Overview

A warm welcome to the Family Wealth Report Awards 2020. 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 2020 awards ceremony.

Key Dates

  • Nominations open – Now
  • Nominations close – October 10, 2019 (at Midnight)
  • Shortlist announcement – November 20, 2019
  • AWARDS DINNER – Wednesday, March 18, 2020 (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.

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.

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.

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.

MFO/PB PANEL

Tom Burroughes

Group Editor

ClearView Financial Media

Tom Burroughes is group editor of ClearView Financial Media, publisher of WealthBriefing, WealthBriefingAsia and Family Wealth Report. Tom has worked at ClearView since 2008, reporting on news stories, interviewing industry leaders, writing features and comment pieces, and has spoken at conferences in London, Guernsey and Vienna, among other locations. He has discussed the industry’s issues on Reuters television and the BBC. Previously, Tom was wealth management editor of The Business, the weekly UK magazine run by the Telegraph Group, from 2007 to 2008. Before that, he was a correspondent in various roles at Reuters, the global newswire. Between 1994 and 2000, he was a reporter for Market News International, a New York-headquartered newswire.

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.

Michael Cole

CEO

Cresset

Michael A. Cole is a wealth management industry veteran with over 30 years of experience building successful family offices. Today, Michael serves as the CEO of Cresset, a SEC Registered Investment Advisor. Cresset offers individuals and families access to a comprehensive suite of family office services, personalized wealth management, investment advisory and access to direct private investments, and advanced technology and reporting solutions. Before joining Cresset, Cole was founder and president of Ascent Private Capital Management of US Bank, an award-winning multi-family office. Prior successes include head of Wells Fargo Family Wealth, now called Abbot Downing, and President of Merrill Lynch Trust.

Cole is author of the book More Than Money: A Guide to Sustaining Wealth and Preserving the Family. Since its release, the book has consistently been in the top 100 of Amazon’s best-selling books in Wealth Management and Financial Services.

John M Dowd

Chief Executive Officer

Fiduciary Trust Company International

John is the CEO of Fiduciary Trust Company International, a wealth management firm, founded in New York in 1931, with a singular focus on growing and protecting wealth through generations. A 30-year industry vet, since 2016 he has overseen a team of investment management, trust and estate and tax planning professionals that work together with individuals, families and foundations to build and manage personalized investment portfolios, and to develop estate plans that extend wealth to future generations.

Prior to joining Fiduciary Trust, John oversaw the Northeast region for Wells Fargo Wealth Management. Previous positions also included serving as chief trust officer and head of wealth management for the Bank of New York.

Wally Head

Principal, Vice Chairman

Gresham Partners, LLC

Wally is vice chairman and an owner of Gresham Partners, a totally independent, 22-year-old wealth management firm providing investment and wealth planning services to about 100 families located nationally. He serves as a senior advisor to client families and their related entities.

Wally has over 35 years of experience as an advisor to wealthy individuals and families, and as a senior executive in trust, investment, wealth management and family office advisory firms. He is a frequent speaker on a wide range of investment and wealth planning topics.

He is an Advisory Board member of the UHNW Institute, a member of the AICPA and American Bar Association, past chair of the Board of Trustees of Westminster College and past vice-chair of the John G. Shedd Aquarium in Chicago.

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.

Ida Liu

Head of Citi Private Bank, North America

Citi Private Bank

Ida Liu is the head of Citi Private Bank, North America and a member of the Private Bank Global Leadership Team. In this role, Ida is directly responsible for delivering the Private Bank offering to our key client segments and leads 25 offices across the United States and Canada.

Ida is a frequent contributor to Bloomberg TV, MSNBC and has been a featured speaker at many industry events. An active member of the community, Ida serves as a Board Member of the Wellesley College Alumnae Association and as a board member of the Harvard Kennedy School Women’s Leadership Group. She is also an Advisor to Asia Foundation’s Lotus Circle and is a member of Wellesley's Business Leadership Council.

Charles Lowenhaupt

Managing Member

Lowenhaupt & Chasnoff

Charles A. Lowenhaupt is a recognized leader in managing wealth for ultra-high net worth families. He is also Chairman and CEO of Lowenhaupt Global Advisors. Charles has a Bachelor of Arts degree (cum laude) from Harvard University. He also has a Juris Doctorate (Order of the Coif) from the University of Michigan Law School. He is a member of the Bar of New York and Missouri. Charles is the author of The Wise Inheritor’s Guide To Freedom From Wealth, published in 2018. He is also co-author of Freedom From Wealth with Don Trone, published in 2011.

Martha Pomerantz

Partner, Invetsment Portfolio Manager

Evercore Wealth Management

Martha is a partner and portfolio manager at Evercore Wealth Management and the manager of the firm’s Minneapolis office. She is a member of the firm’s strategic planning committee and the firm’s investment decision-making body, the Asset Allocation Committee.

Martha joined Evercore in 2011 with several partners to establish the firm’s Midwest office. She previously served as an investment principal and the co-chair of the Investment Committee at Lowry Hill, a wealth management firm in Minneapolis. She earlier worked as a securities analyst for Schroder Wertheim in New York.

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

Managing Director

Citi Private Bank

Bill Woodson is a managing director at Citi Private Bank responsible for its North American Family Office Group. Bill joined Citi from Credit Suisse where for over seven years he was a managing director and head of their ultra-high net worth and family office business. A tax professional by training, Bill began his career as a CPA at Arthur Andersen, where he spent a decade providing domestic and international tax advice to wealthy executives, families and business owners. Bill left Andersen to run the family office for one his largest clients; a Hong Kong based family with 40 employees and operations in Hong Kong, San Francisco and Vancouver.

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.

TRUSTED ADVISORS

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.

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).

Todd D Mayo

General Counsel

Perspecta Trust

Todd D. Mayo is general counsel, principal, and secretary of Perspecta Trust. He works with ultra-high net worth families in designing and implementing trust and wealth strategies, and he oversees legal matters for the company. In addition, he is the consulting editor of Private Trust Companies: A Handbook for Advisers (forthcoming 2020).

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.

Dr KIRBY ROSPLOCK

Founder and CEO

Tamarind Partners

Kirby is the founder of Tamarind Partners, named Best Family Office Management Consultancy and Best Family Wealth Counseling by the Family Wealth Report. She is an industry thought leader, renowned speaker, author, and trusted advisor in the family office space. Her prior experiences include working in the securities industry for a broker-dealer, and as head of research and development in a prominent multi-family office. Kirby is dean of family office at the Purposeful Planning Institute, a fellow and Family Governance Faculty of the FFI GEN Program; co-trustee of the Harbeck Family Foundation; and serves on the advisory board of Merton Venture Philanthropy and Hope 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 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.

Gregory Roll

Founder

Touchpoint

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”.

Susan R Schoenfeld

CEO and Founder

Wealth Legacy Advisors

Susan R. Schoenfeld, is CEO and founder of Wealth Legacy Advisors. She is an award-winning thought leader to families of wealth, and public speaker to the financial services industry who serve them -- or want to! -- on the human issues that keep families of wealth up at night: legacy, governance, stewardship, succession, philanthropy, and managing fiduciary risk.

Based in New York City, she is a “recovering” attorney and CPA with deep experience as an advisor to families and family offices on the human issues of wealth. Susan’s passion is helping families (and their provider organizations) with the tools to take them to their full potential.

Susan was awarded ‘Best Thought Leadership – Individual’ at the Family Wealth Report Awards 2018, and regularly writes thought pieces in the family office space.

Wendy Spires

Head of Research

ClearView Financial Media

Wendy has been a wealth management journalist, researcher and consultant for a decade, covering a huge range of international markets and sub-sectors over that time. Known as a technology and communications specialist, she has written an array of in-depth reports on issues affecting private banks and wealth managers, ranging from compliance and innovation trends through to client experience, branding and marketing strategies. As well as speaking at conferences in both the UK and abroad, Wendy also regularly consults for wealth and asset managers, including carrying out research projects among end H/UHNW clients for both internal and external purposes.

Cara Williams

Senior Partner

Mercer

Cara Williams, senior partner, is global leader family offices. Located in London, Cara develops and drives the strategy for Mercer’s work with financial intermediaries, wealth management firms and family offices globally. She ensures clients’ needs are appropriately met with a wide array of solutions from market insights, manager research, asset allocation to deal sourcing and establishment of investment platforms and solutions. Cara presents regularly on global investment trends in wealth management as well as on Mercer’s When Women Thrive platform for Financial Services.

With over 22 years of experience in the pensions and investment industry, Cara began at Mercer’s investment consulting business as Global COO in April 2005. Cara began her career in finance as a financial advisor with Merrill Lynch in New York. Prior to working in the investment industry, she was responsible for budgets and logistics for US Army and NATO MWR deployments. Cara is also an active mentor for external programs supporting and promoting women in their careers.

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.

Sponsors

Venue

Mandarin Oriental

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

Tickets

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