EXCLUSIVE: Judges Arrive At Shortlist For Family Wealth Report Awards 2014

Tom Burroughes

13 January 2014

Barely more than two months from now, the winners of the Family Wealth Report Awards 2014 will be unveiled in New York – and the judges have now arrived at a shortlist of entrants for the 35 categories.

The gala event – featuring our high-profile guest speaker Christopher Kennedy Lawford – is at the lavish setting of the Metropolitan Club, One East Sixtieth Street in the city .

The shortlist of awards candidates have been chosen by a panel of judges drawn from the industry and in different types of business to ensure maximum objectivity and rigor. As in previous awards events hosted by the parent firm of this news service, the proceedings will go ahead at a snappy pace so attendees can enjoy as much time as possible to network and fit with their busy work schedules.

The shortlisted entrants:

FAMILY OFFICE CATEGORIES

Multi-family office
Gresham Partners
Lowenhaupt Global Advisors
Pitcairn
Vogel Consulting
WE Family Offices

Multi-family office
Abbot Downing
Ascent Private Capital Management
Aspiriant
CTC Consulting | Harris myCFO

Multi-family office
Ascent Private Capital Management
Bessemer Trust
CTC Consulting | Harris myCFO
GenSpring Family Offices
Hawthorn, PNC Family Wealth

Multi-family office
Covenant Multifamily Offices
Vogel Consulting

Multi-family office
AM Global Family Investment Office
Fieldpoint Private
Rothstein Kass

PRIVATE BANKING CATEGORIES

US private bank
Ascent Private Capital Management
BNY Mellon Wealth Management
Citi Private Bank
Merrill Lynch Private Banking & Investment Group
US Trust

Canadian private bank
Citi Private Bank
RBC Wealth Management

Private bank – offering for family offices
Ascent Private Capital Management
Bessemer Trust
BNY Mellon Wealth Management
Citi Private Bank
Hawthorn, PNC Family Wealth
RBC Wealth Management

INVESTMENT MANAGEMENT CATEGORIES

Private client investment platform
Ascent Private Capital Management
Brown Brothers Harriman
Citi Private Bank
Fortigent
RBC Global Asset Management

Fund manager
Bessemer Trust
RBC Global Asset Management

Alternative asset manager
Ascent Private Capital Management
Citi Private Bank
Crystal Capital Partners

National private wealth manager
Abbot Downing
Bessemer Trust
BNY Mellon Wealth Management
Convergent Wealth Advisors
UBS Wealth Management Americas

Regional private wealth manager
Covenant Multifamily Offices
Del Monte Group
First Republic Bank

MARKETING CATEGORIES

Brand launch/relaunch, print and online
Ascent Private Capital Management
Crystal & Company
Fortigent
RBC Wealth Management

PRIVATE CLIENT CATEGORIES

Effective legal team
Cantor & Webb
Handler Thayer
Kozusko Harris Duncan
Withers Bergman

Effective tax/accountancy team
Covenant Multifamily Offices
Deloitte
Rothstein Kass

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES

Transaction processing solution
SunGard
Temenos

Global custodian
Millennium Trust
RBC Investor & Treasury Services

Risk profiling solution
FinaMetrica
SunGard

Risk management solution
Trov
Vestmark

Porfolio management
Advent Software
Archway Technology Partners
Envestnet
Envestnet Tamarac
InvestEdge

Client communications
Envestnet Tamarac
Equipos
InvestEdge
TrustedFamily
Wealth Access Inc

CRM system
Advent Software
Backstop Solutions Group
Finantix

On-boarding
Appway
Finantix
SunGard
TrustedFamily

Outsourcing solution
Envestnet
Fortigent
Private Client Resource
Rothstein Kass
SEI

OTHER WEALTH MANAGEMENT CATEGORIES

Insurance solution
Crystal & Company
Privilege Underwriters Reciprocal Exchange
Trov

Concierge solution
Cassford Management
Lifestyle Advisory
Majestery

Leading individual
Ascent Private Capital Management
BNY Mellon Wealth Management
Del Monte Group
Purposeful Planning Institute
RBC Wealth Management

Rising star
Aspiriant
GenSpring Family Offices
Strenta Family Office Services
TrustedFamily
UBS Wealth Management Americas

Philanthropy offering
Forbes Family Trust
Foundation Source
US Trust

Women in wealth management
Bessemer Trust
GenSpring Family Offices
Pershing
Pitcairn
UBS Wealth Management Americas

Women in wealth management
Banyan Partners
HTG Investment Advisors
RBC Wealth Management
US Trust

Lifetime achievement
Atlantic Trust
Charles W Collier - submitted by Joe Reilly
Pitcairn
SEI
UBS Wealth Management Americas

Outstanding contribution to wealth management thought leadership – Group A
Bessemer Trust
GenSpring Family Offices
Hawthorn, PNC Family Wealth
Pershing
RBC Wealth Management

Outstanding contribution to wealth management thought leadership – Group B
Accenture
Family Office Exchange
FamilyWealth Consulting
Institute for Preparing Heirs
Scorpio Partnership

Our guest speaker

The guest speaker for the evening brings plenty of experience to the limelight: Christopher Kennedy Lawford has spent much of his life in Hollywood and Washington, navigating these two worlds as an actor, writer, lawyer, activist and public speaker. For the past five years he has worked with a number of partners in private industry, the non-profit sector, state and federal governments and patient advocacy groups to effect change and raise awareness about public health issues.

Growing up the son of iconic Peter Lawford and Patricia Kennedy - along with the most famous Uncles one could possibly have: President John F Kennedy, Senator Robert Kennedy and Senator Ted Kennedy - helped shape his formative years and gave him a sense of mission to help others.

In his 2005 New York Times best-selling memoir, "Symptoms of Withdrawal" , he chronicled his deep descent into near-fatal drug and alcohol addiction, and his subsequent hard-won journey back to sobriety, which he has maintained for the past 26 years with the hopes of making a difference. He is the author of several hard-hitting books covering themes of addiction and recovery, such as “Moments of Clarity: Voices From the Front Lines of Addiction and Recovery" , “Recover to Live: Kick Any Habit, Manage Any Addiction" ; and “What Addicts Know,” .

Lawford spent more than 15 years in the film and television business as an actor, lawyer, executive, and producer. He began his career in Universal Studios’ Independent Film Acquisitions where he was responsible for the acquisition of American Graffiti, one of the highest grossing films of the early 70’s. Lawford’s acting credits include Eavesdrop, Slipstream, The World’s Fastest Indian, Terminator 3, Blankman, The Doors and The Russia House.

Lawford is also a public advocacy consultant for Caron Treatment Centers.