Overview

Welcome

Family Wealth Report is excited to announce the launch of its 2024 awards programme.

Now celebrating its eleventh anniversary, and building on the long-standing success of its independent judging process, nominations for the Eleventh Annual Family Wealth Report Awards 2024 are now open.

Award Categories

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

You are now able to register your interest in submitting.

Judging Process

Within our global awards programmes, independence, integrity and genuine insight are the watchwords. The judging process is always conducted by expert panels and consist of judges from family offices, private banks, trusted advisers, consultants and other service providers each of whom has in-depth knowledge and a broad experience. For an insight into what can make for an outstanding submission a selection of our judging panel have offered their experienced advice.

Each judge signs an NDA to ensure that all the information that they see in submissions remains strictly confidential.

Awards 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. 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 May 2024.

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.

Winning an Award

Winning a Family Wealth Report award sets organisations and individuals apart from their peers. The award is a tangible demonstration that the winners have something special to offer, rewarding achievement and showcasing top class performance and innovation.

If your firm is successful there is a wide range of ways in which this achievement can be promoted, ranging from logos, editorial and website entries, social media postings, and entry into the Annual Winners Acclaim magazine.

Tickets and Marketing Items and Benefits

The judging process is completely independent of the commercial arrangements between the participants and the organisers. Winners and commended firms and individuals will not know their status ahead of the public announcement on May 2, 2024. Finalists receive their finalist logos and other benefits when ordering tickets for the ceremony in May in New York.

The ceremony is a celebration of industry successes,  a great moment to network and meet each other in person. At the ceremony, we will announce the finalists per category, and all winners and commended firms and individuals. A preview of what to expect on the evening can be seen here and it shall be held at the prestigious Mandarin Oriental on the May 2, 2024

Sponsorship Opportunities

For further information on sponsorship opportunities please contact andrew.deane@clearviewpublishing.com

Further Information 

For more information about the awards and submission process please contact rachel.fokes@clearviewpublishing.com

 

Key Dates

Key dates for the diary

  • Nominations open: July 20, 2023
  • Nominations close: December 1, 2023 The deadline has been extended until 8 December 2023
  • Finalist notification: February 2024
  • Finalist announcement: April 2, 2024
  • Public announcement of Winners and Commended firms and individuals at the awards ceremony: May 2, 2024
  • Public announcement of Winners and Commended firms and individuals in Family Wealth Report editorial and social media channels: from May 3, 2024

Judges

The Judging Process Independence, integrity and genuine insight are the watchwords of the judging process, and this year we set the same highly respected standards. The Family Wealth Report Awards 2024 pool of Judges consists of experts 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 is organised in a way so as to avoid conflicts of interest. No judge will be asked to review a submission from an organization competitive to their own.

Judging Panel

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, […]

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 Eleventh Annual Family Wealth Report Awards 2024

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 […]

Dennis Mangalindan

Vice President

SEI

Dennis is responsible for developing strategies to help SEI Family Office Services reach new markets, attract new leads and acquire new clients. In this role, he leads speaking engagements at […]

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, […]

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 […]

Joseph W Reilly Jr

CEO and Founder

Circulus Group

Mr. Reilly is an investment and strategy consultant to family offices and the host of the Private Capital Podcast. He was the co-founder and founding president of the Family Office […]

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 […]

Mike Slemmer

LP Sales Director

Dynamo Software

Mike Slemmer is Sales Director at Dynamo Software. Dynamo powers investment decisions of clients representing $4tn+ of assets and serves over 1,000 clients including pension funds, sovereign wealth funds, endowments […]

Richard Chen

Managing Partner

Richard L. Chen PLLC

Richard Chen is the Founder of Richard L. Chen PLLC, a law firm that serves the investment advisory community. Richard advises on numerous compliance matters including compliance program development and […]

Ronna Gyllenhaal

Independent CMO and Client Engagement Strategist

The Eleventh Annual Family Wealth Report Awards 2024

Ronna Gyllenhaal is a strategic partner to family offices and wealth providers that serve affluent families and family enterprises. Her deep knowledge of the industry brings a distinctive view into […]

Susan R Schoenfeld

CEO and Founder

Wealth Legacy Advisors

Susan R. Schoenfeld, JD, LL.M. (Taxation), CPA, MBA, is CEO and founder of Wealth Legacy Advisors LLC. She is an award-winning Thought Leader to families of wealth, and Public Speaker […]

William Trout

Director of the Securities and Investments

Datos Insights

William Trout serves as Director of the Securities and Investments practice at Datos Insights, focusing on technology strategy and innovation in the capital markets. He has particular expertise in platform […]

Patti Boyle

Chief Marketing Officer

Dstillery

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, […]

Edward V. Marshall

Global Head of the Family Office And HNW Group

Dentons

Edward V. Marshall is the Global Head of the Family Office and HNW Group at Dentons, the world’s largest law firm. Prior to joining Dentons, he helped build and grow […]

Gio Maso

Family Office Advisory Services

EY

Gio Maso has extensive global experience working for the world’s largest family offices, institutional allocators, and asset managers, and is a Managing Director in the EY Family Office Advisory team. […]

Bill Woodson

Advisor

Various

Bill has spent his career advising founders, wealth creators, closely held business owners, and family offices across a wide range of wealth management disciplines, including investment management, taxation, estate planning, […]

Neil Nisker

Co-Founder, Executive Chairman and CIO

Our Family Office

Neil is a trusted and respected figure in the Canadian financial services industry. With 50 years of experience, Neil has served as President of Fiera Private Wealth, as the company’s […]

Rusdi Sumner

Vice President, Chief Operating Officer

Market Street Trust

Rusdi oversees a division of Client Services and leads both the Financial Planning Program and the Operations Team, working closely with all specialists to deliver full financial plans to clients. Prior […]

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 […]

Brian. D Hughes

President & Founder

Hughes Growth Strategies, LLC.

Brian is the President and Founder of Hughes Growth Strategies, a management consulting firm serving the family office and wealth management advisory industry. Hughes Growth Strategies is focused on helping […]

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 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 […]

Kelly Ewart

Head of Marketing

Ballentine Partners

Kelly Lora Ewart is the Head of Marketing at the firm. In her role, she leads the firm’s marketing department and creates strategies to enhance the firm’s brand and position […]

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 […]

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 […]



Categories

The submission process for the Eleventh Annual Family Wealth Report Awards 2024 is now unfortunately closed. For any questions, please contact rachel.fokes@clearviewpublishing.com

About our Sponsors

Category Sponsors


Exclusive PR Sponsor



Venue

Mandarin Oriental

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

Charity Partners


Previous Winners

FAMILY OFFICE CATEGORIES

Multi-Family Office (New Entrant)

New Republic Partners

 

Multi-Family Office (Up to and Including $2.5 Billion AuM/AuA)

Pennington Partners 

 

Multi-Family Office ($2.5 Billion to $5 Billion AuM/AuA)

Delegate Advisors

 

Multi-Family Office ($5 Billion to $15 Billion AuM/AuA)

WE Family Offices

The Family Office at Synovus – Highly Commended

 

Multi Family Office ($15 Billion AuM/AuA and Above)

Pathstone

 

Multi-Family Office (Client Initiative)

The Family Office at Synovus

The Schmidt Investment Group – Highly Commended

 

Outstanding CEO

St. Louis Trust & Family Office – Julie Lilly 

 

Outstanding CIO

Gresham Partners LLC – Ted Neild

 

Outstanding CTO/COO

The Family Office at Synovus – Michael Clark

 

Rising Star Under 40

JDJ Family Office Services – Elana Vasi-Smith

 

BANKING CATEGORIES

 

Credit Solution

Ascent Private Capital Management of U.S. Bank

 

Family Office Solution

BNY Mellon Wealth Management

 

Foreign Headquartered Private Bank

Societe Generale Private Banking

 

National Private Bank

Bank of America

 

Regional Private Bank

RBC Wealth Management

 

INVESTMENT & ASSET MANAGEMENT CATEGORIES


Alternative Asset Manager

The Family Office at Synovus – Winner 

 

Outsourced CIO

Our Family Office Inc. – Neil Nisker

 

Private Client Investment Platform

TAG Associates

 

RESPONSIBLE INVESTING CATEGORIES


ESG Investing (Advisory)

Veris Wealth Partners

 

ESG Investing (Product)

Brown Advisory – Highly Commended

Rockefeller Asset Management – Winner

 

Impact Investing (Advisory)

Sonen Capital 

 

CONSULTANTS TO PRIVATE CLIENTS CATEGORIES


Family Office Management Consultancy

Tamarind Partners – Winner

Wingspan Legacy Partners – Highly Commended 

 

Family Wealth Counselling

Key Family Wealth 

 

Philanthropy Advice

Arabella Advisors

 

Solutions for “International Americans”

PwC

 

PRIVATE CLIENT (LEGAL & FIDUCIARY) CATEGORIES


Accountancy Advisor

Anchin Private Client

 

Fiduciary or Trust Services

Willow Street

 

Legal Team of the Year

Dentons

 

Tax Advisor

Handler Thayer, LLP

 

Wealth Planning

PNC Private Bank Hawthorn

 

TECHNOLOGY CATEGORIES (VENDORS)


Accounting

Ledgex

 

Bill Pay

Aquilance

 

Client Communications (Excl. Reporting)

Dynamo Software

 

Compliance

SS&C Black Diamond Wealth Platform

 

Consolidated Reporting

Private Wealth Systems

 

CRM System

InvestCloud

 

Fintech Start-Up

TOGGLE AI

 

Onboarding

Risclarity

 

Outsourcing/Business Process Outsourcing

Canoe Intelligence 

 

Portfolio Management

Venn by Two Sigma

 

Product Innovation (B2B)

Foundation Source 

 

TECHNOLOGY CATEGORIES (IN-HOUSE AND ADVISORS)

 

Client Driven Innovation (B2C)

leafplanner

 

Customer Facing Digital Platform

Summitas, LLC

 

Implementation of a Technology Solution/Best Tech Stack

Bernstein Private Wealth Management

 

INSURANCE CATEGORIES


Insurance Brokerage Provider

Marsh McLennan Agency Private Client Services

 

Insurance Underwriter

Pure Insurance

 

SPECIALIST WEALTH MANAGEMENT CATEGORIES

 

Art & Private Collections

Ronald Varney Fine Art Advisors

 

Concierge/Specialist Service Firm

JDJ Family Office Services

 

Cyber Security

Day Pitney LLP

 

Healthcare Services

Emergency Black Bag

 

Marketing or PR Campaign

Envestnet

 

Property & Household

Tapestry Associates LLC

 

LEADERSHIP CATEGORIES

 

Diversity in Wealth Management (Company)

Genus Capital Management

 

Leading Individual (MFO)

Wanda Colburn – CIBC Private Wealth, US

 

Leading Individual (Service Product Provider)

Edward V. Marshall – Dentons

 

Outstanding Contribution to Wealth Management Thought Leadership (Company)

BNY Mellon Wealth Management

 

Outstanding Contribution to Wealth Management Thought Leadership (Individual)

Wealth Legacy Advisors LLC – Susan R Schoenfeld

 

Lifetime Achievement 

Stephen Prostano

 

WOMEN IN WEALTH MANAGEMENT CATEGORIES

 

Women in Wealth Advisory (Individual)

Sonya Mughal – Bailard Inc.

 

Women in Wealth Banking (Individual)

Thanda Brassard – Fiduciary Trust Company 

 

Women in Wealth Family Office (Individual)

Shannon Kennedy – BMO Family Office

 

Women in Wealth Investment (Individual)

Erin Heck – Mammoth Technology 

 

Women in Wealth Technology (Individual)

Jen Becher- SS&C Black Diamond Wealth Platform

 


Frequently Asked Questions

Q) Does the entering firm or individual need to be a subscriber to The Family Wealth Report network?

A) No, this program is open to all firms and individuals active in wealth management or the family office sectors.

Q) Can my firm enter more than one category?

A)Yes, we encourage firms to enter as many awards that are applicable to their business.

Q) Do I need to use the submission form provided?

A) Yes, submissions shall only be accepted when using this document.

Q) Is there any upfront cost to enter?

A) No, there is no upfront cost to enter, but you will be offered the chance to purchase a winner’s marketing package should you be successful. The judging process is completely independent of the commercial arrangements between the participants and the organisers. However it is expected that when the results are made public, winners will engage with the organisers to promote their win and also attend the awards ceremony to accept their trophy.

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

A) The judges will only consider submissions from firms that are demonstrably 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) The Judges are independent of the award organisers ensuring they are divided into separate panels to avoid conflicts of interest. 

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

A) We only share submissions with the panel responsible for judging those particular categories. Furthermore, our experienced team ensures that there is no conflict of interest before they share an entrant’s submission with anyone. All our judges have signed a Non-Disclosure Agreement.

Q) My submission is likely to be longer than the 1,000-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 reserve the right to refuse to review submissions that do not comply. We also encourage against attachments to the submissions. 

Q) Do I need to submit a separate submission for each category?

A) You will need to do a new form for each submission and you should also ensure that this specifically relates to the category for which you are entering. If you are using the same answers for multiple submissions this could result in your entry being marked down by the judging panel.

Q) Where is the winner’s announcement shared?

A) The winners are announced publicly the day after the official awards celebration and this is via our editorial and social media platforms. 

Q) Can I speak to anyone on the team about my entry?

A) Yes, our experienced team is always available to assist you with preparation of your submission/s and any aspects of the process from start to finish. For any questions please contact either rachel.fokes@clearviewpublishing.com or siiri.piiroinen@clearviewpublishing.com