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

 

Judges

Judging 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 […]

Amy Hart Clyne

Chief Knowledge & Learning Officer

Pitcairn

Amy Hart Clyne has dedicated her career to helping prosperous families fulfil the promise and potential of their legacies and achieve wealth momentum. As Chief Knowledge and Learning Officer, Amy […]

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, […]

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 […]

Buzz Bray

Principal

Bray Executive Search

Buzz Bray founded RMG Associates in 2005, and transitioned to Bray Executive Search in 2019.   Buzz is one of the leading recruiters in the family wealth industry, focusing on wealth […]

Carol R. Kaufman

Founder and CEO

The Eighth Annual Family Wealth Report Awards 2021

Carol R. Kaufman consults to HNW families, entrepreneurs and trusted advisors.  Her newly released software venture, Pinventory®, coupled with her consulting service, www.homeinventoryacademy.com, focus on the responding to the need for […]

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 […]

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 […]

Douglas Fritz

Founder and CEO

F2 Strategy

Doug Fritz is the Co-Founder and CEO of F2 Strategy. Doug, a veteran CTO and sought-after wealthtech consultant, leads an all-star team of executives in technology-driven operations, digital client engagement, […]

Elisabeth Préfontaine

Founder

Octonomics

With over 25 years of experience, Elisabeth Préfontaine is among the few who can claim to have traded both physical coupon bonds, and bitcoins. Her professional experience includes online banking, […]

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 […]

Gregory F. Roll

Co-Founder

Touchpoint

Gregory is a passionate brand strategist who believes that in a crowded, seemingly commoditized investment and wealth management marketplace, there is a great need for innovation; that the ever-increasing sophistication […]

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 […]

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 […]

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, […]

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 […]

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 […]

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 […]

Martha Pomerantz

Partner, Investment 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 […]

Michael Cole

Managing Partner

R360

Michael is an industry veteran with more than 25 years of experience building successful wealth management firms. Most recently, Michael served as the CEO of Cresset Asset Management, an SEC […]

Michael Wagner

Co-Founder and Chief Operating Officer

Omnia Family Wealth

Michael Wagner, CFP® is co-founder and chief operating officer at Omnia Family Wealth. In this position, Michael is responsible for the ongoing operational and business strategy of Omnia, as well […]

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 […]

Patti Boyle

Entrepreneur, Educator, Consultant

The Eighth Annual Family Wealth Report Awards 2021

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, […]

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 […]

Steve Prostano

Partner, Head of Family Advisory Services

PKF O’Connor Davies

Steve is an innovator and thought leader in the global financial services industry. He has built leading MFOs and asset management firms and has advised industry leaders and UHNW families […]

Susan Winer

Co-founder and Chief Operating Officer

Strategic Philanthropy

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

Tania Neild

CTO and Owner

InfoGrate

Dr. Tania Neild runs InfoGrate, an information technology consulting company that supports family offices.  She supports all aspects of their technology from cybersecurity and data integration to vendor selection and […]

Theresa Clarkson

Solutions Architect

InfoGrate

In her current role, Theresa oversees and manages the implementation of everything from workflows and SharePoint to accounting migrations. Prior to joining InfoGrate Wealth, she worked for Market Street where […]

Todd D Mayo

Executive Director

UBS Wealth Management

Todd D Mayo is an executive director, Senior Wealth Strategist, at UBS. Todd works with ultra-high net worth families, helping them to design and implement wealth strategies that reflect their […]

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 […]

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 […]

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 […]

Innovation Spotlights

 

Awards Winners Supplement


Finalists

Please find below our Family Wealth Report Awards 2021 Finalist Announcement (press on the image to play).  

BANKING CATEGORIES

CREDIT SOLUTION
  • Blender
  • Citco
  • Tolleson Wealth Management
NATIONAL BANK
  • Ascent Private Capital Management
  • CIBC Private Wealth Management
  • Citi Private Bank
  • First Republic
REGIONAL BANK
  • Boston Private
  • Fifth Third Private Bank
  • Key Private Bank
  • SunTrust Private Wealth
 

CONSULTANTS TO PRIVATE CLIENT CATEGORIES

FAMILY OFFICE MANAGEMENT CONSULTANCY
  • Mack International
  • PKF O'Connor Davies 
  • WE Family Offices
FAMILY WEALTH COUNSELLING
  • Citi Private Bank
  • Hawthorn
  • Legacy Capitals
  • SunTrust Private Wealth
  • Wells Fargo
PHILANTHROPY ADVICE
  • Foundation Source
  • Strategic Philanthropy
  • The Family Office at Synovus
  • Walker Philanthropic Consulting
SOLUTIONS FOR “INTERNATIONAL AMERICANS”
  • Berdon
  • Black Bag
  • Reyl Overseas
 

FAMILY OFFICE CATEGORIES

MULTI-FAMILY OFFICE (NEW ENTRANT)
  • One Day In July
  • Our Family Office
MULTI-FAMILY OFFICE (up to and including $2.5 billion AuM/AuA)
  • Delegate Advisors
  • Keel Point
  • Keystone Global Partners
  • Market Street Trust
  • Northland Wealth Management
  • Northwood Family Office
MULTI-FAMILY OFFICE ($2.5 billion to $5 billion AuM/AuA)
  • Burgher Haggard
  • Camden Capital
  • Vogel Consulting
  • WMS Partners
MULTI-FAMILY OFFICE ($5 billion to $10 billion AuM/AuA)
  • AdvicePeriod
  • Gresham Partners
  • Pitcairn
  • TAG Associates
  • Tolleson Wealth Management
MULTI-FAMILY OFFICE ($10 billion to $15 billion AuM/AuA)
  • Aspiriant
  • Evercore Wealth Management
  • JDJ Family Office Services
  • Key Family Wealth
  • WE Family Offices
MULTI-FAMILY OFFICE ($15 billion AuM/AuA and above)
  • Bessemer Trust
  • CIBC Private Wealth Management
  • Pathstone
  • Tiedemann Advisors
MULTI-FAMILY OFFICE (client initiative)
  • Ascent Private Capital Management
  • Hawthorn
  • Omnia Family Wealth
  • Pathstone
  • Pitcairn
  • The Family Office at Synovus

INSURANCE CATEGORIES

INSURANCE BROKERAGE PROVIDER
  • PURE Insurance
INSURANCE UNDERWRITER
  • Alliant Private Client
  • Lockton Private Risk Solutions

INVESTMENT & ASSET MANAGEMENT CATEGORIES

ALTERNATIVE ASSET MANAGER
  • Bailard
  • Capital Dynamics
  • CIBC Private Wealth Management
  • Citi Private Bank
  • Cresset
  • The Family Office at Synovus
ASSET MANAGEMENT FIRM SERVING FOs and PBs
  • Brown Advisory
  • Capital Counsel
OUTSOURCED CIO
  • Fiduciary Trust International
  • Glenmede
  • Key Family Wealth
  • Pathstone
  • Tiedemann Advisors
PRIVATE CLIENT INVESTMENT PLATFORM
  • Bessemer Trust
  • Capital Generation Partners
  • CIBC Private Wealth Management
  • Evercore
  • Proteus
RESPONSIBLE INVESTING/ESG/IMPACT INVESTING - Advisory
  • Fiduciary Trust International
  • Glenmede
  • Pathstone
  • RBC Wealth Management
  • Tiedemann Advisors
  • WE Family Offices
RESPONSIBLE INVESTING/ESG/IMPACT INVESTING - Product
  • 280 CapMarkets
  • Envestnet
  • Sonen Capital
 

LEADERSHIP CATEGORIES

DIVERSITY IN WEALTH MANAGEMENT (Company)
  • BMO Family Office
  • Carson Group
  • Citi Private Bank
  • Financial Freedom Wealth Management Group - Julia Carlson
LEADING INDIVIDUAL (MFO)
  • Advice Period - Steve Lockshin
  • BMO Family Office - Darrel Hackett
  • Evercore - Chris Zander
  • Pathstone - Matthew Fleissig
  • Pitcairn - Amy Hart Clyne
  • SEI Investments - Karim Ouazzi
  • TAG Associates - Jonathan Bergman
LEADING INDIVIDUAL (Service product provider)
  • CIBC Private Wealth Management - H. Scott Caven
  • Envestnet - Tony Leal
  • Mack International - Linda C. Mack
  • Trusted Family - Edouard Thijssen
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (Company)
  • AON Client Insight
  • Ascent Private Capital Management
  • Aspiriant
  • Bessemer Trust
  • Boston Private
  • CIBC Private Wealth Management
  • Fiduciary Trust Company
  • Tiedemann Advisors
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (Individual)
  • Cresset - Jack Ablin
  • Evercore - John Appruzese
  • James Grubman and Dennis Jaffe
  • Keel Point - Steven Skancke
  • Tamarind Partners - Kirby Rosplock
WOMEN IN WEALTH MANAGEMENT (Company)
  • Glenmede
  • SunTrust Private Wealth
WOMEN IN WEALTH MANAGEMENT (Individual)
  • CIBC Private Wealth Management - Frances Boatwright
  • Cresset - Barbara Young
  • Innovest - Wendy Dominguez
  • Pitcairn - Amy Hart Clyne
  • Tegra118 - Cheryl Nash
  • Vogel Consulting - Rhona Vogel
 

PRIVATE CLIENT (LEGAL & FIDUCIARY) CATEGORIES

ACCOUNTANCY ADVISOR
  • Anchin Block Anchin
  • PKF O'Connor Davies
FIDUCIARY OR TRUST SERVICES
  • Ascent Private Capital Management
  • Fifth Third Private Bank
  • Glenmede
  • Pitcairn
  • The Family Office at Synovus
  • Tolleson Wealth Management
LEGAL TEAM OF THE YEAR
  • Day Pitney
  • Dentons
  • Handler Thayer
  • Neal Gerber Eisenberg
TAX ADVISOR
  • Anchin Block Anchin
  • Foundation Source
  • PKF O'Connor Davies
  • Vogel Consulting
WEALTH PLANNING
  • Bessemer Trust
  • Commerce Trust Company
  • Glenmede
  • Gresham Partners
  • RBC Wealth Management
 

SPECIALIST WEALTH MANAGEMENT CATEGORIES

ART & PRIVATE COLLECTIONS
  • Bank of America
  • Citi Private Bank
  • JDJ Family Office Services
  • Ronald Varney Fine Art Advisors
CONCIERGE/SPECIALIST SERVICE FIRM
  • Black Bag
  • Cornerstone Family Office
  • JDJ Family Office Services
  • Theia Senior Solutions
CYBER SECURITY
  • Summitas
HEALTHCARE SERVICES
  • Better Health Advisors
  • Black Bag
  • Theia Senior Solutions
MARKETING OR PR CAMPAIGN
  • Aspiriant
  • Cerity Partners
  • Fiduciary Trust Company
  • Hightower Advisors
  • The Rudin Group
PRIVATE TRAVEL
  • Integris
PROPERTY & HOUSEHOLD
  • JDJ Family Office Services
  • Plumb Bill Pay
  • Tapestry

TECHONOLY CATEGORIES (INHOUSE & ADVISORS)

CUSTOMER FACING DIGITAL PLATFORM
  • Advyzon
  • EstateSpace
  • Pure
  • SS&C
IMPLEMENTATION OF A TECH SOLUTION/BEST TECH STACK
  • Bank of America
  • Fiduciary Trust International
  • Robertson Stephens
  • SEI
INNOVATIVE CLIENT SOLUTION
  • Carson Group
  • Cornerstone Family Office
  • Keebeck Wealth Management 
  • MaxMyInterest
  • RBC Wealth Management
   

TECHNOLOGY VENDORS CATEGORIES

ACCOUNTING
  • Asset Vantage
  • Burgher Haggard
  • FundCount
  • SEI Family Office Services
  • SS&C
BILL PAY
  • Bill.com
  • Citco
  • Plumb Bill Pay
  • SEI Family Office Services
CLIENT COMMUNICATIONS (EXCL. REPORTING)
  • Black Diamond Wealth Platform
  • Copytalk
  • InvestCloud
  • Riskalyze
  • Summitas
  • Trusted Family
COMPLIANCE
  • Foreside
  • Riskalyze
  • The E-Valuator
CONSOLIDATED REPORTING
  • Addepar
  • Envestnet Tamarac
  • InvestCloud
  • InvestSuite
  • Masttro
  • Mirador
CRM SYSTEM
  • Backstop Solutions
  • Envestnet Tamarac
  • InvestCloud
  • Redtail Technology
  • WealthHub
INNOVATIVE CLIENT SOLUTION
  • Advicent
  • Black Diamond Wealth Platform
  • DCS
  • Facteus
  • FIS
  • Foreside
  • iCapital Network
  • Investedge
  • LifeYield
  • Masttro
  • Orion
  • Solovis
  • Summitas
  • Tamarind Partners
ONBOARDING
  • Advyzon
  • Asset Vantage
  • Canoe Intelligence
  • InvestCloud
OUTSOURCING/BUSINESS PROCESS OUTSOURCING
  • Archer
  • Burgher Haggard
  • Canoe Intelligence
  • Citco
  • Envestnet
  • FIS
  • PKF O'Connor Davies
  • SEI Investments
  • SS&C Advent
  • Tru Independance
PORTFOLIO MANAGEMENT
  • Asset Vantage
  • Backstop Solutions
  • Black Diamond Wealth Platform
  • Charles River Development
  • Envestnet Tamarac
  • Finlight
  • Solovis
 

About our Sponsors

Category Sponsors


Venue

Charity


Winners

Congratulations to the winners and commended firms and individuals of the Family Wealth Report Awards 2021 program

 

Lifetime Achievement Award

Jamie McLaughlin

 

Banking categories

CREDIT SOLUTION

Winner              Tolleson Wealth Management

Commended   Citco Institutional Services

 

NATIONAL BANK

Winner              First Republic

 

REGIONAL BANK

Winner              Key Private Bank

 

Consultants to Private Client Categories

 

FAMILY OFFICE MANAGEMENT CONSULTANCY 

Winner              PKF O'Connor Davies Family Office

 

FAMILY WEALTH COUNSELLING

Winner              Wells Fargo

Commended   Hawthorn

 

SOLUTIONS FOR “INTERNATIONAL AMERICANS” 

Winner             Reyl Overseas

 

PHILANTHROPY ADVICE 

Winner              The Family Office at Synovus

 

Family Office Categories

 

MULTI-FAMILY OFFICE (up to and including $2.5 billion AuM/AuA) 

Winner              Delegate Advisors

Commended   Keystone Global Partners

Commended   Northland Wealth Management

 

MULTI-FAMILY OFFICE ($2.5 billion to $5 billion AuM/AuA)

Winner              Burgher Haggard

 

MULTI-FAMILY OFFICE ($5 billion to $10 billion AuM/AuA)

Winner              Tolleson Wealth Management

 

MULTI-FAMILY OFFICE ($10 billion to $15 billion AuM/AuA)

Winner              WE Family Offices

 

MULTI-FAMILY OFFICE ($15 billion AuM/AuA and above) 

Winner              Tiedemann Advisors

 

MULTI-FAMILY OFFICE (new entrant)

Winner              Our Family Office

 

MULTI-FAMILY OFFICE (client initiative) 

Winner              The Family Office at Synovus

 

Insurance Categories

 

INSURANCE BROKERAGE PROVIDER

Winner              Alliant Private Client

 

INSURANCE UNDERWRITER

Winner              PURE Insurance

 

Investment & Asset Management Categories

 

ALTERNATIVE ASSET MANAGER

Winner              Citi Private Bank

 

ASSET MANAGEMENT FIRM SERVING Family Offices and Private Banks

Winner              Brown Advisory

Commended   Capital Counsel

 

OUTSOURCED CIO

Winner              Glenmede

 

PRIVATE CLIENT INVESTMENT PLATFORM 

Winner              CIBC Private Wealth Management

Commended   Bessemer Trust

 

RESPONSIBLE INVESTING/ESG/IMPACT INVESTING – Product

Winner              Sonen Capital

 

RESPONSIBLE INVESTING/ESG/IMPACT INVESTING – Advisory

Winner              Tiedemann Advisors

 

 

Leadership Categories (company)

 

DIVERSITY IN WEALTH MANAGEMENT

Winner             BMO Family Office

 

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP 

Winner              Boston Private

 

WOMEN IN WEALTH MANAGEMENT 

Winner              Glenmede

Leadership Categories (individual)

 

LEADING INDIVIDUAL (MFO)

Winner              Pathstone - Matthew Fleissig

Commended   TAG Associates - Jonathan Bergman

 

LEADING INDIVIDUAL (Service product provider) 

Winner              Trusted Family - Edouard Thijssen

Commended   Envestnet - Tony Leal

 

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (Individual)

Winner              James Grubman and Dennis Jaffe

 

WOMEN IN WEALTH MANAGEMENT (Individual)

Winner              CIBC Private Wealth Management - Frances Boatwright

 

Private Client (Legal & Fiduciary) Categories

 

ACCOUNTANCY ADVISOR

Winner              PKF O'Connor Davies Family Office

 

FIDUCIARY OR TRUST SERVICES 

Winner              Pitcairn

Commended   Tolleson Wealth Management

 

LEGAL TEAM OF THE YEAR 

Winner              Neal Gerber Eisenberg

Commended   Handler Thayer

 

TAX ADVISOR

Winner              Anchin Block Anchin

 

WEALTH PLANNING

Winner              Gresham Partners

 

Specialist Wealth Management Categories

 

ART & PRIVATE COLLECTIONS

Winner              Ronald Varney Fine Art Advisors

Commended   Citi Private Bank

 

CONCIERGE/SPECIALIST SERVICE FIRM

Winner              Theia Senior Solutions

 

CYBER SECURITY

Winner              Summitas

 

HEALTHCARE SERVICES

Winner              Black Bag

 

MARKETING OR PR CAMPAIGN

Winner              Fiduciary Trust Company

 

PRIVATE TRAVEL

Winner              Integris

 

PROPERTY & HOUSEHOLD 

Winner              JDJ Family Office Services

 

Technology Categories (In-house & Advisors)

 

CUSTOMER FACING DIGITAL PLATFORM

Winner              Advyzon

 

INNOVATIVE CLIENT SOLUTION

Winner              RBC Wealth Management

Commended   MaxMyInterest

 

IMPLEMENTATION OF A TECH SOLUTION/BEST TECH STACK

Winner              Robertson Stephens

 

Technology Vendors

 

BILL PAY

Winner              Bill.com

 

INNOVATIVE CLIENT SOLUTION 

Winner              Summitas

Commended   DCS

Commended   FIS Wealth & Retirement

 

COMPLIANCE

Winner              Foreside

 

ACCOUNTING

Winner              FundCount

 

CLIENT COMMUNICATIONS (EXCL. REPORTING) 

Winner              Summitas

Commended   SS&C Black Diamond

 

CONSOLIDATED REPORTING 

Winner              Addepar

Commended   InvestSuite

Commended   Masttro 

 

CRM SYSTEM

Winner              WealthHub Solutions

 

ONBOARDING

Winner              Canoe Intelligence

 

OUTSOURCING/BUSINESS PROCESS OUTSOURCING 

Winner              SEI 

Commended   PKF O'Connor Davies Family Office

Commended   SS&C Advent

 

PORTFOLIO MANAGEMENT

Winner              Solovis

Commended   Charles River Development

Commended   SS&C Black Diamond

 


Winners Interviews


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.