NORTH AMERICAN FAMILY OFFICE CATEGORIES
MULTI-FAMILY OFFICE
NOMINEES    
Cresset    
JTC Private Office    
Our Family Office    

MULTI-FAMILY OFFICE
NOMINEES    
Ashfield Capital Partners    
Calamos Wealth Management    
Keystone Global Partners    
Market Street Trust Company    
Northwood Family Office    
Northland Wealth Management    

MULTI-FAMILY OFFICE

NOMINEES    
Camden Capital    
Delegate    
Keel Point    
PagnatoKarp    
Vogel Consulting    

MULTI-FAMILY OFFICE
 
NOMINEES    
Evercore Wealth Management    
Forbes Family Trust    
Gresham Partners    
Key Family Wealth    
Pitcairn    
WE Family Offices    

MULTI-FAMILY OFFICE

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

MULTI-FAMILY OFFICE
 
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    
CAIS    
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

 
NOMINEES    
Cerity Partners    
Evercore Wealth Management    
SEI    
Tamarind Partners    
Team Hewins    

PRIVATE CLIENT 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     
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    
 

TECHNOLOGY CATEGORIES
PORTFOLIO MANAGEMENT
 
NOMINEES    
Addepar    
Black Diamond Wealth Platform    
Charles River Development – A State Street Company    
Solovis    
SS&C Advent | Wealth Management Suite    
Vestmark    

CLIENT COMMUNICATIONS
 
NOMINEES    
Copytalk    
Orion Advisor Technology    
Seismic    
SS&C Vision F1    
Summitas    

CONSOLIDATED REPORTING
 
NOMINEES    
Black Diamond Wealth Platform    
BNY Mellon | Albridge    
Datafaction    
Envestnet | Tamarac    
FundCount    
Mirador    
SEI Archway    

COMPLIANCE
 
NOMINEES    
BITA Risk     
BNY Mellon | Albridge    
InvestEdge    
Orion Advisor Technology    
Riskalyze    

CRM SYSTEM
Winner to be accounced at awards dinner

OUTSOURCING/BUSINESS PROCESS OUTSOURCING
 
NOMINEES    
Accusource    
Archer    
BNY Mellon | Albridge    
FIS Global    
LibertyFi    
PKFOD    
SEI Archway    

ACCOUNTING
 
NOMINEES    
Asset Vantage    
Citco    
FundCount    
Private Wealth Systems    
SEI Archway    
SS&C Advent | Advent Portfolio Exchange     

INNOVATIVE CLIENT SOLUTION
 
NOMINEES    
Accusource - KnowLedger    
Alter Domus    
Black Diamond Wealth Platform    
BNY Mellon | Pershing    
Canoe Intelligence    
DarcMatter    
InvestEdge     
Orca    
SEI Archway    

TECHNOLOGY CATEGORIES
INNOVATIVE CLIENT SOLUTION
 
NOMINEES    
Cornerstone Family Office    
Foundation Source     
My Accountant    
RBC Wealth Management    

BEST CUSTOMER FACING DIGITAL PLATFORM
 
NOMINEES    
Private Wealth Systems    
SEI    
RBC Wealth Management    

INSURANCE CATEGORIES

BEST INSURANCE BROKERAGE PROVIDER
 
NOMINEES    
Crystal, Alliant Private Client    
Lockton    

BEST INSURANCE UNDERWRITER

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SPECIAL WEALTH MANAGEMENT CATEGORIES
CYBERSECURITY
 
NOMINEES    
Lockton Private Risk Solution    
Summitas    

SECURITY CONSULTING & RISK MANAGEMENT

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HEALTHCARE SERVICES

NOMINEES    
Black Bag    
Private Health Management    
Theia Senior Solutions    

CONCIERGE/SPECIALIST SERVICE FIRM
 
NOMINEES    
Cornerstone Family Office    
JDJ Family Office Services    
Private Health Management    
Theia Senior Solutions    
Van Leeuwen & Company    

PROPERTY & HOUSEHOLD

NOMINEES    
Argent Mineral Management    
JDJ Family Office Services    
TAG Bill Pay    

ART & PRIVATE COLLECTIONS
 
NOMINEES    
Lockton Private Risk Solutions    
BMO Family Office    
Citi Private Bank    
Ronald Varney Fine Art Advisors    

LEADERSHIP CATEGORIES
LEADING INDIVIDUAL
 
NOMINEES    
AdvicePeriod – Steve Lockshin    
CIBC Private Wealth – Alan Fields    
Pitcairn – Leslie Voth    
The Family Office at Synovus – Blake Melton    
TAG Associates – Jonathan Bergman
Evercore - Chris Zander

LEADING INDIVIDUAL
 
NOMINEES    
Carson Group – Ron Carson    
Envestnet – Brandon Thomas    
Handler Thayer – Thomas J Handler    
Mack International – Linda Mack    
Wealth Legacy Advisors – Susan R Schoenfeld    

WOMEN IN WEALTH MANAGEMENT

NOMINEES    
Aspiriant    
Fifth Third Bank    
GenSpring | SunTrust Private Wealth    
TEAM Hewins    

WOMEN IN WEALTH MANAGEMENT – BANKS

NOMINEES    
BMO Family Office – Shannon M Kennedy    
CIBC Private Wealth Management – Patricia Bannan    
Citi Private Bank – Ida Liu    
Citi Private Bank – Natalia Murphy    

WOMEN IN WEALTH MANAGEMENT – MFOs/WEALTH MANAGERS
 
NOMINEES    
Evercore Wealth Management – Martha Pomerantz    
Mesirow – Melissa Bean    
Pitcairn – Leslie Voth    
Tiedemann Advisors – Jennifer Ayer    
Vogel Consulting – Rhona Vogel    
Westmount Asset Management – Arielle Anderson    

WOMEN IN WEALTH MANAGEMENT - ADVISORS

NOMINEES    
Advicent – Angela Pecoraro    
Calamos Wealth Management – Anita Knotts    
Carson Group – Teri Shepherd    
DarcMatter – Natasha Bansgopaul    
Mack International – Linda Mack    
Octonomics – Elisabeth Prefontaine    
Wealth Legacy Advisors – Susan R Schoenfeld    

DIVERSITY IN WEALTH MANAGEMENT
 
NOMINEES    
Citi Private Bank    
DarcMatter    
The Lerner Group    
Tiedemann Advisors    
Calamos Wealth Management    

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP

NOMINEES    
Cresset – Jack Ablin    
Envestnet – William Crager    
Family Wealth Consulting & The Consulting Practice of Dennis T Jaffee – James Grubman & Dennis T Jaffee    
Northwood Family Office – Tom McCullough    
Pitcairn – Andy Busser    
Theia Senior Solutions– Joanna Gordon Martin    
Wealth Legacy Advisors – Susan R Schoenfeld    

LEADERSHIP CATEGORIES
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP – TECHNOLOGY COMPANIES
 
NOMINEES    
Asset Vantage    
SEI    
Summitas    
Tegra118

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP – OTHER ORGANIZATIONS
 
NOMINEES    
Bessemer Trust    
Evercore Wealth Management    
Fiduciary Trust Company    
Key Family Wealth    
RBC Wealth Management    
TIGER 21