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

As always, independence, integrity and genuine insight are the watchwords of the judging process. The Family Wealth Report Awards 2021 Judging Panel consists of thirty judges coming from family offices, private banks, trusted advisers, consultants and other service providers each of whom has in-depth wealth management knowledge and experience. The judging process will be organised in a way so as to avoid conflicts of interest.  No judge will be asked to review a submission from a competitive organisation.      

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 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.”

Patti Boyle

Entrepreneur, Educator, Consultant

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, mission/vision/values and digital marketing to private equity-owned businesses, including those in WealthTech and FinTech.  Following an early career in global marketing agencies, such as JWT and FCB, Patti led SEI Investments’ UK-based Marketing Team for Private Banking.
Patti is also CEO of an early-stage venture, Sapience Leadership, affiliated with The University of Pennsylvania.  In this role, Patti works with a team of inspiring educational leaders in the areas of Educational Equity, Diversity & Inclusion and Executive Coaching.  Applying business principles and leadership experience to Education brings a unique balance to Patti’s work and has resulted in dynamic growth for both of her client communities. She has been active with the FWR Awards, since its inception in 2013.

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 management serving families with significant multi-generational wealth.  His recruiting network includes family offices as well as ultra-affluent wealth advisory, and he has had the privilege of being a trusted consultant with leading industry talent in their career considerations and transitions.  Buzz has working knowledge and relationships with executive leadership of many leading firms, and has consistently been a productive resource in connecting top talent with opportunity.

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

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, fiduciary and banking capabilities for Key’s clients. He joined Key in 2016, and lends his knowledge and expertise to affluent individuals, families, business owners, and institutions. Before joining Key, Joe held a wide range of executive roles including President and CEO of Geller Family Office Services, and President of Harris myCFO, which focused on serving clients with a net worth in excess of $100 million. Joe graduated from McGill University with a joint honors degree in Economics and Finance and holds a Chartered Accountant designation. Joe actively serves on the advisory board of The UHNW Institute and the Gaples Institute for Integrative Cardiology.

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 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 26 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.

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 her responsibilities focused on cyber-security, complying with New York State Department of Financial Services regulations, and strategic efficiencies through technological enhancements.  Previously, Theresa worked for CRB Consulting Engineers as their Corporate Applications Manager, leading the support team for all major corporate applications, including accounting, intranet, secured client portals and website. Theresa holds a B.A. and M.S. from Elmira College in Information Technology Management, and is currently an adjunct instructor there teaching Information Technology in their business management program. She holds a Microsoft Certification in VB.net programming and an executive certification in negotiation through Notre Dame University.

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 Registered Investment Advisor. Cresset offers individuals and families access to a comprehensive suite of family office services, personalized wealth management, investment advisory, planning, access to third-party and direct private investments and advanced technology and reporting solutions. Before joining Cresset, Cole was founder and president of Ascent Private Capital Management of U.S. 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.

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 more than 30 years.   She has been quoted in various media regarding tax and estate planning topics including Bloomberg TV, The New York Times and Wall Street Journal. Prior to joining Comerica, Lisa spent over 20 years at Wells Fargo and predecessor banks building and leading wealth planning groups,  Lisa also spent 11 years at Arthur Andersen in Washington, D.C.  She is a CPA (not practicing), Personal Financial Specialist (PFS) and a CFP® professional. As a member of the American Institute of CPAs, Lisa has served on several committees and is currently chair of the Advanced Estate Planning Conference committee.

Douglas Fritz

Founder and President

F2 Strategy

The founder of F2 Strategy and former wealth management CTO.  His team of experienced wealth management executives address a widening gap between the expectations of affluent clients and their wealth management experience. The F2 Strategy perspective and experience come from a long history of innovations and transformative technical projects at major financial institutions.  Doug has led teams through transformative initiatives such as robo-advisor integration, paperless client onboarding, digital client engagement and many other areas currently challenging our industry.

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 brings more than 25 years of experience in the ultra-wealth space. Located in Pitcairn's New York office, her primary focus is to expand the firm’s position as the leader in family learning by building out its proprietary Wealth MomentumÒ family office model. As part of this effort, she is responsible for the creation and development of the Pitcairn Center for Family Legacy—the company’s industry think tank intended to provide unique resources, thought leadership, and educational tools to families in transition.

Carol R. Kaufman

Founder and CEO

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 home inventories, ensuring that important possessions and their supporting information are properly catalogued, securely shareable and easily accessible, anywhere and anytime that information is needed.  Her first software product, InvesTier®, was acquired by SunGard in 2002.  An entrepreneur for over 35 years, Ms. Kaufman’s specialties include public speaking, training and software/service-based solutions to organizational problems.  She resides in Hawthorne, NJ and Otis, MA.

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 London. Gemma has spent over 30 years working with high profile and ultra-high-net-worth individuals, multi-generational families and family offices. Gemma and her team provide comprehensive financial management and CFO services, accounting and reporting, family investment administration services, tax planning and compliance, lifestyle and transactional support and family advisory services.   Before joining the firm, Gemma was the Chief Financial Officer of a private family office and investment firm and a Partner in a New York City CPA firm and led their Family Office and Business Management Division.

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 World Economic Forum Young Global Leader, member of Committee of 100, member of YPO and has received numerous accolades including 2020 Barron’s Top 100 Most Influential Women in Finance, Crain’s Forty Under Forty and is a frequent speaker and commentator on Bloomberg, WSJ, MSNBC, Reuters and others.  She is a former Board Member of Wellesley College Alumnae Association, Harvard Kennedy School Women’s Leadership Group and Volunteers of America.

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.

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 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.

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 values and goals. He helps families and individuals to create multi-generational structures for managing their wealth, fulfilling their philanthropic visions, and optimizing tax effects. In addition, he is the consulting editor of Private Trust Companies: A Handbook for Advisers (Globe Law and Business, 2020)

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 companies, single and multi-family offices, in 2010.  He is a co-founder of The UHNW Institute, an independent “think tank” directed at the needs of ultra-high-net-worth families and their advisors.  Previously, he was CEO of Geller Family Office Services, a partner at Convergent Wealth Advisors, the regional president of Mellon Private Wealth Management’s New York region, and a financial advisor at Sanford C. Bernstein & Co., Inc.

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. 

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 performance reporting.  She served as the CTO and COO of Private Client Resources, an aggregation, reconciliation and client performance reporting platform and before that she served as CTO of Envestnet, where she built a separately managed account platform recognized by Forbes in 2001 as “Best of the Web.”  Co-founded by Dr. Neild, Envestnet went public in the fall of 2010.

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.

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 and family offices for over 30 years. Prior to PKFOD, Steve was the Head of Family Wealth Advisors, the first global MFO in the U.S. and a division of Bank of the West | BNP Paribas, where he served on the Bank’s Senior Management Committee. He is also the founder of The UHNW Institute. Steve previously served as the CEO of Silver Bridge, President of Atlantic Trust, President of Chase Global Asset Management and he also held senior positions with Fleet, Mellon Bank, and KPMG.

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, over-the-counter capital markets and investment funds. She is the former Head of Wealth Sales for BlackRock in Canada. Her academic profile includes the CFA, CAIA and MBA designations. Ms. Prefontaine is a free and forward-thinking individual whose bold assertions and confident, no-nonsense stance have branded her as a trailblazer. She is the founder of Octonomics, an independent research and consulting firm dedicated to financial technologies with a focus on the technology of Bitcoin.

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 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 of the ultra-high-net-worth family, their ever-expanding needs and the ever-changing investment environment demand this. He, his partner and their firm are dedicated to creating and evolving the strategies, tactics, and implementations of those who seek to achieve a business imperative: deliberate and sustained growth. Across a career spanning more than two decades exclusively serving the financial services industry, Gregory remains an optimistic agent of change, evangelist of “Show, don’t tell” and believer in magic.

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”.

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.

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 optimization tools; data capture, storage and analytics; and robotic process automation and AI. Within the wealth management arena, his interests include financial planning, investment advisory, retail brokerage, and trust. An authority on digital advice delivery, William has been widely quoted in publications such as Bloomberg, CNBC, Financial Times, New York Times, and The Wall Street Journal. He is also a frequent speaker at industry conferences and client gatherings. Currently, William is director of wealth management at Javelin Strategy & Research. Prior to Javelin, William led the wealth management practice at Celent, the research and advisory arm of Oliver Wyman. Previously, he was head of product and segment development for affluent and high net worth customers within BBVA USA, as well as a member of the BBVA Group’s global Private Banking management team. William holds an AB from Harvard College.

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 as ongoing analysis of each client family relationship and development of Omnia’s team. His responsibilities also include participating in the firm’s investment committee, where he assists in manager selection, analysis and risk management. Michael works closely with Omnia’s clientele and functions as the firm’s chief technology officer.

Michael is an avid photographer, and is also heavily involved with the Greater Miami Jewish Federation (GMJF), where he sits on the board of directors and several committees. He is currently serving as Co-chair of the Agency Support Committee, which builds and enhances Federation’s relationship with its key local agencies, manages the oversight of each agency, discusses communal trends, and identifies areas of concern. Michael resides in Fort Lauderdale.

 

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.

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 to help them effectively maximize the impact of their charitable gifts. Susan has authored, or co-authored, numerous articles for publications such as Family Wealth Report, PAM (Private Asset Management), Alliance and STEP (Society of Trust and Estate Practitioners). She is Chair of the Social Impact and Philanthropy Domain for The Ultra High Net Worth Institute and on the Advisory Board for Family Wealth Report as well as a judge for the Family Wealth Report Awards.

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.

 

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.

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

Address:

Charity

We are an education charity supporting pupils from disadvantaged backgrounds to achieve a meaningful level of academic attainment, helping them to progress to further education, employment or training.

Cure Alzheimer’s Fund was established in 2004 to fund targeted research with the highest probability of slowing, stopping or reversing Alzheimer’s disease through venture based philanthropy. All organizational expenses are paid for by the Founders and Board, allowing all other contributions to be applied directly to Alzheimer’s Disease research. Our foundational research is focused on identifying all the genes and gene mutations that are linked to Alzheimer’s Disease.

Our values are deeply ingrained in the School. When they opened the school’s doors in 1968, our founding trustees envisioned a new and progressive institution, embedded within the real-world environment of a working hospital. They called for the levels of passion, inquiry, dedication, knowledge, leadership, and innovation for which the School is renowned.

Today, we train nearly 2,000 students and postdoctoral fellows each year, with several thousand faculty members in numerous clinical and basic science departments, multidisciplinary institutes and centers. Our NIH funding is among the highest nationwide. We have built inspirational leadership, a comprehensive infrastructure, strategic affiliates, and a solid support system, as we train health care leaders for the 21st century amid the vibrant and diverse city of New York.

Winners Interviews

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

 

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.

Innovation Spotlights

 

Category Sponsors