Here is a list of the firms and people honored in the 2021 Family Wealth Report awards program. Congratulations to all involved.

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.

The results

LIFETIME ACHIEVEMENT AWARD
Winner: Jamie McLaughlin
J H McLaughlin & Co, LLC.

Banking categories
CREDIT SOLUTION
Winner: Tolleson Wealth Management
Commended: Citco Institutional Services

NATIONAL BANK
Winner: First Republic

REGIONAL BANK
Winner: Key Private Bank

Consultants to Private Client Categories
FAMILY WEALTH COUNSELING
Winner: Wells Fargo
Commended: Hawthorn

FAMILY OFFICE MANAGEMENT CONSULTANCY
Winner: PKF O'Connor Davies Family Office

SOLUTIONS FOR “INTERNATIONAL AMERICANS”
Winner: Reyl Overseas

PHILANTHROPY ADVICE
Winner: The Family Office at Synovus

Family Office Categories
MULTI-FAMILY OFFICE (up to and including $2.5 billion AuM/AuA)
Winner: Delegate Advisors
Commended: Keystone Global Partners
Commended: Northland Wealth Management

MULTI-FAMILY OFFICE ($2.5 billion to $5 billion AuM/AuA)
Winner: Burgher Haggard

MULTI-FAMILY OFFICE ($5 billion to $10 billion AuM/AuA)
Winner: Tolleson Wealth Management

MULTI-FAMILY OFFICE ($10 billion to $15 billion AuM/AuA)
Winner: WE Family Offices

MULTI-FAMILY OFFICE ($15 billion AuM/AuA and above)
Winner: Tiedemann Advisors

MULTI-FAMILY OFFICE (new entrant)
Winner: Our Family Office

MULTI-FAMILY OFFICE (client initiative)
Winner: The Family Office at Synovus

---

Insurance Categories
INSURANCE BROKERAGE PROVIDER
Winner: Alliant Private Client
INSURANCE UNDERWRITER
Winner: PURE Insurance

Investment & Asset Management Categories
PRIVATE CLIENT INVESTMENT PLATFORM
Winner: CIBC Private Wealth Management
Commended: Bessemer Trust

ASSET MANAGEMENT FIRMS SERVING FAMILY OFFICES and PPRIVATE BANKS
Winner: Brown Advisory
Commended: Capital Counsel

ALTERNATIVE ASSET MANAGER
Winner: Citi Private Bank

OUTSOURCED CIO
Winner: Glenmede

RESPONSIBLE INVESTING/ESG/IMPACT INVESTING – Product
Winner: Sonen Capital

RESPONSIBLE INVESTING/ESG/IMPACT INVESTING – Advisory
Winner: Tiedemann Advisors

Leadership Categories
DIVERSITY IN WEALTH MANAGEMENT (Company)
Winner: BMO Family Office

OUTSTANDING CONTRIBUTION TO WEALTH THOUGHT LEADERSHIP (Company)
Winner: Boston Private

WOMEN IN WEALTH MANGEMENT (Company)
Winner: Glenmede

WOMEN IN WEALTH MANAGEMENT (Individual)
Winner: CIBC Private Wealth Management - Frances Boatwright

LEADING INDIVIDUAL (Service product provider)
Winner: Trusted Family - Edouard Thijssen
Commended: Envestnet - Tony Leal

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (Individual)
Winners: James Grubman and Dennis Jaffe

LEADING INDIVIDUAL (MFO)
Winner: Pathstone - Matthew Fleissig
Commended: TAG Associates - Jonathan Bergman

Private Client (Legal & Fiduciary) Categories
TAX ADVISOR
Winner: Anchin Block Anchin

WEALTH PLANNING
Winner: Gresham Partners

LEGAL TEAM OF THE YEAR
Winner: Neal Gerber Eisenberg
Commended: Handler Thayer

FIDUCIARY OR TRUST SERVICES
Winner: Pitcairn
Commended: Tolleson Wealth Management

ACCOUNTANCY ADVISOR
Winner: PKF O'Connor Davies Family Office

Specialist Wealth Management Categories
HEALTHCARE SERVICES
Winner: Black Bag

ART & PRIVATE COLLECTIONS
Winner: Ronald Varney Fine Art Advisors
Commended: Citi Private Bank

MARKETING OR PR CAMPAIGN
Winner: Fiduciary Trust Company

PRIVATE TRAVEL
Winner: Integris

PROPERTY & HOUSEHOLD
Winner: JDJ Family Office Services

CYBER SECURITY
Winner: Summitas

CONCIERGE/SPECIALIST SERVICE FIRM
Winner: Theia Senior Solutions

---

Technology Categories (In-house & Advisors)
CUSTOMER FACING DIGITAL PLATFORM
Winner: Advyzon

INNOVATIVE CLIENT SOLUTION
Winner: RBC Wealth Management
Commended: MaxMyInterest

IMPLEMENTATION OF A TECH SOLUTION/BEST TECH STACK
Winner: Robertson Stephens

Technology Vendors
BILL PAY
Winner: Bill.com

ONBOARDING
Winner: Canoe Intelligence

PORTFOLIO MANAGEMENT
Commended: Charles River Development

INNOVATIVE CLIENT SOLUTION
Winner: Summitas
Commended: DCS
Commended: FIS Wealth & Retirement

COMPLIANCE
Winner: Foreside

ACCOUNTING
Winner: FundCount

CONSOLIDATED REPORTING
Winner: Addepar
Commended: InvestSuite
Commended: Masttro 

OUTSOURCING/BUSINESS PROCESS OUTSOURCING
Winner: SEI 
Commended: PKF O'Connor Davies Family Office
Commended: SS&C Advent

PORTFOLIO MANAGEMENT
Winner: Solovis
Commended: SS&C Black Diamond

CLIENT COMMUNICATIONS (excluding REPORTING)
Winner: Summitas
Commended: SS&C Black Diamond

CRM SYSTEM
Winner: WealthHub Solutions