This publication is excited to announce the winners of the third annual Family Wealth Report Awards.

The winners of the 2016 Family Wealth Report Awards were revealed in New York City last night at the stunning Mandarin Oriental.

Over 400 senior industry figures attended the gala event, which honored excellence in the wealth management and family office sector across North America.

The awards recognize high-quality service and achievement at both the individual and institutional level, as the industry continues to evolve at an accelerating pace, bringing new challenges - and opportunities - along the way.

Family Wealth Report is delighted at the level of interest and support shown for the awards program, which adds to others held by the publisher of this publication across the world.

Here are the 2016 winners:

FAMILY OFFICE CATEGORIES

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

ORGANIZATION/INDIVIDUAL
Market Street Trust Company

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

ORGANIZATION/INDIVIDUAL
WE Family Offices

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

ORGANIZATION/INDIVIDUAL
Tiedemann Wealth Management

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

ORGANIZATION/INDIVIDUAL
Pitcairn

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

ORGANIZATION/INDIVIDUAL
Bessemer Trust

Multi-family office (regional)

ORGANIZATION/INDIVIDUAL
Vogel Consulting

Multi-family office (client initiative)

ORGANIZATION/INDIVIDUAL
Atlantic Trust

Outstanding MFO executive

ORGANIZATION/INDIVIDUAL
Pitcairn – Rick Pitcairn

Canadian MFO

ORGANIZATION/INDIVIDUAL
Northland Wealth Management

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PRIVATE BANKING CATEGORIES

US private bank

ORGANIZATION/INDIVIDUAL
BNY Mellon Wealth Management

Canadian private bank

ORGANIZATION/INDIVIDUAL
RBC Wealth Management

Private bank - offering for family offices

ORGANIZATION/INDIVIDUAL
Citi Private Bank

INVESTMENT MANAGEMENT CATEGORIES

Private client investment platform

ORGANIZATION/INDIVIDUAL
Atlantic Trust – Highly Commended
Citi Private Bank - Winner

ASSET MANAGEMENT CATEGORIES

Alternative asset manager    

ORGANIZATION/INDIVIDUAL
Ascent Private Capital Management of US Bank

ASSET MANAGEMENT CATEGORIES

Fund provider

ORGANIZATION/INDIVIDUAL
Columbia Threadneedle Investments

National private asset manager

ORGANIZATION/INDIVIDUAL
Abbot Downing, a Wells Fargo business

Best asset management firm serving family offices and private banks

ORGANIZATION/INDIVIDUAL
Northern Trust

MARKETING/PR CATEGORIES

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

ORGANIZATION/INDIVIDUAL
RBC Wealth Management – best PR campaign

PRIVATE CLIENT CATEGORIES

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

ORGANIZATION/INDIVIDUAL
Handler Thayer  

PRIVATE CLIENT CATEGORIES

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.

ORGANIZATION/INDIVIDUAL
Hawthorn, PNC Family Wealth

CONSULTANTS TO FAMILY OFFICES CATEGORIES

Investment advice

ORGANIZATION/INDIVIDUAL
CTC l myCFO

Tax advice

ORGANIZATION/INDIVIDUAL
PwC

Accountancy advice

ORGANIZATION/INDIVIDUAL
PKF O’Connor Davies

Philanthropy advice

ORGANIZATION/INDIVIDUAL
Hawthorn, PNC Family Wealth

Management consultancy

ORGANIZATION/INDIVIDUAL
Oakbrook Solutions

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (tech vendors only)

CRM system

ORGANIZATION/INDIVIDUAL
Salesforce

Portfolio management

ORGANIZATION/INDIVIDUAL
Envestnet

Client communications

ORGANIZATION/INDIVIDUAL
SS&C Advent

Client reporting

ORGANIZATION/INDIVIDUAL
Addepar - Winner
Archway Technology Partners – Highly Commended

Outsourcing solution

ORGANIZATION/INDIVIDUAL
Archway Technology Partners

Compliance

ORGANIZATION/INDIVIDUAL
Vestmark

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WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (OPEN TO ANY ORGANIZATION)

CRM system

ORGANIZATION/INDIVIDUAL
Salesforce

On-boarding

ORGANIZATION/INDIVIDUAL
Appway

Portfolio management

ORGANIZATION/INDIVIDUAL
Vanare l NestEgg

Client communications

ORGANIZATION/INDIVIDUAL
Seismic

Client reporting

ORGANIZATION/INDIVIDUAL
Archway Technology Partners

Change management process/best implementation of a technology solution

ORGANIZATION/INDIVIDUAL
Family Office Metrics

Risk profiling solution

ORGANIZATION/INDIVIDUAL
FinaMetrica

Innovative client solution

ORGANIZATION/INDIVIDUAL
SEI

OTHER WEALTH MANAGEMENT CATEGORIES

Best insurance brokerage provider

ORGANIZATION/INDIVIDUAL
Crystal & Company

Best insurance product provider

ORGANIZATION/INDIVIDUAL
PURE Insurance

Specialist service firm

ORGANIZATION/INDIVIDUAL
Mary K Duke, Family Wealth Advisor

Responsible Investing

ORGANIZATION/INDIVIDUAL
Sonen Capital

Leading individual (MFO)

ORGANIZATION/INDIVIDUAL
Atlantic Trust – David Donabedian

Leading individual (service product provider)

ORGANIZATION/INDIVIDUAL
Aston Pearl – Natasha Pearl

Women in wealth management (individual contribution)

ORGANIZATION/INDIVIDUAL
Bessemer Trust – Rebecca Patterson

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

ORGANIZATION/INDIVIDUAL
Envestnet – Jud Bergman

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

ORGANIZATION/INDIVIDUAL
Hawthorn, PNC Family Wealth – Jeff Mills

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

ORGANIZATION/INDIVIDUAL
Crystal & Company

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

ORGANIZATION/INDIVIDUAL
PwC & UBS

LIFETIME ACHIEVEMENT

Dirk Junge, Pitcairn