Awards

EXCLUSIVE: Winners Of Family Wealth Report 2021 Awards

Editorial Staff, May 6, 2021

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Here is a list of the firms and people honored in the 2021 Family Wealth Report awards program. Congratulations to all involved.

Family Wealth Report is delighted to announce the winners and those who are highly commended in this year's awards for the North American wealth management sector. As ever, we thank all those people and organizations who took part, as well as the judges for their efforts in working through a large number of entries. At a time when the sector has faced unprecedented challenges, the awards salute the grit, service ethic and passion for excellence in this industry. Readers can find out more about the awards here. More information on the winners is here.

A list of the winners is shown below this video.

The results

LIFETIME ACHIEVEMENT AWARD
Winner: Jamie McLaughlin
J H McLaughlin & Co, LLC.

Banking categories
CREDIT SOLUTION
Winner: Tolleson Wealth Management
Commended: Citco Institutional Services

NATIONAL BANK
Winner: First Republic

REGIONAL BANK
Winner: Key Private Bank

Consultants to Private Client Categories
FAMILY WEALTH COUNSELING
Winner: Wells Fargo
Commended: Hawthorn

FAMILY OFFICE MANAGEMENT CONSULTANCY
Winner: PKF O'Connor Davies Family Office

SOLUTIONS FOR “INTERNATIONAL AMERICANS”
Winner: Reyl Overseas

PHILANTHROPY ADVICE
Winner: The Family Office at Synovus

Family Office Categories
MULTI-FAMILY OFFICE (up to and including $2.5 billion AuM/AuA)
Winner: Delegate Advisors
Commended: Keystone Global Partners
Commended: Northland Wealth Management

MULTI-FAMILY OFFICE ($2.5 billion to $5 billion AuM/AuA)
Winner: Burgher Haggard

MULTI-FAMILY OFFICE ($5 billion to $10 billion AuM/AuA)
Winner: Tolleson Wealth Management

MULTI-FAMILY OFFICE ($10 billion to $15 billion AuM/AuA)
Winner: WE Family Offices

MULTI-FAMILY OFFICE ($15 billion AuM/AuA and above)
Winner: Tiedemann Advisors

MULTI-FAMILY OFFICE (new entrant)
Winner: Our Family Office

MULTI-FAMILY OFFICE (client initiative)
Winner: The Family Office at Synovus

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