Family Wealth Report Awards 2019 | ClearView Financial Media Ltd. | 18 October 2018 | Mandarin Oriental, 80 Columbus Circle at 60th Street, New York, New York 10023, US

A warm welcome to the Family Wealth Report Awards 2019. 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 offer, rewarding achievement and showcasing top class performance and innovation.

Categories
• North American Family Office Categories
• Multi-family Office(New Entrant)
• Multi-family Office (up to and including $2.5 billion AuM/AuA)
• Multi-family Office($2.5 billion to $5 billion AuM/AuA)
• Multi-family Office ($5 billion to $15 billion AuM/AuA)
• Multi-family Office ($15 billion AuM/AuA and above)
• Multi-family Office (Client Initiative)

Private Banking Categories
• North American Private Bank
• North American Private Bank -Family Office Services
• Private Bank - Customer Facing Digital Capabilities

Investment and Asset Management Categories
• Private Client Investment Platform
• Responsible Investing/ESG/Impact Investing
• Innovative Investment Solution of the Year
• Alternative Asset Manager
• Best Outsourced CIO
• Best Asset Management Firm Serving Family Offices and Private Banks

Marketing/PR Categories
• Best Marketing OR PR Campaign (Online, print, brand launch/relaunch)

Private Client (Legal & Fiduciary)
• Legal Team of the Year
• Fiduciary or Trust Services
• Wealth Planning

Consultants to Private Clients Categories
• Tax Advice
• Accountancy Advice
• Philanthropy Advice
• Family Office Management Consultancy
• Family Wealth Counselling

Technology Categories
• Portfolio Management
• Client Communications
• Client Reporting
• Compliance
• CRM System
• Outsourcing/Business Process Outsourcing
• Accounting
• On-Boarding
• Innovative Client Solution
• Change Management Process/Best Implementation of a Technology Solution

Insurance Catgories
• Best Insurance Brokerage Provider
• Best Insurance Underwriter

Special Wealth Management Categories
• Cyber Security
• Security Consulting & Risk Management
• Healthcare Services
• Concierge/Specialist Service Firm
• Property & Household
• Private Travel
• Art & Private Collections

Leadership Categories
• Leading Individual (MFO)
• Leading Individual (Service Product Provider)
• Women in Wealth Management (Individual or Company Contribution)
• Outstanding Contribution to Wealth Management Thought Leadership (Individual)
• Outstanding Contribution to Wealth Management Thought Leadership (Company)