The shortlist of firms and individuals up for awards at our March 20 gala evening ceremony in New York City is now out.

Here we are: The shortlist of potential winners for the Family Wealth Report Awards 2019 has been announced and the winners will be unveiled on March 20, 2019 at the Mandarin Oriental, Columbus Circle, New York. (For further details on these awards, see here.)

NORTH AMERICAN FAMILY OFFICE CATEGORIES

MULTI-FAMILY OFFICE (up to and including $2.5 billion AuM/AuA) 

NOMINEES
Calamos Wealth Management
HSW Advisors at HighTower
Market Street Trust Company
Northland Wealth Management
Omnia Family Wealth
Socius Family Office

MULTI-FAMILY OFFICE ($2.5 billion to $5 billion AuM/AuA) 

NOMINEES
Forbes Family Trust
Matter Family Office
PagnatoKarp
Signature Family Wealth Advisors
Vogel Consulting

MULTI-FAMILY OFFICE ($5 billion to $15 billion AuM/AuA) 

NOMINEES
Ascent Private Capital Management of U.S. Bank
Aspiriant
BBR Partners
Gresham Partners
Pitcairn
WE Family Offices 

MULTI-FAMILY OFFICE ($15 billion AuM/AuA and above) 

NOMINEES
Abbot Downing
Bessemer Trust
CIBC Private Wealth Management
Hawthorn, PNC Family Wealth
Tiedemann Advisors 

MULTI-FAMILY OFFICE (client initiative) 

NOMINEES
Family Wealth Advisors/Bank of the West Wealth Management
Forbes Family Trust
Key Family Wealth
Keystone Global Partners
Pitcairn
Synovus Family Asset Management

PRIVATE BANKING CATEGORIES

NORTH AMERICAN PRIVATE BANK 

NOMINEES
BNY Mellon Wealth Management
CIBC Private Wealth Management
Citi Private Bank
First Republic Bank
Hawthorn, PNC Family Wealth
Key Private Bank
RBC Wealth Management

NORTH AMERICAN PRIVATE BANK – FAMILY OFFICE SERVICES 

NOMINEES
BNY Mellon Wealth Management
CIBC Private Wealth Management
Citi Private Bank
GenSpring | SunTrust Private Wealth

PRIVATE BANK – CUSTOMER FACING DIGITAL CAPABILITIES 

NOMINEES
Deutsche Bank Wealth Management
RBC Wealth Management

INVESTMENT & ASSET MANAGEMENT CATEGORIES

PRIVATE CLIENT INVESTMENT PLATFORM 

NOMINEES
Abbot Downing
Ascent Private Capital Management of U.S. Bank
Bessemer Trust
CIBC Private Wealth Management
Citi Private Bank
Evercore
OppenheimerFunds

RESPONSIBLE INVESTING/ESG/IMPACT INVESTING 

NOMINEES
1919 Investment Counsel
Ascent Private Capital Management of U.S. Bank
Ballentine Partners
Family Wealth Advisors/Bank of the West Wealth Management
OppenheimerFunds
Sonen Capital
Tiedemann Advisors

INNOVATIVE INVESTMENT SOLUTION OF THE YEAR 

NOMINEES
Ascent Private Capital Management of U.S. Bank
CIBC Private Wealth Management
OppenheimerFunds

ALTERNATIVE ASSET MANAGER 

NOMINEES
Abbot Downing
Artivest
Capital Dynamics
Forbes Family Trust
JLJ Capital

BEST OUTSOURCED CIO 

NOMINEES
Forbes Family Trust
Keystone Global Partners
Mill Creek Capital Advisors
Synovus Family Asset Management
Tiedemann Advisors

BEST ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS 

NOMINEES
Carson Wealth
First Republic Private Wealth Management
JLJ Capital
OppenheimerFunds

MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN 
(Online, print, brand launch/relaunch) 

NOMINEES
CIBC Private Wealth Management
Citi Private Bank
Hawthorn, PNC Family Wealth 
Key Private Bank
Wealth Dynamix
Wealth Matters Consulting

PRIVATE CLIENT (LEGAL & FIDUCIARY) CATEGORIES

LEGAL TEAM OF THE YEAR 

NOMINEES
Bilzin Sumberg
Day Pitney
Handler Thayer
Schillings

FIDUCIARY OR TRUST SERVICES 

NOMINEES
Bessemer Trust
Citi Private Bank
Fiduciary Trust Company International
Fiduciary Trust Company
Hawthorn, PNC Family Wealth
Tiedemann Trust Company

WEALTH PLANNING 

NOMINEES
AdvicePeriod
Ballentine Partners
Citi Private Bank
Envestnet
Evercore
SEI Private Wealth Management
Tiedemann Advisors 

CONSULTANTS TO PRIVATE CLIENTS CATEGORIES

TAX ADVICE 

NOMINEES
Anchin, Block & Anchin
Bessemer Trust
Handler Thayer
PKF O’Connor Davies
Vogel Consulting

ACCOUNTANCY ADVICE 

NOMINEES
Anchin, Block & Anchin
PKF O’Connor Davies

PHILANTHROPY ADVICE 

NOMINEES
Hawthorn, PNC Family Wealth
PKF O’Conner Davies
Strategic Philanthropy
Tamarind Partners

FAMILY OFFICE MANAGEMENT CONSULTANCY 

NOMINEES
Forbes Family Trust
Oakbrook Solutions
PKF O’Connor Davies
Tamarind Partners
The Harvest Group
Touchpoint Growth Strategies

FAMILY WEALTH COUNSELING – MFO/WEALTH ADVISOR/MANAGER

NOMINEES
Abbot Downing
Ballentine Partners
Citi Private Bank
Fiduciary Trust Company International
Legacy Family Office
Vogel Consulting

FAMILY WEALTH COUNSELLING – OTHER WEALTH MANAGEMENT ORGANIZATIONS

NOMINEES
Legacy Capitals
Mack International
Tamarind Partners
The Williams Group
Wealth Legacy Advisors

SOLUTIONS FOR “INTERNATIONAL AMERICANS”

NOMINEES
Citi Private Bank
PKF O’Connor Davies
UBP Investment Advisors

TECHNOLOGY CATEGORIES

PORTFOLIO MANAGEMENT 

NOMINEES
Addepar
Envestnet
InvestEdge
Private Wealth Systems
Smartleaf
Solovis
MyVest

CLIENT COMMUNICATIONS 

NOMINEES
Black Diamond Wealth Platform
Empire Software
InvestCloud
SEI Archway
Summitas
Vestmark
Wealth Dynamix

CLIENT REPORTING 

NOMINEES
BaseVenture
Black Diamond Wealth Platform
BNY Mellon’s Albridge
Envestnet
FundCount
InvestCloud
SEI Archway

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COMPLIANCE 

NOMINEES
Appway
BITA Risk
BNY Mellon’s Albridge
Laserfiche
Orion Advisor Services
Wealth Dynamix

CRM SYSTEM 

NOMINEES
Backstop Solutions Group
Empire Software
Redtail Technology
SS&C Salentica
Wealth Dynamix

OUTSOURCING/BUSINESS PROCESS OUTSOURCING 

NOMINEES
Archer
BNY Mellon’s Albridge
Canoe Intelligence
FIS
SEI Archway
SS&C Advent

ACCOUNTING 

NOMINEES
Datafaction
FundCount
Orion Advisor Services
Private Wealth Systems
SEI Archway
SS&C Advent

ONBOARDING 

NOMINEES
Advisor Group
Appway
Docupace Technologies
Laserfiche
Wealth Dynamix

INNOVATIVE CLIENT SOLUTION – TECHNOLOGY PROVIDERS

NOMINEES
BITA Risk
Black Diamond Wealth Platform
iCapital Network
iPaladin
Masttro
Private Wealth Systems
Redtail Technology
Solovis

INNOVATIVE CLIENT SOLUTION - OTHER WEALTH MANAGEMENT ORGANIZATIONS

NOMINEES
BNY Mellon’s Lockwood Advisors
Carson Group
Cornerstone Family Office
PKF O’Connor Davies
RBC Wealth Management
SEI Private Wealth Management

CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION 

NOMINEES
Envestnet
Providence Family Offices
SEI Private Wealth Management
SS&C Advent
Wealth Dynamix

INSURANCE CATEGORIES

BEST INSURANCE BROKERAGE PROVIDER

Brown & Brown Insurance
Crystal Private Client, a division of Alliant
Lockton Private Risk Solutions

BEST INSURANCE UNDERWRITER

Winner to be announced at awards dinner

SPECIAL WEALTH MANAGEMENT CATEGORIES

CYBER SECURITY 

NOMINEES
Masttro
PURE Insurance
Schillings
WhiteHawk 

HEALTHCARE SERVICES 

NOMINEES
Black Bag
Theia Senior Solutions

CONCIERGE/SPECIALIST SERVICE FIRM 

NOMINEES
JDJ Family Office Services
Ten Lifestyle Group
Theia Senior Solutions

PROPERTY, HOUSEHOLD & TRAVEL

NOMINEES
Argent Financial Group
Chief Executive Air
JDJ Family Office Services
Tapestry Associates

ART & PRIVATE COLLECTIONS 

NOMINEES
Citi Private Bank
Garde Robe
Masttro
Ronald Varney Fine Art Advisors
The Haven Art Group 

LEADERSHIP CATEGORIES

LEADING INDIVIDUAL (MFO) 

NOMINEES
Ballentine Partners – Coventry Edwards-Pitt
Calamos Wealth Management – Jim Baka
Fiduciary Trust Company International – Gail Cohen
Market Street Trust Company – Marianne W Young
Omnia Family Wealth – Steve Wagner
Pitcairn – Rick Pitcairn
Tiedemann Advisors – Craig Smith

LEADING INDIVIDUAL (Service product provider) 

NOMINEES
Addepar – Eric Poirier
Handler Thayer – Tom Handler
Lowenhaupt Global Advisors – Charles Lowenhaupt
Mack International – Linda Mack
The Rudin Group – April Rudin
Wealth Legacy Advisors – Susan R Schoenfeld

WOMEN IN WEALTH MANAGEMENT (Individual) 

NOMINEES
CIBC Private Wealth Management – Patricia Bannan
Citi Private Bank – Stephanie Luedke
Evercore – Martha Pomerantz
Fiduciary Trust Company – Stacy Mullaney
GenSpring | SunTrust Private Wealth – Daisy Medici
Mack International – Linda Mack
Market Street Trust Company – Marianne W Young
RBC Wealth Management – Kristen Kimmell
Tiedemann Advisors – Stephanie Cohn Rupp
Wealth Legacy Advisors – Susan R Schoenfeld

WOMEN IN WEALTH MANAGEMENT (company contribution) 

NOMINEES
Aspiriant
Ballentine Partners
Brown Brothers Harriman
Hawthorn, PNC Family Wealth
Key Private Bank

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (Individual) – MFO/WEALTH ADVISOR/MANAGER

NOMINEES
Abbot Downing – Andy Anderson
Ballentine Partners – Coventry Edwards-Pitt
Delegate Advisors – Andy Hart
Fiduciary Trust Company – Jody R King
Lowenhaupt Global Advisors – Charles Lowenhaupt
Northland Wealth Management – Arthur Salzer
Pitcairn – Andy Busser

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (Individual) – OTHER WEALTH MANAGEMENT ORGANIZATIONS

NOMINEES
AssetMark – Charles Goldman
Envestnet – Jud Bergman
Family Office Exchange – Sara Hamilton
Smartleaf – Gerard Michael
Tamarind Partners – Dr Kirby Rosplock

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (Company) – MFO/WEALTH ADVISOR/MANAGER

NOMINEES
Ascent Private Capital Management of U.S. Bank
Ballentine Partners
Bessemer Trust
Evercore
Fiduciary Trust Company
Pitcairn
WE Family Offices

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (Company) – OTHER WEALTH MANAGEMENT ORGANIZATION

NOMINEES
BNY Mellon’s Pershing
Envestnet
Family Office Exchange
Family Office Real Estate Magazine (Hayman Family Office)
Tamarind Partners
TIGER 21
Wealth Dynamix

LIFETIME ACHIEVEMENT

To be announced at the awards dinner