Awards
Family Wealth Report Awards 2016: The Shortlist

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