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

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 […]

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 […]

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 […]

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, […]

Bill Woodson

Executive Vice President, Head of Strategic Wealth Advisory and Family Enterprise Service

SVB Private

Bill Woodson is the head of Strategic Wealth Advisory & Family Enterprise Services at Silicon Valley Bank. In this role, he oversees a team that provides integrated investment, planning, and […]

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.’ […]

Bruce Weatherill

Chief Executive

Weatherill Consulting

Bruce is a chartered accountant with over 37 years financial services experience, previously a partner in PwC, latterly as Global leader of their Wealth Management practice and the key driver […]

Buzz Bray

Principal

Bray Executive Search

Buzz Bray founded RMG Associates in 2005, and transitioned to Bray Executive Search in 2019.   Buzz is one of the leading recruiters in the family wealth industry, focusing on wealth […]

Carol R. Kaufman

Founder and CEO

The Ninth Annual Family Wealth Report Awards 2022

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 […]

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, […]

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 […]

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 […]

Dennis Mangalindan

Vice President

SEI

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

Douglas Fritz

Founder and CEO

F2 Strategy

Doug Fritz is the Co-Founder and CEO of F2 Strategy. Doug, a veteran CTO and sought-after wealthtech consultant, leads an all-star team of executives in technology-driven operations, digital client engagement, […]

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, […]

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 […]

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 […]

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 […]

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 […]

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, […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

Michael Wagner

Co-Founder and Chief Operating Officer

Omnia Family Wealth

Michael Wagner, CFP® is co-founder and chief operating officer at Omnia Family Wealth. In this position, Michael is responsible for the ongoing operational and business strategy of Omnia, as well […]

Michael Zeuner

Managing Partner

WE Family Offices

Having joined WE Family Offices as one of its three managing partners in 2013, Michael Zeuner oversees the firm’s US business. A management consultant by training, Michael has considerable experience […]

Mike Slemmer

LP Sales Director

Dynamo Software

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

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 […]

Patti Boyle

Entrepreneur, Educator, Consultant

The Ninth Annual Family Wealth Report Awards 2022

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, […]

Rebecca Meyer

Consultant

Relative Solutions

Rebecca guides family enterprises as they navigate the complexities of intergenerational ownership and planning for transitions. With the benefit of a systems perspective, she helps family enterprises address the need […]

Richard Chen

Managing Partner

Richard L. Chen PLLC

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

Ronna Gyllenhaal

Head of Global Family Office and Institutional Marketing

BNY Mellon Wealth Management

Ronna Gyllenhaal is Head of Global Family Office and Institutional Marketing at BNY Mellon Wealth Management, leading the marketing strategy and growth initiatives for Global Family Office, Investor Solutions and […]

Rusdi Sumner

Vice President, Chief Operating Officer

Market Street Trust

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

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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. 

Sponsors Interviews

Awards Winners Supplement


Finalists

9th Annual Family Wealth Report Awards 2022 Finalists 

 

Family Office and Banking categories

Ascent Bank of America Brown Advisory Burgher Haggard Caprock Carson Group CIBC Private Wealth Citi Private Bank Cresset Crestone Capital Delegate Advisors Destiny Family Office Evercore Fiduciary Trust Company Fifth Third Bank Finemark Gresham Partners Hightower JDJ Family Office Services Kandor Global Advisors Kayne Anderson Rudnick Investment Management Key Family Wealth Keystone Global Partners New Republic Partners Northland Wealth Management Northwood Family Office Omnia Family Wealth Our Family Office Pathstone Pennington Partners RBC Wealth Management Socius Family Office TAG Associates The Family Office at Synovus Tiedemann Advisors Tolleson Wealth Management Van Leeuwen & Company Verdence Capital Advisors Vogel Consulting WE Family Offices
 

Investment & Asset Management and Responsible Investing categories

3Sisters Sustainable Management Anacapa Advisors AngelSpan (Legacy Funds) Arnerich Massena Ascent Bailard BNY Mellon Wealth Management Brown Advisory Capital Counsel Capital Dynamics Capital Generation Partners CAZ Investments CIBC Private Wealth Citi Private Bank Copia Wealth Studios Cresset Envestnet Fiduciary Trust International Genus Capital Management Glenmede New Republic Partners Our Family Office Pathstone RBC Wealth Management Sonen Capital StepStone Conversus T Rowe Price The Family Office at Synovus Tiedemann Advisors WE Family Offices
 

Consultants, Private Client and Insurance categories

Alliant Private Client Anchin Arnerich Massena Axiom Black Bag BNY Mellon Wealth Management Boston Private Brown & Brown Capital Generation Partners CIBC Private Wealth Citi Private Bank Cresset Dentons Fiduciary Trust Company Fiduciary Trust International Fifth Third Bank Foundation Source Glenmede Gresham Partners Handler Thayer Lockton Private Risk Solutions Mack International Neal Gerber Eisenberg PKF O’Connor Davies PNC Private Bank Hawthorn PURE Putnam Consulting Group PwC Tamarind The Family Office at Synovus The Targeted Strategies Group Tiedemann Advisors UBP IAS Vogel Consulting Walker Philanthropic Consulting Wells Fargo Willow Street
 

Specialist Wealth Management categories

Aspiriant Bank of America Bind these words Black Bag BlackCloak BNY Mellon Wealth Management Citi Private Bank Concentric Copia Wealth Studios Hightower Intersect Capital JDJ Family Office Services Leafplanner Marsh McLennan PCS Masttro PLUMB Red Point Labs Ronald Varney Summitas Tamarind
 

Technology categories

Adhesion Wealth Advent AdvicePeriod Advyzon Alkymi Altsmark Andes Wealth Technologies Aquilance Asset Vantage Backstop Solutions Bank of America Bill.com Black Diamond Wealth Platform Blender BNY Mellon Pershing BNY Mellon Wealth Management Canoe Intelligence Charles River Development Citi Private Bank Copia Wealth Studios Datafaction Envestnet ETON Solutions Fifth Third Bank Finlight Fintree FIS FundCount InvestCloud Laserfiche Leafplanner Masttro Mirador Novus Partners Orion Advisor Solutions PKF O’Connor Davies PLUMB Private Wealth Systems PwC RBC Wealth Management RedTail Technologies Sage Intacct SEI SS&C Salentica SS&C Technologies Summitas Tamarind The E-Valuator Vanilla Venn By Two Sigma Vestmark WealthHub Solutions Zenith
 

Leadership and Women in Wealth categories

AdvicePeriod Arnerich Massena Ascent Aspiriant Bailard Bank of America CAIS Capital Generation Partners Carson Group CIBC Private Wealth Citi Private Bank Dentons Envestnet Fiduciary Trust Company Financial Freedom Glenmede Gresham Partners Handler Thayer Hightower Key Family Wealth LibertyFi Mack International Matson Money NEPC Northwood Family Office Optas Capital Pathstone Perth Leadership Institute Pitcairn PKF O’Connor Davies PNC Private Bank Hawthorn PwC Risclarity Robertson Stephens SEI Tamarind The Family Office at Synovus The Inheritance Project Tolleson Wealth Management Truist Wealth Wealth Legacy Advisors Wells Fargo
 

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

Founder

UHNW Institute

Linkedin


Winners

9th Family Wealth Report Awards 2022 Winners

 

Family Office categories

 

MULTI-FAMILY OFFICE (up to and including $2.5 billion AuM/AuA)

Highly commended: Socius Family Office 

Winner:Our Family Office 

 

MULTI-FAMILY OFFICE ($2.5 billion to $5 billion AuM/AuA)

Verdence Capital Advisors

 

MULTI-FAMILY OFFICE ($5 billion to $15 billion AuM/AuA)

Highly commended: Kayne Anderson Rudnick Investment Management

Winner: WE Family Offices

 

MULTI-FAMILY OFFICE ($15 billion AuM/AuA and above)

Pathstone

 

MULTI-FAMILY OFFICE (CLIENT INITIATIVE)

Ascent Private Capital Management®

 

MULTI-FAMILY OFFICE (NEW ENTRANT)

Kandor Global Advisors

 

OUTSTANDING CEO

The Family Office at Synovus - Katherine Dunlevie

 

OUTSTANDING CIO (CHIEF INVESTMENT OFFICER)

Gresham Partners - Ted Neild

 

RISING STAR UNDER 40

Highly commended: Pennington Partners - Brian Gaister

Winner: Socius Family Office - Kaylyn Melia

 

Banking categories

 

FAMILY OFFICE SOLUTION

Key Family Wealth

 

INTERNATIONAL PRIVATE BANK

Citi Private Bank

 

NATIONAL AND REGIONAL PRIVATE BANK

Bank of America Private Bank

 

Consultants to Private Clients

 

FAMILY OFFICE MANAGEMENT CONSULTANCY

PKF O’Connor Davies Family Office

 

FAMILY WEALTH COUNSELLING

Tamarind Partners, Inc.

 

PHILANTHROPY ADVICE

Highly commended: Walker Philanthropic Consulting

Winner: Putnam Consulting Group

 

SOLUTIONS FOR “INTERNATIONAL AMERICANS”

Citi Private Bank

 

Private Client Categories

 

ACCOUNTANCY ADVISOR

PKF O’Connor Davies Family Office

 

FIDUCIARY OR TRUST SERVICES

Willow Street

 

LEGAL TEAM OF THE YEAR

Dentons

 

TAX ADVISOR

Anchin Private Client

 

WEALTH PLANNING

Highly commended: Gresham Partners

Winner: Tiedemann Advisors

 

Investment and Asset Management Categories

 

ALTERNATIVE ASSET MANAGER

Citi Private Bank

 

ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS

Brown Advisory

 

OUTSOURCED CIO

Pathstone

 

PRIVATE CLIENT INVESTMENT PLATFORM

CIBC Private Wealth

 

Responsible Investing Categories

 

ESG INVESTING (ADVISORY)

Pathstone

 

ESG INVESTING (PRODUCT)

Highly commended: Capital Dynamics

Winner: Brown Advisory

 

IMPACT INVESTING (ADVISORY)

highly commended: Arnerich Massena

Winner: Glenmede

 

IMPACT INVESTING (PRODUCT)

Genus Capital Management

 

Specialist Wealth Management Categories

 

ART & PRIVATE COLLECTIONS

Highly commended: Citi Private Bank

Winner: Ronald Varney Art Advisors

 

CONCIERGE/SPECIALIST SERVICE FIRM

Tamarind Learning, Inc.

 

CYBER SECURITY

BlackCloak

 

HEALTHCARE SERVICES

Black Bag

 

MARKETING OR PR CAMPAIGN

Marsh McLennan Agency Private Client Services

 

PROPERTY & HOUSEHOLD

JDJ Family Office Services

 

SECURITY CONSULTING & RISK MANAGEMENT

Concentric

 

Insurance Categories

 

INSURANCE BROKERAGE PROVIDER

Alliant Private Client

 

INSURANCE UNDERWRITER

PURE Insurance

 

Tech Categories (Inhouse and Advisors)

 

CLIENT DRIVEN INNOVATION (B2C)

Adhesion Wealth

 

CUSTOMER FACING DIGITAL PLATFORM

BNY Mellon Wealth Management

 

IMPLEMENTATION OF A TECHNOLOGY SOLUTION

Merrill Lynch Wealth Management (Bank of America)

 

Technology vendor categories

 

ACCOUNTING

FundCount

 

BILL PAY

Bill.com

 

COMPLIANCE

Highly commended: Alkymi

Winner: The E-Valuator

 

CLIENT COMMUNICATIONS (EXCL. REPORTING)

Black Diamond Wealth Platform

 

CONSOLIDATED REPORTING

Highly commended: Black Diamond Wealth Platform

Winner: Masttro

 

CRM SYSTEM

WealthHub Solutions

 

FINANCIAL RISK MANAGEMENT

Venn By Two Sigma

 

FINTECH START-UP

Altsmark

 

OUTSOURCING/BUSINESS PROCESS OUTSOURCING

Canoe Intelligence

 

ONBOARDING

Highly commended: Risclarity

Winner: Andes Wealth Technologies

 

PORTFOLIO MANAGEMENT

SEI Novus

 

PRODUCT INNOVATION (B2B)

Vanilla

 

Women in Wealth Categories

 

WOMEN IN WEALTH ADVISORY (INDIVIDUAL)

Bailard  - Sonya Thadhani Mughal

 

WOMEN IN WEALTH BANKING (INDIVIDUAL)

Bank of America Private Bank  - Katy Knox

 

WOMEN IN WEALTH FAMILY OFFICE (INDIVIDUAL)

Highly commended: Pitcairn - Amy Hart Clyne

Winner: Pathstone -  Sue Peterson

 

WOMEN IN WEALTH INVESTMENT (INDIVIDUAL)

Citi Private Bank - Hale Behzadi

 

WOMEN IN WEALTH MANAGEMENT (COMPANY CONTRIBUTION)

Highly commended: Pitcairn

Winner: Glenmede

 

WOMEN IN WEALTH TECHNOLOGY (INDIVIDUAL)

Tolleson Wealth Management -  Jennifer Wagoner Kirksey

 

Leadership Categories

 

DIVERSITY IN WEALTH MANAGEMENT (COMPANY)

Arnerich Massena

 

LEADING INDIVIDUAL (MFO)

CIBC Private Wealth - Eric B. Propper

 

LEADING INDIVIDUAL (SERVICE PRODUCT PROVIDER)

Mack International - Linda Mack

 

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY)

Dentons

 

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL)

PKF O’Connor Davies - Stephen Prostano

 

Lifetime Achievement

 

Joe Calabrese - Key Private Bank


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

 


Winners Interviews

 

 

 

 


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?

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.