Family Wealth Report Awards New York 2018 | ClearView Financial Media Ltd. | 3 November 2017 | Mandarin Oriental, 80 Columbus Circle at 60th Street, New York, New York 10023, USA

Family Wealth Report Awards 2018 nominations are now open and we look forward to seeing old and new faces taking part in this prestigious event.

For those new to the awards, the categories are focused around three main areas. Experts (individuals and teams), products and services (for wealth managers and clients/institutions of all sizes and types).

To avoid any conflict of interest we have three judging panels. One panel of bankers/MFO’s who judge the trusted advisor categories. A second panel of trusted advisors who judge the MFO and banking categories and a third panel dedicated to judging the technology section. Our highly esteemed judges are listed below.

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 o er, rewarding achievement and showcasing top class performance and innovation.

We very much hope you take part and look forward to seeing you at the 2018 awards ceremony.

North American Family Office Categories

• Multi-Family Office (NEW ENTRANT)
Awarded to: MFOs who have been in business for less than 3 years.

• Multi-Family Office (up to and including $2.5 billion AuM/AuA)
Awarded to: MFOs with up to and including $2.5 billion AuM/AuA.

• Multi- Family Office ($2.5 billion to $5 billion AuM/AuA)
Awarded to: MFOs with between $2.5 billion and $5 billion AuM/AuA. )

• Multi- Family Office ($5 billion to $15 billion AuM/AuA)
Awarded to: MFOs with between $5 billion and $15 billion AuM/AuA.

• Multi-Family Office ($15 billion AuM/AuA and above)
Awarded to: MFOs with above $15 billion AuM/AuA.

• Multi-Family Office (client initiative)
Awarded to: New initiatives for clients from MFOs of any size or reach.

Private Banking Categories

• North American Private Bank
Awarded to: Banking operations in North America that deliver a differentiated and high level of service to HNW and UHNW clients on a national level.

• North American Private Bank - Family Office Services
Awarded to: Banking institutions that have a specialist offering for family offices.

• Private Bank - Customer Facinf Digital Capabilities
Awarded to: A private bank which show superior client-facing digital capabilities. Judges seek digital capabilities covering: mobile app or online banking capabilities; ability to provide personalized automated alerts to clients and deliver them through digital channels; online tools that can be used directly by the customer or by advisors; staff tables for advisors when visiting customers outside the office; secure online chat or video capabilities.

Investment and Asset Management Categories

• Private Client Investment Platform
Awarded to: Investment platform specializing in servicing the investment needs of the HNW community.

• Responsible Investing / ESG/ Impact investing
Awarded to: Asset/fund managers or wealth managers that cover responsible investing/ESG/Impact investing programs, strategies or funds.

• Innovative Investment Solution of the year
Awarded to: Asset managers catering to the family office/UHNW community with industry disruptive, innovative solutions/ offering.

• Alternative Asset Manager
Awarded to: Collective investment managers with an alternative investments range suitable for the HNW community.

• Best Outsourced CIO
Awarded to: Firms that offer fiduciary investment management to HNW clients on a fully discretionary basis.

• Best Asset Management Firm Serving Family Offices and Private Banks
Awarded to: Asset managers with a significant proportion of private client assets and a dedicated offering.

Marketing/PR Categories

• Best Marketing OR/ PR Campaign
(Online, print, brand launch/relaunch)
Awarded to: Wealth managers or other private client practitioners who have used online or print channels to promote their services to private clients or to raise their profile either within the industry or to clients. This might include effective and innovative brand launch or relaunch in the private client world, either a whole business unit or a product/service within an existing business.

Private Client (Legal & Fiduciary)

• Legal Team of the Year
Awarded to: Legal team dedicated to private client issues.

• Fiduciary or Trust Services
Awarded to: Entries are eligible from companies and teams providing fiduciary and trust services.

• Wealth Planning
Awarded to: Open to organisations that provide wealth planning advice to private clients.

Consultants to Private Clients Categories

• Tax Advice
Awarded to: Consultants to family offices who provide tax advice.

• Accountancy Advice
Awarded to: Accountants who provide advice to family offices.

• Philanthropy Advice
Awarded to: Consultants to family offices who provide advice on philanthropic activities.

• Family Office Management Consultancy
Awarded to: Provision of professional services to help family offices spanning strategy, operations, risk, technology, regulatory and risk as well as forensics and valuations.

• Family Wealth Counselling
Awarded to: An advisor or firm providing consulting services to families of significant wealth or their owned enterprises; helping them navigate the complex issues around generational transition, governance and leadership succession.

Technology Categories

• Portfolio Management ORTFOLIO MANAGEMENT
Awarded to: Technology solution providers specializing in tools for managing investment portfolios and monitoring against mandates.

• Client Communications
Awarded to: Technology solution providers specializing in tools (which may or may not relate to social media) for wealth managers to communicate with clients.

• Client Reporting
Awarded to: Technology solution providers specializing in tools for family offices and wealth managers to report to clients on their investments portfolios.

• Compliance
Awarded to: A technology provider specializing in solutions and tools to support compliance functions, including AML and KYC.

• CRM System
Awarded to: Client relationship management systems for wealth managers.

• Outsourcing/ Business Process Outsourcing
Awarded to: Third-party organizations providing outsourced business processes or systems to family offices and wealth managers.

• Accounting
Awarded to: A tech vendor that excels in providing an accounting solution for family offices and wealth managers.

• On-Boarding
Awarded to: Technology solutions to help wealth managers enroll new clients.

• Innovate Client Solution
Awarded to: Institutions, manufacturers or service providers that have developed innovative products and services for their clients as part of a solutions-focused service model.

• Change Management Process/ Best Implementation of a Technology Solution
Awarded to: Banks, wealth managers or family offices that have successfully implemented multi-functional change programs to significantly improve client experience and/or organisational performance.

Insurance Catgories

• Best insurance Brokerage Provider
Awarded to: Insurance brokerage provider or intermediary that provides specialist products and services to the family wealth community.

• Best Insurance Underwriter
Awarded to: Insurance underwriter that provides specialist products and services to the family wealth communication.

Special Wealth Management Categories

• Security Consulting & Risk Management
Awarded to: Security consulting-professional services related to all aspects of safety and security for family offices and the HNW family members they serve. Includes cyber physical human capital staffing and service providers as well as premises kidnap and specialty asset security such as art and collectable digital security and recovery support.

• HealthCare Services
Awarded to: Organizations who provide offerings that address the diverse health care needs of a family across different life stages and geographies. Spans long term care, health insurance, elder care, emergency extract and evacuation as well as other services.

• Concierge/Specialist Sevice
Awarded to: Concierge/specialist service firm provider for the family wealth community.

• Security Consulting & Risk Management SECURITY CONSULTING & RISK MANAGEMENT
Awarded to: Security consulting professional services related to all aspects of safety and security for family offices and the HNW family members they serve. Includes cyber physical human capital staffing and service providers as well as premises kidnap and specialty asset security such as art and collectible digital security and recovery support.

• HealthCare Services
Awarded to: Organizations who provide offerings that address the diverse health care needs of a family across different life stages and geographies. Spans long term care, health insurance, elder care, emergency extract and evacuation as well as other services.

• Property & Household
Awarded to: Firms providing property management services as well as those handling administrative tasks such as bookkeeping, bill paying, staff payroll, etc.

• Private Travel
Awarded to: Consultants, service and product providers specializing in private aviation and yacht ownership, management, brokerage and charters. Also included in this category are travel concierge providers.

• Art & Private Collections
Awarded to: Firms providing services around private collections including art, classic cars, wine, stamps, jewelry and others, including sale and purchase, storage and displays, maintenance, restoration, valuation, insurance, finance and transfer to the next generation.

Leadership Categories

• Leading Individual (MFO)
Awarded to: Age and experience is no bar but something special should mark out this individual working in the private client world.

• Leading Individual (Service product provider)
Awarded to: Age and experience is no bar but something special should mark out this individual working in the private client world.

• Women in Wealth Management (Individual or company contribution)
Awarded to: Open to women in private banking or wealth management who are an inspiration both to female clients and colleagues.

• Outstanding Contribution to Wealth Management Thought Leadership (Individual)
Awarded to: Open to individuals who have made an outstanding contribution to thought leadership in wealth management.

• Outstanding Contribution to Wealth Management Thought Leadership (Company)
Awarded to: Open to organizations who have made an outstanding contribution to thought leadership in wealth management.