Awards
The Ninth Annual Family Wealth Report Awards 2022
Wednesday - 4th May 2022
Mandarin Oriental
80 Columbus Circle at 60th Street, New York, New York 10023, USA
Overview
Welcome
Now in the ninth year, we would like to offer a warm welcome to the 9th Annual Family Wealth Report Awards 2022.
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
A full list of this year’s updated Categories is available to download, and you are now able to Register your interest in submitting.
Judging Process
As always, independence, integrity and genuine insight are the watchwords of the judging process.
There are more than forty 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 for us to receive your submissions is 15 October 2021, when the judging process begins.
Every submission is carefully reviewed to ensure the most deserving companies and individuals are selected as winners in each category. Standout submissions that are close runners-up to the winning entry are often commended by the judges.
Commercially sensitive information is kept confidential and conflicts of interest are avoided at all times.
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. Winners, commended companies 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 2022.
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.
Classification
Finalist – Firms and individuals who reach the last stage of the Family Wealth Report judging process and form the shortlist from which a category winner is selected. The finalists will be listed on the Finalist tab of the awards website and published in Family Wealth Report‘s social media channels.
Winner – Firms and individuals who have been selected category winner by the Family Wealth Report judges. The winners will be listed on the Winner tab of the awards website and published in Family Wealth Report‘s editorial and social media channels.
Commended – Firms and individuals that the Family Wealth Report judges recognize for an exceptional product, solution, service or other offering in the family office and wealth management industry in North America.
Tickets and marketing items and benefits
The judging process is completely independent of the commercial arrangements between the participants and the organisers. Finalists per grouping will be announced in the coming months. Winners and commended firms and individuals will not know their status ahead of the public announcement on 4 May. Finalists receive their finalist logos and other benefits when ordering tickets for the Gala Dinner on 4 May at the Mandarin Oriental hotel in Manhattan, 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.
Contact Points
For questions, please contact theodora.viney@clearviewpublishing.com
Key Dates
Key dates for the diary
- Nominations open: June 21, 2021
- Nominations close: October 15, 2021
- Finalist notification: From January 17, 2022
- Public announcement of Winners and Commended firms and individuals at the awards ceremony: May 4, 2022
- Public announcement of Winners and Commended firms and individuals in Family Wealth Report editorial and social media channels: from May 5, 2022
Venue
Mandarin Oriental
Address: 80 Columbus Circle at 60th Street, New York, New York 10023, USA
Frequently Asked Questions
Q) Do I/my firm need to be a member of the Family Wealth Report network?
A) Yes, this program is open to all Family Wealth Report members.
Q) How do I/my firm become a member of Family Wealth Report and what are the benefits of being a member?
A) Sign up here or contact theodora.viney@clearviewpublishing.com or adriana.zalucka@clearviewpublishing.com
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.
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?
Finalists
9th Annual Family Wealth Report Awards 2022 Finalists
Family Office and Banking categories
| Ascent Bank of America Brown Advisory Burgher Haggard Caprock Carson Group CIBC Private Wealth Citi Private Bank Cresset Crestone Capital Delegate Advisors Destiny Family Office Evercore Fiduciary Trust Company | Fifth Third Bank Finemark Gresham Partners Hightower JDJ Family Office Services Kandor Global Advisors Kayne Anderson Rudnick Investment Management Key Family Wealth Keystone Global Partners New Republic Partners Northland Wealth Management Northwood Family Office Omnia Family Wealth Our Family Office | Pathstone Pennington Partners RBC Wealth Management Socius Family Office TAG Associates The Family Office at Synovus Tiedemann Advisors Tolleson Wealth Management Van Leeuwen & Company Verdence Capital Advisors Vogel Consulting WE Family Offices |
Investment & Asset Management and Responsible Investing categories
| 3Sisters Sustainable Management Anacapa Advisors AngelSpan (Legacy Funds) Arnerich Massena Ascent Bailard BNY Mellon Wealth Management Brown Advisory Capital Counsel Capital Dynamics | Capital Generation Partners CAZ Investments CIBC Private Wealth Citi Private Bank Copia Wealth Studios Cresset Envestnet Fiduciary Trust International Genus Capital Management Glenmede | New Republic Partners Our Family Office Pathstone RBC Wealth Management Sonen Capital StepStone Conversus T Rowe Price The Family Office at Synovus Tiedemann Advisors WE Family Offices |
Consultants, Private Client and Insurance categories
| Alliant Private Client Anchin Arnerich Massena Axiom Black Bag BNY Mellon Wealth Management Boston Private Brown & Brown Capital Generation Partners CIBC Private Wealth Citi Private Bank Cresset Dentons | Fiduciary Trust Company Fiduciary Trust International Fifth Third Bank Foundation Source Glenmede Gresham Partners Handler Thayer Lockton Private Risk Solutions Mack International Neal Gerber Eisenberg PKF O’Connor Davies PNC Private Bank Hawthorn PURE | Putnam Consulting Group PwC Tamarind The Family Office at Synovus The Targeted Strategies Group Tiedemann Advisors UBP IAS Vogel Consulting Walker Philanthropic Consulting Wells Fargo Willow Street |
Specialist Wealth Management categories
| Aspiriant Bank of America Bind these words Black Bag BlackCloak BNY Mellon Wealth Management | Citi Private Bank Concentric Copia Wealth Studios Hightower Intersect Capital JDJ Family Office Services Leafplanner | Marsh McLennan PCS Masttro PLUMB Red Point Labs Ronald Varney Summitas Tamarind |
Technology categories
| Adhesion Wealth Advent AdvicePeriod Advyzon Alkymi Altsmark Andes Wealth Technologies Aquilance Asset Vantage Backstop Solutions Bank of America Bill.com Black Diamond Wealth Platform Blender BNY Mellon Pershing BNY Mellon Wealth Management Canoe Intelligence Charles River Development | Citi Private Bank Copia Wealth Studios Datafaction Envestnet ETON Solutions Fifth Third Bank Finlight Fintree FIS FundCount InvestCloud Laserfiche Leafplanner Masttro Mirador Novus Partners Orion Advisor Solutions PKF O’Connor Davies | PLUMB Private Wealth Systems PwC RBC Wealth Management RedTail Technologies Sage Intacct SEI SS&C Salentica SS&C Technologies Summitas Tamarind The E-Valuator Vanilla Venn By Two Sigma Vestmark WealthHub Solutions Zenith |
Leadership and Women in Wealth categories
| AdvicePeriod Arnerich Massena Ascent Aspiriant Bailard Bank of America CAIS Capital Generation Partners Carson Group CIBC Private Wealth Citi Private Bank Dentons Envestnet Fiduciary Trust Company | Financial Freedom Glenmede Gresham Partners Handler Thayer Hightower Key Family Wealth LibertyFi Mack International Matson Money NEPC Northwood Family Office Optas Capital Pathstone Perth Leadership Institute | Pitcairn PKF O’Connor Davies PNC Private Bank Hawthorn PwC Risclarity Robertson Stephens SEI Tamarind The Family Office at Synovus The Inheritance Project Tolleson Wealth Management Truist Wealth Wealth Legacy Advisors Wells Fargo |
Winners
9th Family Wealth Report Awards 2022 Winners
Family Office categories
MULTI-FAMILY OFFICE (up to and including $2.5 billion AuM/AuA)
Highly commended: Socius Family Office
Winner:Our Family Office
MULTI-FAMILY OFFICE ($2.5 billion to $5 billion AuM/AuA)
Verdence Capital Advisors
MULTI-FAMILY OFFICE ($5 billion to $15 billion AuM/AuA)
Highly commended: Kayne Anderson Rudnick Investment Management
Winner: WE Family Offices
MULTI-FAMILY OFFICE ($15 billion AuM/AuA and above)
Pathstone
MULTI-FAMILY OFFICE (CLIENT INITIATIVE)
Ascent Private Capital Management®
MULTI-FAMILY OFFICE (NEW ENTRANT)
Kandor Global Advisors
OUTSTANDING CEO
The Family Office at Synovus - Katherine Dunlevie
OUTSTANDING CIO (CHIEF INVESTMENT OFFICER)
Gresham Partners - Ted Neild
RISING STAR UNDER 40
Highly commended: Pennington Partners - Brian Gaister
Winner: Socius Family Office - Kaylyn Melia
Banking categories
FAMILY OFFICE SOLUTION
Key Family Wealth
INTERNATIONAL PRIVATE BANK
Citi Private Bank
NATIONAL AND REGIONAL PRIVATE BANK
Bank of America Private Bank
Consultants to Private Clients
FAMILY OFFICE MANAGEMENT CONSULTANCY
PKF O’Connor Davies Family Office
FAMILY WEALTH COUNSELLING
Tamarind Partners, Inc.
PHILANTHROPY ADVICE
Highly commended: Walker Philanthropic Consulting
Winner: Putnam Consulting Group
SOLUTIONS FOR “INTERNATIONAL AMERICANS”
Citi Private Bank
Private Client Categories
ACCOUNTANCY ADVISOR
PKF O’Connor Davies Family Office
FIDUCIARY OR TRUST SERVICES
Willow Street
LEGAL TEAM OF THE YEAR
Dentons
TAX ADVISOR
Anchin Private Client
WEALTH PLANNING
Highly commended: Gresham Partners
Winner: Tiedemann Advisors
Investment and Asset Management Categories
ALTERNATIVE ASSET MANAGER
Citi Private Bank
ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS
Brown Advisory
OUTSOURCED CIO
Pathstone
PRIVATE CLIENT INVESTMENT PLATFORM
CIBC Private Wealth
Responsible Investing Categories
ESG INVESTING (ADVISORY)
Pathstone
ESG INVESTING (PRODUCT)
Highly commended: Capital Dynamics
Winner: Brown Advisory
IMPACT INVESTING (ADVISORY)
highly commended: Arnerich Massena
Winner: Glenmede
IMPACT INVESTING (PRODUCT)
Genus Capital Management
Specialist Wealth Management Categories
ART & PRIVATE COLLECTIONS
Highly commended: Citi Private Bank
Winner: Ronald Varney Art Advisors
CONCIERGE/SPECIALIST SERVICE FIRM
Tamarind Learning, Inc.
CYBER SECURITY
BlackCloak
HEALTHCARE SERVICES
Black Bag
MARKETING OR PR CAMPAIGN
Marsh McLennan Agency Private Client Services
PROPERTY & HOUSEHOLD
JDJ Family Office Services
SECURITY CONSULTING & RISK MANAGEMENT
Concentric
Insurance Categories
INSURANCE BROKERAGE PROVIDER
Alliant Private Client
INSURANCE UNDERWRITER
PURE Insurance
Tech Categories (Inhouse and Advisors)
CLIENT DRIVEN INNOVATION (B2C)
Adhesion Wealth
CUSTOMER FACING DIGITAL PLATFORM
BNY Mellon Wealth Management
IMPLEMENTATION OF A TECHNOLOGY SOLUTION
Merrill Lynch Wealth Management (Bank of America)
Technology vendor categories
ACCOUNTING
FundCount
BILL PAY
Bill.com
COMPLIANCE
Highly commended: Alkymi
Winner: The E-Valuator
CLIENT COMMUNICATIONS (EXCL. REPORTING)
Black Diamond Wealth Platform
CONSOLIDATED REPORTING
Highly commended: Black Diamond Wealth Platform
Winner: Masttro
CRM SYSTEM
WealthHub Solutions
FINANCIAL RISK MANAGEMENT
Venn By Two Sigma
FINTECH START-UP
Altsmark
OUTSOURCING/BUSINESS PROCESS OUTSOURCING
Canoe Intelligence
ONBOARDING
Highly commended: Risclarity
Winner: Andes Wealth Technologies
PORTFOLIO MANAGEMENT
SEI Novus
PRODUCT INNOVATION (B2B)
Vanilla
Women in Wealth Categories
WOMEN IN WEALTH ADVISORY (INDIVIDUAL)
Bailard - Sonya Thadhani Mughal
WOMEN IN WEALTH BANKING (INDIVIDUAL)
Bank of America Private Bank - Katy Knox
WOMEN IN WEALTH FAMILY OFFICE (INDIVIDUAL)
Highly commended: Pitcairn - Amy Hart Clyne
Winner: Pathstone - Sue Peterson
WOMEN IN WEALTH INVESTMENT (INDIVIDUAL)
Citi Private Bank - Hale Behzadi
WOMEN IN WEALTH MANAGEMENT (COMPANY CONTRIBUTION)
Highly commended: Pitcairn
Winner: Glenmede
WOMEN IN WEALTH TECHNOLOGY (INDIVIDUAL)
Tolleson Wealth Management - Jennifer Wagoner Kirksey
Leadership Categories
DIVERSITY IN WEALTH MANAGEMENT (COMPANY)
Arnerich Massena
LEADING INDIVIDUAL (MFO)
CIBC Private Wealth - Eric B. Propper
LEADING INDIVIDUAL (SERVICE PRODUCT PROVIDER)
Mack International - Linda Mack
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY)
Dentons
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL)
PKF O’Connor Davies - Stephen Prostano
Lifetime Achievement
Joe Calabrese - Key Private Bank
Winners Interviews
Awards Winners Supplement
Photographs
Previous 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
Categories
Award Categories The Family Wealth Report Awards program is designed to award firms and individuals for their initiatives, efforts and success in their North American operations. A downloadable list of categories is now available here. Guidance for Entry Please find below some guidance on how to choose the correct categories to enter:- The list of categories consists of 12 Award Groupings which consist of a number of categories.
- The list provides a description per Awards Grouping and descriptions for each category.
- Each Award Grouping shows a "Who may enter" description.
- There is no limit on the number of submissions.
- Ensure the correct names of firms and individuals on the submission forms as we will be using these in any marketing activity for successful companies and individuals.
Technology Sponsors
Category Sponsors
