Awards

The Eighth Annual Family Wealth Report Awards 2021

Thursday - 6th May 2021

About Judges & Sponsors Finalists & Winners

Overview

A warm welcome to the Eighth Annual Family Wealth Report Awards 2021

Award Categories

The Family Wealth Report Awards categories are focused around three main areas:

  • Experts (individuals and teams)
  • Products
  • Services for wealth managers and clients/institutions of all sizes and types

We have updated the categories for 2021.

A full list of this year’s categories is available to download here.

 

Judging Process

As always, independence, integrity and genuine insight are the watchwords of the judging process.

In 2021 there are more than thirty judges coming from family offices, private banks, trusted advisers, consultants and other service providers each of whom has in-depth knowledge and a broad experience.

The deadline to receive your submissions is  23 October 2020, when the judging process begins. 

Every submission is carefully reviewed to ensure the best companies and individuals are selected as winners in each category, whilst commercially sensitive information is kept confidential. Conflicts of interest are avoided at all times.

Our judges give their top tips for a standout submission. Read our article here and watch the video below (click on the image) to hear their responses.

 

 

 

Winners Notification Process and Marketing Your Success

Winning a Family Wealth Report Award sets organizations and individuals apart from their peers and is a tangible demonstration that they have something special to offer.  It rewards achievement and showcases top-class performance, innovation and distinction. They are also tangible demonstrations of the sustainability and robustness of your organization.

Winners and finalists will be given advance notification for their success, allowing time to prepare their marketing messaging around the promotion of their achievement before the public announcement in 2021. Family Wealth Report – as the leading voice of the family office community will work with the winners to optimize their success by offering a range of marketing collateral.

 

How to enter

  • Fill in the online form link 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 download the nomination form. Please follow the submission guidelines in the confirmation email and complete your submissions by the 23 October 2020.

For any questions, please contact theodora.viney@clearviewpublishing.com

For sponsorship, please contact adriana.zalucka@clearviewpublishing.com

 

Key Dates

Key dates for the diary

  • Nominations Open - June 11, 2020
  • Nominations Close - October 23, 2020 (at Midnight ET)
  • Finalist Notification - December 7, 2020
  • Public Announcement of Finalists - 1st week of February 2021
  • Public Announcement of the Winners - May 6, 2021

 

Venue

Frequently Asked Questions

Q) Do I/my firm need to be a subscriber to Family Wealth Report?

A) No, this program is open to all relevant firms.

Q) Is there any upfront cost to enter?

A) No, there is no upfront cost to enter, but you will be offered to acquire a winner's package should you be successful. This includes the option of tickets to attend the gala dinner if it can take place. It is our intent to hold an awards ceremony and we will ensure that the then prevailing covid-19 regulations are observed to make it a safe and special event.

Q) Is the process open to firms that are not active within the North America region?

A) The judges will only consider submissions from firms that are active in the region. Please see here an overview of our global awards programmes.

Q) How do you ensure that the judging process is independent and impartial?

A) We have five judging teams responsible for judging a number of categories. The judging will be a two-stage process. First, the judges will each review and score the submissions . Then, they will discuss the overall scores within their judging teams.

Q) Can you assure me that any details that I submit will be treated with confidentiality.

A) We collect your details and only share submissions with the judges' team responsible for judging those particular categories. We ensure that there is no conflict of interest with the judges' team before sharing entrants' details. All our judges have signed a Non-Disclosure Agreement.

Q) My submission is likely to be longer than the 750-word max limit.  Would this disadvantage me?

A) We have set the limit out of respect to the judges and we are keen to maintain this to ensure that there is a level playing field between competing submissions.

Judges

Judging Panel

The Eighth Annual Family Wealth Report Awards 2021

Amanda Anderson

Chief Administrative Officer

Ascent Private Capital Management of U.S. Bank

Patti Boyle

Chief Marketing Officer

Dstillery

Buzz Bray

Principal

Bray Executive Search

Tom Burroughes

Group Editor

ClearView Financial Media

Joe Calabrese

COO Wealth Management

Key Private Bank

Jon Carroll

Managing Director, Private Client Services, Family Office Advisory

EY

Theresa Clarkson

Solutions Architect

InfoGrate

Michael Cole

Managing Partner

R360

Lisa Featherngill

National Director of Wealth Planning

Comerica Bank

Amy Hart Clyne

Chief Knowledge & Learning Officer

Pitcairn

Carol R. Kaufman

Founder and CEO

Pinventory

Gemma Leddy

Partner-in-Charge, PKF O’Connor Davies Family Office

PKF O’Connor Davies Family Office

Ida Liu

Head of Citi Private Bank, North America

Citi Private Bank

Charles Lowenhaupt

Managing Member

Lowenhaupt & Chasnoff

Chris Martinez

Former Managing Director

Oakbrook Solutions

Todd D Mayo

Executive Director

UBS Wealth Management

James H McLaughlin

Founder and CEO

J H McLaughlin & Co

Rebecca Meyer

Consultant

Relative Solutions

Tania Neild

CTO and Owner

InfoGrate

Martha Pomerantz

Partner, Investment Portfolio Manager

Evercore Wealth Management

Steve Prostano

Partner, Head of Family Advisory Services

PKF O’Connor Davies

Elisabeth Préfontaine

Founder

Octonomics

Joseph W Reilly Jr

CEO and Founder

Circulus Group

Gregory F. Roll

Co-Founder

Touchpoint

April Rudin

Founder and President

The Rudin Group

Wendy Spires

Head of Research

ClearView Financial Media

William Trout

Director of the Securities and Investments

Datos Insights

Michael Wagner

Co-Founder and Chief Operating Officer

Omnia Family Wealth

Bruce Weatherill

Chief Executive

Weatherill Consulting

Susan Winer

Co-founder and Chief Operating Officer

Strategic Philanthropy

Bill Woodson

Advisor

Various

Michael Zeuner

Managing Partner

WE Family Offices

About our Sponsors

Category Sponsors


Charity