Awards

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

Tom Burroughes, Group Editor, December 22, 2014

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Judges have arrived at a shortlist of potential winners of the Family Wealth Report Awards 2015.

Held at the stunning venue of the Mandarin Oriental in New York, Family Wealth Report Awards 2015 promises to be a must-attend event at which outstanding individuals and firms in the industry will be honored for their achievements.

After an extensive judging process, the panel of experts has arrived at a shortlist on categories ranging from family offices to financial technology. The winners will be announced on March 12. Separately, there will be a number of “editor’s awards” to be revealed on the same date.

The awards ceremony is a great opportunity for people to network, make new friends and re-connect with old ones. Taking a slick and businesslike approach, the organizers of the program also hope this evening will give guests as much time as possible to enjoy themselves and fit the event in with their busy schedules.

This publication is once again deeply grateful to the panel of judges for offering their time and expertise in helping sift through the entries. The judging process is designed to be as rigorous as possible and avoid conflicts of interest. Readers can see who the judges are here. For more information about the venue, the sponsors and other information about the awards, click here.

We hope everyone who attends has a great evening.

FAMILY OFFICE CATEGORIES  

Multi-family office (up to and including $5 billion AuM/AuA)

ORGANIZATIONS
Athena Capital Advisors
Geller Family Office Services
Lowenhaupt Global Advisors
Market Street Trust Company
Pitcairn
Vogel Consulting
WE Family Office

Multi-family office (above $5 billion AuM/AuA)

ORGANIZATIONS
Ascent Private Capital Management of U.S. Bank
BNY Mellon Wealth Management
CTC | my CFO
GenSpring Family Offices
Rockefeller & Co

Multi-family office (national)

ORGANIZATIONS
Ascent Private Capital Management of U.S. Bank
Aspiriant
Atlantic Trust
Bessemer Trust
Convergent Wealth Advisors
CTC | my CFO
GenSpring Family Offices

Multi-family office (regional)

ORGANIZATIONS
Athena Capital Advisors
Century Wealth Management
Clarfeld Financial Advisors
Forbes Family Trust
Vogel Consulting

Multi-family office (new entrant)

ORGANIZATIONS
AM Global Family Investment Office
Delegate Advisors
FFO (Flynn Family Office)
JDJ Family Office Services
Manchester Capital Management

Multi-family office (client initiative)

ORGANIZATIONS
Ascent Private Capital Management of U.S. Bank
Atlantic Trust
Forbes Family Trust
Hawthorn, PNC Family Wealth
Pitcairn
    
PRIVATE BANKING CATEGORIES

US private bank

ORGANIZATIONS
BNY Mellon Wealth Management
Brown Brothers Harriman
Citi Private Bank
First Republic Bank
U.S. Trust

Canadian private bank

ORGANIZATIONS
Citi Private Bank
RBC Wealth Management

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