Judges have arrived at a shortlist of potential winners of the Family Wealth Report Awards 2016.

Family Wealth Report is excited to unveil the shortlist for its third annual industry Awards program, celebrating professional excellence in the wealth management and family office sectors across North America.

The winners will be revealed during a gala dinner attended by around 450 senior industry figures on March 10, 2016, at the stunning Mandarin Oriental in New York. Click here for more details about the awards and tickets.

Recognizing high-quality service and achievement at the individual and institutional level is as crucial as ever for the sector, as the impact of forces such as aging client and advisor demographics, as well as regulatory pressure and technology innovation, becomes increasingly clear.

Family Wealth Report looks forward to seeing you at the 2016 Awards ceremony.

Here is the shortlist:

FAMILY OFFICE CATEGORIES

Multi-family office (up to and including $3 billion AuM/AuA)

ORGANIZATIONS
Crestone Capital Advisors
Delegate Advisors
Fieldpoint Private
Market Street Trust Company
Socius Family Office

Multi-family office ($3-$5 billion AuM/AuA)

ORGANIZATIONS
Forbes Family Trust
Gresham Partners
Pitcairn
Signature Family Wealth Advisors
WE Family Offices

Multi-family office (above $5 billion AuM/AuA)

ORGANIZATIONS
Ascent Private Capital Management of US Bank
Atlantic Trust
CTC |myCFO
GenSpring Family Offices
Tiedemann Wealth Management

Multi-family office (national – up to and including $5 billion AuM/AuA)

ORGANIZATIONS
Crestone Capital Advisors
Fieldpoint Private
Forbes Family Trust
Gresham Partners
Pitcairn

Multi-family office (national – above $5 billion AuM/AuA)

ORGANIZATIONS
Wells Fargo's Abbot Downing
Bessemer Trust
CTC | myCFO
GenSpring Family Offices
Hawthorn, PNC Family Wealth

Multi-family office (regional)

ORGANIZATIONS
Athena Capital Advisors
Forbes Family Trust
JDJ Family Office Services
Vogel Consulting
Wetherby Asset Management

Multi-family office (client initiative)

ORGANIZATIONS
Wells Fargo's Abbot Downing
Atlantic Trust
Delegate Advisors
Family Wealth Advisors
Forbes Family Trust

Outstanding MFO executive

ORGANIZATIONS/INDIVIDUALS
Athena Capital Advisors – Lysette Cooper
Atlantic Trust – John Markwalter JR
Pitcairn – Rick Pitcairn
Tiedemann Wealth Management – Michael Tiedemann

Canadian MFO

ORGANIZATIONS
Northland Wealth Management
StennerZohny Investment Partners+ Richardson GMP

PRIVATE BANKING CATEGORIES

US private bank

ORGANIZATIONS
Ascent Private Capital Management of US Bank
BNY Mellon Wealth Management
Citi Private Bank
First Republic
Key Private Bank

Canadian private bank

ORGANIZATIONS
Citi Private Bank
RBC Wealth Management

Private bank – offering for family offices

ORGANIZATIONS
BNY Mellon Wealth Management
Citi Private Bank
Key Private Bank

INVESTMENT MANAGEMENT CATEGORIES

Private client investment platform

ORGANIZATIONS
Atlantic Trust
Citi Private Bank
Evercore Wealth Management
Fieldpoint Private
Forbes Family Trust

ASSET MANAGEMENT CATEGORIES

Alternative asset manager

ORGANIZATIONS
Wells Fargo's Abbot Downing
Ascent Private Capital Management of US Bank
Citi Private Bank

Fund provider

ORGANIZATIONS
Columbia Threadneedle Investments
Pioneer Investments
RMA

National private asset manager

ORGANIZATIONS
Wells Fargo's Abbot Downing
Evercore Wealth Management
First Republic Private Wealth Management

Best asset management firm serving family offices and private banks

ORGANIZATIONS
Columbia Threadneedle Investments
Northern Trust
Pioneer Investments
Rockefeller & Co
Wells Fargo Asset Management

MARKETING/PR CATEGORIES

Best marketing campaign and best PR program
(Online, print, brand launch/relaunch, PR)

ORGANIZATIONS
Archer – Best marketing campaign
RBC Wealth Management – Best PR campaign
SEI – Best PR campaign

---

PRIVATE CLIENT CATEGORIES

Legal team

Awarded to: Regional, national and international law firm team dedicated to private client issues

ORGANIZATIONS
Cantor & Webb
Day Pitney
Handler Thayer

Trust or fiduciary company
Awarded to: Entries only eligible from trust companies that are part of a non-trust parent or independent or larger non-trust businesses

ORGANIZATIONS
Fiduciary Trust Company
Hawthorn, PNC Family Wealth
Perspecta Trust
Tiedemann Trust Company

CONSULTANTS TO FAMILY OFFICES CATEGORIES

Investment advice

ORGANIZATIONS
CTC | myCFO
Forbes Family Trust
Northern Trust
Tiedemann Wealth Management

Tax advice

ORGANIZATIONS
Cantor & Webb
CTC | myCFO
O'Connor Davies
PwC

Accountancy advice

ORGANIZATIONS
O'Connor Davies
PwC

Philanthropy advice

ORGANIZATIONS
CTC | myCFO
Foundation Source
Hawthorn, PNC Family Wealth
O'Connor Davies

Management consultancy

ORGANIZATIONS
O'Connor Davies
Oakbrook Solutions
PwC

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (tech vendors only)

CRM system

ORGANIZATIONS
BackStop Solutions Group
Dynamo Software
Envestnet|Tamarac
Salesforce

Portfolio management

ORGANIZATIONS
Charles River Development
Envestnet
SS&C Advent
FIS
Vestmark

Client communications

ORGANIZATIONS
CircleBlack
Envestnet|Tamarac
InvestEdge
SS&C Advent
Vanare|NestEgg

Client reporting

ORGANIZATIONS
Addepar
Archway Technology Partners
BackStop Solutions Group
Private Client Resources
SS&C Advent

Outsourcing solution

ORGANIZATIONS
Archway Technology Partners
Envestnet
MyVest
FIS
Vestmark

Compliance

ORGANIZATIONS
External IT
Vanare|NestEgg
Vestmark

---

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to any organization)

CRM system

ORGANIZATIONS
Dynamo Software
Salesforce

Onboarding

ORGANIZATIONS
Appway
PreciseFP
Vanare|Nestegg

Portfolio management

ORGANIZATIONS
CircleBlack
Forbes Family Trust
MyVest
Vanare|NestEgg

Client communications

ORGANIZATIONS
CircleBlack
InvestEdge
PreciseFP
Seismic

Client reporting

ORGANIZATIONS
Archway Technology Partners
CircleBlack
InvestEdge
Private Client Resources
RBC Wealth Management

Change management process/best implementation of a technology solution

ORGANIZATIONS
Dynamo Software
Family Office Metrics
Fiserv
InvestEdge

Risk profiling solution

ORGANIZATIONS
FinaMetrica
Forbes Family Trust
PreciseFP

Innovative client solution

ORGANIZATIONS
CircleBlack
Fiserv
SEI
FIS
Vanare|NestEgg

OTHER WEALTH MANAGEMENT CATEGORIES

Best insurance brokerage provider

ORGANIZATIONS
Crystal & Company
Marsh Private Client Services

Best insurance product provider

ORGANIZATIONS
Chubb
PURE Insurance

Specialist service firm

ORGANIZATIONS/INDIVIDUALS
Aston Pearl
Cassford Management
Lifestylist Advisory
Mary K Duke, Family Wealth Advisor

Responsible investing

ORGANIZATIONS
Columbia Threadneedle Investments
Rockefeller & Co
Sonen Capital
Veris Wealth Partners
Wetherby Asset Management

Leading individual (MFO)

ORGANIZATIONS/INDIVIDUALS
Atlantic Trust – Donald Donabedian
Northland Wealth Management – Arthur Salzer
Pitcairn – Rick Pitcairn

Leading individual (service product provider)

ORGANIZATIONS/INDIVIDUALS
Archer – Bryan Dori
Aston Pearl – Natasha Pearl
Envestnet – Bill Crager
HighTower San Diego – Drew Nordlicht

Women in wealth management (individual contribution)

ORGANIZATIONS
Wells Fargo's Abbot Downing – Lisa Featherngill
Atlantic Trust – Linda Beerman
Bessemer Trust – Rebecca Patterson
Rockefeller & Co – Elizabeth Munson
Vogel Consulting – Rhona Vogel

Outstanding contribution to wealth management thought leadership (individual - other)

ORGANIZATIONS/INDIVIDUALS
Aston Pearl – Natasha Pearl
Envestnet – Jud Bergman
Kaleido – Kristen Luke
Panegyric Marketing – Diane Harrison
Vanare|NestEgg – Lex Sokolin

Outstanding contribution to wealth management thought leadership (individual - wealth management organization)

ORGANIZATIONS
Wells Fargo's Abbot Downing – Arne Boudewyn
Ascent Private Capital Management of US Bank – Tom Hainlin
Evercore Wealth Management – Chris Zander
Hawthorn, PNC Family Wealth – Jeff Mills

Outstanding contribution to wealth management thought leadership (company – other)

ORGANIZATIONS
Crystal & Company
Envestnet
Kaleido
Private Wealth Systems

Outstanding contribution to wealth management thought leadership (company – wealth management organization)

ORGANIZATIONS
Bessemer Trust
Hawthorn, PNC Family Wealth
PwC & UBS
RBC Wealth Management
WE Family Offices