NORTH AMERICAN FAMILY OFFICE CATEGORIES

MULTI-FAMILY OFFICE

WINNER
Northland Wealth Management

MULTI-FAMILY OFFICE

WINNER
Matter Family Office

MULTI-FAMILY OFFICE

WINNER
Gresham Partners

MULTI-FAMILY OFFICE

WINNER
CIBC Private Wealth Management

MULTI-FAMILY OFFICE

WINNER
Pitcairn

PRIVATE BANKING CATEGORIES

NORTH AMERICAN PRIVATE BANK

WINNER
Citi Private Bank

NORTH AMERICAN PRIVATE BANK – FAMILY OFFICE SERVICES

WINNER
Citi Private Bank

PRIVATE BANK – CUSTOMER FACING DIGITAL CAPABILITIES

WINNER
RBC Wealth Management

INVESTMENT & ASSET MANAGEMENT CATEGORIES

PRIVATE CLIENT INVESTMENT PLATFORM

WINNER
Citi Private Bank

RESPONSIBLE INVESTING/ESG/IMPACT INVESTING

WINNER
Tiedemann Advisors

INNOVATIVE INVESTMENT SOLUTION OF THE YEAR

WINNER
OppenheimerFunds

ALTERNATIVE ASSET MANAGER

WINNER
Forbes Family Trust

BEST OUTSOURCED CIO

WINNER
Tiedemann Advisors

BEST ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS

WINNER
OppenheimerFunds

MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN

WINNER
Hawthorn, PNC Family Wealth

PRIVATE CLIENT CATEGORIES

LEGAL TEAM OF THE YEAR

WINNER
Handler Thayer

FIDUCIARY OR TRUST SERVICES

WINNER
Bessemer Trust

WEALTH PLANNING

WINNER
AdvicePeriod

CONSULTANTS TO PRIVATE CLIENTS CATEGORIES

TAX ADVICE

WINNER
Anchin Private Client

ACCOUNTANCY ADVICE

WINNER
Anchin Private Client

PHILANTHROPY ADVICE

WINNER
Strategic Philanthropy

FAMILY OFFICE MANAGEMENT CONSULTANCY

WINNER
Tamarind Partners

FAMILY WEALTH COUNSELING – MFO/WEALTH ADVISOR/MANAGER

WINNER
Vogel Consulting

FAMILY WEALTH COUNSELING – OTHER WEALTH MANAGEMENT ORGANIZATIONS

WINNER
Tamarind Partners

SOLUTIONS FOR “INTERNATIONAL AMERICANS”

WINNER
UBP Investment Advisors

TECHNOLOGY CATEGORIES

PORTFOLIO MANAGEMENT

WINNER
Envestnet

CLIENT COMMUNICATIONS

WINNER
Summitas

CLIENT REPORTING

WINNER
Black Diamond Wealth Platform

COMPLIANCE

WINNER
Orion Advisor Services

CRM SYSTEM

WINNER
SS&C Salentica

OUTSOURCING/BUSINESS PROCESS OUTSOURCING

WINNER
FIS

ACCOUNTING

WINNER
SEI Archway

ONBOARDING

WINNER
Appway

INNOVATIVE CLIENT SOLUTION – TECHNOLOGY PROVIDERS

JOINT WINNERS
iPaladin
Solovis

INNOVATIVE CLIENT SOLUTION – OTHER WEALTH MANAGEMENT ORGANIZATIONS

WINNER
SEI Private Wealth Management

CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION

WINNER
SEI Private Wealth Management

INSURANCE CATEGORIES

BEST INSURANCE BROKERAGE PROVIDER

WINNER
Lockton Private Risk Solutions

BEST INSURANCE UNDERWRITER

WINNER
PURE Insurance

SPECIAL WEALTH MANAGEMENT CATEGORIES

EXCELLENCE IN SERVICING NORTH AMERICAN CLIENTS

WINNER
BNY Mellon Wealth Management

CYBER SECURITY

WINNER
Schillings

HEALTHCARE SERVICES

WINNER
Black Bag

CONCIERGE/SPECIALIST SERVICE FIRM

WINNER
Theia Senior Solutions

PROPERTY, HOUSEHOLD & TRAVEL

WINNER
Tapestry Associates

ART & PRIVATE COLLECTIONS

WINNER
Ronald Varney Fine Art Advisors

LEADERSHIP CATEGORIES

LEADING INDIVIDUAL

WINNER
Tiedemann Advisors – Craig Smith

LEADING INDIVIDUAL

WINNER
The Rudin Group – April Rudin

WOMEN IN WEALTH MANAGEMENT

WINNER
Market Street Trust Company – Marianne W Young

WOMEN IN WEALTH MANAGEMENT

WINNER
Brown Brothers Harriman

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

WINNER
Lowenhaupt Global Advisors – Charles Lowenhaupt

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP – OTHER WEALTH MANAGEMENT ORGANIZATIONS

WINNER
Family Office Exchange – Sara Hamilton

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

WINNER
WE Family Offices

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP – OTHER WEALTH MANAGEMENT ORGANIZATION

WINNER
Family Office Exchange

LIFETIME ACHIEVEMENT

Alfred P West, Jr
SEI