Overview

Welcome

Now in the ninth year, we would like to offer a warm welcome to the 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 President

F2 Strategy

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

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 spent 17 years in financial services and held senior roles at Merrill Lynch, Jefferies and JP Morgan in the areas of capital markets, investment banking and asset management. Staying true to her financial services background, Anna is closely involved in the fintech community. She was recognized with a Markets Choice: Women in Finance 2017 Award for Excellence in Fintech and named to Innovate Finance: Women in Fintech Powerlist 2018.

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. 

About our Sponsors

Technology Sponsors

Category Sponsors

Venue

Mandarin Oriental

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

Speakers’ Chair

Stephen Prostano

Stephen Prostano

Founder

UHNW Institute

Linkedin

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

 

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?

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.

Registration

Nominations are now closed. Please register your interest here if you would like to be informed about our 2023 program.

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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

Technology Sponsors

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