Print this article
EXCLUSIVE: Winners Of Family Wealth Report Awards 2019
Editorial Staff
21 March 2019
Here are the individuals and organizations saluted by Family Wealth Report and industry peers at FWR's annual gala evening awards ceremony, held at the magnificent setting of the Mandarin Oriental, Columbus Circle, in New York City. Further details about the program can be found here. NORTH AMERICAN FAMILY OFFICE CATEGORIES MULTI-FAMILY OFFICE WINNER MULTI-FAMILY OFFICE WINNER MULTI-FAMILY OFFICE WINNER MULTI-FAMILY OFFICE WINNER MULTI-FAMILY OFFICE WINNER PRIVATE BANKING CATEGORIES NORTH AMERICAN PRIVATE BANK WINNER NORTH AMERICAN PRIVATE BANK – FAMILY OFFICE SERVICES WINNER PRIVATE BANK – CUSTOMER FACING DIGITAL CAPABILITIES WINNER PRIVATE CLIENT INVESTMENT PLATFORM WINNER WINNER INNOVATIVE INVESTMENT SOLUTION OF THE YEAR WINNER ALTERNATIVE ASSET MANAGER WINNER BEST OUTSOURCED CIO WINNER BEST ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS WINNER MARKETING/PR CATEGORIES BEST MARKETING OR PR CAMPAIGN WINNER PRIVATE CLIENT CATEGORIES LEGAL TEAM OF THE YEAR WINNER FIDUCIARY OR TRUST SERVICES WINNER WEALTH PLANNING WINNER CONSULTANTS TO PRIVATE CLIENTS CATEGORIES TAX ADVICE WINNER ACCOUNTANCY ADVICE WINNER PHILANTHROPY ADVICE WINNER FAMILY OFFICE MANAGEMENT CONSULTANCY WINNER FAMILY WEALTH COUNSELING – MFO/WEALTH ADVISOR/MANAGER WINNER FAMILY WEALTH COUNSELING – OTHER WEALTH MANAGEMENT ORGANIZATIONS WINNER SOLUTIONS FOR “INTERNATIONAL AMERICANS” WINNER TECHNOLOGY CATEGORIES PORTFOLIO MANAGEMENT WINNER CLIENT COMMUNICATIONS WINNER CLIENT REPORTING WINNER COMPLIANCE WINNER CRM SYSTEM WINNER OUTSOURCING/BUSINESS PROCESS OUTSOURCING WINNER ACCOUNTING WINNER ONBOARDING WINNER INNOVATIVE CLIENT SOLUTION – TECHNOLOGY PROVIDERS JOINT WINNERS INNOVATIVE CLIENT SOLUTION – OTHER WEALTH MANAGEMENT ORGANIZATIONS WINNER CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION WINNER INSURANCE CATEGORIES BEST INSURANCE BROKERAGE PROVIDER WINNER BEST INSURANCE UNDERWRITER WINNER SPECIAL WEALTH MANAGEMENT CATEGORIES EXCELLENCE IN SERVICING NORTH AMERICAN CLIENTS WINNER CYBER SECURITY WINNER HEALTHCARE SERVICES WINNER CONCIERGE/SPECIALIST SERVICE FIRM WINNER PROPERTY, HOUSEHOLD & TRAVEL WINNER WINNER LEADERSHIP CATEGORIES LEADING INDIVIDUAL WINNER LEADING INDIVIDUAL WINNER WOMEN IN WEALTH MANAGEMENT WINNER WOMEN IN WEALTH MANAGEMENT WINNER OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP – MFO/WEALTH ADVISOR/MANAGER WINNER OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP – OTHER WEALTH MANAGEMENT ORGANIZATIONS WINNER OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP – MFO/WEALTH ADVISOR/MANAGER WINNER OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP – OTHER WEALTH MANAGEMENT ORGANIZATION WINNER LIFETIME ACHIEVEMENT Alfred P West, Jr
Northland Wealth Management
Matter Family Office
Gresham Partners
CIBC Private Wealth Management
Pitcairn
Citi Private Bank
Citi Private Bank
RBC Wealth Management
INVESTMENT & ASSET MANAGEMENT CATEGORIES
Citi Private Bank
RESPONSIBLE INVESTING/ESG/IMPACT INVESTING
Tiedemann Advisors
OppenheimerFunds
Forbes Family Trust
Tiedemann Advisors
OppenheimerFunds
Hawthorn, PNC Family Wealth
Handler Thayer
Bessemer Trust
AdvicePeriod
Anchin Private Client
Anchin Private Client
Strategic Philanthropy
Tamarind Partners
Vogel Consulting
Tamarind Partners
UBP Investment Advisors
Envestnet
Summitas
Black Diamond Wealth Platform
Orion Advisor Services
SS&C Salentica
FIS
SEI Archway
Appway
iPaladin
Solovis
SEI Private Wealth Management
SEI Private Wealth Management
Lockton Private Risk Solutions
PURE Insurance
BNY Mellon Wealth Management
Schillings
Black Bag
Theia Senior Solutions
Tapestry Associates
ART & PRIVATE COLLECTIONS
Ronald Varney Fine Art Advisors
Tiedemann Advisors – Craig Smith
The Rudin Group – April Rudin
Market Street Trust Company – Marianne W Young
Brown Brothers Harriman
Lowenhaupt Global Advisors – Charles Lowenhaupt
Family Office Exchange – Sara Hamilton
WE Family Offices
Family Office Exchange
SEI