The shortlist for potential winners at next year's Family Wealth Report Awards is now out.

Here is a shortlist of potential winners for the Family Wealth Report Awards 2017.

For more details about the event, including the venue, judges, logistics and previous winners, see this link here.

 

FAMILY OFFICE CATEGORIES

MULTI-FAMILY OFFICE (up to $3 billion AuM/AuA)  

NOMINEES
Biltmore Family Office
Delegate Advisors
Inverness Council
Market Street Trust Company
SEI Private Wealth Management

MULTI-FAMILY OFFICE (above $3 billion AuM/AuA)  

NOMINEES
Family Wealth Advisors/Bank of the West
Gresham Partners
Hawthorn, PNC Family Wealth
Pitcairn
Signature Family Wealth Advisors
WE Family Offices

MULTI-FAMILY OFFICE (national - up to and including $5 billion AuM/AuA) 

NOMINEES
Family Wealth Advisors/Bank of the West
Forbes Family Trust
Pitcairn

MULTI-FAMILY OFFICE (national -  above $5 billion AuM/AuA)  

NOMINEES
Abbot Downing
Aspiriant
Atlantic Trust
Bessemer Trust
Hawthorn, PNC Family Wealth
Tiedemann Wealth Management

MULTI-FAMILY OFFICE (client initiative)   

NOMINEES
Abbot Downing
Family Wealth Advisors/Bank of the West
Forbes Family Trust
Inverness Council
Key Private Bank

CANADIAN MFO

NOMINEES
Northland Wealth Management
StennerZohny Investment Partners+ 

PRIVATE BANKING CATEGORIES

US PRIVATE BANK  

NOMINEES
BMO Private Bank
BNY Mellon Wealth Management
Citi Private Bank
First Republic
Northern Trust
RBC Wealth Management

PRIVATE BANK – BEST CREDIT PROVIDER  

NOMINEES
BNY Mellon Wealth Management
Citi Private Bank

INVESTMENT & ASSET MANAGEMENT CATEGORIES

PRIVATE CLIENT INVESTMENT PLATFORM  

NOMINEES
Atlantic Trust
Bessemer Trust
Evercore
First Republic
Forbes Family Trust

INNOVATIVE INVESTMENT SOLUTION OF THE YEAR  

NOMINEES
Artivest
Ascent Private Capital Management of U.S. Bank
Columbia Threadneedle Investments
Mackay Shields
Pioneer Investments

ALTERNATIVE ASSET MANAGER      

NOMINEES
Abbot Downing
AlphaCore Capital
Ascent Private Capital Management of U.S. Bank
Forbes Family Trust

BEST OUTSOURCED CIO  

NOMINEES
Abbot Downing
Aspiriant
Atlantic Trust
Northland Wealth Management
Tiedemann Wealth Management

BEST ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS 

NOMINEES
Abbot Downing
ACPI Investments  
Columbia Threadneedle Investments
Oppenheimer Funds

MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN(ONLINE, PRINT, BRAND LAUNCH/RELAUNCH)  

NOMINEES
Atlantic Trust
Fiduciary Trust Company
JDJ Family Office Services
Where Americans are Welcome 

PRIVATE CLIENT (LEGAL & FIDUCIARY) CATEGORIES

LAW FIRM OF THE YEAR  

NOMINEES
Day Pitney
Handler Thayer

INDEPENDENT TRUST OR FIDUCIARY COMPANY  

NOMINEES
Fiduciary Trust Company
Tiedemann Trust Company

WEALTH PLANNING  

NOMINEES
Atlantic Trust
Bessemer Trust
Fiduciary Trust Company
RBC Wealth Management
Tiedemann Wealth Management

CONSULTANTS TO FAMILY OFFICE CATEGORIES

TAX ADVICE  

NOMINEES
Arthur Bell  
EY US
PKF O’Connor Davies

PHILANTHROPY ADVICE  

NOMINEES
21/64
Family Wealth Advisors/Bank of the West
Hawthorn, PNC Family Wealth
Jewish Communal Fund
PKF O’Connor Davies

FAMILY OFFICE MANAGEMENT CONSULTANCY  

NOMINEES
Arthur Bell 
Mirador
Oakbrook Solutions
PFI Advisors
PKF O’Connor Davies

FAMILY WEALTH CONSULTANT  

NOMINEES
21/64
EY US
Syonvus Family Asset Management
The Brown Group - Stifel
Wealth Legacy Advisors

WEALTH MANAGENENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)

PORTFOLIO MANAGEMENT  

NOMINEES
Archer
Charles River Development
Envestnet
Envestnet | Tamarac
Fiserv
SS&C Advent

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CLIENT COMMUNICATIONS  

NOMINEES

AdvisorEngine
Envestnet | Tamarac
Fiserv
InvestCloud
Risclarity
SS&C Advent
 

CLIENT REPORTING  

NOMINEES
Archway Technology Partners
Envestnet
InvestCloud
Private Client Resources
Private Wealth Systems
SS&C Advent

COMPLIANCE  

NOMINEES

AdvisorEngine
Envestnet
External IT
Skience by the Athene Group

CRM SYSTEM  
 
NOMINEES
Dynamo Software
Envestnet | Tamarac
InvestCloud
Salesforce

OUTSOURCING/BUSINESS PROCESS OUTSOURCING   

NOMINEES
Archer
Archway Technology Partners
Envestnet
External IT
Mirador
SS&C Advent

ACCOUNTING  

NOMINEES
Archway Technology Partners
FundCount
Risclarity

ON-BOARDING  

NOMINEES
AdvisorEngine
Appway
Laserfiche
Oranj
Skience by the Athene Group
 

WEALTH MANAGENENT TECHNOLOGY CATEGORIES (OPEN TO ANY ORGANIZATION)

INNOVATIVE CLIENT SOLUTION  

NOMINEES
AdvisorEngine
Archway Technology Partners
BaseVenture
DarcMatter
Envestnet
Fiserv
Skience by the Athene Group
 

CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION  

NOMINEES
Appway
Dynamo Software
PKF O’Connor Davies
Risclarity
Tiedemann Wealth Management

INSURANCE CATEGORIES

BEST INSURANCE BROKERAGE PROVIDER  

NOMINEES
Brown & Brown Private Client Group
Crystal & Co
Marsh Private Client Services

BEST INSURANCE UNDERWRITER  

NOMINEES
Chubb
PURE Insurance

SPECIAL WEALTH MANAGEMENT CATEGORIES

FAMILY OFFICE SPECIALTY SERVICES  

NOMINEES
Arthur Bell
My Accountant

RESPONSIBLE INVESTING/ESG/IMPACT INVESTING 

NOMINEES
Columbia Threadneedle Investments
Envestnet
Sonen Capital
Wetherby Asset Management

LEADING INDIVIDUAL (MFO EXECUTIVE)  

NOMINEES
Family Wealth Advisors/Bank of the West – Steve Prostano
Northland Wealth Management – Arthur Salzer
Pitcairn – Rebecca Meyer
Signature Family Wealth Advisors – Anne Shumadine
Tiedemann Wealth Management – Michael Tiedemann

LEADING INDIVIDUAL (MFO)  

NOMINEES
Family Wealth Advisors/Bank of the West – Steve Prostano
Northland Wealth Management – Arthur Salzer
Pitcairn – Rebecca Meyer

LEADING INDIVIDUAL (SERVICE PRODUCT PROVIDER)  

NOMINEES
Envestnet – Jim Patrick
Fiduciary Trust of New England – Michael Costa
HighTower San Diego – Drew Nordlicht
PURE Insurance – Ross Buchmueller
Wealth Legacy Advisors – Susan R Schoenfield

WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION)  

NOMINEES
Ascent Private Capital Management of U.S. Bank – Charlene Altman
Atlantic Trust – Martyna Frangis
Fiserv – Cheryl Nash
Vogel Consulting – Rhona Vogel
Wetherby Asset Management – Deb Wetherby

WOMEN IN WEALTH MANAGEMENT (COMPANY CONTRIBUTION)  

NOMINEES
Hawthorn, PNC Family Wealth
Inverness Council
Key Private Bank

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL)  

NOMINEES
Abbot Downing – Lester Law
Evercore – Chris Zander
Fiduciary Trust Company – Judy King
The Family Wealth Alliance – Robert Casey
The Rudin Group – April Rudin

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY)  

NOMINEES
Bessemer Trust
PKF O’Connor Davies
SEI Private Wealth Management
WE Family Offices
Wise Counsel Research