Family Wealth Report Award Winners 2019
The Family Wealth Report, a part of the Clearview Publishing family, held its 6th annual awards gala on Wednesday, March 20, 2019. The Family Wealth Report Awards honor individuals and organizations which drive the family office industry in North America.
The complete list of winners is below:
WINNERS: NORTH AMERICAN FAMILY OFFICE CATEGORIES
MULTI-FAMILY OFFICE (up to and including $2.5 billion AuM/AuA)
Northland Wealth Management
MULTI-FAMILY OFFICE ($2.5 billion to $5 billion AuM/AuA)
Matter Family Office
MULTI-FAMILY OFFICE ($5 billion to $15 billion AuM/AuA
Gresham Partners
MULTI-FAMILY OFFICE ($15 billion AuM/AuA and above)
CIBC Private Wealth Management
MULTI-FAMILY OFFICE (client initiative)
Pitcairn
WINNERS: PRIVATE BANKING CATEGORIES
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
INVESTMENT & ASSET MANAGEMENT CATEGORIES
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
MARKETING/PR CATEGORIES
BEST MARKETING OR PR CAMPAIGN (Online, print, brand launch/relaunch)
Hawthorn, PNC Family Wealth
PRIVATE CLIENT (LEGAL & FIDUCIARY) CATEGORIES
LEGAL TEAM OF THE YEAR
Handler Thayer
FIDUCIARY OR TRUST SERVICES
Bessemer Trust
WEALTH PLANNING
AdvicePeriod
CONSULTANTS TO PRIVATE CLIENTS CATEGORIES
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
TECHNOLOGY CATEGORIES
PORTFOLIO MANAGEMENT
Envestnet
CLIENT COMMUNICATIONS
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
JOINT WINNERS
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
INSURANCE CATEGORIES
BEST INSURANCE BROKERAGE PROVIDER
Lockton Private Risk Solutions
BEST INSURANCE UNDERWRITER
PURE Insurance
SPECIAL WEALTH MANAGEMENT CATEGORIES
EXCELLENCE IN SERVICING NORTH AMERICAN CLIENTS
BNY Mellon Wealth Management
CYBER SECURITY
Schillings
HEALTHCARE SERVICES
Black Bag
CONCIERGE/SPECIALIST SERVICE FIRM
PROPERTY, HOUSEHOLD & TRAVEL
Tapestry Associates
ART & PRIVATE COLLECTIONS
Ronald Varney Fine Art Advisors
LEADERSHIP CATEGORIES
LEADING INDIVIDUAL (MFO)
Tiedemann Advisors – Craig Smith
LEADING INDIVIDUAL (Service product provider)
The Rudin Group – April Rudin
WOMEN IN WEALTH MANAGEMENT (Individual)
Market Street Trust Company – Marianne W Young
WOMEN IN WEALTH MANAGEMENT (company contribution)
Brown Brothers Harriman
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (Individual) – MFO/WEALTH ADVISOR/MANAGER
Lowenhaupt Global Advisors – Charles Lowenhaupt
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (Individual) – OTHER WEALTH MANAGEMENT ORGANIZATIONS
Family Office Exchange – Sara Hamilton
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (Company) – MFO/WEALTH ADVISOR/MANAGER
WE Family Offices
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (Company) – OTHER WEALTH MANAGEMENT ORGANIZATION
Family Office Exchange
LIFETIME ACHIEVEMENT
Alfred P West, Jr
SEI
Congratulations To All Winners
We would like to congratulate all of this year’s winners. At privateRISK, we look forward to seeing how each helps further advance the risk management, legacy planning, and financial stewardship of our country’s most enterprising and successful families.
About the author
Bob
Strategist | Advisor | Thought Leader
Bob Raymond manages risk for many of the country’s preeminent families and family offices. He is an outside director, educator, and the founder of privateRISK.