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EXCLUSIVE: Shortlist For Family Wealth Report Awards 2020

Tom Burroughes, Group Editor, November 26, 2019

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Here's the shortlist of potential winners of the FWR awards, due to be announced next year.

Here is the shortlist of firms and individuals potentially in the frame to win awards at our gala evening event on March 18 next year. More details on the venue, judges and categories here.

NORTH AMERICAN FAMILY OFFICE CATEGORIES
MULTI-FAMILY OFFICE (NEW ENTRANT)
NOMINEES    
Cresset    
JTC Private Office    
Our Family Office 
   

MULTI-FAMILY OFFICE (up to and including $2.5 billion AuM/AuA)
NOMINEES    
Ashfield Capital Partners    
Calamos Wealth Management    
Keystone Global Partners    
Market Street Trust Company    
Northwood Family Office    
Northland Wealth Management  
 

MULTI-FAMILY OFFICE ($2.5 billion to $5 billion AuM/AuA)

NOMINEES    
Camden Capital    
Delegate    
Keel Point    
PagnatoKarp    
Vogel Consulting    

MULTI-FAMILY OFFICE ($5 billion to $15 billion AuM/AuA)
 
NOMINEES    
Evercore Wealth Management    
Forbes Family Trust    
Gresham Partners    
Key Family Wealth    
Pitcairn    
WE Family Offices    

MULTI-FAMILY OFFICE ($15 billion AuM/AuA and above)

NOMINEES    
Bessemer Trust    
BMO Family Office    
CIBC Private Wealth Management    
Hawthorn, PNC Family Wealth    
JDJ Family Office Services    
Tiedemann Advisors    

MULTI-FAMILY OFFICE (client initiative)
 
NOMINEES    
AdvicePeriod    
Forbes Family Trust    
Keystone Global Partners    
Omnia Family Wealth    
Our Family Office    
Pitcairn    

PRIVATE BANKING CATEGORIES

NORTH AMERICAN PRIVATE BANK
 
NOMINEES    
Citi Private Bank    
GenSpring | SunTrust Private Wealth    
Key Private Bank    
PNC Wealth Management    
RBC Wealth Management  
 

INVESTMENT & ASSET MANAGEMENT CATEGORIES
PRIVATE CLIENT INVESTMENT PLATFORM
 
NOMINEES    
Abbot Downing    
Bessemer Trust    
CIAS    
CIBC Private Wealth Management    
Citi Private Bank    
Evercore Wealth Management    

RESPONSIBLE INVESTING/ESG/IMPACT INVESTING
 
NOMINEES    
Bank of the West/BNP Paribas Wealth Management Key Client Group    
Capital Dynamics    
Ethic    
RBC Wealth Management    
Sonen Capital    
Synovus Family Office    

ALTERNATIVE ASSET MANAGER
NOMINEES    
Artivest    
Capital Dynamics    
Citi Private Bank    
Synovus Family Office    
Westmount Asset Management    

BEST OUTSOURCED CIO
 
NOMINEES    
Envestnet    
Key Private Bank    
Keystone Global Partners    
RDM Financial Group at Hightower    
Socius Family Office    
Tiedemann Advisors 
   

BEST ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS

Winner to be accounced at awards dinner
 
MARKETING/PR CATEGORIES
BEST MARKETING OR PR CAMPAIGN
(Online, print, brand launch/relaunch)
 
NOMINEES    
Cerity Partners    
Evercore Wealth Management    
SEI    
Tamarind Partners    
Team Hewins    

PRIVATE CLIENT (LEGAL & FIDUCIARY) CATEGORIES

LEGAL TEAM OF THE YEAR
 
NOMINEES    
Day Pitney    
Handler Thayer  
 

FIDUCIARY OR TRUST SERVICES - INDEPENDENT
 
NOMINEES    
Argent Financial Group    
EY    
Fiduciary Trust Company International    
Fiduciary Trust Company    
Hawthorn, PNC Family Wealth    
Tiedemann Trust Company    

FIDUCIARY OR TRUST SERVICES - INSTITUTIONAL
 
NOMINEES    
Boston Private     
Citi Private Bank    
Key Private Bank    

WEALTH PLANNING - INSTITUTIONAL
 
NOMINEES    
Bessemer Trust    
Citi Private Bank    
RBC Wealth Management    
Wells Fargo    

WEALTH PLANNING – OTHER ORGANIZATIONS
 
NOMINEES    
AdvicePeriod    
Cresset     
Day Pitney    
Delegate    
Fiduciary Trust Company International    
Gresham Partners    
Hawthorn, PNC Family Wealth    
Tiedemann Advisors    

CONSULTANTS TO PRIVATE CLIENTS CATEGORIES
TAX & ACCOUNTANCY ADVICE
 
NOMINEES    
Anchin Private Client    
Bessemer Trust    
Our Family Office    
PKFOD    
Vogel Consulting  
 

PHILANTHROPY ADVICE
 
NOMINEES    
Citi Private Bank    
Foundation Source (Client Meeting Kit/Hardship Grant Form)    
PKFOD    
Strategic Philanthropy    
SEI  
 

FAMILY OFFICE MANAGEMENT CONSULTANCY
 
NOMINEES    
Cornerstone Family Office    
EY Private Client Services    
JDJ Family Office Services    
Mack International    
PKFOD    
WE Family Offices    

FAMILY WEALTH COUNSELING
NOMINEES    
Abbot Downing    
Citi Private Bank    
Fiduciary Trust Company International    
GenSpring | SunTrust Private Wealth    
PKFOD    
The Family Office at Synovus    
Vogel Consulting    
Wealth Legacy Advisors    

SOLUTIONS FOR “INTERNATIONAL AMERICANS”
 
NOMINEES    
Capital Generation Partners    
Citi Private Bank    
EY    
PKFOD    
REYL Overseas    
Schroders Wealth US    

 

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