Last night, members of The UHNW Institute’s Community were among the nominees and winners of the prestigious Family Wealth Report Awards. These awards recognize excellence in the wealth management industry, and we are proud to see our members acknowledged for their exceptional contributions.
We would like to extend our congratulations to all the nominees and winners for their outstanding achievements. Specifically, we would like to recognize the following Institute community members for their victories in their respective categories:
- AlTi Tiedemann Global – Multi-Family Office ($15 Billion AuM/AuA and Above)
- Andrea Ayres – Brown Advisory – Women in Wealth Family Office (Individual)
- Ballentine Partners, LLC – Highly Commended: Multi-Family Office ($5 Billion to $15 Billion AuM/AuA)
- Botoff Consulting – Highly Commended: Family Office Management Consultancy
- Carol Schleif – BMO Family Office – Outstanding CIO; Women in Wealth Investment (Individual)
- Dentons – Outstanding Contribution to Wealth Management Thought Leadership (Company)
- Emergency Black Bag – Concierge/Specialist Service Firm
- Glenmede and Glenmede Investment Management – Fiduciary or Trust Services and ESG Investing (Product)
- Gresham – Women in Wealth Management (Company Contribution)
- Handler Thayer, LLP – Legal Team of the Year
- Jim Grubman – Lifetime Achievement
- Kevin Brady – Wealthspire Advisors – Outstanding Contribution to Wealth Management Thought Leadership (Individual)
- Key Private Bank – Regional Bank
- Market Street Trust Company – Highly Commended: Multi-Family Office (up to and including $2.5 Billion AuM/AuA)
- Matthew Fleissig – Pathstone – Outstanding CEO
- Mel Lagomasino – WE Family Offices – Women in Wealth Advisory (Individual)
- Nines – Property & Household
- Northwood Family Office – Winner: Multi-Family Office (up to and including $2.5 Billion AuM/AuA)
- Our Family Office Inc. – Tax Advisor
- PKF O’Connor Davies Family Office – Accountancy Advisor
- Private Medical – Healthcare Services
- PURE Insurance – Insurance Underwriter
- PwC – Outsourcing/Business Process Outsourcing
- Ronald Varney Fine Art Advisors – Art & Private Collections
- Summitas – Client Communications (excl. Reporting)
- The Family Office at Synovus – Multi-Family Office (Client Initiative) & Wealth Planning
- Trish Botoff – Botoff Consulting – Leading Individual (Service Product Provider)
- WE Family Offices – Winner: Multi-Family Office ($5 Billion to $15 Billion AuM/AuA) & ESG Investing (Advisory)
We are proud to have these accomplished professionals as part of The UHNW Institute Community and wish them continued success in their future endeavors. Congratulations to all the nominees and winners of the 2024 Family Wealth Report Awards!
