Overview

Welcome

Family Wealth Report is excited to announce the launch of its 2023 awards programme.

Now celebrating its tenth anniversary, and building on the long-standing success of its independent judging process, nominations for the Tenth Annual Family Wealth Report Awards 2023 are now open.

Award Categories

For those new to the awards, 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

You are now able to register your interest in submitting.

Judging Process

Within our global awards programmes, independence, integrity and genuine insight are the watchwords. The judging process is always conducted by expert panels and consist of judges 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.

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. 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 May 2023.

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.

Winning an Award

Winning a Family Wealth Report award sets organisations and individuals apart from their peers. The award is a tangible demonstration that the winners have something special to offer, rewarding achievement and showcasing top class performance and innovation.

If your firm is successful there is a wide range of ways in which this achievement can be promoted, ranging from logos, editorial and website entries, social media postings, and entry into the Annual Winners Acclaim magazine.

Tickets and Marketing Items and Benefits

The judging process is completely independent of the commercial arrangements between the participants and the organisers. 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 ceremony in May in 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. A preview of what to expect on the evening can be seen here and it shall be held at the prestigious Mandarin Oriental on the 4th May 2023

Sponsorship Opportunities

For further information on sponsorship opportunities please contact andrew.deane@clearviewpublishing.com

Further Information 

For more information about the awards and submission process please contact rachel.fokes@clearviewpublishing.com

 

Key Dates

Key dates for the diary

  • Nominations open: 18 July, 2022
  • Nominations close: 18 November, 2022
  • Finalist notification: From January 2023
  • Public announcement of Winners and Commended firms and individuals at the awards ceremony: 4 May, 2023
  • Public announcement of Winners and Commended firms and individuals in Family Wealth Report editorial and social media channels: from 5 May, 2023

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 2023 pool of Judges consists of 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

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 […]

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 Tenth Annual Family Wealth Report Awards 2023

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, […]

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, […]

Gary W Poth

Executive Managing Director, Head of Family Wealth

Key Private Bank

Gary W. Poth, Executive Managing Director, is the head of Key Family Wealth serving a select group of families across the country with significant wealth and complexity. In his role, […]

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 […]

Gio Maso

Family Office Advisory Services

EY

Gio Maso has extensive global experience working for the world’s largest family offices, institutional allocators, and asset managers, and is a Managing Director in the EY Family Office Advisory team. […]

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 […]

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 […]

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 […]

Kelly Ewart

VP of Strategic Relationships

Pure

Kelly is an insurance marketing professional with 20 years of experience in building strategic relationships.  She excels in insurance planning and risk management for family office and HNW individuals and […]

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 […]

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 Tenth Annual Family Wealth Report Awards 2023

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 […]

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 […]

Thomas J Handler

Partner Chairman, Advanced Planning and Family Office Practice Group

Handler Thayer

Mr. Handler is an advanced planning attorney focused on taxation, estate planning, and business planning for executives, family offices, and family businesses. He has authored numerous professional articles and lectured […]

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 […]

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 […]

Edward V. Marshall

Global Head of the Family Office And HNW Group

The Tenth Annual Family Wealth Report Awards 2023

Edward V. Marshall is the Global Head of the Family Office and HNW Group at Dentons, the world’s largest law firm. Prior to joining Dentons, he helped build and grow […]


Categories

The submission process for The Family Wealth Report Awards 2022 is now unfortunately closed. For any questions, please contact rachel.fokes@clearviewpublishing.com

About our Sponsors

Headline Sponsor


Supporting Association Partners


Category Sponsors


Venue

Mandarin Oriental

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

Previous Winners

9th Family Wealth Report Awards 2022 Winners

 

Family Office categories

 

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

Highly commended: Socius Family Office

Winner:Our Family Office

 

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

Verdence Capital Advisors

 

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

Highly commended: Kayne Anderson Rudnick Investment Management

Winner: WE Family Offices

 

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

Pathstone

 

MULTI-FAMILY OFFICE (CLIENT INITIATIVE)

Ascent Private Capital Management®

 

MULTI-FAMILY OFFICE (NEW ENTRANT)

Kandor Global Advisors

 

OUTSTANDING CEO

The Family Office at Synovus – Katherine Dunlevie

 

OUTSTANDING CIO (CHIEF INVESTMENT OFFICER)

Gresham Partners – Ted Neild

 

RISING STAR UNDER 40

Highly commended: Pennington Partners – Brian Gaister

Winner: Socius Family Office – Kaylyn Melia

 

Banking categories

 

FAMILY OFFICE SOLUTION

Key Family Wealth

 

INTERNATIONAL PRIVATE BANK

Citi Private Bank

 

NATIONAL AND REGIONAL PRIVATE BANK

Bank of America Private Bank

 

Consultants to Private Clients

 

FAMILY OFFICE MANAGEMENT CONSULTANCY

PKF O’Connor Davies Family Office

 

FAMILY WEALTH COUNSELLING

Tamarind Partners, Inc.

 

PHILANTHROPY ADVICE

Highly commended: Walker Philanthropy

Winner: Putnam Consulting Group

 

SOLUTIONS FOR “INTERNATIONAL AMERICANS”

Citi Private Bank

 

Private Client Categories

 

ACCOUNTANCY ADVISOR

PKF O’Connor Davies Family Office

 

FIDUCIARY OR TRUST SERVICES

Willow Street

 

LEGAL TEAM OF THE YEAR

Dentons

 

TAX ADVISOR

Anchin Private Client

 

WEALTH PLANNING

Highly commended: Gresham Partners

Winner: Tiedemann Advisors

 

Investment and Asset Management Categories

 

ALTERNATIVE ASSET MANAGER

Citi Private Bank

 

ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS

Brown Advisory

 

OUTSOURCED CIO

Pathstone

 

PRIVATE CLIENT INVESTMENT PLATFORM

CIBC Private Wealth

 

Responsible Investing Categories

 

ESG INVESTING (ADVISORY)

Pathstone

 

ESG INVESTING (PRODUCT)

Highly commended: Capital Dynamics

Winner: Brown Advisory

 

IMPACT INVESTING (ADVISORY)

highly commended: Arnerich Massena

Winner: Glenmede

 

IMPACT INVESTING (PRODUCT)

Genus Capital Management

 

Specialist Wealth Management Categories

 

ART & PRIVATE COLLECTIONS

Highly commended: Citi Private Bank

Winner: Ronald Varney Art Advisors

 

CONCIERGE/SPECIALIST SERVICE FIRM

Tamarind Learning, Inc.

 

CYBER SECURITY

BlackCloak

 

HEALTHCARE SERVICES

Black Bag

 

MARKETING OR PR CAMPAIGN

Marsh McLennan Agency Private Client Services

 

PROPERTY & HOUSEHOLD

JDJ Family Office Services

 

SECURITY CONSULTING & RISK MANAGEMENT

Concentric

 

Insurance Categories

 

INSURANCE BROKERAGE PROVIDER

Alliant Private Client

 

INSURANCE UNDERWRITER

PURE Insurance

 

Tech Categories (Inhouse and Advisors)

 

CLIENT DRIVEN INNOVATION (B2C)

Adhesion Wealth

 

CUSTOMER FACING DIGITAL PLATFORM

BNY Mellon Wealth Management

 

IMPLEMENTATION OF A TECHNOLOGY SOLUTION

Merrill Lynch Wealth Management (Bank of America)

 

Technology vendor categories

 

ACCOUNTING

FundCount

 

BILL PAY

Bill.com

 

COMPLIANCE

Highly commended: Alkymi

Winner: The E-Valuator

 

CLIENT COMMUNICATIONS (EXCL. REPORTING)

Black Diamond Wealth Platform

 

CONSOLIDATED REPORTING

Highly commended: Black Diamond Wealth Platform

Winner: Masttro

 

CRM SYSTEM

WealthHub Solutions

 

FINANCIAL RISK MANAGEMENT

Venn By Two Sigma

 

FINTECH START-UP

Altsmark

 

OUTSOURCING/BUSINESS PROCESS OUTSOURCING

Canoe Intelligence

 

ONBOARDING

Highly commended: Risclarity

Winner: Andes Wealth Technologies

 

PORTFOLIO MANAGEMENT

SEI Novus

 

PRODUCT INNOVATION (B2B)

Vanilla

 

Women in Wealth Categories

 

WOMEN IN WEALTH ADVISORY (INDIVIDUAL)

Bailard  – Sonya Thadhani Mughal

 

WOMEN IN WEALTH BANKING (INDIVIDUAL)

Bank of America Private Bank  – Katy Knox

 

WOMEN IN WEALTH FAMILY OFFICE (INDIVIDUAL)

Highly commended: Pitcairn – Amy Hart Clyne

Winner: Pathstone –  Sue Peterson

 

WOMEN IN WEALTH INVESTMENT (INDIVIDUAL)

Citi Private Bank – Hale Behzadi

 

WOMEN IN WEALTH MANAGEMENT (COMPANY CONTRIBUTION)

Highly commended: Pitcairn

Winner: Glenmede

 

WOMEN IN WEALTH TECHNOLOGY (INDIVIDUAL)

Tolleson Wealth Management –  Jennifer Wagoner Kirksey

 

Leadership Categories

 

DIVERSITY IN WEALTH MANAGEMENT (COMPANY)

Arnerich Massena

 

LEADING INDIVIDUAL (MFO)

CIBC Private Wealth – Eric B. Propper

 

LEADING INDIVIDUAL (SERVICE PRODUCT PROVIDER)

Mack International – Linda Mack

 

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY)

Dentons

 

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL)

PKF O’Connor Davies – Stephen Prostano

 

Lifetime Achievement

 

Joe Calabrese – Key Private Bank


Frequently Asked Questions

Q) Do I/my firm need to be a member of the Family Wealth Report network?
A) No, this program is open to all relevant firms.


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 or finalist’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 several 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 1000-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.