Overview

Welcome

Family Wealth Report is excited to announce the launch of our new awards program highlighting the dynamic Latin American, Caribbean and Miami wealth management markets.

Following on from ten years of our Family Wealth Report Awards in New York, we are now showcasing and rewarding the community who service the HNW and UHNW individuals and families across these regions.

Award Categories

In keeping with our other global award programs, 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

Judging Process

Within all our global awards programmes, independence, integrity and genuine insight are the watchwords. The judging process is always conducted by expert panels.  They are made up from an impartial selection of domain experts from family offices, private banks, trusted advisers, consultants and other service providers each of whom has in-depth knowledge and a broad experience.

Each judge signs an NDA to ensure that all the information that they see in submissions remains strictly confidential. Panels are constitutes is a way that no judge sees submissions from competitors.

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.  The accolade rewards achievement and showcases top-class performance, innovation and distinction.

They are also key demonstrators of the sustainability and robustness of your organization. Winners 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 January 2024.

Family Wealth Report, as the long-standing voice of the family office community, will work with the winners to optimize their success by offering a range of marketing collateral.

The nomination process for The Miami Family Wealth Report Awards incorporating Latin America and the Caribbean 2024 will open on June 5, 2023 culminating in an awards celebration on January 18, 2024 in Miami.  Entrants are invited to nominate themselves with an initial expression of interest.  This is non-binding.

Sponsorship Opportunities

For further information on sponsorship opportunities please contact rachel.fokes@clearviewpublishing.com

Further Information

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

Key Dates

Nominations Open – 5 June 2023

Submission Deadline – 13 October 2023 (Midnight), this has now been extended until 27 October 2023

Winners Notified of Their Success – From November 2023

Public Announcement & Gala Ceremony – 18 January 2024

Judges

The Judging Process

Our global awards program is built on the independence of our judges.  Each judge will have signed an NDA to ensure that all the information they receive in the submissions is kept in the strictest confidence. Further judges will be announced in due course.

Judging Panel

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. […]

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 […]

Jamie McLaughlin

Founder and Chief Executive

J. H. McLaughlin & Co.

In 2010, 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, […]

Martin Heale

Director

Schroder US Wealth Management

Martin heads the Schroder Wealth Management (US) team specialising in international wealth management for US clients residing in the US, UK and elsewhere. Prior to joining Schroders, Martin was managing […]

Joseph Kellogg

Head of Wealth Planning

WE Family Offices

Joseph Kellogg works with families to make informed decisions for their wealth enterprise. As partner of WE Family Offices, he assists families to identify their objectives and their challenges within […]

Oscar Paez

Consultant

The Family Business Consulting Group

Oscar Paez is a full time consultant with The Family Business Consulting Group experienced in management, finance, succession planning, next generation development and corporate governance. He has worked with Multilatinas, […]

Mike McNamara

Partner and Former CEO

Dentons

A recognized business leader and legal advisor to corporations around the world, Mike McNamara offers 25 years of professional services expertise in the US and globally. Mike brings a dynamic […]

Wendy Delmar

Chief Executive Officer

Caribbean Association of Banks

Wendy describes herself as a well-balanced individual who is deeply family oriented, spiritual, career driven and self-motivated. She also hastens to add that the journey of life helps in maintaining […]

Tanya McCartney

CEO & Executive Director

The Bahamas Financial Services Board

Dr. Tanya McCartney is a UK trained barrister and chartered banker who since 2016 has served as the CEO and Executive Director at the Bahamas Financial Services Board. Over the […]

Naro Zimmerman

Deputy Head of Caribbean - Private Client Services

JTC

Naro is Deputy Head of Private Client Services for JTC’s Caribbean offices. Prior to this he was Head of JTC’s Dubai and Abu Dhabi offices, and he originally joined JTC […]

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, […]

Natalie E. Glitzenhirn-Augustin

Attorney-at-Law

Glitzenhirn Augustin & Co.

Natalie E. Glitzenhirn-Augustin is a highly experienced legal professional with over 27 years of experience in the field. After completing her legal studies, she was called to the Bar at […]

Philip N. Carey

Principal and CEO

Lion Capital Advisors LLC

Philip N. Carey is Principal and CEO of Lion Capital Advisors LLC, a Miami-based multi-family office. With over 25 years of experience in international private banking, my focus is on […]

Stephen E Prostano

Partner, Head of Family Advisory Services

PKF O’Connor Davies

In a career spanning over three decades, Steve Prostano has distinguished himself as an innovator and thought leader in the wealth management and global financial services industries. Steve has served […]

Lowry Brescia

Associate Director

Stonehage Fleming Family Office US Division

Lowry is an Associate Director at the Stonehage Fleming Family Office US Division, where she holds the leadership position at the group’s representative office in Miami. With an unwavering dedication […]

Guillermo Vernet

CEO and Founder

Kandor Global

Guillermo Vernet, CEO and Founder of Kandor Global, is an industry veteran with more than 30 years of professional experience and extensive working relationships in Miami, USA. Prior to the […]

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 […]

Carlos Valladares

Founder

Del Mar Capital, LLC

Carlos is an experienced financial markets professional with more than 36 years of experience across a broad range of disciplines including corporate finance, proprietary trading, asset management, senior corporate management, […]

Simone E. Martin

Director, Special Projects

BVI Financial Services Commission

Simone Martin is a non-conventional regulator with over 21 years of experience, having commenced this career in 2000 with the BVI Financial Services Commission. Her diverse experience encompasses several sectors […]

Darrell King

Managing Director, Americas

Crestbridge Fiduciary

Based in New York City, and with over 25 years’ experience working with UHNW families and their advisors, Darrell is the Managing Director, Americas for Crestbridge Fiduciary LLC. Darrell’s key […]

Peter J. Randazzo

Trident Trust

Pete Randazzo is President of Trident Trust Company in South Dakota. He is responsible for all operations of the trust company as well as affiliated company Trident Corporate Services (USA) […]



Categories

The submission process for the Inaugural Miami Family Wealth Report Incorporating Latin America and the Caribbean Awards 2024 is now unfortunately closed. For any questions, please contact rachel.fokes@clearviewpublishing.com

Awards Winners Supplement


About our Sponsors

Category


Trust Administration


Venue

Briza on the Bay

Address: 1717 N Bayshore Dr, Miami, FL 33132, United States

Winners

LATIN AMERICA BASED PRIVATE BANKING CATEGORY

Best Overall Private Bank (Latin America)
EFG 

 

WEALTH MANAGEMENT SERVICE CATEGORIES

Team Servicing UHNW Individuals (Latin America)

EFG 

 

Wealth Planning Solution or Team (Latin America)

First Rate 

 

Family Office Solution (Latin America)

First Rate 

 

Digital Capability (Latin America)

First Rate 

 

INVESTMENT MANAGEMENT CATEGORY

 

Asset Manager (Latin America)

EFG 

 

PRIVATE CLIENT CATEGORIES


Insurance Offering (Caribbean)

Sophos Advisors

 

Trust Company

Trident Trust

 

OVERALL REGIONAL TECHNOLOGY CATEGORIES

 

WealthTech Solution (Caribbean)

FundCount

WealthTech Solution (Latin America)

First Rate 

 

TEAM BASED CATEGORIES

 

Spanish-Portuguese Speaking Clients Team

Trident Trust

 

International Clients Team

Trident Trust

 

CARIBBEAN WEALTH MANAGEMENT SERVICE CATEGORIES

Wealth Planning Solution (Caribbean)

FigTree Financial 

 

Family Office Services (Caribbean)

FigTree Financial 

 

MIAMI BASED WEALTH MANAGEMENT SERVICE CATEGORIES

 

Portfolio Management (Miami)

AlTi Tiedemann Global

 

Philanthropy Advisory (Miami)

Rose Capital Advisors

 

Family Office Services (Miami)

Rose Capital Advisors

 

Wealth Planning Solution (Miami)

Bank of Nova Scotia, Miami International Representative Office

 

INDEPENDENT WEALTH MANAGERS CATEGORY

 

Alternatives Provider (Miami)

Chicago Atlantic

 

SPECIALIST AND INDIVIDUAL CATEGORIES

 

Insurance Offering (Latin America)

Sophos Advisors

 

Insurance Offering (Miami)

Howard Insurance

 

Consultancy Firm (Miami)

The Family Office Doctor LLC

 

Female Executive (Miami)

Howard Insurance – Andrea Dykes

 

Rising Star Under 40 (Miami)

Chicago Atlantic – Raúl Markos

 

Outstanding Contribution to Wealth Management Thought Leadership (Individual) (Latin America)

R.N. Trevinyo-Rodriguez & Asociados – Rosa Nelly Trevinyo-Rodriguez

 

 

 

 

 

 

 


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 Miami, Latin America and Caribbean regions?

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