Partners The Harvest Group Touchpoint Growth Strategies FAMILY WEALTH COUNSELLING – MFO/WEALTH ADVISOR/MANAGER NOMINEES Abbot Downing Ballentine Partners Citi Private Bank Fiduciary Trust Company International Legacy Family Office Vogel Consulting FAMILY WEALTH COUNSELLING – OTHER WEALTH MANAGEMENT ORGANIZATIONS NOMINEES Legacy Capitals Mack International Tamarind Partners The Williams Group Wealth Legacy Advisors SOLUTIONS FOR “INTERNATIONAL AMERICANS” NOMINEES Citi Private Bank PKF O’Connor Davies UBP Investment Advisors

TECHNOLOGY CATEGORIES

PORTFOLIO MANAGEMENT NOMINEES Addepar Envestnet InvestEdge Private Wealth Systems Smartleaf Solovis MyVest CLIENT COMMUNICATIONS NOMINEES Black Diamond Wealth Platform Empire Software InvestCloud SEI Archway Summitas Vestmark Wealth Dynamix CLIENT REPORTING NOMINEES BaseVenture Black Diamond Wealth Platform BNY Mellon’s Albridge Envestnet FundCount InvestCloud SEI Archway COMPLIANCE NOMINEES Appway BITA Risk BNY Mellon’s Albridge Laserfiche Orion Advisor Services Wealth Dynamix CRM SYSTEM NOMINEES Backstop Solutions Group Empire Software Redtail Technology SS&C Salentica Wealth Dynamix OUTSOURCING/BUSINESS PROCESS OUTSOURCING NOMINEES Archer BNY Mellon’s Albridge Canoe Intelligence FIS SEI Archway SS&C Advent ACCOUNTING NOMINEES Datafaction FundCount Orion Advisor Services Private Wealth Systems SEI Archway SS&C Advent ONBOARDING NOMINEES Advisor Group Appway Docupace Technologies Laserfiche Wealth Dynamix INNOVATIVE CLIENT SOLUTION – TECHNOLOGY PROVIDERS NOMINEES BITA Risk Black Diamond Wealth Platform iCapital Network iPaladin Masttro Private Wealth Systems Redtail Technology Solovis INNOVATIVE CLIENT SOLUTION - OTHER WEALTH MANAGEMENT ORGANIZATIONS NOMINEES BNY Mellon’s Lockwood Advisors Carson Group Cornerstone Family Office PKF O’Connor Davies RBC Wealth Management SEI Private Wealth Management CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION NOMINEES Envestnet Providence Family Offices SEI Private Wealth Management SS&C Advent Wealth Dynamix

INSURANCE CATEGORIES

BEST INSURANCE BROKERAGE PROVIDER Brown & Brown Insurance Crystal Private Client, a division of Alliant Lockton Private Risk Solutions BEST INSURANCE UNDERWRITER Winner to be announced at awards dinner

SPECIAL WEALTH MANAGEMENT CATEGORIES

CYBER SECURITY NOMINEES Masttro PURE Insurance Schillings WhiteHawk  HEALTHCARE SERVICES NOMINEES Black Bag Theia Senior Solutions CONCIERGE/SPECIALIST SERVICE FIRM NOMINEES JDJ Family Office Services Ten Lifestyle Group Theia Senior Solutions PROPERTY, HOUSEHOLD & TRAVEL NOMINEES Argent Financial Group Chief Executive Air JDJ Family Office Services Tapestry Associates ART & PRIVATE COLLECTIONS NOMINEES Citi Private Bank Garde Robe Masttro Ronald Varney Fine Art Advisors The Haven Art Group 

LEADERSHIP CATEGORIES

LEADING INDIVIDUAL NOMINEES Ballentine Partners – Coventry Edwards-Pitt Calamos Wealth Management – Jim Baka Fiduciary Trust Company International – Gail Cohen Market Street Trust Company – Marianne W Young Omnia Family Wealth – Steve Wagner Pitcairn – Rick Pitcairn Tiedemann Advisors – Craig Smith LEADING INDIVIDUAL NOMINEES Addepar – Eric Poirier Handler Thayer – Tom Handler Lowenhaupt Global Advisors – Charles Lowenhaupt Mack International – Linda Mack The Rudin Group – April Rudin Wealth Legacy Advisors – Susan R Schoenfeld WOMEN IN WEALTH MANAGEMENT NOMINEES CIBC Private Wealth Management – Patricia Bannan Citi Private Bank – Stephanie Luedke Evercore – Martha Pomerantz Fiduciary Trust Company – Stacy Mullaney GenSpring | SunTrust Private Wealth – Daisy Medici Mack International – Linda Mack Market Street Trust Company – Marianne W Young RBC Wealth Management – Kristen Kimmell Tiedemann Advisors – Stephanie Cohn Rupp Wealth Legacy Advisors – Susan R Schoenfeld WOMEN IN WEALTH MANAGEMENT NOMINEES Aspiriant Ballentine Partners Brown Brothers Harriman Hawthorn, PNC Family Wealth Key Private Bank OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP – MFO/WEALTH ADVISOR/MANAGER NOMINEES Abbot Downing – Andy Anderson Ballentine Partners – Coventry Edwards-Pitt Delegate Advisors – Andy Hart Fiduciary Trust Company – Jody R King Lowenhaupt Global Advisors – Charles Lowenhaupt Northland Wealth Management – Arthur Salzer Pitcairn – Andy Busser OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP – OTHER WEALTH MANAGEMENT ORGANIZATIONS NOMINEES AssetMark – Charles Goldman Envestnet – Jud Bergman Family Office Exchange – Sara Hamilton Smartleaf – Gerard Michael Tamarind Partners – Dr Kirby Rosplock OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP – MFO/WEALTH ADVISOR/MANAGER NOMINEES Ascent Private Capital Management of U.S. Bank Ballentine Partners Bessemer Trust Evercore Fiduciary Trust Company Pitcairn WE Family Offices OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP – OTHER WEALTH MANAGEMENT ORGANIZATION NOMINEES BNY Mellon’s Pershing Envestnet Family Office Exchange Family Office Real Estate Magazine Tamarind Partners TIGER 21 Wealth Dynamix LIFETIME ACHIEVEMENT To be announced at the awards dinner

About our Sponsors

Sponsors


Venue

Mandarin Oriental

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

Winners

NORTH AMERICAN FAMILY OFFICE CATEGORIES

MULTI-FAMILY OFFICE

WINNER
Northland Wealth Management

MULTI-FAMILY OFFICE

WINNER
Matter Family Office

MULTI-FAMILY OFFICE

WINNER
Gresham Partners

MULTI-FAMILY OFFICE

WINNER
CIBC Private Wealth Management

MULTI-FAMILY OFFICE

WINNER
Pitcairn

PRIVATE BANKING CATEGORIES

NORTH AMERICAN PRIVATE BANK

WINNER
Citi Private Bank

NORTH AMERICAN PRIVATE BANK – FAMILY OFFICE SERVICES

WINNER
Citi Private Bank

PRIVATE BANK – CUSTOMER FACING DIGITAL CAPABILITIES

WINNER
RBC Wealth Management

INVESTMENT & ASSET MANAGEMENT CATEGORIES

PRIVATE CLIENT INVESTMENT PLATFORM

WINNER
Citi Private Bank

RESPONSIBLE INVESTING/ESG/IMPACT INVESTING

WINNER
Tiedemann Advisors

INNOVATIVE INVESTMENT SOLUTION OF THE YEAR

WINNER
OppenheimerFunds

ALTERNATIVE ASSET MANAGER

WINNER
Forbes Family Trust

BEST OUTSOURCED CIO

WINNER
Tiedemann Advisors

BEST ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS

WINNER
OppenheimerFunds

MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN

WINNER
Hawthorn, PNC Family Wealth

PRIVATE CLIENT CATEGORIES

LEGAL TEAM OF THE YEAR

WINNER
Handler Thayer

FIDUCIARY OR TRUST SERVICES

WINNER
Bessemer Trust

WEALTH PLANNING

WINNER
AdvicePeriod

CONSULTANTS TO PRIVATE CLIENTS CATEGORIES

TAX ADVICE

WINNER
Anchin Private Client

ACCOUNTANCY ADVICE

WINNER
Anchin Private Client

PHILANTHROPY ADVICE

WINNER
Strategic Philanthropy

FAMILY OFFICE MANAGEMENT CONSULTANCY

WINNER
Tamarind Partners

FAMILY WEALTH COUNSELING – MFO/WEALTH ADVISOR/MANAGER

WINNER
Vogel Consulting

FAMILY WEALTH COUNSELING – OTHER WEALTH MANAGEMENT ORGANIZATIONS

WINNER
Tamarind Partners

SOLUTIONS FOR “INTERNATIONAL AMERICANS”

WINNER
UBP Investment Advisors

TECHNOLOGY CATEGORIES

PORTFOLIO MANAGEMENT

WINNER
Envestnet

CLIENT COMMUNICATIONS

WINNER
Summitas

CLIENT REPORTING

WINNER
Black Diamond Wealth Platform

COMPLIANCE

WINNER
Orion Advisor Services

CRM SYSTEM

WINNER
SS&C Salentica

OUTSOURCING/BUSINESS PROCESS OUTSOURCING

WINNER
FIS

ACCOUNTING

WINNER
SEI Archway

ONBOARDING

WINNER
Appway

INNOVATIVE CLIENT SOLUTION – TECHNOLOGY PROVIDERS

JOINT WINNERS
iPaladin
Solovis

INNOVATIVE CLIENT SOLUTION – OTHER WEALTH MANAGEMENT ORGANIZATIONS

WINNER
SEI Private Wealth Management

CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION

WINNER
SEI Private Wealth Management

INSURANCE CATEGORIES

BEST INSURANCE BROKERAGE PROVIDER

WINNER
Lockton Private Risk Solutions

BEST INSURANCE UNDERWRITER

WINNER
PURE Insurance

SPECIAL WEALTH MANAGEMENT CATEGORIES

EXCELLENCE IN SERVICING NORTH AMERICAN CLIENTS

WINNER
BNY Mellon Wealth Management

CYBER SECURITY

WINNER
Schillings

HEALTHCARE SERVICES

WINNER
Black Bag

CONCIERGE/SPECIALIST SERVICE FIRM

WINNER
Theia Senior Solutions

PROPERTY, HOUSEHOLD & TRAVEL

WINNER
Tapestry Associates

ART & PRIVATE COLLECTIONS

WINNER
Ronald Varney Fine Art Advisors

LEADERSHIP CATEGORIES

LEADING INDIVIDUAL

WINNER
Tiedemann Advisors – Craig Smith

LEADING INDIVIDUAL

WINNER
The Rudin Group – April Rudin

WOMEN IN WEALTH MANAGEMENT

WINNER
Market Street Trust Company – Marianne W Young

WOMEN IN WEALTH MANAGEMENT

WINNER
Brown Brothers Harriman

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP – MFO/WEALTH ADVISOR/MANAGER

WINNER
Lowenhaupt Global Advisors – Charles Lowenhaupt

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP – OTHER WEALTH MANAGEMENT ORGANIZATIONS

WINNER
Family Office Exchange – Sara Hamilton

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP – MFO/WEALTH ADVISOR/MANAGER

WINNER
WE Family Offices

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP – OTHER WEALTH MANAGEMENT ORGANIZATION

WINNER
Family Office Exchange

LIFETIME ACHIEVEMENT

Alfred P West, Jr
SEI


Photographs