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
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 2022 pool of Judges consists of around forty 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

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.

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 implementation, mock audits, and SEC examinations. Richard also counsels investment advisers concerning business formation/structuring, contract drafting, mergers, employment matters, succession planning, private fund formation, and operational due diligence. Before launching his practice, Richard spent many years at several preeminent law firms in New York after graduating from Harvard Law School and Harvard College. Please visit his firm’s website and visit his LinkedIn page to learn more about him and his practice.

Vikram Chugh
Chief Operating Officer
Robertson Stephens
Vikram Chugh oversees the wealth management platform at Robertson Stephens and is responsible for firm operations, advisor due-diligence and onboarding, technology, marketing and business strategy. Vikram has 20 years of leadership experience working at BlackRock, Merrill Lynch and Capital One. Most recently, Vikram led the business development effort for BlackRock’s Aladdin Wealth business in the Americas region. He was instrumental in the build out and launch of BlackRock’s Digital Wealth platform including the Aladdin Wealth capability, iRetire solution as well as the acquisition of FutureAdvisor. Vikram earned a BTech degree from Indian Institute of Technology (I.I.T.), Delhi and is a CFA® charterholder.

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.

Carole Crawford
Managing Director, Americas Region
CFA Institute
Carole has more than 25 years of leadership experience in finance, investment management and business development. She's a forward looking, trusted advisor and advocate with a strong focus on growth, innovation, transformation and building productive strategic alliances. Her foundation of the CFA charter combined with professional experience as a public and private markets investor and tech CFO enables robust analysis and sharp decision making. She focuses on realigning family office structures and integrated asset management, including direct and co-investment in venture. She is a Fintech Expert, actively engaged in its complex innovation ecosystem of startups, investors, incumbent banks and investment firms, consultants, advisors and regulators, identifying industry trends and relevant opportunities.

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 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, performance and implementation, among many other areas for clients. Through F2’s Outsourced CTO (OCTO) model and strategy consulting services, Doug is passionate about helping firms of all sizes deliver exceptional client and advisor experiences. Doug is also an accomplished industry thought leader, speaker and judge at InIVest, American Banker, Financial Times, WM.com, RIAIntel, InvestmentNews, Family Wealth Report, WealthStack, and Financial Planning. He is also a winner of the 2021 ThinkAdvisor Thought Leader Luminary award.

Anna Garcia
General Partner
Runway Venture Partners
Anna Garcia is Co-Founder and Partner at Runway Venture Partners, a New York-based early stage VC firm focused on investing in post product-market fit B2B SaaS companies. Prior to entering venture capital, Anna

Ronna Gyllenhaal
Head of Global Family Office and Institutional Marketing
BNY Mellon Wealth Management
Ronna Gyllenhaal is VP, Senior Marketing Segment Manager at BNY Mellon Wealth Management, leading the marketing strategy and initiatives for the Global Family Office group. Prior to this role, she was Managing Director of Marketing & Communications at Pitcairn. Her deep knowledge of the industry and understanding of family dynamics bring a distinctive view into the world of family and wealth. A highly skilled marketing and communications expert, Ronna brings creative ideas and initiatives to the table with an informed understanding of business objectives. She knows what it takes to become an industry leader.

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.

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 industry events and manages the sales cycle. With a core focus on family offices, accounting firms and other wealth management organizations selecting a technology solution, Dennis has worked with many of the Forbes 185 families and Forbes 400 individuals for over 17 years. Prior to joining SEI, Dennis served as Managing Director of Sales and Marketing at Financial Navigator, Inc.. Dennis holds a Bachelor of Science in Business Administration with a concentration in Marketing from San Jose State University.

Catherine McCormick
Tax Manager
Pisces Inc
Catherine has over 11 years of experience assisting high net-worth individuals minimize their income and estate tax exposures. Catherine started her career in the UK with the accounting firm BDO LLP, before moving to the San Francisco office as part of an expansion. Catherine has a unique insight into both UK and US tax systems and her clients have included entrepreneurs, chief executives, and individuals with complex international aspects to their affairs. In 2019 Catherine joined a private family office as the trust and estate tax specialist, providing ongoing tax advice and coordinating all trust and estate tax filings. Here, Catherine is part of the core team implementing the upgrade of technology systems, including CRM, document management, and General Ledger systems. Catherine was voted Top 35 Under the age of 35 in the Private Wealth industry in 2016.

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
CEO
InfoGrate
Dr Neild is CEO of InfoGrate, a consulting boutique specializing in information technology for family offices. We architect solutions that encompass GL/portfolio management/partnership accounting/CRM selection, data integration, operations, performance reporting, and infrastructure/ cloud management. Tania has over 25 years of academic and applied research in data integration. She began her career with the National Security Agency, which awarded her the National Physical Sciences Consortium Award to fund her research in heterogeneous database integration. She earned a PhD in computer engineering from Northwestern University and a Bachelor’s degree in mathematics and computer sciences from Emory University.

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 Executive Vice Chairman and a member of its Board of Directors. He was also President of YMG Private Wealth, Chairman of Nisker Associates and was a driving force behind Brown Baldwin Nisker Ltd for more than 25 years, before it was sold and became HSBC Securities in 1998. He is also well known for being one of three managers of Sir John Templeton’s personal global mutual fund, Best Investments International, having been selected by his mentor in 1990. Active in philanthropy, he’s acted as Co-Chair of the UJA Federation of Greater Toronto Annual Campaign, Co-Chair of the Baycrest Centre for Geriatric Care Campaign, Vice-Chair of Mount Sinai Hospital Foundation and Chair of its Investment Committee, Chair of the Jewish Foundation of Greater Toronto and Chair of its Investment Committee.

Jonathan North
Head of Products
4Pines Fund Services
Jonathan North, Head of Products for 4Pines Fund Services, has spent the past 20 years working with technology firms and family offices. Jon began his work with family offices at Financial Navigator where he learned about the market and software. He joined FundCount as one of the initial employees. He helped FundCount emerge as a software competitor in the US market while helping to expand it from a hedge fund product into a family office offering. More recently, Jon led the sales and marketing efforts for the Private Client business at SS&C and took over as Head of Private Clients North America for Alter Domus. With his current venture away from family office market it was a perfect time for Jon to lend his perspective to the FWR team.

Bob Oros
Chairman & CEO
Hightower
Bob Oros is Chairman and CEO of Hightower, a national wealth management firm that invests in and empowers financial advisory businesses to drive growth and help clients achieve ‘well-th. rebalanced.’ Under Bob’s leadership, Hightower has accelerated acquisitions, expanded services for advisors and achieved consistently strong organic growth. He has over 25 years of strategic and operational experience, with a track record of successfully recruiting, retaining and supporting advisors. He previously served as CEO at HD Vest, EVP and Head of the RIA Segment at Fidelity Clearing and Custody, and held various leadership roles at LPL Financial and Charles Schwab.

Martha Pomerantz
Partner, Investment Portfolio Manager
Evercore Wealth Management
Martha is a partner and portfolio manager at Evercore Wealth Management and the manager of the firm’s Minneapolis office. She is a member of the firm’s strategic planning committee and 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.

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”.

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 to the financial services industry who serve them -- or want to! -- on the human issues that keep families of wealth up at night: Legacy, Next Generation, Stewardship, Governance, Leadership Succession, and Philanthropy. Based in NYC, she is a “recovering” Attorney and CPA, and “one of the few women on the national speaking circuit who is guiding financial services firms and their clients to connect with the human side of the client relationship.” - Family Wealth Report Awards 2020. Susan’s passion is helping families (and their provider organizations) with the tools to take them to their full potential. For more, visit
SusanSchoenfeld.com and WLALLC.com.

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 and foundations, family offices, funds of funds, private equity firms, M&A teams, venture capital groups, hedge funds, fund administrators, prime brokerages, and insurance firms. Previously, he was a senior consultant at The Collaborative. Mike has deep experience in investment technology, having had many sales, marketing and leadership roles at SS&C, Thomson Financial/ThomsonReuters, FundCount and Chase. Mike earned his BA from the University of Delaware, an MBA in finance from the University of Houston and an executive degree from the Columbia University Graduate Business School. He is a CFA (Chartered Financial Analyst) charter holder and a member of the CFA Institute and the CFA Boston.

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.

Rusdi Sumner
Chief Client Family Services 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 to joining Market Street, Sumner was Vice President and Managing Director of Tompkins Financial Advisors, while serving on the Tompkins Trust Company’s leadership team and as an Innovation Ambassador. Sumner received a B.A. from Cortland State University summa cum laude in Business Economics and Communications. She also holds a dual-degree MBA with distinction from Cornell University’s Samuel Curtis Johnson School of Management and the Smith School of Business, Queen’s University (Ontario, CA).

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.
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.
Registration to enter
Register for the Family Wealth Report Awards 2022 program.
Contact Points
For general questions: theodora.viney@clearviewpublishing.com
Please note that whilst the judging process is completely independent of the commercial arrangements between the participants and the Organizers it is expected that winners have an obligation to work with the organisers to promote their award and this obligation is separate to attendance at an awards ceremony.
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 Philanthropy 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 |
About our Sponsors
Technology Sponsors
ProFundCom is the leading digital marketing platform in finance, built to exacting compliance and security standards. With almost 20 years in the industry, ProFundCom delivers unrivalled digital marketing reporting and analytics. ProFundCom currently works with over 45 retail and institutional fund providers, boutiques and private banks around the globe.
smartKYC’s technology drives faster, better and more cost-effective third party ESG due diligence at every stage of the relationship – liberating human effort to focus on decision-making rather than laborious background research. smartKYC fuses artificial intelligence with linguistic and cultural sensitivity and deep domain knowledge to set new standards for ESG risk intelligence quality, whilst transforming productivity and hardwiring compliance conformance.
Category Sponsors
Bray Executive Search (formerly RMG Associates) is the leading executive recruiting service for wealth management focusing on family clients of significant wealth. We are national recruiters working exclusively in UHNW/HNW family wealth advisory with offices in Seattle and Philadelphia.
Bray Executive Search is proud to have some of the industry’s most distinguished family wealth management firms as our clients and have had the privilege to advise some of the top talent in the industry on their career transitions.
With over three decades of service to investment advisors and the ultra-wealthy community, Schwab Advisor ServicesTM. has the experience and custody resources needed for today’s single-family and multi-family offices. We combine experts who deliver high-touch service with modern technology. It’s why we are entrusted with almost $740 billion in ultra-high-net-worth household assets1 and why we have the honor to work closely with hundreds of family offices, providing solutions and connections to some of the country’s most successful families and the professionals who serve them.2
- As of February 28, 2022. Ultra-high-net-worth investor assets are defined as households with investable assets greater than $20 million.
- Charles Schwab & Co., Inc., as of February 28, 2022.
Schwab Advisor Services serves independent investment advisors and includes the custody, trading and support services of Schwab. Independent investment advisors are not owned by, affiliated with or supervised by Schwab.
©2022 Charles Schwab & Co., Inc. (“Schwab”). All rights reserved. Member SIPC.
(0422-2XHC) (04/22)
Highworth Research & WealthBriefing presents the largest online database of single family offices outside USA:
- Detailed profiles of over 1,100 single family offices in EMEA, Asia Pacific, Latin America and Canada
- Over 10,000 names of single family office contacts, including CEO, CFO, CIO, and managers for particular asset classes
- Search the Database by name of family office, by family name, by country, by AUM, by asset allocation, and by business sectors invested
- Export results to Excel
Huriya Private is an independent, international, awardwinning private equity, immigration, multi-family office, and corporate structuring firm with head office in Dubai, UAE. We provide bespoke strategic management support to international clients in global markets.
Huriya Private provides private advisory services to a select number of families and private individuals. Our team brings decades of professional financial services experience with an international network of contacts, and a deep understanding of the needs of the modern-day high net worth client or international family. We have great experience in advising some of the GCC’s wealthiest individuals. In an increasingly complex world, we help them to protect, maintain and enhance their private wealth. We provide them with the freedom to travel visa-free and to access and repatriate their wealth, in the most commercial, tax-efficient, and cost-effective manner possible.
With over 20 years of experience in the finance industry, Huriya Private is a private fiduciary and multi-family office, catering to a select clientele across countries.
Hywin Holdings (NASDAQ: HYW) is a leading independent wealth management service provider in China focused on providing asset allocation advisory services and comprehensive financial products to high-net-worth clients. The Company’s primary services are wealth
management, asset management, and other comprehensive financial services. Hywin Holdings had 134,656 clients as of December 31, 2021 and generated net revenues of RMB 1,834 million (US$ 277 million) in fiscal year 2021. WealthBriefingAsia Greater China Awards recently named Hywin Holdings as “Best Wealth Manager of Greater China 2022” and the company’s Chief Executive Officer, Madame Wang Dian, as “Best CEO in Greater China Wealth Management 2022”.
InvestCloud is a global company specialising in digital platforms that enable the development of financial solutions, pre-integrated into the Cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding library of modular apps, resulting in powerful products. Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore and Sydney, supporting trillions in assets across hundreds of diverse clients – from the largest banks in the world to wealth managers, asset managers and asset services companies.
Venue
Mandarin Oriental
Address: 80 Columbus Circle at 60th Street, New York, New York 10023, USA
Speakers’ Chair

Stephen Prostano
Founder
UHNW Institute
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 Philanthropy
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
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
Photographs
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?
Registration
Nominations are now closed. Please register your interest here if you would like to be informed about our 2023 program.
==================================================================
Below are the steps of our 2022 awards process.
1. Register here for the Family Wealth Report Awards Program 2022
2. Fill out your details and select the categories you would like to enter.
3. Once you submit the form, you will receive a confirmation with a downloadable nomination form
- Fill in the name of your firm or individual (as they would like to appear in all communications in reference to the Awards program).
- Answer the the questions on the form (not exceeding the total word count of 750)
- Examples to illustrate your submission can be included by active links to PDFs, audio and/or video files (no more than 3 relevant examples)
- Tips for a standout submission can be found here
4. Send the nomination form(s) to theodora.viney@clearviewpublishing.com
5. Finalists, commended and winners will be notified in January 2022 and will be offered marketing packages and tickets for the Awards Ceremony on 4 May 2022.
6. All finalists will be included on the awards website and in finalist announcement in our social media channels in the beginning of March 2022.
7. Winners will be announced at the ceremony on 4 May 2022 and in Family Wealth Report editorial, website and social media channels on 5 May 2022.
For any questions, please contact theodora.viney@clearviewpublshing.com