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EXCLUSIVE: Winners Of Family Wealth Report 2021 Awards
Editorial Staff
6 May 2021
Family Wealth Report is delighted to announce the winners and those who are highly commended in this year's awards for the North American wealth management sector. As ever, we thank all those people and organizations who took part, as well as the judges for their efforts in working through a large number of entries. At a time when the sector has faced unprecedented challenges, the awards salute the grit, service ethic and passion for excellence in this industry. Readers can find out more about the awards here. More information on the winners is here. A list of the winners is shown below this video. LIFETIME ACHIEVEMENT AWARD NATIONAL BANK REGIONAL BANK Consultants to Private Client Categories FAMILY OFFICE MANAGEMENT CONSULTANCY SOLUTIONS FOR “INTERNATIONAL AMERICANS” PHILANTHROPY ADVICE Family Office Categories MULTI-FAMILY OFFICE MULTI-FAMILY OFFICE MULTI-FAMILY OFFICE MULTI-FAMILY OFFICE MULTI-FAMILY OFFICE MULTI-FAMILY OFFICE Insurance Categories Investment & Asset Management Categories ASSET MANAGEMENT FIRMS SERVING FAMILY OFFICES and PPRIVATE BANKS ALTERNATIVE ASSET MANAGER OUTSOURCED CIO RESPONSIBLE INVESTING/ESG/IMPACT INVESTING – Product RESPONSIBLE INVESTING/ESG/IMPACT INVESTING – Advisory Leadership Categories OUTSTANDING CONTRIBUTION TO WEALTH THOUGHT LEADERSHIP WOMEN IN WEALTH MANGEMENT WOMEN IN WEALTH MANAGEMENT LEADING INDIVIDUAL OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP LEADING INDIVIDUAL Private Client Categories WEALTH PLANNING LEGAL TEAM OF THE YEAR FIDUCIARY OR TRUST SERVICES ACCOUNTANCY ADVISOR Specialist Wealth Management Categories ART & PRIVATE COLLECTIONS MARKETING OR PR CAMPAIGN PRIVATE TRAVEL PROPERTY & HOUSEHOLD CYBER SECURITY CONCIERGE/SPECIALIST SERVICE FIRM Technology Categories INNOVATIVE CLIENT SOLUTION IMPLEMENTATION OF A TECH SOLUTION/BEST TECH STACK Technology Vendors ONBOARDING PORTFOLIO MANAGEMENT INNOVATIVE CLIENT SOLUTION COMPLIANCE ACCOUNTING CONSOLIDATED REPORTING OUTSOURCING/BUSINESS PROCESS OUTSOURCING PORTFOLIO MANAGEMENT CLIENT COMMUNICATIONS CRM SYSTEM
The results
Winner: Jamie McLaughlin
J H McLaughlin & Co, LLC.
Banking categories
CREDIT SOLUTION
Winner: Tolleson Wealth Management
Commended: Citco Institutional Services
Winner: First Republic
Winner: Key Private Bank
FAMILY WEALTH COUNSELING
Winner: Wells Fargo
Commended: Hawthorn
Winner: PKF O'Connor Davies Family Office
Winner: Reyl Overseas
Winner: The Family Office at Synovus
MULTI-FAMILY OFFICE
Winner: Delegate Advisors
Commended: Keystone Global Partners
Commended: Northland Wealth Management
Winner: Burgher Haggard
Winner: Tolleson Wealth Management
Winner: WE Family Offices
Winner: Tiedemann Advisors
Winner: Our Family Office
Winner: The Family Office at Synovus
INSURANCE BROKERAGE PROVIDER
Winner: Alliant Private Client
INSURANCE UNDERWRITER
Winner: PURE Insurance
PRIVATE CLIENT INVESTMENT PLATFORM
Winner: CIBC Private Wealth Management
Commended: Bessemer Trust
Winner: Brown Advisory
Commended: Capital Counsel
Winner: Citi Private Bank
Winner: Glenmede
Winner: Sonen Capital
Winner: Tiedemann Advisors
DIVERSITY IN WEALTH MANAGEMENT
Winner: BMO Family Office
Winner: Boston Private
Winner: Glenmede
Winner: CIBC Private Wealth Management - Frances Boatwright
Winner: Trusted Family - Edouard Thijssen
Commended: Envestnet - Tony Leal
Winners: James Grubman and Dennis Jaffe
Winner: Pathstone - Matthew Fleissig
Commended: TAG Associates - Jonathan Bergman
TAX ADVISOR
Winner: Anchin Block Anchin
Winner: Gresham Partners
Winner: Neal Gerber Eisenberg
Commended: Handler Thayer
Winner: Pitcairn
Commended: Tolleson Wealth Management
Winner: PKF O'Connor Davies Family Office
HEALTHCARE SERVICES
Winner: Black Bag
Winner: Ronald Varney Fine Art Advisors
Commended: Citi Private Bank
Winner: Fiduciary Trust Company
Winner: Integris
Winner: JDJ Family Office Services
Winner: Summitas
Winner: Theia Senior Solutions
CUSTOMER FACING DIGITAL PLATFORM
Winner: Advyzon
Winner: RBC Wealth Management
Commended: MaxMyInterest
Winner: Robertson Stephens
BILL PAY
Winner: Bill.com
Winner: Canoe Intelligence
Commended: Charles River Development
Winner: Summitas
Commended: DCS
Commended: FIS Wealth & Retirement
Winner: Foreside
Winner: FundCount
Winner: Addepar
Commended: InvestSuite
Commended: Masttro
Winner: SEI
Commended: PKF O'Connor Davies Family Office
Commended: SS&C Advent
Winner: Solovis
Commended: SS&C Black Diamond
Winner: Summitas
Commended: SS&C Black Diamond
Winner: WealthHub Solutions