Overview
Welcome
Family Wealth Report is excited to announce the launch of our Second Annual Miami Family Wealth Report Awards incorporating Latin America and the Caribbean program highlighting the dynamic Latin American, Caribbean and Miami wealth management markets.
Following on from eleven years of our Family Wealth Report Awards in New York, we are now showcasing and rewarding the community who service the HNW and UHNW individuals and families across these regions.
Award Categories
In keeping with our other global award programs, the categories are focused around three main areas:
- Experts (individuals and teams)
- Products
- Services for wealth managers and clients/institutions of all sizes and types
Judging Process
Within all our global awards programmes, independence, integrity and genuine insight are the watchwords. The judging process is always conducted by expert panels. They are made up from an impartial selection of domain experts from family offices, private banks, trusted advisers, consultants and other service providers each of whom has in-depth knowledge and a broad experience.
Each judge signs an NDA to ensure that all the information that they see in submissions remains strictly confidential. Panels are constitutes is a way that no judge sees submissions from competitors.
Awards Notification Process and Marketing Your Success
Winning a Family Wealth Report Award sets organizations and individuals apart from their peers and is a tangible demonstration that they have something special to offer. The accolade rewards achievement and showcases top-class performance, innovation and distinction.
They are also key demonstrators of the sustainability and robustness of your organization. Winners will be given advance notification for their success, allowing time to prepare their marketing messaging around the promotion of their achievement before the public announcement in January 2025.
Family Wealth Report, as the long-standing voice of the family office community, will work with the winners to optimize their success by offering a range of marketing collateral.
The nomination process for The Second Miami Family Wealth Report Awards incorporating Latin America and the Caribbean 2025 will open on 15 May 2024 culminating in an awards celebration on 16 January 2025 in Miami. We invite you to begin the process with a commitment-free expression of interest.
Sponsorship Opportunities
For further information on sponsorship opportunities please contact rachel.fokes@clearviewpublishing.com
Further Information
For more information about the awards and submission process please contact siiri.piiroinen@clearviewpublishing.com
Key Dates
Nominations Open – Open Now
Submission Deadline – 15 November 2024 (Midnight)
Winners Notified of Their Success – From December 2024
Public Announcement & Gala Ceremony – 16 January 2025
Judges
Our global awards program is built on the independence of our judges. Each judge will have signed an NDA to ensure that all the information they receive in the submissions is kept in the strictest confidence.
Further judges will be announced in due course.
Trusted Advisors
Philip N. Carey
Principal and CEO
Lion Capital Advisors LLC
Philip N. Carey is Principal and CEO of Lion Capital Advisors LLC, a Miami-based multi-family office. With over 25 years of experience in international private banking, my focus is on […]
Philip N. Carey is Principal and CEO of Lion Capital Advisors LLC, a Miami-based multi-family office. With over 25 years of experience in international private banking, my focus is on providing exceptional client service and building trust with U.S. and international families. I take a holistic approach to managing global wealth, incorporating individual values and unique investment opportunities. My clients, who are located in Europe, the USA, and South America, trust me to help them preserve and grow their wealth for future generations.
In a volunteer capacity, I am deeply committed to philanthropy. I am a Trustee and Vice President of The Sapelo Foundation, a private family foundation dedicated to social justice and environmental protection in Georgia. As a board member, I am leading the efforts to align our assets with our mission, reflecting my passion for creating positive change in the world. In addition, I am involved in the College of General Studies Dean's Advisory Board at Boston University and the Master of Science in Sustainable Business Advisory Board at the University of Miami Business School, where I share my expertise and collaborate with like-minded professionals.
I hold a Master of Science in Financial Planning from Bentley College-Elkin B. McCallum Graduate School of Business and a Bachelor of Arts from Boston University. I am committed to lifelong learning and continuous personal and professional growth. For this reason, I recently enrolled in and was accepted to the Owner/President Management (OPM) program at Harvard Business School, a transformative learning experience designed to boost my leadership skills, help me expand my strategic vision and the value of my enterprise.
Joseph Kellogg
Head of Wealth Planning
WE Family Offices
Joseph Kellogg works with families to make informed decisions for their wealth enterprise. As partner of WE Family Offices, he assists families to identify their objectives and their challenges within […]
Joseph Kellogg works with families to make informed decisions for their wealth enterprise. As partner of WE Family Offices, he assists families to identify their objectives and their challenges within unique circumstances and then to coordinate with the families’ estate and tax professionals to implement a comprehensive strategy.
Prior to his role with the multi-family office, Joseph provided wealth-planning services for international private clients of UBS AG (Miami) and of HSBC Private Bank (Miami). In 2002, he opened and managed the Miami representative office for the Amicorp Group providing corporate and fiduciary structures to both corporate and private clients. From 1997 to 2002, Joseph worked with the Citco Group of companies based in Curacao, and in the British Virgin Islands. He is a recipient of the STEP Founder’s Award. He is former Chair and Board Member of STEP Miami Branch and former Vice-Chair and Board Member of STEP USA. Currently, he is a Member of the Business Families Global Special Interest Group.
Joseph is an attorney licensed in New York and Florida and received his J.D. from the American University in Washington, D.C., his LL.M. (Tax) from the University of Miami, and studied in a masters-in-law program at the Escuela Libre de Derecho in Mexico, D.F. He is fluent in Spanish.
Joseph W Reilly Jr
CEO and Founder
Circulus Group
Mr. Reilly is an investment and strategy consultant to family offices and the host of the Private Capital Podcast. He was the co-founder and founding president of the Family Office […]
Mr. Reilly is an investment and strategy consultant to family offices and the host of the Private Capital Podcast. He was the co-founder and founding president of the Family Office Association, 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, and Bloomberg, and currently does a monthly interview series with notables in the family office world for Family Wealth Report, where he is on the global editorial board.
Wendy Delmar
Chief Executive Officer
Caribbean Association of Banks
Wendy describes herself as a well-balanced individual who is deeply family oriented, spiritual, career driven and self-motivated. She also hastens to add that the journey of life helps in maintaining […]
Wendy describes herself as a well-balanced individual who is deeply family oriented, spiritual, career driven and self-motivated. She also hastens to add that the journey of life helps in maintaining a humble outlook dishing out liberal portions of blessings and a few curves to keep her focused and grateful.
Wendy is one of two children born to her hero and lifelong best friend Marie Maragh. Her older brother Mark has always been her father figure and has always relentlessly pulled her along even when life has dished out some tough blows, Mark remains steadfast at his “little sister’s side. Wendy says that her Mom and best friend; a lady of extreme integrity raised her two children with prayer and humility, teaching them the basic values of life and that above all they should compromise on family’s core values of respect for everyone, living generously and treating everyone as they would like to be treated. Wendy says that Mom always taught us though that no matter the situation, as long as we act with integrity ourselves, we must stand up for ourselves and what we believe in. Mom’s greatest lesson is also that everything must be done with utter respect for everyone and above all LOVE.
Wendy is a widowed mother to 3 beautiful boys whom she describes as her foundation and says that they keep her grounded and challenge her daily to be the best version of herself daily. D’Andre, Dante and Davonte are her heartbeats.
Wendy is a professional and career driven individual who is happiest when learning new approaches to the world of work. Wendy expresses that her deepest sense of fulfillment comes from helping others accomplish their personal and professional goals.
Simone E. Martin
Director, Special Projects
BVI Financial Services Commission
Simone Martin is a non-conventional regulator with over 21 years of experience, having commenced this career in 2000 with the BVI Financial Services Commission. Her diverse experience encompasses several sectors […]
Simone Martin is a non-conventional regulator with over 21 years of experience, having commenced this career in 2000 with the BVI Financial Services Commission. Her diverse experience encompasses several sectors (fiduciary services, insurance, and investment business) in both the BVI and Anguilla. During her career thus far, she has materially contributed to legislative reform towards ‘right-tough’ regulation, the conduct of prudential and AML/CFT compliance inspections as well as created and delivered training for local, regional and international regulators and other financial services professionals.
From 2008 – 2019, Simone served as the Secretary of the Joint Anti-Money Laundering and Terrorist Financing Committee of the Virgin Islands and was a member of the National Risk Assessment Steering Group of the Virgin Islands (2014 - 2016). In addition, she has participated in a mutual evaluation as a Financial Expert with CFATF and contributed to multiple FATF Working Group papers. Simone was also a core member of the Working Group for Trust and Corporate Service Providers, established by the Group of International Finance Centre Supervisors, that developed the international standard for supervision of Trust and Corporate Services Provider.
Simone holds a Masters’ degree in Business Administration and an undergraduate degree in Accounting. She is a Fellow of The Chartered Governance Institute, UK, a Fellow of the International Compliance Association of the UK and a full member of the Society of Trust and Estate Practitioners.
Simone has facilitated diploma and certificate courses in Compliance, AML and GRC, and mentored students seeking AML/CFT focused financial services qualifications for over a decade.
In keeping with her passion for compliance and the learning process, Simone founded IGNUS SOLUTIONS LIMITED in 2021 – a platform created empower compliance professionals through its membership – CHASING COMPLIANCE, podcast, compliance courses and other media.
Darrell King
Managing Director, Americas
Crestbridge Fiduciary
Based in New York City, and with over 25 years’ experience working with UHNW families and their advisors, Darrell is the Managing Director, Americas for Crestbridge Fiduciary LLC. Darrell’s key […]
Naro Zimmerman
Deputy Head of Caribbean - Private Client Services
JTC
Naro is Deputy Head of Private Client Services for JTC’s Caribbean offices. Prior to this he was Head of JTC’s Dubai and Abu Dhabi offices, and he originally joined JTC […]
Naro is Deputy Head of Private Client Services for JTC’s Caribbean offices. Prior to this he was Head of JTC’s Dubai and Abu Dhabi offices, and he originally joined JTC as an Associate Director based in Guernsey.
Having grown up in Guernsey, Naro started working in the fiduciary industry in 2004 and has remained in the industry ever since. His experience has been gained in both independent and bank owned fiduciary companies, with most of his career being spent looking after Middle Eastern clients with a particular focus on structures holding real estate. He is a member of the Society of Trust and Estate Practitioners (STEP) and a Chartered Manager under the Chartered Management Institute (CMgr MCMI).
Naro enjoys training for endurance events such as marathons and Ironman events. He also recently completed a 24 hour solo swim for charity.
Carlos Valladares
Founder
Del Mar Capital, LLC
Carlos is an experienced financial markets professional with more than 36 years of experience across a broad range of disciplines including corporate finance, proprietary trading, asset management, senior corporate management, […]
Mike McNamara
CEO
Baretz+Brunelle
Mike is a transformational leader, tested executive and business advisor to boards, C-suite leadership teams, innovators and investors. As Chief Executive Officer of Baretz+Brunelle, Mike leads B+B’s focus on helping […]
Mike is a transformational leader, tested executive and business advisor to boards, C-suite leadership teams, innovators and investors. As Chief Executive Officer of Baretz+Brunelle, Mike leads B+B’s focus on helping the world’s preeminent businesses in the new legal economy achieve growth.
As former CEO of Dentons US and partner for over 20 years, Mike brings to B&B’s award-winning work a record of business results emblematic of his unique ability to assist organizations meet large challenges — and understand large business opportunities — driven by changes in law, finance, and technology. His leadership empowered Dentons to transform into a global, multi-billion-dollar enterprise, where he has influenced a generation of leaders and served on the Global Management Committee and Global Board. This includes over 50 mergers and combinations during his executive leadership in the US and globally, alongside dozens of growth initiatives, large group acquisitions, new market and office openings, multi-office practice vertical acquisitions, and a creative ancillary transaction fueled by private equity investment. His dedicated commitment to building out Dentons’ global family office and high net worth team contributed to being honored as Family Wealth Report’s 2023 Legal Team of the Year and Private Asset Management’s 2023 Best Family Office Provider for New Innovations.
Throughout his career, Mike built multiple award-winning practice, sector, and special situations teams focused on innovation, data analytics, and emerging technologies to inform decisions and adapt to evolving legal industry market trends. Having hired and directed C-suite leadership teams, he knows what is necessary to scale and finance growth within complex professional services partnerships. This includes addressing opportunities and challenges relating to C-suite demands, workforce shifts, digital transformation, legal technology, artificial intelligence, risk management and security, and private equity in the legal industry asset class. Personally engaged in structuring and negotiating transactions exceeding $100 billion and having been deeply involved in crisis management and response, Mike has experienced the realities confronting leaders, innovators and investors navigating major events, executing complex transactions, or pivoting to seize market opportunities.
A US government economist early in his career, Mike taught economics at Harvard University, receiving the Allyn Young Teaching Prize and Derek Bok Center of Distinction in Teaching. He is a Meyler Campbell (London) Mastered executive business coach, a trustee and former executive committee member of the Federal City Council, a board director of Children’s Law Center – a national-model non-profit reaching 5,000 children and families every year, and a passionate executive sponsor for the business benefits of diverse workplaces in decision-making,
Mike holds an AB, summa cum laude, in economics and public policy from Duke University and a JD, magna cum laude, from Harvard Law School.
Lowry Brescia
Associate Director
Stonehage Fleming Family Office US Division
Lowry is an Associate Director at the Stonehage Fleming Family Office US Division, where she holds the leadership position at the group’s representative office in Miami. With an unwavering dedication […]
Lowry is an Associate Director at the Stonehage Fleming Family Office US Division, where she holds the leadership position at the group's representative office in Miami. With an unwavering dedication to her profession, Lowry has ingrained herself in the local community for over two decades, cultivating an extensive global network. Leveraging her exceptional expertise in relationship management spanning over 19 years, she has successfully served multinational organizations, world-renowned international tax law firms, as well as high-net-worth international individuals and families across Latin America, the United States, and Europe.
She possesses an intricate understanding of her clients' complete affairs, enabling her to play a pivotal role in collaborating and coordinating with professionals worldwide, across multiple disciplines. This collaboration ensures the seamless execution of their strategic and operational objectives, solidifying her reputation as an integral figure within her field.
Throughout her career, Lowry has garnered recognition for her ability to create a welcoming environment, fostering strong interpersonal connections among individuals and her commitment to excellent service.
Categories
1. Register here for the Miami Family Wealth Report Awards 2025.
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 programme)
- Answer the the questions on the form (not exceeding the total word count of 1000)
- Examples to illustrate your submission can be included by active links to PDFs, audio and/or video files (no more than 3 relevant examples)
4. Send the nomination form(s) to Jenna.maybery@clearviewpublishing.com (submission deadline is 15 November 2024)
5. Winners and commended firms and individuals will be notified in December 2024 and will be offered marketing packages and tickets for the Awards Ceremony on 16 January 2025.
6. Winners will be announced at the ceremony on 16 January 2025 and in the Family Wealth Report editorial, website and social media channels on 17 January 2025. Whilst the judging process is completely independent of the commercial arrangements between the participants and the organisers it is expected that winners have a financial obligation to work with the organisers to promote their award(s) and this obligation is separate to attendance at an awards ceremony if one is held.
For any questions, please contact the Event Manager: siiri.piiroinen@clearviewpublishing.com
About our Sponsors
Category Sponsors
We focus on providing family offices and wealth management firms access to our wide network of services and professionals, including corporate & luxury travel arrangements, lifestyle management, and unique experiences for executives and clients.
ProFundCom helps financial institutions raise and preserve AuM using digital marketing analytics. ProFundCom has been built using expertise and best practice from within the financial services industry. Our marketing analytics focus solely on the asset/investment management space and offer an integrated solution across all digital properties. We understand email/web traffic patterns of investment management clients and how you can leverage these behaviours.
smartKYC’s AI software is used by banks to automate customer due diligence whether for remediation, onboarding, refresh or continuous monitoring; our technology drives faster, better, and more cost- effective KYC at every stage of the relationship – liberating human effort to focus on decision-making rather than laborious screening and research. smartKYC integrates all relevant KYC sources - external watchlists, media archives, open web search, private company data, internal blacklists and, like a human, it reads everything and extracts useful intelligence in the form of facts. smartKYC presents facts about risks like adverse media, but also provides insights into information like source of wealth, network risk and even ESG misdemeanours. Sophisticated hit scoring maximises relevance and minimises false positives. All of this is done at speed and at scale and, as such, straight through processing opportunities become obvious. In refresh or continuous monitoring mode, smartKYC watches only for net new risks as they emerge and never repeats what is already known.
Venue
Penthouse at Riverside Wharf
Address: 125 SW North River Drive, Miami, FL 33130
Previous Winners
LATIN AMERICA BASED PRIVATE BANKING CATEGORY
Best Overall Private Bank (Latin America)
EFG
WEALTH MANAGEMENT SERVICE CATEGORIES
Team Servicing UHNW Individuals (Latin America)
EFG
Wealth Planning Solution or Team (Latin America)
First Rate
Family Office Solution (Latin America)
First Rate
Digital Capability (Latin America)
First Rate
INVESTMENT MANAGEMENT CATEGORY
Asset Manager (Latin America)
EFG
PRIVATE CLIENT CATEGORIES
Insurance Offering (Caribbean)
Sophos Advisors
Trust Company
Trident Trust
OVERALL REGIONAL TECHNOLOGY CATEGORIES
WealthTech Solution (Caribbean)
FundCount
WealthTech Solution (Latin America)
First Rate
TEAM BASED CATEGORIES
Spanish-Portuguese Speaking Clients Team
Trident Trust
International Clients Team
Trident Trust
CARIBBEAN WEALTH MANAGEMENT SERVICE CATEGORIES
Wealth Planning Solution (Caribbean)
FigTree Financial
Family Office Services (Caribbean)
FigTree Financial
MIAMI BASED WEALTH MANAGEMENT SERVICE CATEGORIES
Portfolio Management (Miami)
AlTi Tiedemann Global
Philanthropy Advisory (Miami)
Rose Capital Advisors
Family Office Services (Miami)
Rose Capital Advisors
Wealth Planning Solution (Miami)
Bank of Nova Scotia, Miami International Representative Office
INDEPENDENT WEALTH MANAGERS CATEGORY
Alternatives Provider (Miami)
Chicago Atlantic
SPECIALIST AND INDIVIDUAL CATEGORIES
Insurance Offering (Latin America)
Sophos Advisors
Insurance Offering (Miami)
Howard Insurance
Consultancy Firm (Miami)
The Family Office Doctor LLC
Female Executive (Miami)
Howard Insurance – Andrea Dykes
Rising Star Under 40 (Miami)
Chicago Atlantic – Raúl Markos
Outstanding Contribution to Wealth Management Thought Leadership (Individual) (Latin America)
R.N. Trevinyo-Rodriguez & Asociados – Rosa Nelly Trevinyo-Rodriguez
Frequently Asked Questions
Q) Does the entering firm or individual need to be a subscriber to The Family Wealth Report network?
A) No, this program is open to all firms and individuals active in wealth management or the family office sectors.
Q) Can my firm enter more than one category?
A)Yes, we encourage firms to enter as many awards that are applicable to their business.
Q) Do I need to use the submission form provided?
A) Yes, submissions shall only be accepted when using this document.
Q) Is there any upfront cost to enter?
A) No, there is no upfront cost to enter, but you will be offered the chance to purchase a winner’s marketing package should you be successful. The judging process is completely independent of the commercial arrangements between the participants and the organisers. However it is expected that when the results are made public, winners will engage with the organisers to promote their win and also attend the awards ceremony to accept their trophy.
Q) Is the process open to firms that are not currently active within the Miami, Latin America and Caribbean regions?
A) The judges will only consider submissions from firms that are demonstrably active in the region. Please see here an overview of our global awards programmes.
Q) How do you ensure that the judging process is independent and impartial?
A) The Judges are independent of the award organisers ensuring they are divided into separate panels to avoid conflicts of interest.
Q) Can you assure me that any details that I submit will be treated with confidentiality.
A) We only share submissions with the panel responsible for judging those particular categories. Furthermore, our experienced team ensures that there is no conflict of interest before they share an entrant’s submission with anyone. All our judges have signed a Non-Disclosure Agreement.
Q) My submission is likely to be longer than the 1,000-word max limit. Would this disadvantage me?
A) We have set the limit out of respect to the judges and we are keen to maintain this to ensure that there is a level playing field between competing submissions. Judges reserve the right to refuse to review submissions that do not comply. We also encourage against attachments to the submissions.
Q) Do I need to submit a separate submission for each category?
A) You will need to do a new form for each submission and you should also ensure that this specifically relates to the category for which you are entering. If you are using the same answers for multiple submissions this could result in your entry being marked down by the judging panel.
Q) Where is the winner’s announcement shared?
A) The winners are announced publicly the day after the official awards celebration and this is via our editorial and social media platforms.
Q) Can I speak to anyone on the team about my entry?
A) Yes, our experienced team is always available to assist you with preparation of your submission/s and any aspects of the process from start to finish. For any questions please contact siiri.piiroinen@clearviewpublishing.com