Awards

EXCLUSIVE: Judges Arrive At Shortlist For Family Wealth Report Awards 2015

Tom Burroughes, Group Editor, December 22, 2014

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PRIVATE CLIENT CATEGORIES

Legal team

ORGANIZATIONS
Cantor & Webb
Handler Thayer

Independent trust or fiduciary company

ORGANIZATIONS
Fiduciary Trust Company International
Perspecta Trust

CONSULTANTS TO FAMILY OFFICE CATEGORIES

Investment advice

ORGANIZATIONS
Altair Advisers
CTC | my CFO
Fiduciary Trust Company International
Forbes Family Trust
Northern Trust – Global Family & Private Investment Office

Tax advice

ORGANIZATIONS
Cantor & Webb
CTC | my CFO
FFO (Flynn Family Office)
O’Connor Davies

Management consultancy

ORGANIZATIONS
Family Office Metrics
Oakbrook Solutions
Withers Consulting Group

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to technology vendors only)

Front office solution

ORGANIZATIONS
Advent Software
NexJ Systems
SunGard
WealthCloud
WealthTouch

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to technology vendors only)

Portfolio management

ORGANIZATIONS
Advent Software
Charles River Development
Envestnet l Tamarac
InvestEdge
SunGard

Client communications and reporting

ORGANIZATIONS
Advent Software
Envestnet l Tamarac
InvestCloud
InvestEdge
WealthTouch

Outsourcing solution

ORGANIZATIONS
Envestnet
Private Client Resources
Rockit Solutions
SunGard
Vestmark

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