Family Wealth Report Awards 2020 | ClearView Financial Media Ltd. | 10 October 2019 | Mandarin Oriental, 80 Columbus Cir, New York, NY 10023, USA

A warm welcome to the Family Wealth Report Awards 2020. 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
Services for wealth managers and clients/institutions of all sizes and types
As in previous years, independence, integrity and genuine insight will be the watchwords of the judging process and will be conducted by an expert panel drawn from both private banks and trusted advisors/consultants to the sector.

To avoid any conflict of interest we have three judging panels. One panel of MFO’s/Bankers 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.

Winning an 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.

We very much hope you take part and look forward to seeing you at the 2020 awards ceremony.

Award 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)
• North American Private Bank
• North American Private Bank – Family Office Services
• Private Bank – Customer Facing Digital Capabilities
• Private Client Investment Platform
• Responsible Investing/eESG/impact Investing
• Innovative Investment Solution of the Year
• Alternative Asset Manager
• Best Outsourced CIO
• Best Asset Management Firm Serving Family Offices and Private Banks
• Best Marketing or Pr Campaign
• Legal Team of the Year
• Fiduciary or Trust Services
• Wealth Planning
• Tax Advice
• Accountancy Advice
• Philanthropy Advice
• Family Office Management Consultancy
• Family Wealth Counselling
• Solutions for “international Americans”
• 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
• Best Insurance Brokerage Provider
• Best Insurance Underwriter
• Cyber Security
• Security Consulting & Risk Management
• Healthcare Services
• Concierge/Specialist Service Firm
• Property & Household
• Private Travel
• Art & Private Collections
• 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) n To Wealth Management Thought Leadership (Company)

2019 Past Winners

MULTI-FAMILY OFFICE:
• Northland Wealth Management

MULTI-FAMILY OFFICE:
• Matter Family Office

MULTI-FAMILY OFFICE:
• Gresham Partners

MULTI-FAMILY OFFICE:
• CIBC Private Wealth Management

MULTI-FAMILY OFFICE:
• Pitcairn

NORTH AMERICAN PRIVATE BANK:
• Citi Private Bank

NORTH AMERICAN PRIVATE BANK – FAMILY OFFICE SERVICES:
• Citi Private Bank

PRIVATE BANK – CUSTOMER FACING DIGITAL CAPABILITIES:
• RBC Wealth Management

PRIVATE CLIENT INVESTMENT PLATFORM:
• Citi Private Bank

RESPONSIBLE INVESTING/ESG/IMPACT INVESTING:
• Tiedemann Advisors

INNOVATIVE INVESTMENT SOLUTION OF THE YEAR:
• OppenheimerFunds

ALTERNATIVE ASSET MANAGER:
• Forbes Family Trust

BEST OUTSOURCED CIO:
• Tiedemann Advisors

BEST ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS:
• OppenheimerFunds

BEST MARKETING OR PR CAMPAIGN:
• Hawthorn, PNC Family Wealth

LEGAL TEAM OF THE YEAR:
• Handler Thayer

FIDUCIARY OR TRUST SERVICES:
• Bessemer Trust

WEALTH PLANNING:
• AdvicePeriod

TAX ADVICE:
• Anchin Private Client

ACCOUNTANCY ADVICE:
• Anchin Private Client

PHILANTHROPY ADVICE:
• Strategic Philanthropy

FAMILY OFFICE MANAGEMENT CONSULTANCY:
• Tamarind Partners

FAMILY WEALTH COUNSELING – MFO/WEALTH ADVISOR/MANAGER:
• Vogel Consulting

FAMILY WEALTH COUNSELING – OTHER WEALTH MANAGEMENT ORGANIZATIONS:
• Tamarind Partners

SOLUTIONS FOR “INTERNATIONAL AMERICANS”:
• UBP Investment Advisors

PORTFOLIO MANAGEMENT:
• Envestnet

CLIENT COMMUNICATIONS:
• Summitas

CLIENT REPORTING:
• Black Diamond Wealth Platform

COMPLIANCE:
• Orion Advisor Services

CRM SYSTEM:
• SS&C Salentica

OUTSOURCING/BUSINESS PROCESS OUTSOURCING:
• FIS

ACCOUNTING:
• SEI Archway

ONBOARDING:
• Appway

INNOVATIVE CLIENT SOLUTION – TECHNOLOGY PROVIDERS:
• iPaladin
• Solovis

INNOVATIVE CLIENT SOLUTION – OTHER WEALTH MANAGEMENT ORGANIZATIONS:
• SEI Private Wealth Management

CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION:
• SEI Private Wealth Management

BEST INSURANCE BROKERAGE PROVIDER:
• Lockton Private Risk Solutions

BEST INSURANCE UNDERWRITER:
• PURE Insurance

EXCELLENCE IN SERVICING NORTH AMERICAN CLIENTS:
• BNY Mellon Wealth Management

CYBER SECURITY:
• Schillings

HEALTHCARE SERVICES:
• Black Bag

CONCIERGE/SPECIALIST SERVICE FIRM:
• Theia Senior Solutions

PROPERTY, HOUSEHOLD & TRAVEL:
• Tapestry Associates

ART & PRIVATE COLLECTIONS:
• Ronald Varney Fine Art Advisors

LEADING INDIVIDUAL:
• Tiedemann Advisors – Craig Smith

LEADING INDIVIDUAL:
• The Rudin Group – April Rudin

WOMEN IN WEALTH MANAGEMENT:
• Market Street Trust Company – Marianne W Young

WOMEN IN WEALTH MANAGEMENT:
• Brown Brothers Harriman

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP – MFO/WEALTH ADVISOR/MANAGER:
• Lowenhaupt Global Advisors – Charles Lowenhaupt

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP – OTHER WEALTH MANAGEMENT ORGANIZATIONS:
• Family Office Exchange – Sara Hamilton

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP – MFO/WEALTH ADVISOR/MANAGER:
• WE Family Offices

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP – OTHER WEALTH MANAGEMENT ORGANIZATION:
• Family Office Exchange

LIFETIME ACHIEVEMENT:
• Alfred P West, Jr (SEI)