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 rachel.fokes@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 […]

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 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 […]

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 […]

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 […]

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 […]

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 […]

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 […]



Categories

Below are the steps of our 2025 awards process.

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 Awards and Events Director: rachel.fokes@clearviewpublishing.com

About our Sponsors

Category Sponsors


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 either rachel.fokes@clearviewpublishing.com or siiri.piiroinen@clearviewpublishing.com