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)

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.

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.

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.

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).

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.

Susan Winer

Co-founder and Chief Operating Officer

Strategic Philanthropy

Susan Winer is a co-founder and Chief Operating Officer of Strategic Philanthropy, Ltd., a global philanthropic advisory firm headquartered in Chicago. Working in partnership with the clients’ legal and financial advisors, the firm helps ensure that donors will feel more confident in their charitable giving and know that their philanthropic dollars are effectively spent and generating meaningful outcomes. Prior to establishing Strategic Philanthropy, Ltd., Susan was president of Stratenomics, Inc., working with closely-held and family-owned businesses to find solutions to both market and operating challenges to ensure stable and manageable growth. Earlier in her career, Susan served as Vice President of the Chicago Board of Trade, the first woman in a senior position at the Exchange.

Private Bankers Panel

Joe Calabrese

National Head of Investments

Key Private Bank

Joe Calabrese is an executive vice president at Key Private Bank, where he serves as national head of investments and institutional asset services. He is responsible for the development and execution of Key’s private client and institutional investment strategy, which includes a full range of investment management services. Joe has 25 years of experience in the financial services industry. He joined Key in 2016, and lends his knowledge and expertise to affluent individuals, families, business owners, and institutions. Before joining Key he held a wide range of executive roles, including president and CEO of Geller Family Office Services, a New York based RIA and multi-family office; and president of Harris myCFO, which focused on serving clients with a net worth in excess of $100 million.

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.

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.

Leslie C Voth

President and Chief Executive Officer

Pitcairn

Having led Pitcairn’s transformation from a 95-year-old single family office into a 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 that prosperous families and winning family offices must focus on people as much as portfolios. It is this guiding principle, coupled with her immense industry experience, invaluable insights, and fearless leadership skills that have contributed to the long-term growth of the firm and its families. Recognized for multiple industry accolades, Leslie is also a member of the Wigmore association, a global collaboration of chief executive officers and chief investment officers from eight family offices across North America, Europe, Australia, and South America.

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.

Bill Woodson

Executive Vice President, Head of Wealth Advisory and Family Office Services

Boston Private

Mr. Woodson is Executive Vice President, Head of Wealth Advisory and Family Office Services for Boston Private. He has more than 25 years of experience within financial services and joined Boston Private from Citigroup where he served as head of the Family Office Group for Citi Private Bank in North America. Prior to joining Citi Private Bank, Mr. Woodson held senior private banking and family office positions at Credit Suisse and Merrill Lynch where, among other responsibilities, he ran a multi-family office (MFO) business and managed ultra-high-net-worth and family office clients. Mr. Woodson was also a founding member of myCFO, an integrated wealth management firm started by a number of well-known Silicon Valley technology executives.

Mr. Woodson began his career in a Big Four public accounting firm as a tax professional, where he spent almost a decade providing domestic and international tax advice to ultra-high-net-worth individuals, families and closely-held businesses. He earned a master’s degree in accounting from New York University’s Leonard N. Stern School of Business and a bachelor’s degree in economics from University of California, Irvine.

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.

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 and delivery, regional and national coordination, and management reporting. Her role further includes matrix supervision of all managing directors of client experience and specialized fiduciary services with the goal of achieving exemplary execution on behalf of Ascent’s clients. Amanda’s favorite quote from the writer and poet Maya Angelou informs her approach to client service: “People will forget what you said, people will forget what you did, but people will never forget how you made them feel.” Her aim is “to create an environment where clients are delighted and feel valued.”

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.

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 related businesses. Tricia has an active role in business development, onboarding clients and coordinates with the firm’s other multidisciplinary financial advisors to assist clients simplify complex and intricate financial challenges and offer innovative solutions. She also serves as a member of the operating committee, helping to shape business strategy that guides activities on behalf of our clients. Prior to joining Geller Advisors, Tricia built her career at Deloitte, starting as an associate and advancing to Partner.

Chris Martinez

Managing Director

Oakbrook Solutions

Chris is 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 industry, Chris has been a trusted adviser to family offices ranging from startup SFOs, to Forbes 400 families, to multi-billion dollar, multi-generational MFOs. Prior to consulting, Chris held C-level roles with The PrivateBank, Wilmington Trust, Bingham Legg Advisers, and Webster Management Group, leading business growth and transformational change initiatives. Chris is a frequent speaker at family office meetings and conferences and contributor to industry publications, thought leadership reports and white papers.

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, and infrastructure/ cloud management. Tania has over 25 years of academic and applied research in data integration. She began her career with the National Security Agency, which awarded her the National Physical Sciences Consortium Award to fund her research in heterogeneous database integration. She earned a PhD in computer engineering from Northwestern University and a Bachelor’s degree in mathematics and computer sciences from Emory University.