The awards continue to recognize the firms, teams and individuals who are setting new standards in client service, investment expertise, technology, governance and professional excellence. Over the past thirteen years, the program has become one of the industry's most respected benchmarks, honoring organizations that consistently deliver outstanding outcomes for high net worth and ultra-high net worth families.

The 2027 awards arrive at a defining moment for the wealth management sector. As advisors navigate generational wealth transfer, evolving client expectations, digital transformation and an increasingly complex regulatory landscape, the need for innovation, resilience and trusted relationships has never been greater. The awards provide an opportunity to showcase the achievements and initiatives that are shaping the future of wealth management.

An independent panel of industry experts will evaluate all submissions through a transparent and rigorous judging process, ensuring that winners represent the highest standards of excellence across the industry.

The Family Wealth Report Awards recognize achievement across a broad range of categories, spanning private banks, registered investment advisors, multi-family offices, technology providers, investment managers, trust companies, legal and tax advisors, consultants and specialist service providers.

We wish all participants the very best of luck and look forward to celebrating the industry's achievements at the gala dinner at the prestigious Mandarin Oriental, New York in 2027.