Awards
EXCLUSIVE: Winners Of Family Wealth Report 2020 Awards

Solutions for International Americans:
Citi Private Bank
“As we have seen around the world in our other award programs,
judges here similarly recognized that this is a really great
global business.”
Legal Team:
Handler Thayer
“Our winner’s workload for single and multi-family offices was a
standout feature of its submission, as were its widely recognized
planning tools and structures.”
Independent Fiduciary or Trust Services:
Fiduciary Trust Company International
“There’s a spring in their step and [they] have a dominant
presence in their part of the market.”
Institutional Fiduciary or Trust Services:
Key Private Bank
“Our winner shone through by demonstrating its high-touch
integrated delivery model and service-oriented culture in a
submission bursting with relevant examples.”
Wealth Planning – Institutional:
Wells Fargo
“The judges commented that their winner has an ‘amazing wealth
management business’ populated with ‘exceptional’ wealth
planners.”
Wealth Planning – Other:
Gresham Partners
“Our judges remarked that their winner was like a ‘best kept
secret’ having repositioned recently.”
Private Client Investment Platform:
Evercore Wealth Management
“The winner is completely fit for purpose and it impressed with
its bespoke approach.”
Responsible Investing/ESG Investing:
Sonen Capital
“The winner displayed a singular focus and has demonstrated
concrete achievements in its submission.”
Alternative Asset Management:
Citi Private Bank
“The winner impressed with being a fine leader in the industry,
its well-rounded offering and it is global in nature.”
Best Outsourced CIO:
Tiedemann Advisors
“Here our winner illustrated how it is totally focused and
responsive to the client agenda.”
Best Asset Management Firm Serving Family Offices and
PBs:
Capital Counsel
“The winner of this category focuses on companies it has
rigorously researched and understands. By investing in
profitable, growing companies with sustainable business models,
it has helped its clients achieve their goals through
outperforming benchmarks.”
North American PB:
Citi Private Bank
“The judges were very impressed: with the submission from this
firm. ‘Quite a set-up!’, said one. ‘Many new initiatives this
year,’ said another.”
MFO – Client Initiative:
Pitcairn
“Our winners ‘Wealth Momentum Initiative’ is what wowed the
judges in this category.”
MFO – New Entrant:
Cresset
“One judge described this as the ‘All-time best launch with very
good strategy with obvious flexibility’. It has very good teams
and benefits from being well capitalized.”
MFO up to $2.5 billion AuM:
Northwood Family Office
“Assessors observed that their winner reported very good metrics
in what has been a traditionally difficult market in which to
excel.”
MFO - $2.5 billion to $5 billion AuM:
PagnatoKarp
“Judges noted that their winner is a wirehouse team reconstituted
as an RIA who take their fiduciary duties very seriously.”
MFO - $5 billion to $15 billion AuM:
WE Family Offices
“This winner is seen in the industry as being uniquely positioned
benefiting from an iconic leader whose influence pervades
throughout the firm.”
MFO – More than $15 billion AuM:
Tiedemann Advisors
“It was remarked that tonight’s winner has ‘hit its stride’ and
is making excellent advances in pursuing its well-defined plan.”
Thought Leadership Individual:
Northwood Family Office – Tom McCullough – Winner
“Of the winner one judge said our winner’s co-authored
publication – Wealth of Wisdom: The Top 50 Questions Wealthy
Families Ask - was the most important book in this area of
the year. This substantial contribution is supported by a
regular podcast.”
Family Wealth Consulting and The Consulting Practice of
Dennis T Jaffe – James Grubman and Dennis T Jaffe – Highly
Commended
“The commendation goes to a longstanding collaborative
partnership that has made profound advances in new concepts and
competencies related to the advisor-client relationship.”
Thought Leadership Other Companies:
TIGER 21
“The first winner in this section is strong investment centric
and highly focused on education.”
Thought Leadership Tech Companies:
Tegra118 (Formerly Fiserv Investment Services)
“Speaking before the recent announcements of the company’s
takeover, one judge with a degree of prescience said that Cheryl
Nash is leading her company out of the wealth management
wilderness.”
Women in Wealth Management – Company:
Aspiriant
“You just have to look at their stats on women in leadership
positions to recognize the emphasis our winner places on
recognizing and rewarding merit.”
Women in Wealth Management, Banks – Individual:
Shannon M Kennedy, BMO Family Office
“Judges noted that their winner has many outstanding and
demonstrable qualities and enjoys the interaction she has with
clients and staff alike.”
Women in Wealth Management - MFO/Wealth Managers:
Rhona Vogel, Vogel Consulting
“Our winner is commended for the consistency and quality of
approach in serving clients, and to sharing her expectational
level of domain expertise.”
Women in Wealth Management - Advisors (Individual):
Susan R Schoenfeld, Wealth Legacy Advisors
“As founder and CEO of a woman-owned business in the
male-dominated financial services industry, our winner spends
untold hours helping young women who are trying to break through
the glass ceiling.
“She is one of the few women on the national speaking circuit who is guiding financial services firms and their clients to connect with the human side of the client relationship.”
Leading Individual
Chris Zander – Evercore Wealth Management
“The citation recognizes that our winner is in many ways an
unsung hero, but highly esteemed by the industry as a whole.”
Leading Individual – MFO
Leslie Voth, Pitcairn
“The recipient of this award was made chairman of the board and
CEO - the first non-family chairman and first female chairman of
her company. She is much loved by colleagues.”