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EXCLUSIVE: Finalists For The Family Wealth Report Awards 2018

Editorial Staff, December 4, 2017

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Finalists for 2018's awards ceremony in March 2018 have been announced.

Here are the finalists for the Family Wealth Report Awards program, with winners to be announced on March 8 in New York next year. (For more details about the program, click here.)

NORTH AMERICAN FAMILY OFFICE CATEGORIES

MULTI-FAMILY OFFICE (NEW ENTRANT) 

NOMINEES
Family Wealth Advisors
Legacy Wealth Advisors
Omnia Family Wealth Advisors
PagnatoKarp

MULTI-FAMILY OFFICE (up to and including $2.5 billion AuM/AuA) 

NOMINEES
AM Global Family Investment Office
Biltmore Family Office
Delegate Advisors
EMM Wealth
Keystone Global Partners
Market Street Trust Company
Northland Wealth

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

NOMINEES
Chilton Trust
Family Wealth Advisors
Forbes Family Trust
Matter Family Office
Signature Family Wealth Advisors
Vogel Consulting

MULTI-FAMILY OFFICE ($5 billion to $15 billion AuM/AuA) 

NOMINEES
Ascent Private Capital Management of US Bank
Ballentine Partners
BBR Partners
Gresham Partners
Pathstone  
Pitcairn
Tiedemann Wealth Management
WE Family Offices

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

NOMINEES
Abbot Downing
Bessemer Trust
Hawthorn, PNC Family Wealth
PKF O’Connor Davies

MULTI-FAMILY OFFICE (client initiative) 

NOMINEES
Abbot Downing
Ascent Private Capital Management of US Bank
Delegate Advisors
Family Wealth Advisors (Purpose Built Philanthropy Campaign)
Key Private Bank
Pitcairn

PRIVATE BANKING CATEGORIES

NORTH AMERICAN PRIVATE BANK 

NOMINEES
BNY Mellon Wealth Management
Boston Private
Citi Private Bank
Commerce Trust Company
First Republic Bank
Key Private Bank
RBC Wealth Management

INVESTMENT & ASSET MANAGEMENT CATEGORIES  

PRIVATE CLIENT INVESTMENT PLATFORM 

NOMINEES
Abbot Downing
Ascent Private Capital Management of US Bank
Bessemer Trust
CIBC Atlantic Trust Private Wealth Management
Citi Private Bank
Envestnet | Tamarac
Evercore Wealth Management
First Republic Bank

RESPONSIBLE INVESTING/ESG/IMPACT INVESTING 

NOMINEES
Aberdeen Asset Management
Ascent Private Capital Management of US Bank
Hawthorn, PNC Family Wealth
OppenheimerFunds
Pathstone  
WE Family Offices

INNOVATIVE INVESTMENT SOLUTION OF THE YEAR 

NOMINEES
Ascent Private Capital Management of US Bank
Envestnet
GPB Capital Holdings
iCapital Network
Mercury iFunds
Opportunity Network
RBC Wealth Management

ALTERNATIVE ASSET MANAGER 

NOMINEES
Abbot Downing
AM Global Family Investment Office
Citi Private Bank
Forbes Family Trust
iCapital Network
Synovus Family Asset Management

BEST OUTSOURCED CIO 

NOMINEES
Abbot Downing
Artemis Wealth Advisors
CIBC Atlantic Trust Private Wealth Management
Forbes Family Trust
Geller Family Office Services
Hawthorn, PNC Family Wealth
Pathstone 
Tiedemann Wealth Management

BEST ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS 

NOMINEES
ACPI Investments
Carson Wealth Management Group
First Republic Private Wealth Management
OppenheimerFunds
MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN 
(Online, print, brand launch/relaunch) 

NOMINEES
BNY Mellon’s Aldbridge
BNY Mellon Wealth Management
Carson Group
Foundation Source
Key Private Bank
Wealth Dynamix

PRIVATE CLIENT - PRIVATE CLIENT (LEGAL & FIDUCIARY) CATEGORIES   

LEGAL TEAM OF THE YEAR 

NOMINEES
Bilzin Sumberg
Day Pitney
Handler Thayer

FIDUCIARY OR TRUST SERVICES 

NOMINEES
Bessemer Trust
Citi Private Bank
Envestnet
Fiduciary Trust Company
Hawthorn, PNC Family Wealth
Tiedemann Trust Company

WEALTH PLANNING 

NOMINEES
Abbot Downing
BNY Mellon Wealth Management
CIBC Atlantic Trust Private Wealth Management
Citi Private Bank
Family Wealth Advisors
Hawthorn, PNC Family Wealth
Legacy Family Office
Tiedemann Wealth Management
Vogel Consulting

CONSULTANTS TO PRIVATE CLIENT CATEGORIES

TAX ADVICE 

NOMINEES
Anchin Private Client
Bessemer Trust
PKF O’Connor Davies
Vogel Consulting

PHILANTHROPY ADVICE 

NOMINEES
21/64
Anchin Private Client
Family Wealth Advisors
Foundation Source
Hawthorn, PNC Family Wealth
Strategic Philanthropy

FAMILY OFFICE MANAGEMENT CONSULTANCY 

NOMINEES
EY
Family Wealth Advisors
Forbes Family Trust
Oakbrook Solutions
PKF O’Connor Davies
V3Limited

FAMILY WEALTH COUNSELLING 

NOMINEES
Abbot Downing
Ballentine Partners
Citi Private Bank
Day Pitney
Family Wealth Advisors
Geller Family Office Services
Vogel Consulting
Wealth Legacy Advisors

TECHNOLOGY CATEGORIES

PORTFOLIO MANAGEMENT 

NOMINEES
Asset Vantage
BITA Risk
Envestnet | Tamarac
Envestnet
Fiserv
InvestEdge
SS&C Technologies
SS&C Advent 

CLIENT COMMUNICATIONS 

NOMINEES
BaseVenture
eMoney Advisor
Envestnet
finalytix 
InvestCloud
InvestEdge
Redtail Technology
SS&C Technologies

CLIENT REPORTING 

NOMINEES
Backstop Solutions Group
Envestnet | Tamarac
FundCount
InvestCloud
InvestEdge
Private Wealth Systems
RISCLARITY
SEI Archway

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