Eleventh Annual Family Wealth Report Awards 2024 | Clearview Publishing | TBA

Details coming soon.

2023 Winners

Family Office Categories

Multi-Family Office (New Entrant)
• New Republic Partners

Multi-Family Office (Up to and Including $2.5 Billion AuM/AuA)
• Pennington Partners

Multi-Family Office ($2.5 Billion to $5 Billion AuM/AuA)
• Delegate Advisors

Multi-Family Office ($5 Billion to $15 Billion AuM/AuA)
• WE Family Offices

Multi Family Office ($15 Billion AuM/AuA and Above)
• Pathstone

Multi-Family Office (Client Initiative)
• The Family Office at Synovus

Outstanding CEO
• St. Louis Trust & Family Office – Julie Lilly

Outstanding CIO
• Gresham Partners LLC – Ted Neild

Outstanding CTO/COO
• The Family Office at Synovus – Michael Clark

Rising Star Under 40
• JDJ Family Office Services – Elana Vasi-Smith

Banking Categories

Credit Solution
• Ascent Private Capital Management of U.S. Bank

Family Office Solution
• BNY Mellon Wealth Management

Foreign Headquartered Private Bank
• Societe Generale Private Banking

National Private Bank
• Bank of America

Regional Private Bank
• RBC Wealth Management

Investment & Asset Management Categories

Alternative Asset Manager
• The Family Office at Synovus – Winner

Outsourced CIO
• Our Family Office Inc. – Neil Nisker

Private Client Investment Platform
• TAG Associates

Responsible Investing Categories

ESG Investing (Advisory)
• Veris Wealth Partners

ESG Investing (Product)
• Rockefeller Asset Management – Winner

Impact Investing (Advisory)
• Sonen Capital

Consultants to Private Clients Categories

Family Office Management Consultancy
• Tamarind Partners – Winner

Family Wealth Counselling
• Key Family Wealth

Philanthropy Advice
• Arabella Advisors

Solutions for “International Americans”
• PwC

Private Client (Legal & Fiduciary) Categories

Accountancy Advisor
• Anchin Private Client

Fiduciary or Trust Services
• Willow Street

Legal Team of the Year
• Dentons

Tax Advisor
• Handler Thayer, LLP

Wealth Planning
• PNC Private Bank Hawthorn

Technology Categories (Vendors)

Accounting
• Ledgex

Bill Pay
• Aquilance

Client Communications (Excl. Reporting)
• Dynamo Software

Compliance
• SS&C Black Diamond Wealth Platform

Consolidated Reporting
• Private Wealth Systems

CRM System
• InvestCloud

Fintech Start-Up
• TOGGLE AI

Onboarding
• Risclarity

Outsourcing/Business Process Outsourcing
• Canoe Intelligence

Portfolio Management
• Venn by Two Sigma

Product Innovation (B2B)
• Foundation Source

Technology Categories (in-house and Advisors)

Client Driven Innovation (B2C)
• leafplanner

Customer Facing Digital Platform
• Summitas, LLC

Implementation of a Technology Solution/Best Tech Stack
• Bernstein Private Wealth Management

Insurance Categories

Insurance Brokerage Provider
• Marsh McLennan Agency Private Client Services

Insurance Underwriter
• Pure Insurance

Specialist Wealth Management Categories

Art & Private Collections
• Ronald Varney Fine Art Advisors

Concierge/Specialist Service Firm
• JDJ Family Office Services

Cyber Security
• Day Pitney LLP

Healthcare Services
• Emergency Black Bag

Marketing or PR Campaign
• Envestnet

Property & Household
• Tapestry Associates LLC

Leadership Categories

Diversity in Wealth Management (Company)
• Genus Capital Management

Leading Individual (MFO)
• Wanda Colburn – CIBC Private Wealth, US

Leading Individual (Service Product Provider)
• Edward V. Marshall – Dentons

Outstanding Contribution to Wealth Management Thought Leadership (Company)
• BNY Mellon Wealth Management

Outstanding Contribution to Wealth Management Thought Leadership (Individual)
• Wealth Legacy Advisors LLC – Susan R Schoenfeld

Lifetime Achievement
• Stephen Prostano

Women in Wealth Management Categories

Women in Wealth Advisory (Individual)
• Sonya Mughal – Bailard Inc.

Women in Wealth Banking (Individual)
• Thanda Brassard – Fiduciary Trust Company

Women in Wealth Family Office (Individual)
• Shannon Kennedy – BMO Family Office

Women in Wealth Investment (Individual)
• Erin Heck – Mammoth Technology

Women in Wealth Technology (Individual)
• Jen Becher- SS&C Black Diamond Wealth Platform