The Family Wealth Report Awards 2025 - Acclaim

ACCLAIM

RECOGNIZING LEADERS AC ROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY THROUGH THE Family Wealth Report AWARDS PROGRAM

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Foreword

STEPHEN HARRIS CEO, FamilyWealth Report

It is with great pride that we present the highlights of the twelfth annual Family Wealth Report Awards, a landmark event held this May at the Mandarin Oriental in New York. This prestigious gathering brought together the very best in North American family wealth management — a community defined not only by expertise but by deep-rooted relationships and a spirit of collaboration.

This year’s awards reflect a sector undergoing dynamic evolution, marked by increasing diversity, innovation, and a growing sense of identity among practitioners. The record number of nominations stands as testament to the outstanding work being done across the industry, and the independent judging panel faced an exceptionally high standard in selecting this year’s winners.

Beyond recognizing excellence, the awards serve as a vital moment of connection — an opportunity for peers to celebrate one another’s achievements and to strengthen the bonds that make this industry so unique. We extend our heartfelt congratulations to all winners and shortlisted nominees, and we are deeply grateful to our commercial partners for their continued support.

As the family wealth landscape continues to evolve, we remain committed to honoring the individuals and firms who shape its future with integrity, innovation, and dedication.

Contents

OVERVIEW OF NORTH AMERICAN WEALTH MANAGEMENT SECTOR

North America’s wealth sector was buffeted in the immediate aftermath of the pandemic, but latest data – for 2023 – from Capgemini showed an upward trend resumed. The population of HNW individuals rose 7.1 per cent in 2023; total wealth of this group rose 7.2 per cent, helped by rising markets. The percentage gain in HNW individual numbers beat growth for other global regions.

This is an industry wrestling with multi-trillion-dollar wealth transfer, the impact of digital technology like AI, regulation, cost pressures on business models, and as we see right now, market volatility. Two years ago, failures and rescues of banks reminded advisors why strong balance sheets and smart risk management matter.

Large banking groups such as JP Morgan, Wells Fargo, Citigroup, Bank of America, Morgan Stanley, Goldman Sachs, BNY

and Northern Trust are more dominant than ever. Scale counts, but so does the boutique. Large regional banks with a large presence, such as Key Bank, flourish if they get strategy right. There’s been continued M&A consolidation in the RIA and multi-family offices space; private equity money and other sources tap into it. And overseas buyers are in the mix, as in the Middle East involvement in the go-private move of Canada’s CI Financial.

The breadth of award categories reflects the complexity of a sector that must provide bespoke solutions to varied client needs, including work around healthcare, concierge, family dynamics, physical and cybersecurity, and more.

This is a sector that must find and nurture talent, including those not traditionally associated with banking and finance. A rising generation of wealth holders look for tech solutions, rapid responses, and new ideas.

Bray Executive Search is the leading executive search service for wealth management firms focusing on family clients of significant wealth. Bray Executive Search recruits nationally with offices in Seattle and Philadelphia, and works exclusively in UHNW family wealth advisory.

Our history of recruiting the best talent in the UHNW industry is unsurpassed. We have partnered with some of the most distinguished family wealth management firms to find candidates who understand the complex challenges for clients of significant wealth, which is essential to growing your business and continuing your success.

Providing our clients with the best candidates is our mission and our passion. We readily accept the challenge and opportunity to partner with you in your quest to successfully bring aboard the best talent in the market.

We have a robust and extensive track record in sourcing and placing top UHNW industry talent including:

» Wealth Advisors

» C-Level executive leadership

» Financial and Tax Management

» Investment Advisory/Management

» Planning Professionals including Estate Planning Tax/ Trust Attorneys

We also place professionals in consultative multigenerational advisory roles including:

» Customized Family Education

» Governance

» Philanthropy

» Legacy Planning

» Family History

JEANNIE HWANG BRAY

The Judging Panel

The Family Wealth Report Awards 2025 judging process was guided and assisted by a panel of independent experts, each of whom has been actively involved in the wealth management industry for many years and have an in-depth knowledge of the North America sector.

Independence, integrity and genuine insight are the watchwords of the judging process with the judging panels made up of some of the industry’s top trusted advisors and bankers.

PATTI BOYLE Chief Marketing Officer Dstillery

BUZZ BRAY Principal Bray Executive Search

RICHARD CHEN Managing Partner Richard L. Chen PLLC

MICHAEL COLE Managing Partner R360

KELLY LORA EWART Head of Marketing Ballentine Partners

RONNA GYLLENHAAL Director of Strategic Marketing & Communications The Family Office at Synovus

CAROL R. KAUFMAN Founder and CEO Pinventory

GIO MASO Chief Financial Officer Jordan Park Group

THOMAS J HANDLER Partner Handler Law, LLP

LISA FEATHERNGILL National Director of Wealth Planning Comerica Bank

BRIAN. D HUGHES President & Founder Hughes Growth Strategies, LLC.

DENNIS MANGALINDAN Vice President SEI

JAMES H MCLAUGHLIN Founder and CEO J. H. McLaughlin & Co.

EDWARD V. MARSHALL Founder and CEO Presage Global

REBECCA MEYER Consultant Relative Solutions

NEIL NISKER Co-Founder, Executive Chairman and CIO Our Family Office

STEVE PROSTANO Partner, Head of Family Advisory Services PKF O’Connor Davies

JOSEPH W REILLY JR CEO and Founder Circulus Group

The Judging Panel

A shortlist was identified from the hundreds of entries received for these awards and a discussion took place with the judges to agree the winner of each category. The judges were split into three groups, dependent on their industry; a panel of trusted advisors were responsible for judging the private banking categories; a panel of private bankers judges the trusted advisor categories; and new for this year we had a specialist group of tech experts judging the technology categories. This was to ensure that commercially sensitive information was kept confidential and conflicts of interest were avoided.

APRIL RUDIN Founder and President The Rudin Group

SUSAN R SCHOENFELD CEO and Founder Wealth Legacy Advisors

MICHAEL WAGNER Co-Founder and Chief Operating Officer Omnia Family Wealth

MICHAEL ZEUNER Managing Partner WE Family Offices

MATTHEW WALKER Founder and Chief Executive Officer Fortitude Family Office

RUSDI SUMNER Consultant Various

BRUCE WEATHERILL Chairman ClearView Financial Media

Move beyond spreadsheets with a next-generation wealth reporting platform for forward-thinking family offices.

discover

WINNER: 1834, a division of Old National Bank

WINNER: AlTi Tiedemann Global

WINNER: Arabella Advisors

WINNER: Ascent Private Capital Management of U.S. Bank

A TRUSTED PARTNER

Deviate Consulting focuses on software selection and implementation for single and multi-family offices. Our software expertise includes a wide range of platforms that are prominent in the UHNW wealth management space.

COMPANY STATS:

Founded in 2015

Based in Indianapolis, IN 20 dedicated Consultants across the US

Independent & vendor agnostic

We work side by side with our clients throughout every step of their project. Deviate takes a thorough and honest approach to developing our project plans to set expectations and reach important deadlines.

www.deviateconsult.com

WINNER: Aspiriant

WINNER: BMO Family Office

WINNER: Sinead Colton Grant - BNY Wealth

WINNER: Botoff Consulting

PUBLICATIONS

WealthBriefing is the leading subscription-based business intelligence service for the wealth management community, with the latest news, analysis and in-depth features from around the globe. WealthBriefing subscribers are part of an international community for whom staying abreast of the latest industry developments is a crucial part of their professional practice. Readers find our content on topics such as strategy, M&A, important people moves, investment management and asset allocation to be an essential resource in a fast-moving world.

The Asia-Pacific region’s meteoric rise as a major wealth management market has sparked huge demand for region-specific business information. WealthBriefingAsia was launched in 2009 to satisfy this growing information requirement, and it is the only wealth management news site focusing exclusively on the Asia-Pacific region. Providing indispensable news, features and industry views that are always relevant and concise, WealthBriefingAsia allows subscribers to conserve that most precious of all resources: time.

The North American wealth management market is one of the largest and most diverse in the world, and is markedly different from those in Europe and the Asia-Pacific region. Multi and single family offices in particular are a well-entrenched,integral part of the private wealth management landscape. Family Wealth Report provides need to know business intelligence in a convenient and easy-to-read format – straight to subscribers’ inboxes every day. Nowhere else will you find such high quality, in-depth and often exclusive content all in one place.

WEALTH MANAGEMENT AND PRIVATE CLIENT EVENTS AND AWARDS SERIES

A unique thought-leadership platform, WealthBriefing’s events foster intellectual debate on the challenges and opportunities facing the industry and are designed to be an optimal use of wealth managers’ precious time and present an excellent networking opportunity.

WealthBriefing has added to its offering for the global private banking and wealth management communities by running thirteen annual awards programmes for the family office, private banking, wealth management and private client communities. The awards programmes are focused around three main category groupings: experts (individuals and teams); products and services for wealth managers and clients, and institutions of all sizes and types

BESPOKE RESEARCH SERVICES

WealthBriefing has unrivalled access to the most senior wealth management professionals across the globe, meaning that our research reports represent guides to future best practice as much as being barometers of current industry trends.

Chady AlAhmar, Outstanding CEO in Banking Award Winner, on the Growth and Success of 1834, a division of Old National Bank

1834, a division of Old National Bank, was formed on the promise of building stable, enduring wealth management, banking and investment advisory relationships with high-net-worth individuals and institutions. The name honors the storied legacy of Old National Bank that was founded in 1834. The firm provides a boutique-style experience with integrated, customized wealth advisory and investment management services.

Please explain why you/your business was able to reach this award-winning level?

Our ability to reach this award-winning level is directly attributed to the strength, passion, and dedication of our team members. Attracting and retaining high-performing financial professionals has been central to our growth and success. The launch of 1834—our division focused on high-networth individuals—was only possible because of the extraordinary talent we have been able to bring in and the culture we’ve fostered. The Old National Bank story, its deeply rooted values, and commitment to excellence have consistently resonated with top-tier talent in the industry. This has allowed us to strategically expand into new markets and build out the 1834 brand with seasoned wealth leaders who share our vision. Each team member plays a critical role in delivering exceptional service and building lasting relationships with clients, and it is this collective effort that has elevated us to this level of industry recognition.

In what ways were you able to deal with challenges and problems?

The merger of equals between Old National Bank and Chicago-based First Midwest Bank, which was finalized in 2022, presented both significant challenges and substantial opportunities. Merging two like-sized institutions naturally came with complexities—blending different cultures, systems, and strategies. However, rather than viewing this as a hurdle, we approached it as a transformative moment. It gave us a unique opportunity to harness the strengths of

both organizations and apply them directly to our Wealth Management division. This led to the formation of 1834, a unified platform that elevated our service offering. We integrated the best wealth services and expertise from both banks to better meet the needs of our higher-net-worth clientele. In doing so, we were also able to introduce a broader investment platform, enhance our financial planning offerings, and implement a robust Wealth IT infrastructure that includes client-facing digital tools designed to meet the expectations of today's sophisticated investors.

What was the way your colleagues made a difference?

I am incredibly fortunate to lead a team of individuals who are not only skilled professionals but also deeply committed to our mission. My leadership style is that of a coach—I provide guidance, insight, and the necessary tools for success, but the credit for our accomplishments goes to the team. The 1834 team has truly embraced our vision of client-centered service. They have adopted a team-based approach to prospecting and client engagement, which has allowed us to offer more personalized, high-touch service. From senior executives to our wealth advisors, private bankers, investment strategists, and financial planners, there’s a shared sense of purpose and pride. This collaborative spirit and commitment to excellence have been critical in building trust and delivering value to our clients.

What does winning this award do for your business and colleagues?

Winning the Outstanding CEO in the Banking Category is a tremendous honor and serves as a powerful affirmation of the work we are doing. It validates what we as a team already believe—that Old National Bank and our 1834 division are delivering something truly exceptional. This recognition not only boosts morale but also reinforces our reputation as an industry leader, inspiring us to continue exceeding client expectations.

Chady AlAhmar CEO

1834, a division of Old National Bank

Tailored Philanthropic Strategies

Helping changemakers create lasting, impactful legacies for a better world.

Our dedicated team has twenty years of experience helping families and individuals realize bold visions that go from idea to impact.

Strategic philanthropy

Grantmaking

Social impact

Wealth management

Value-driven change

Learn more at arabellaadvisors.com

Arabella Advisors: What it Means to be the Industry’s Leading Firm

Please explain why you/your business was able to reach this award-winning level?

Arabella Advisors was founded to guide ultra-high-net-worth (UHNW) families and individuals through the process of integrating philanthropy and impact investing into their legacy and core values. Along our 20-year journey, we’ve strengthened and grown our practice, helping hundreds of families navigate complex changes while leading them to scale their impact and find joy in the process. Our far-reaching team collaborates with family office advisors to navigate the intricacies of philanthropy, maximize effectiveness, and empower clients to create meaningful change.

As family dynamics and trends shift, our bespoke and holistic approach sets us apart in this space. Rather than focusing on philanthropy as a siloed service, we bring everything together—social impact, wealth management, family engagement, and governance—to help families create stronger, more impactful legacies that are built to last. Our unique positioning as a sophisticated, boutique, yet resource-rich organization allows us to remain nimble and deeply personal when navigating family relationships, client goals, and today’s complex environment.

What was the way your colleagues made a difference?

Our uniquely skilled advisors guide leaders to create change by bringing the invaluable human element to the work Arabella does every day. With expert knowledge in philanthropic structure and strategy, family systems and dynamics, issue area expertise, overcoming obstacles to achieve real results, and the technical knowhow to manage the operations of a family’s philanthropy, we strive to be the trusted partner to UHNW families. Our colleagues share their hands-on expertise, navigate common barriers and challenges with purpose, understand family values and objectives, and approach every client with humanity, empathy, and insight.

Betsy Erickson

- Head of Family and Individual Services

Joseph Brooks - Managing Director

Arabella Advisors

• Family Office Management Consultancy Winner

How do you intend to remain on the front foot and continue to set a high standard?

Our 20+ years as industry leaders serving some of the most impact-driven families have given us a unique perspective into the wealth management space, generating a library of extensive knowledge that we pour back into our practices. Our leadership roles in organizations such as the Purposeful Planning Institute and UHNW Institute, as well as partnerships with other best-in-class firms, allow us access to real-time results that we apply to our client work. We go beyond strategy and implementation to stay on the cutting edge of research and leadership in the family office and wealth management industry. By transforming roadblocks into opportunities, we continually elevate our services while infusing valuable learnings to best serve families’ needs today and in the future.

Where do you see the wider wealth management sector going in the next five years?

The wealth management sector is evolving—families are increasing their philanthropic investments, new generations are stepping forward, and we’re seeing a more varied group of leaders, especially women. Additionally, the wealth management domain itself grows increasingly complex with new opportunities and emerging tools garnering interest. As families navigate the changing landscape, Arabella Advisors is bolstering our position in the market by offering specialists who take a holistic approach—understanding family values, navigating family systems and dynamics towards engagement and collaboration, and working toward strategic family goals. As our industry adapts, we welcome the challenge to be more purposeful, impactful, value-driven, and open-minded to new collaborations with industry partners and new wealth management firms, using our comprehensive methodologies to navigate the complex environment of philanthropy in the most meaningful way possible for our clients.

Raising the Bar: Ascent’s Commitment to Transformational Family Wealth Counseling

Ascent Private Capital Management® of U.S. Bank was created to address the unique complexities that ultra-high-networth (UHNW) families and their family offices face. Operating as a boutique within U.S. Bank—the fifth-largest commercial bank in the country—Ascent blends institutional strength with deeply personalized service. We help families preserve and grow their wealth through a multidisciplinary approach that integrates traditional wealth management with innovative, forward-looking strategies. Our model prioritizes close coordination with family office executives, outside advisors, and individual family members to deliver holistic, high-impact solutions.

Please explain why you/your business was able to reach this award-winning level?

Winning the 'Family Wealth Counseling' award is a meaningful recognition of our team's dedication to serving families with intention and integrity. It validates our belief that exceptional family office service is grounded in empathy, precision, and partnership. We see this award not only as a milestone but as a catalyst to elevate our offering even further. It inspires our team to continue innovating, listening closely to our clients, and delivering value that is both strategic and personal.

How do you intend to remain on the front foot and continue to set a high standard?

To remain at the forefront of the UHNW space, we continue to refine our integrated platform. Families are navigating increasingly complex financial, legal, and interpersonal challenges. In response, we provide tailored guidance supported by strong governance, tax optimization, risk management, and investment expertise. Our

John Zimmerman President

Ascent Private Capital Management of U.S. Bank

• Family Wealth Counseling Winner

services are unified under one roof, enabling clients to reduce operational friction, simplify decision-making, and scale more efficiently.

We also embrace technology as a critical enabler. By incorporating advanced tools to automate workflows, enhance reporting accuracy, and boost operational transparency, we allow families to focus on long-term strategy rather than administrative demands. Yet, we are firm in our belief that technology must enhance—never replace—the human connection central to our work.

In what ways were you able to deal with challenges and problems this time around? What lessons have you learned?

Throughout this journey, we’ve embraced a consultative and disciplined mindset. It has helped us remain resilient in the face of market volatility and client shifts. One of the most important lessons we’ve learned is the power of alignment—between strategy, service delivery, and client values. Every engagement is a chance to deepen trust and unlock generational impact.

Whom to look for, either inside or outside your business, for ideas and inspiration?

Our inspiration comes from both within and beyond our firm. Internally, Ascent's collaborative, interdisciplinary culture sparks continuous learning and evolution. Externally, our visionary clients and partners challenge us to think expansively and act boldly. These relationships fuel our commitment to excellence and push us to redefine what’s possible.

What will winning this award do for your business and colleagues?

Ultimately, this recognition is a celebration of the trust our clients place in us—and the care with which we approach that responsibility. Ascent remains committed to delivering an unparalleled experience for the families we serve, raising the bar for what family wealth counseling can and should be.

Pierre Gabris Founder Managing Partner

Alpen Partners International Freienbach | Zurich | Geneva | Lugano | Switzerland

SEC-registered, serving US clients info@alpeninternational.com +41 58 105 75 50 | USA: +1 212 461 3684 | alpeninternational.com

Powering Private Capital—From Legacy to Long-Term Results

Unlock intelligence, strengthen relationships, and drive enduring performance across every investment, entity, and generation with Altvia—the only platform your family office will ever need.

Brie Aletto, CEO, Altvia Award Finalist

WINNER: Brown Advisory

WINNER: Danielle Barrett - Brown Advisory

WINNER: Callan Family Office

WINNER: Canoe Intelligence

Join the movement.

The Private Risk Management Association (PRMA) is a nonprofit organization, comprised of over 6,000 dedicated risk management professionals committed to serving affluent families, individuals and their trusted advisors.

EDUCATION • NETWORKING • COLLABORATION • COMMUNITY

WINNER: Cayside Partners

WINNER: David L. Donabedian - CIBC Private Wealth US

WINNER: Delegate Advisors

WINNER: Dentons

Exclusive Family Office

Feel the sensations of calm and control

Peace of mind doesn’t come from having a lot of wealth. It comes from knowing all facets of your financial life are under complete control. Then you can relax and focus on what’s most important to you.

Talk with us at aspiriant.com

Alignment Of Interests Fosters Deep Client Intimacy Within Aspiriant’s Exclusive Family Office Practice

Please explain why your business was able to reach this award-winning level?

Aspiriant's rise to an award-winning level stems from our pioneering multi-family office model and steadfast dedication to client success. We deliver a truly comprehensive, 360-degree wealth management experience, provided entirely in-house by a seasoned team of experts. Many of our professionals have been with Aspiriant for over 20 years, offering integrated, customized solutions in wealth planning, investment management, tax services, estate planning, strategic philanthropy, risk management, family governance and education, accounting and banking, and enhanced reporting. This collective expertise under one roof enables seamless, holistic service.

Our commitment to excellence is reflected in our Net Promoter Score (NPS) of 79 from ultra-high-net-worth clients who participated in a 2024 survey by Family Wealth Alliance.1 This “excellent” rating underscores client appreciation for our support, clarity, and the trust-based relationships we build. Comments like “you make it easy to offload my financial worries,” and “you are trusting, caring, and a part of the family” speak to the strong connection we foster with clients.

Additionally, our 100% employee-owned model and intentional succession planning reinforce our long-term alignment with client interests. This structure offers continuity and confidence to families we serve across generations.

What was the way your colleagues made a difference?

Our colleagues make a difference through their depth, collaboration, and care. Picture CPAs, JDs, CFP® professionals, and CFA® charterholders working together under one roof to address a client’s complex financial life from all angles—legal, tax, investment—in real time. This synergy leads to truly integrated, expert advice.

More than technical expertise, our team fosters exceptional client intimacy. The 100% employee ownership model aligns our interests with those of our clients, creating a collaborative culture

Lisa-Colletti Managing director Aspiriant

Winner

• Multi-Family Office ($5 billion to $15 billion AuM/AuA)

that attracts top talent. Recent senior hires joined Aspiriant for our independence and human-centric approach. This caring culture empowers our professionals to build deep, enduring relationships and serve as trusted advisors to families across generations.

How do you remain on the front foot and continue to set a high standard?

Evolving to meet the changing needs of wealthy families is core to Aspiriant’s identity. Since Lisa Colletti became head of our Exclusive Family Office in 2021, we’ve advanced in multiple areas. We've made strategic acquisitions and key hires, including a dedicated leader for Accounting and Banking, and merged with Murray, Stok & Company to strengthen our Tax Planning and Compliance Group. We’ve also enhanced financial reporting technology to give clients a comprehensive view of their wealth.

Our investment platform has evolved too, expanding access to sophisticated private investment opportunities. We’re also deepening services in strategic philanthropy and family governance to help clients achieve lasting impact and smooth intergenerational transitions.

Where do you see the wider wealth management industry going in the next 5 years?

We expect continued consolidation, largely driven by private equity. While it reshapes the landscape, it raises concerns. As more firms are acquired, potential conflicts between short-term investor interests and the long-term needs of ultra-high-net-worth families may grow. We believe independent, client-aligned firms like ours will stand out by staying focused on multi-generational relationships and enduring value.

¹ Net Promoter Score (NPS) of 79 based on a fall 2024 survey conducted by Family Wealth Alliance of approximately 176 Aspiriant ultra-high-net-worth clients, with a 30% response rate. Results may not be representative of all clients. NPS is a client loyalty metric with a range from -100 to +100. Scores above 70 are considered excellent.

How Bank of America Private Bank Delivers an Innovative Client Experience

Please explain why you/your business was able to reach this award-winning level?

For generations, Bank of America Private Bank has been a trusted partner to ultra-high net worth individuals, families, and institutions. While we have always been known for our exceptional client service, in today’s digital age, client service looks different. Financial institutions must meet clients when, where and however they need. To meet this moment, we are committed to delivering innovative products and services backed by a high-tech, high-touch client experience, elevating our white glove service.

This approach has helped us garner recognition among the industry and clients. Digital engagement recently hit at an all-time high with 93% of Private Bank clients actively using the company’s online or mobile platforms. Our digital capabilities set us apart.

What was the way your colleagues made a difference?

There is a real benefit to having a team around you that you can lean on. At Bank of America Private Bank, we have a team of problem solvers that bring a wealth of knowledge and expertise to deliver the innovative solutions our clients need.

As those needs evolve, we must challenge ourselves to think outside of the box and bring people into the conversations. We are incredibly fortunate at Bank of America Private Bank to be surrounded by people with so much expertise, wisdom, and willingness to help.

I am proud to be supported by Paula Hanson, who leads our platforms, transformation and enablement work, as well as her team of exceptional transformation and enablement specialists, who alongside so many others at Bank of America, make this work possible.

Shim Sameer Head of Products, Solutions & Platforms Bank of America Private Bank

• Customer Facing Digital Platform Winner

How do you intend to remain on the front foot and continue to set a high standard?

Our digital strategy remains core to our client experience. We listen, and we respond. We continue to invest in two critical areas, our technology and our people, to remain an industry leader and uphold a standard of excellence for clients and employees. Our priorities are streamlining client management; implementing easier, faster, and smarter processes; and transforming our investments experience.

We prioritize implementing feedback from clients and employees to deliver new solutions and innovative enhancements based on what we hear directly from them. Throughout 2024, Bank of America Private Bank integrated feedback across more than 60 initiatives, funded by over $100 million.

In 2024, our new and enhanced initiatives included the launch of our Collaborative Onboarding Experience, which streamlined a previously highly manual, paper-intensive onboarding process into a digitized workflow, and enhancements to Erica, our 24/7 virtual financial assistant, with new responses tailored to Private Bank clients’ unique questions.

In 2025, our objectives remain focused on relentless innovation, simplifying processes, and investing in our people. Our north star will continue to be delivering modern, elevated client experiences primed for responsible growth.

Where do you see the wider wealth management sector going in the next five years?

The future of wealth management will unify simple and intuitive digital solutions and platforms with expertly tailored advice and individualized support from client teams. Our clients will increasingly look to their teams to serve as a one-stop-shop for their holistic needs. This integrated approach, paired with digital solutions, will shape the future of client and employee experience.

Because there’s more to wealth than creation.

Pre-liquidity planning. Tax advisory. Investment strategy. Preparing the Next Generation.

Significant wealth brings opportunity. It can also be surprisingly complex, with goals that span family, business, lifestyle and legacy. BMO Family Office is here to guide you and your family through the many components of wealth management. From planning for a liquidity event to investment strategies to preparing the next generation, we can help you protect, manage and grow your wealth.

To discover how BMO Family Office can help you pursue your goals, please contact us at bmofamilyoffice.com

“Placing Clients at the Center of Everything We Do” Leads to Industry Honors for BMO Family Office

Congratulations on BMO Family Office receiving two prestigious honors at the 2025 Family Wealth Report Awards. What does this recognition mean to your team?

Amy Griman (Global President, BMO Family Office): Thank you. Receiving the 'Women in Wealth – Company Contribution' award is a tremendous honor and reflects our long-standing commitment to advancing real financial progress for women, both within our organization and for the clients we serve. More than 40 percent of BMO’s senior leadership roles are held by women. At BMO Family Office, we actively build initiatives that support, empower, and elevate women at all stages of their wealth journey. This recognition reaffirms that we are on the right path and inspires us to continue driving meaningful progress.

What are some of the specific initiatives that contributed to the Women in Wealth recognition?

Amy Griman: We launched the Women & Wealth program to support women clients through personalized strategies and education. We also created the Women & Wealth Collaborative to guide more than 50 senior advisors across 24 markets in deepening their practices to better serve women. In just two years, these efforts led to $146 million in new assets and nearly $1 million in revenue. We publish proprietary research, host events, and spotlight inspiring women through our Bold(h)er podcast series. These efforts are part of a broader movement at BMO to help women pursue every opportunity with confidence.

• Credit Solution • Women in Wealth Management (Company) Winner

Garrett, BMO Family Office also received the Credit Solutions award. What distinguishes your credit advisory services in the ultra-high-net-worth space?

Garrett Johnson (Head of UHNW Banking, BMO Family Office): Our credit solutions extend far beyond conventional lending. We provide strategic liquidity tailored to the complex financial lives of ultra-affluent families. This includes financing for private aircraft, monetizing concentrated equity positions, or structuring credit around illiquid assets such as hedge funds and private equity. What makes us unique is our deep experience working with family offices and our ability to create flexible, customized solutions that align with long-term goals.

Can you share an example of how that expertise made a difference?

Garrett Johnson: Certainly. One standout example involved a $75 million revolving line of credit designed for a family office with a highly diversified and complex asset base. The client needed strategic flexibility to fund future opportunities quickly. We collaborated across teams to analyze the full portfolio and develop a tailored credit facility. The family told us that only BMO could have delivered such a nimble and effective solution. That kind of feedback is deeply meaningful to us. It is what sets our team apart.

How do these awards reflect BMO Family Office’s broader mission?

Amy Griman: Both awards reflect our commitment to placing clients at the center of everything we do. Whether we are helping women gain financial confidence or enabling families to access strategic credit, our goal is to be thoughtful, proactive partners in their success. We are grateful to the Family Wealth Report for recognizing our work, and even more grateful to our clients for trusting us with their most important financial decisions.

BMO Family Office

WINNER: Edward V. Marshall - Dentons

WINNER: d1g1t Inc.

WINNER: Eton Solutions

WINNER: Genus Capital Management

Pioneering Leadership and Bold Vision in Wealth Management

With 25 years of investment experience, Sinead Colton Grant serves as chief investment officer for BNY Wealth, a provider of bespoke wealth and investment management solutions to ultra-high-net-worth individuals and institutions. As the firm’s first female CIO, Sinead leads a team of professionals who manage around $300B in client assets. She leads BNY Wealth’s portfolio strategy and performance groups, as well as research and investment products across equities, fixed income and alternative assets.

What challenges did you surmount to reach this level and how do you excel in such a fast-paced industry?

My passion for learning and my tireless work ethic were instilled in me from a young age. I grew up in Dublin and was raised by my mother, who bravely left her family farm to achieve her dream of working as a nurse. My father was similarly driven; he left a career in restaurant management mid-life for one in accountancy. I witnessed my parents’ tenacity, and I carried it to my studies at Dublin City University, London Business School, and ultimately throughout my entire career.

Additionally, discipline has helped me go against the grain when my conviction dictated a non-consensus move. For example, in 2024, when it seemed the entire world expected the U.S. would hit a recession, my team and I made the call for U.S. outperformance, which drove our tactical decision to overweight U.S. large cap stocks, benefiting client portfolios with our contrarian view.

Sinead Colton Grant Chief Investment Officer BNY Wealth

Winner

• Women in Wealth Investment (Individual)

What is your leadership strategy, particularly as the first female CIO at your firm?

My leadership philosophy centers on inclusivity, transparency and empowerment. I have always worked in groups with female senior leaders and at firms where there were opportunities for women to run businesses, business lines and teams, and hold highprofile C-suite roles. Leadership is also how you think about where your business will be in five to 10 years. It’s thinking through how you deliver results and how you create the best career growth opportunities for your team.

Where do you see the wealth management industry going in the next five years?

The face of wealth is changing. According to research by McKinsey, by 2030 roughly two-thirds of the private wealth in the U.S. will be held by women, representing the largest wealth transfer by gender in history. Beyond that, I see new asset classes and strategies becoming a central part of portfolios, whether it’s sports investing, luxury assets, cryptocurrency or private assets that are becoming a growing part of client portfolios.

Lightning round: Tell us three things about you that we couldn’t glean from your LinkedIn profile?

I love horror movies, and I count myself as a good judge of their quality. It’s a difficult genre to master. One film that kept me up at night was 28 Days Later. I couldn’t even finish it.

I also love to travel and worked as a tour guide in college. I still remember the script I used.

Lastly, I’m half of a musical couple. I play piano and my husband works in the music industry. Music is ingrained in the fabric of our life.

Botoff Consulting is the premier provider of compensation data and consulting services to family offices and family investment firms. We conduct the leading compensation studies in the industry.

SECTORS + EXPERTISE

▪ Family Offices

▪ Family Investment Firms

▪ Private Companies

SURVEYS + REPORTS

Family Business Enterprises

Family Foundations

Other Non -Profits

Purchase & Participate* In Botoff Consulting Surveys :

Flagship Survey: Family Office Compensation

Estate & Household Staff Compensation

Family Governance and Compensation

Compensation and Talent Planning

Employee Benefits (Family Office)

UK and Europe Family Office Compensation * Survey participants receive complimentary reports

▪ Compensation Strategy ▪ Compensation Benchmarking

▪ Compensation Structure ▪ Incentive Plan Design ▪ Benefits Benchmarking

Governance Compensation and Board Support

Performance Management

Litigation/Expert Witness Support

Reliable Data and Valuable Collaboration Drive Botoff Consulting Success

Botoff Consulting provides compensation and strategic advisory services for family offices and family investment firms globally. The firm has become a trusted resource in the family office and family business advisory sector, focusing on gathering and delivering accurate data related to compensation for family offices, family investment firms, and private/family trust companies.

We work with dozens of family offices in consulting engagements each year, and, across more than decade, we have built, grown, and enhanced our database with participation from thousands of family offices collectively. Our small team has made a meaningful impact to families around the world, helping align their mission, vision, values, and goals with the talented teams that support them.

What are you going to do to remain competitive and stay ahead?

Trish Botoff founded the firm in 2014 with a goal of providing better compensation data to family offices. Today, clients and industry-trusted advisors regularly refer to Botoff Consulting’s data and work as the “gold standard” for family organizations.

We have continued to grow our consulting practice and continue to evolve the surveys that we conduct – expanding survey roles from 4 in 2015 to 42 in 2025, adding new surveys to address gaps in market data, and expanding geographically. We have provided significantly better market data to all family offices as a service to the industry. And for our clients, we provide customized, bespoke analysis based on peer groups of “like” family offices – incorporating executive compensation and institutional best practices.

Botoff Consulting • Outstanding Contribution to Wealth Management Thought Leadership (Company) Winner

Please describe how your colleagues made a difference?

Receiving the 2025 Family Wealth Report Award for Outstanding Contribution to Wealth Management Thought Leadership is an incredibly flattering recognition of the dedication our team contributes to serve clients with strategic guidance and meaningful data. Together, our collaborative approach and industry-leading data support thoughtful, strategic considerations, enabling the Botoff team to deliver bespoke service and meaningful reference points for confident, practical decision-making.

It is intensely rewarding to hear and to see how our team has become synonymous with trust in the family office and private wealth advisory space. It is the unique combination of each team member’s strengths—spanning data rigor, strategic insight, and client-focused service—that fuels this reputation.

Trish Botoff leads with deep subject matter expertise, relational insight, and a passion for demystifying compensation strategy. Hunter Guice provides steady leadership and sector-specific insight to clients, balancing strategic thinking with sound legal judgment. Jennifer Adams is a compensation expert, ensuring precision in execution, combining analytical skills with strong client ties. Ron Botoff leverages deep corporate experience to provide strategic and financial acumen with operational rigor that strengthens every engagement. Sheila Burkett combines market-informed judgment and clear communication to deliver organized, thoughtful support across client engagements. Andrew Carlburg, our data analyst, is a key driver of our survey excellence—his meticulous approach is foundational to our impact to be selected for the thought leadership award. And kudos go to our support team—Charlotte Cannon, Scott Weber, Christy Dukes and Paige Zito—who consistently deliver high-quality, responsive service to our network of family offices, industry partners, and clients.

Thoughtful investing is the aspiration of each Brown Advisory colleague and is our promise to clients.

Rising Star Driving Strategic Growth and Trusted Advisory in the Family Office Space

Danielle is a partner and client advisor based in Brown Advisory’s New York office, where she plays a key leadership role in serving both domestic and international family offices. Danielle’s approach is collaborative and client-centric, embodying Brown Advisory’s mission to make a material, positive difference for its clients. She leverages the firm’s expertise to guide families through portfolio management, investment strategy, estate and tax planning and intergenerational wealth transfer. By coordinating resources across the firm, Danielle delivers tailored solutions that address each family’s distinct needs and long-term goals.

In addition to her client-facing responsibilities, Danielle leads the firm’s strategic growth efforts in the New York market, helping to expand its presence and reach in one of the world’s most dynamic financial centers. She partners with portfolio managers and senior advisors to develop strategies for engaging prospects and fostering new business relationships with professional partners.

Before joining our firm, Danielle was a Partner at Hillview Capital Advisors, where she managed a diverse portfolio of client relationships. In this role, she served as a trusted advisor to high-net worth families, developing tailored investment strategies aligned with their long-term objectives. Danielle also held a leadership position in business development, driving the firm’s growth and client acquisition efforts. Her experience at Hillview sharpened her ability to balance deep technical financial knowledge with the interpersonal skills needed to foster lasting client trust.

Winner

• Asset Management Firm Serving Family Offices and Private Banks • Rising Star under 40

Danielle Barrett Partner and Client Advisor Brown Advisory

Earlier in her career, Danielle served as an Assistant Portfolio Manager at Davy Stockbrokers in Ireland, one of the country’s leading financial services firms. There, she supported portfolio management functions and gained valuable international experience that continues to inform her global perspective on wealth management today.

Danielle holds a dual degree in Business and French, as well as a Master of Science in Finance, both from Trinity College Dublin, one of Europe’s most prestigious universities. Her educational background combines analytical rigor with cultural fluency, equipping her to navigate the nuanced needs of a global client base.

In addition to her professional responsibilities, Danielle is deeply engaged in the broader wealth management community. She currently serves on the board of both the New York Estate Planning Council and STEP New York (Society of Trust and Estate Practitioners), where she contributes to advancing best practices and thought leadership in estate and trust planning.

Her achievements have not gone unnoticed: In 2025, Danielle was recognized as a 'Rising Star Under 40' by the Family Wealth Report Awards, a testament to her impact, leadership, and potential in the field of wealth management. With a unique blend of global experience, technical acumen, and a client-first mindset, Danielle continues to be a driving force in shaping the future of family office advisory services.

Creating a New Approach to Tax-Aware Investment Decisions

What was the rationale for creating a Tax Overlay program for ultra-high-net-worth clients?

At Callan Family Office, we’ve advised ultra-high-net-worth families for decades and have seen how much value can be gained through tax-aware decision-making. These families often face a level of complexity that off-the-shelf solutions weren’t built to handle. Yet many wealth managers lack the tools or infrastructure to manage taxes effectively. As a result, portfolio rebalancing often overlooks tax consequences, leading to missed opportunities and avoidable capital gains.

We wanted to change that. By combining our experience with purpose-built technology, we built a program that enables more tax-aware portfolio management. This includes managing appreciated positions across direct indexing and active strategies, coordinating manager changes, and harvesting losses or deferring gains. While most firms stop at direct indexing or opportunistic tax-loss harvesting, we go further by integrating both active and passive strategies within the household to deliver a unified process aligned with each client’s goals.

Rather than outsourcing implementation to third-party managers with a limited view, our portfolio managers retain control over the process. This allows them to tailor decisions based on each client’s ownership structure and tax profile, while relying on technology to ensure consistency and discipline.

How do you access investment models and ensure they are right for the clients?

When we launched the program, one of the first steps was working with the institutional investment managers our clients have invested with for years. We asked them to share their model

portfolios so we could implement their strategies directly in client accounts with tax overlay management. For many of these managers, that was a significant ask—model delivery is something that several managers had previously never offered. But they were willing to partner with us because of the long-standing relationships we've built over time.

Client input plays a central role in how these models are applied. The more specific the goals and preferences, the more precisely we can implement trades that reflect their objectives. As managers update their models and strategies, we continuously integrate those changes while ensuring they align with each client’s unique circumstances and portfolio activity. The result is that every trade reflects both the market environment and the family’s long-term plan.

How important is technology in this process?

Technology is foundational to how we deliver. When we launched the firm in 2022, we had the rare opportunity to build a modern platform from the ground up, without the constraints of legacy systems. That allowed us to design a solution tailored to the needs of ultra-high-net-worth families, where portfolios often include multiple accounts, trusts, foundations, and taxable entities.

We partnered with Aris Investing to help make that possible. Aris provides the technology that analyzes daily portfolio data, including holdings, tax lots, model portfolios, and client-specific tax settings, and produces trade scenarios that reflect each family’s structure and tax situation.

These kinds of comparisons help our investment team weigh the tradeoffs and select the best path forward. The result is a process that allows us to personalize portfolios in a consistent and disciplined way.

Dan Burke Chief Technology Officer and Investment Partner Callan Family Office

Revolutionizing Alternative Investments: How Client-Centric Innovation and Deep Market Expertise are Reshaping Onboarding

Tim Loughrey Head of Client Success

Canoe Intelligence

At Canoe Intelligence ('Canoe'), we aim to redefine the alternative investment industry with smarter data management powered by cutting-edge technology. We are at the forefront of Artificial Intelligence and Machine Learning applications in the wealth management sector. Our cutting-edge solutions leverage information extraction, classification, and Large Language Models (LLMs) to significantly accelerate the processing and analysis of complex financial documents — empowering wealth managers to make data-driven decisions with unprecedented speed and accuracy.

Please explain why your business was able to reach this award-winning level?

Canoe has experienced tremendous market demand, which has sharpened our focus on scaling efficiently—particularly when it comes to onboarding new clients. In many organizations, onboarding is considered a function that belongs solely within the professional services team. However, at Canoe, it’s been elevated to a strategic initiative directly overseen by our C-Suite. This top-down prioritization ensures we not only recognize its importance but also dedicate the resources needed to succeed. We’ve made significant investments, from hiring strong, experienced leadership to developing product features specifically designed to streamline and accelerate the onboarding process.

Moreover, Canoe operates from a foundation of deep domain expertise. We were originally spun out of a Family Office, and that heritage continues to influence how we build our product and support our clients. Being purpose-built for this market means we bring an insider’s understanding to the problems we solve. Our knowledge of the workflows, the stakeholders involved, and the data complexities at play is unmatched. This allows us to offer solutions that are both intuitive and impactful. Our ongoing relationships and access to General Partners and Limited Partners further strengthen our position, enabling us to shape and adapt to evolving industry standards with agility and authority.

What was the way your colleagues made a difference?

The strides we’ve made are not the result of any one individual or team—they’re a true reflection of company-wide alignment and commitment. The push to reduce timeto-value for our clients and streamline onboarding has touched every department. Whether it’s product teams optimizing user experiences or client success teams proactively guiding users through onboarding, everyone has played a role. Our people understand that this initiative is core to delivering value and building trust, and they’ve rallied behind that vision. And we’re not done yet— this remains a continuous focus as we strive to improve further.

How do you intend to remain on the front foot and continue to set a high standard?

The answer is simple: we stay close to our clients. We deeply value their feedback, and we see every interaction as an opportunity to learn and refine. Our product and service evolution is directly informed by their needs, challenges, and aspirations. That proximity allows us to anticipate shifts in the market and be proactive rather than reactive. It’s not just about solving problems—it’s about co-creating the future of this space alongside our clients.

Where do you see the wider wealth management sector going in the next five years?

We anticipate continued and growing investment in alternative assets within the wealth management sector. As the Limited Partner landscape broadens—from institutional investors to ultra-high-networth, high-net-worth, and mass affluent individuals—the pressure to operate with greater efficiency will increase. That shift will demand more scalable, automated, and transparent processes. Firms that are operationally sound and technologically forward-thinking will be best positioned to capture this momentum and thrive.

your legacy. Realize your future goals.

Baker Tilly is a leading private wealth advisory CPA firm that serves family offices, high-net-worth individuals and families with decades of experience. Family office and tax compliance and advisory services are at the forefront of Baker Tilly’s Private Wealth strategy for the future, as showcased by our combination with Seiler in July 2024. We offer bespoke, advanced family office, trust, estate and tax advisory services to our clients, ensuring that we give each client what is most important: the gift of time.

Congratulations to our Family O ce Practice and Private Client Department for being named a finalist in five categories at the 2025 Family Wealth Report Awards. The five categories are “Legal Team of the Year,” “Family Wealth Counselling,” “Solutions for International Americans,” “Wealth Planning,” and “Outstanding Contribution to Wealth Management Thought Leadership (Company).”

WINNER: Glenmede

WINNER: Ted Neild - Gresham Partners LLC

WINNER: Henley & Partners

WINNER: J.P. Morgan Private Bank

At Cayside Partners, no two families are the same. While traditional firms offer standardized solutions, Cayside prioritizes highly customized investment strategies. With exclusive access to unique investment opportunities, they craft solutions designed to align with their clients’ goals, ensuring a bespoke experience that goes beyond the conventional.

Cayside Partners was recently awarded with the ‘Top Investment Management Team – Miami’ and ‘Next Generation Program – Miami’ awards by the Family Wealth Report.

Raised in the local Jupiter community, Cayside Partners is committed to supporting local efforts such as the Jupiter Medical Foundation, Nicklaus Children’s Health Care Foundation, and The Benjamin School.

Cayside Partners offers sophisticated wealth management solutions that cater to the unique needs of high-net-worth families. Their multi-family office approach integrates investment advisory, estate planning, tax strategies, and philanthropic giving to ensure long-term financial security across generations.

Redefining Wealth and Family Office Advisory through Alignment, Innovation, and Human Connection

Founded in Jupiter, Florida, Cayside Partners is a multi-family office and independent registered investment adviser built to serve families with complex needs, shared entrepreneurial roots, and long-term investment horizons. At our core, we offer a tailored, client-centric approach that blends institutional expertise with family-first values. We are proud to serve as long-term stewards and strategic partners to our clients, helping them align wealth with purpose across generations.

Winning Formula: Purpose-Driven, Client-First

Cayside Partners’ success is rooted in three pillars: alignment, independence, and accessibility. Our founding team—Todger Strunk, TJ Strunk, and Colin Hickey—brings decades of experience from both institutional investment firms and entrepreneurial ventures. This blend fuels our differentiated approach to family wealth: bespoke advice, open-architecture portfolios, and family governance frameworks that adapt to each client’s evolving needs. We intentionally reject “one-size-fits-all” models. Our fiduciary structure ensures clients benefit from conflict-free advice and broad investment access, including private markets, alternatives, and co-investment platforms sourced through strategic partnerships. Our size gives us the ability to deliver personal attention and portfolio management with institutional rigor.

Recent Innovations & Strategic Growth

In 2025, Cayside Partners received dual honors from the Family Wealth Report Awards for 'Investment Management Team – Miami' and 'Next Generation Program – Miami'. These accolades underscore our commitment to innovation, particularly in empowering

Winner

• Multi-Family Office (New Entrant)

Cayside Partners

rising generations through curated next-generation education, family office services, and investing experiences. We’ve deepened partnerships with Fidelity and U.S. Bank to offer sophisticated securities-based lending solutions and can work with the leading financial and banking institutions to best serve our clients. Our focus on providing value added family offices services, including but not limited to consolidated reporting and philanthropy advisory such as charitable fund management, has helped add tremendous value for the families we serve.

Tech-Enabled, Human-Led

We continue to invest in technology to elevate service delivery. From real-time portfolio intelligence to integrated digital dashboards, clients access a panoramic view of their financial world. Our cybersecurity protocols and data transparency standards ensure a secure, high-touch experience. Despite these tools, we believe our relationships drive long-term success. Our approach is grounded in communication and a shared vision with the families we serve. We are proud that many clients have become multigenerational stewards of both capital and values with us.

The Road Ahead: Building Enduring Partnerships

Our ambition is clear: to be the most trusted financial partner for families seeking clarity, confidence, and continuity. Cayside Partners is more than a wealth advisor—it’s a family office platform for families to achieve more from their professional advisory relationships. By combining world-class investment expertise with personal understanding, we help clients build lasting legacies.

Cultivating Trust: CIBC’s Donabedian on the Core of Wealth Management

Please explain why you/your business was able to reach this award-winning level?

Achieving this recognition is a direct reflection of the collaborative efforts and unwavering commitment of our entire team at CIBC Private Wealth, US. Our success is deeply rooted in our ability to understand the unique aspirations of our clients and deliver tailored solutions that align with their financial goals. We prioritize a culture of open communication, which fosters trust and facilitates long-term relationships, and is evidenced in our 95% client retention rate.1 This award is a testament to the collective determination to consistently deliver exceptional value, while remaining agile and responsive to the nuances of the ever-changing market landscape. By focusing on personalized service and proactive engagement, we have established ourselves as trusted advisors who are dedicated to navigating the complexities of wealth management alongside our clients.

How do you intend to remain on the front foot and continue to set a high standard?

To maintain our leadership position in the wealth management sector, we emphasize a culture of accountability and collaboration across our team. We uphold high standards through regular evaluation of our practices and actively seek input from clients and colleagues. Our investment team, comprising of >75 active managers with an average of over 20 years of industry experience, brings together diverse thinking styles, flexible strategies and a unified objective of outperformance. This depth of expertise ensures we are wellequipped to navigate the complexities of wealth management. By

David L. Donabedian, CFA

Outstanding Chief Investment Officer CIBC Private Wealth US

• Outstanding CIO (Chief Investment Officer) Winner

fostering an environment where professional development and open discussions are encouraged, we create a space for innovative ideas to flourish, enabling us to refine strategies consistently, and remain aligned with our clients’ evolving goals.

In what ways were you able to deal with challenges and problems this time around? What lessons have you learned?

Recently, we faced significant market volatility, prompting us to reassess our strategies. We prioritized transparent communication with our clients, guiding them through their concerns and reinforcing our commitment to their financial well-being. This experience underscored the importance of agility and teamwork. One key lesson learned is that diverse perspectives are invaluable when tackling challenges. By leveraging the varied expertise within our team, we can develop comprehensive solutions that address our clients’ needs more effectively, ensuring they receive well-rounded guidance in uncertain times.

Where do you see the wider wealth management sector going in the next five years?

As we look ahead, the significance of building strong relationships and delivering personalized service will remain paramount. While technology will play a pivotal role in enhancing accessibility and transparency, it is the human element of our service that will continue to differentiate us. Our focus will be on integrating these advancements while ensuring we remain deeply connected to our clients’ aspirations, ultimately helping them achieve their financial goals.

11-year retention for clients with >$5M in AUM y/y as of 1.31.2025.

How d1g1t Delivers Scale and Operational Efficiencies to Multi-Family Offices

Please explain why you/your business was able to reach this award-winning level?

d1g1t was created to consolidate fragmented legacy systems into a unified, institutional-grade wealth management platform that delivers operational efficiencies at scale for Multi-Family Offices. Powered by an institutional-grade performance and risk engine, d1g1t provides on-demand analytics consistently used across integrated workflows for reporting, portfolio management, billing, and client engagement. The platform enhances client advisory services through its dynamic interface, enabling firms to provide exceptional digital experiences while optimizing portfolio construction and investment outcomes.

Our platform streamlines every aspect of portfolio management— from construction and rebalancing to trade execution. Firms gain access to comprehensive real-time analytics and bulk trading functionality, with direct communication capabilities to brokers and custodians. This enables sophisticated portfolio construction strategies that enhance diversification and maximize returns.

The integrated Unified Managed Accounts framework allows portfolio managers to execute complex investment strategies efficiently and cost-effectively. Rebalancing becomes straightforward with guided workflows, while trade execution leverages industrystandard FIX protocols for reliability. One advisor using the platform cut a three-day portfolio rebalancing process down to hours.

Built around a comprehensive household-centric approach, d1g1t enables advisors to monitor, compare, and analyze portfolios across multiple accounts and family structures. Interactive dashboards deliver immediate insights into returns, capital gains, volatility, and liquidity positions. Advisors can track performance trends over time and ensure investment strategies align with specific client objectives.

Management

Tate Haymond - Chief Revenue Officer d1g1t Inc.

What was the way your colleagues made a difference?

d1g1t is proud to have one of the strongest financial engineering teams in the industry. Our platform reflects the expertise of professionals with comprehensive backgrounds spanning finance, technology, and operations and who have successfully built and launched complex systems for top-tier multi-family offices, investment banks, asset managers, and wealth management firms.

How do you intend to remain on the front foot and continue to set a high standard?

At d1g1t, we're dedicated to fostering a culture of continuous innovation. We regularly deliver new capabilities and improvements through systematic product updates. Our development and innovation groups work to guarantee that our platform delivers best-in-class performance and scalability, maintains the strictest security standards, and supports the daily operational requirements of our clients.

Whom to look for, either inside or outside your business, for ideas and inspiration?

Our clients inspire our work, challenging us to build technology that solves their most pressing issues. Understanding their priorities enables us to translate concepts into meaningful platform improvements. This partnership approach has enabled us to build a robust platform that enables advisors to deliver an exceptional client service. Their ongoing input reinforces our focus on relentless innovation, helping us stay responsive to their evolving demands.

What will winning this award do for your business and colleagues?

We’re incredibly honored to win the Portfolio Management category. This recognition fuels our drive to keep innovating and developing solutions that deliver real value to our clients.

Chapel Hill | Austin | Charleston

Elevating Wealth Management Through Personalized Service, Expert Insight, and a Unified Team Culture

Delegate Advisors was founded in 2012. Since then, our firm has grown and transformed, yet our core focus remains the same—to provide highly customized investment and planning advice to our clients.

We’ve continued to grow each year and now serve approximately 40 families across the country. With roughly $2.5B in assets under advisement, our team is small and highly experienced, with numerous accreditations and designations under our belt.

Our growth, specifically among families of this size and complexity, underscores our business and service model and the desire for independent advice and a commitment to solving for client objectives.

Please explain why you/your business was able to reach this award-winning level?

When a client calls with a unique issue, we get to work and provide a solution tailored to their needs.

In the past year, we have helped clients with numerous, complex wealth challenges that ultimately helped them make informed decisions, resulting in positive outcomes that have multi-generational impact.

How do you intend to remain on the front foot and continue to set a high standard?

At Delegate, excellence is woven into the fabric of our operations and client services. In an ever-evolving financial landscape, we understand that stagnation is not an option. Our team is committed to learning and seeking ways to serve our clients better.

Our strategy is multi-faceted, focusing on continuous improvement, proactive adaptation, and an unwavering dedication to our clients’ success.

What was the way your colleagues made a difference?

At Delegate, we believe in a team first culture. We tell our clients they’re important, but we make sure to take care of our team so they can grow and build the type of work-life balance that will ensure they want to be around to serve our clients for many years.

We know our team is the driving force behind the exceptional service we provide. The difference they make stems from a deeply collaborative culture, shared commitment to excellence and a collective dedication to our clients’ well-being.

In short, the difference our colleagues make at Delegate is the difference between a collection of individuals and a powerful, unified team. It’s the difference that allows us to deliver personalized, sophisticated and seamless wealth management solutions that truly make an impact on our clients’ lives.

Where do you see the wider wealth management sector going in the next five years?

The wealth management industry is heading towards a future where AI and technology will enable greater efficiency. When you combine highly experienced, empathetic advisors with advances in technology, we expect advisors will have more time to utilize their soft skills.

Data analytics and artificial intelligence will enable wealth managers to gain deeper insights and offer more sophisticated investment strategies.

However, maintaining human touch and building strong client relationships will remain essential.

Andrew “Andy” Hart CEO Delegate Advisors

THE EXECUTIVE SEARCH FIRM

Where Wealth Management Companies Turn for Their Hiring Needs: ECG RESOURCES

"You help your

clients.

Who is helping you?"

The top wealth management firms focus on helping their clients manage and grow their wealth. But who helps wealth management firms find their top-performing employees?

Enter ECG Resources, a boutique Executive Search Firm focused exclusively on the wealth management industry.

Founded in 1981, ECG works with top-tier firms, whose clients typically have between $10 million and several billion in assets. ECG is known for recruiting elite professionals, offering an unmatched blend of discretion, industry expertise, and relationship-driven search.

We spoke to ECG Resources President Dave Glaser about why ECG has become the #1 rated recruiting company in the wealth management industry.

What sets ECG Resources apart?

We specialize exclusively in placing top talent in elite wealth management firms. Most recruiters are generalists—we’re not. In fact, even within the wealth management space, we specialize in finding advisors and executives, who work with clients having between $10 million and several billion in assets. Our clients need candidates who can walk into a room with an ultra-high-net-worth family and earn trust.

Why do your clients prefer to work with you and not to advertise roles publicly?

Several reasons. Firstly, discretion is essential. Firms managing high-net-worth assets want to keep key transitions confidential. We work behind the scenes to protect everyone’s reputation and avoid disruption.

Secondly, we save our clients, time, money and effort in their search for the right hire. We recruit potential candidates, preinterview them and only pass on candidates to our clients that we know are a potential fit.

• Wealth Management Executive Search Firm Winner

Dave Glaser (left) President

Isaac Amar (right) Senior Executive Recruiter ECG Resources

We will work with a client until the position is filled. Our experience allows us to understand exactly what each client needs and identify the right people quickly.

You’ve said 98% of your candidates aren’t even looking for jobs. How does that work?

That’s our model. We don’t wait for résumés. We go directly to top professionals who are already succeeding in their roles. These are people who would never apply online. They take our calls because we’ve earned their trust over decades.

What’s your process for understanding who’s the right fit?

We don’t just screen for skills—we assess fit on a deeper level. What kind of firm is this? What’s their leadership style? What kind of personality will thrive there? A good search isn’t just about credentials; it’s about predicting chemistry. We also speak directly with previous colleagues and clients when needed. We take nothing for granted.

What impact does being recognized with the Family Wealth Report Award for Excellence in Wealth Management Recruitment have on you and ECG Resources?

It’s a meaningful validation of the work we’ve done for decades. We’re humbled and honored to be recognized for helping wealth management firms make the right hires to support their continued growth. It affirms our commitment to integrity and long-term relationships, and it motivates us to keep raising the bar.

What’s changing at ECG today?

We’ve recently brought in the next generation. Isaac Amar joined the firm and brings a fresh outlook, a strong sense of where younger professionals are coming from, and new tools. I’m proud that we offer the wealth of four decades of experience coupled with understanding today’s growing landscape.

WINNER: J.P. Morgan Private Bank

WINNER: Key Family Wealth

WINNER: Cathy O'Malley Kearney - Key Family Wealth

WINNER: leafplanner

WINNER: Kristen Bauer - Laird Norton Wetherby (LNW)

WINNER: Luminary

WINNER: Mary Huang - Luminary

WINNER: Laird Norton Wetherby (LNW)

Eton Solutions: Leading AI-Driven Wealth Management Into the Future

In an industry weighed down by legacy systems, fragmented data, and strict regulations, Eton Solutions is transforming how ultrahigh-net-worth families, family offices, and private equity firms leverage AI.

Managing nearly $1 trillion in assets across 12 countries, our cloud-native platform, AtlasFive®, unifies accounting, investment reporting, trust administration, tax, bill pay, and document management into a seamless system of record.

At the center is EtonAI™, our proprietary AI engine that goes beyond automation—delivering intelligent document processing, contextual insights, and natural language querying. It powers 400+ practical applications that solve complex operational challenges with precision.

What key insight helped you break through and lead innovation in AI-powered wealth management?

We recognized early on that AI couldn’t be an afterthought. Wealth management is complex—spanning legacy documents, inconsistent data formats, siloed systems, and strict, varied compliance demands.

For example, many family offices still process K-1 tax forms manually, despite the dozens of formats they arrive in.

Our breakthrough was embedding AI directly into AtlasFive®. We built workflows to handle messy, real-world data—recognizing tax document structures, linking investment reports to accounting, and ensuring security and auditability.

Instead of flashy, disconnected tools, we created a system aligned with how wealth managers work—automating tedious tasks and freeing teams for higher-value decisions. That practical, client-first mindset sets us apart.

Winner

• Bill Pay

How will you sustain leadership amid rapidly evolving AI technologies?

AI evolves rapidly, but many new models lack the domain expertise and governance controls wealth management requires. Our platform is technology-agnostic, enabling integration with emerging large language models (LLMs) while avoiding vendor lock-in.

We’ve heavily invested in proprietary technology—backed by seven patents—that links AI to structured family office knowledge graphs and enforces strong guardrails to prevent hallucinations and ensure data integrity. We collaborate closely with clients to refine these safeguards based on real-world needs and evolving regulations.

Rather than chasing trends, we focus on practical innovations that solve known challenges while embedding rigorous governance—keeping us both cutting-edge and reliably compliant.

What major obstacles did you face integrating AI, and how did you overcome them?

The biggest challenges were legacy systems, siloed data, and strict compliance. AI can’t just be plugged in—it must fit existing workflows. We worked closely with clients, deploying AI in stages—for example, automating K-1 tax processing with manual checks to ensure accuracy. Strong data governance and human review were essential. This practical, collaborative approach has driven our success.

Where do you see AI and your firm in wealth management five years from now?

AI is shifting from an automation tool to a strategic partner in wealth management. As data sources converge, personalization will deepen, and context-rich insights will drive better decisions. Operational efficiency will become the baseline.

Eton Solutions is leading this shift by empowering wealth managers with AI-augmented workflows that enhance—not replace—their expertise, enabling superior client outcomes while upholding the highest standards of security and trust.

Eton Solutions

Redefining Wealth: Genus Capital’s Vision for Purpose-Driven Investing

At Genus Capital Management, our journey to this award-winning moment has been shaped by three decades of innovation, values-driven leadership, and a firm belief that wealth can be a powerful force for good.

Winning the 'Impact Investing (Product)' category affirms our commitment to transforming how Canadians invest—toward portfolios that are not only high-performing but deeply aligned with global progress.

What Enabled Us to Reach This Level

Our success is rooted in pioneering thinking. Genus launched Canada’s first Fossil Free Fund Suite in 2013, establishing a long-standing track record of impact. We’ve continued to push boundaries with the creation of the Net Impact Score—an industry-first tool that allows investors to measure the alignment of their investments with the UN Sustainable Development Goals and their personal values. By combining proprietary data insights, rigorous ESG screening, and values-based client guidance, we’ve built a model that balances performance with measurable global impact.

How Our Colleagues Made the Difference

As Shannon Ward, Partner and Chief Marketing Officer, emphasizes, “This award reflects the work of a diverse and passionate team. With 67% of our leadership identifying as female and diverse, and over 60% of our total staff coming from diverse backgrounds, our collective perspective fuels innovation and better client outcomes. Diversity isn’t just a value—it’s a strategic advantage.” Staying Ahead of the Curve We remain on the front foot by expanding accessibility.

Our High Impact Equity Fund is now offered through three of Canada’s largest banks, ensuring more Canadians can participate in meaningful impact. Continued enhancements to our measurement

Grant Conroy - Portfolio Manager, Partner

Shannon Ward - Chief Growth Officer, Partner

Genus Capital Management

Winner

• Impact Investing (Product)

tools and integration of AI-powered insights will ensure we keep delivering on both performance and purpose. Overcoming Challenges and Learning Lessons This year presented a dual challenge: scaling our offerings while maintaining authenticity. We overcame this by strengthening internal education and client communication—ensuring that growth didn’t come at the cost of our impact integrity. The lesson? Real innovation requires just as much discipline and governance as it does vision.

Where We Look for Inspiration

Our inspiration comes from our clients—especially younger generations driving intergenerational wealth conversations— and from thought leaders advancing the frontiers of climate finance, social equity, and sustainable business. Internally, collaboration across investment, advisory, and marketing teams keeps our work creative, grounded, and client centric. Impact of the Award on Our Firm “This recognition is about more than a product—it’s about reaffirming the values we bring to every conversation,” says Grant Conroy, Partner, and Head of Wealth Management.

“It energizes our team and builds even greater trust with the families we serve. We’ve long believed that legacy is more than wealth—it’s about the change you leave behind.”

The Future of Wealth Management

The wealth management sector is entering a new era. In the next five years, clients will expect more than just products—they’ll seek life-enhancing, values-aligned services. The way wealth is managed will continue shifting toward a multidisciplinary model. No one advisor can have all the answers. As families seek more holistic guidance, collaboration, pricing transparency, and team based planning will become essential. As Grant adds, “The future of advice is not just personalized—it’s collaborative.”

Your investments. Your mission. Your wealth.

Let’s

talk.

Whether you’re an institutional or individual investor, important decisions start with important conversations. At Glenmede, you receive sophisticated wealth and investment management solutions combined with the personalized service you deserve.

Committed to Personalized Wealth & Philanthropy Solutions

The Glenmede Trust Company, N.A. (“Glenmede”) is a leading investment and wealth management firm overseeing $45.6 billion* in assets for high-net-worth individuals, families, family offices, endowments, foundations, and institutions. Headquartered in Philadelphia, Glenmede has offices in Ohio, Delaware, Florida, New Jersey, New York, Pittsburgh, and Washington, DC, employing over 400 professionals.

What was the winning formula of your firm/you that explains why you won?

Our winning formula is a commitment to helping clients achieve goals through the integrated expertise of our professionals. Whether serving private wealth, endowment, foundation, or investment clients, our success is defined by theirs. We take time to understand each client and pride ourselves on transparency and accessibility throughout the partnership. Glenmede combines the scale to offer wide expertise and solutions with the right size to foster personal, enduring relationships.

Our employees are motivated to help clients succeed. Through The Center for Family Philanthropy & Wealth Education, we assist families in living out philanthropic missions and engaging a well-prepared next generation. By working closely with professionals serving clients’ financial goals, our philanthropy and education efforts reinforce our belief every client is a universe of one.

What are you going to do to remain competitive and stay ahead?

Agility is a core value at Glenmede. We thoughtfully and strategically respond to opportunities and challenges. Our history of sophisticated wealth and investment advice forms the foundation for exploring new opportunities and innovative solutions to meet

Philanthropy Advice

Ken Spruill Managing Director of the Center for

Family Philanthropy and Wealth Education

Glenmede

clients’ evolving needs and priorities. This commitment extends to our philanthropic work. Whether helping families deploy philanthropic capital through program-related investments or enhancing impact via our Sustainable Investing team, we remain forward-thinking—continually identifying market trends and developments. Equally important is staying focused on clients’ goals and objectives.

Where do you see the wealth management industry and your part of it going in the next five years?

First, we value our private ownership and believe it provides us with a unique perspective compared to publicly owned firms. Additionally, as the rising generation of families assumes decision-making roles, we have to remain focused on helping them navigate that transition. It may be through preparing next-generation wealth stewards or by helping to increase the current generation’s comfort with this ascendence. Regardless of the method, we feel responsible and accountable for ensuring our client families benefit from our expertise and guidance in what is an inevitable transition from generation to generation.

How do you hope your firm will benefit from getting this award?

Winning this award for 'Philanthropy Advice' affirms we are moving in the right direction. While confident in our holistic approach with families, recognition by peers is both exhilarating and humbling. Most importantly, it reminds us that empowering financial futures—through sound investment management, fiduciary practice, or helping families onboard the next generation of philanthropists—is our true north star. We hope this honor strengthens clients’ belief in us as a trusted partner helping them pursue their purpose, passions, and legacy, however defined. We also hope it encourages potential clients to explore how partnering with Glenmede can empower their financial future. *As of 3/31/2025

Henley & Partners is the global leader in residence and citizenship by investment. Each year, hundreds of wealthy individuals and their advisors rely on our expertise and experience in this area. The firm’s highly qualified professionals work together as one team in over 60 offices worldwide. Henley & Partners also runs the world’s leading government advisory practice for investment migration, which has raised more than USD 15 billion in foreign direct investment. For more information on acquiring alternative citizenship, e-mail yourfuture@henleyglobal.com or visit henleyglobal.com

Henley & Partners: Leading Solutions for International Americans

Over the past 25+ years, Henley & Partners has firmly established itself as the global leader in residence and citizenship by investment. We are honored to be recognized by The Family Wealth Report Awards as the best provider of ‘Solutions for International Americans’, an accolade that reflects our deep and trusted relationships with family offices and advisors to high-net-worth individuals. These partners rely on us to help their clients understand how investment migration can mitigate risk, unlock global opportunities, and preserve generational wealth.

It was a privilege to celebrate at this year’s awards ceremony alongside so many of our valued partners — many of whom have invited us to advise their clients directly, conduct training for their internal teams, and deliver educational seminars on investment migration.

As demand continues to surge among ultra-high-net-worth individuals and families seeking alternative residence and citizenship options, the need for expert guidance has never been greater. American clients, in particular, represent a growing segment — motivated by the desire for global mobility, portfolio diversification, and a ‘Plan B’ in an increasingly uncertain world.

While most US-based clients are not relocating, they view investment migration as a key component of their overall diversification strategy. In today’s dynamic environment, programs that offer greater freedom and optionality are becoming essential tools for entrepreneurs, investors, family offices, and even public figures in entertainment and sports. Henley & Partners is proud to support them and their advisors in crafting strategies aligned with their long-term objectives.

Our commitment to highly personalized, professional service — underpinned by strict data privacy and security — remains central to our leadership in the sector. With a global team spanning 60+ offices, we ensure a seamless, efficient process for every client. At the same time, we remain agile and responsive to the evolving investment migration landscape. Through our government advisory practice, we continue to design, establish, and operate some of the most successful programs worldwide, helping ensure a broad and sustainable range of options for our clients.

Inspired by the evolving needs of our clients, we have also expanded our service offering to complement our core business. These include citizenship by descent, tax advisory, global education advisory, international real estate, concierge services, and Civis Mundi — our exclusive international membership club offering access to curated, closed-door events for global citizens.

Winning this award reaffirms our strategy of collaborating closely with the wealth management community. It was an honor to share the stage with so many esteemed firms with whom we have built lasting partnerships. We look forward to deepening these relationships in the years ahead, continuing to deliver the trusted expertise and innovation that our clients and partners have come to expect.

Judi Galst Managing Director Private Clients Henley & Partners

Protection for what matters most.

As your wealth grows, possessions accumulate and your lifestyle evolves, so do the risks you face. From property and liability exposures to philanthropic and new business ventures, managing risk becomes more complex—and more critical—than ever.

HUB Private Client specializes in protecting a uent families through a consultative, advisory-driven approach. As a division of the largest private insurance brokerage in the world, your dedicated Private Client Risk Advisor has priority access to exceptional resources to manage complex risk profiles, assess vulnerabilities and tailor bespoke strategies that fit your unique circumstances and goals.

Discover how HUB Private Client can tailor risk and insurance solutions for you to protect what matters most.

hubprivateclient.com

How Teamwork Meets the Needs of HNW Clients

Please explain why your organization was able to reach this award-winning level?

We believe insurance is a people-centric business. We work with our clients to help protect their life’s work and assets to meet their needs today and safeguard their families’ current and future needs. If things go sideways – and it invariably does – we make sure to deliver a human-centric experience in partnership with carriers.

Our team specializes in providing advisory and consultative services to our affluent clients. Being able to access the right solutions based on each client’s risks and liabilities is key.

What was the way your colleagues made a difference?

A division of HUB International, our HUB Private Client team includes over 500 advisors and service professionals who provide guidance and consultation services to help protect and enhance the wealth of the organization’s more than 40,000 high-net-worth (HNW) and ultra HNW clients. This allows our team to offer them highly individualized, proactive advice for their families, their homes, their businesses, and their prized possessions. We’re all anchored in offering advisory services and delivering a customer-centric experience.

Our Private Client Risk Advisors take a holistic approach to crafting risk management solutions that may encompass Homeowners, Automobile, Personal Excess, Watercraft & Marine, Excess Flood, Fine Arts, Aviation, and Equine.

• Insurance Brokerage Provider

HUB Private Client

The magic happens locally; our team draws on the resources they need in each location, enabling us to fully understand the risks our clients face, whether that’s state regulations, local laws, inflation, or geological/climactic concerns. We can then help them navigate key risk-management issues before making major purchases.

How do you intend to remain on the front foot and continue to set a high standard?

We are always looking toward the future, which is why we continually invest not only in the organization but in hiring and retaining talent. It boils down to identifying and investing in the right resources to continue our partnerships with carriers to be a leader with HNW and ultra HNW clients.

We never lose sight of the fact that are working in service of our clients, and we aim to do that with integrity. All of the investments we make, resources we provide and programs that we deliver are centered around our clients.

Where do you see the wider insurance sector going in the next five years?

More and more our clients need an advisory versus a transactional experience when it comes to insurance, and we pride ourselves on offering just that. Our clients need someone to look at their business and personal assets and provide coverage around their unique risks and liabilities. They expect that level of personalization and standard of care today and we aim to consistently deliver it in new ways all the time.

J.P. Morgan Private Bank’s Family Office Practice Powers Ahead Amid Global Surge in Family Wealth

The family office space has experienced explosive growth over the past few years. With the rise in family wealth amounting to trillions of dollars under management globally, family offices are quickly becoming a powerhouse in the global economy.

In the face of evolving market conditions and this rising interest in family offices, J.P. Morgan Private Bank’s Family Office Practice provides industry-leading, innovative solutions tailored to its clients’ most sophisticated needs.

The practice, recently honored with three awards from the 2025 Family Wealth Report Awards, including Best U.S. Private Bank, has become a source of expert, trusted advice for ultra-high-net-worth families navigating complex financial landscapes.

A true testament to its success, the Private Bank reported $30 billion in flows for Q1 2025, reflecting significant year-over-year increases in investment and banking activities.

William Sinclair, Head of the U.S. Family Office Practice and the Financial Institutions Group, notes the importance of specialization in delivering personalized solutions. “Our clients and family offices require bespoke solutions due to their unique needs,” he says. “Our team of experts collaborates to thoughtfully tailor advice for each family, and advises on priorities ranging from succession planning, philanthropy, to portfolio management."

BJ Goergen, Head of Morgan Private Advisory, highlights the practice’s commitment to a holistic approach to wealth planning. “Our team uses tested, cutting-edge strategies to help our clients achieve their long-term goals. We provide clients with a framework to define their intent, navigate major life decisions and build a lasting legacy,”

• International Private Bank

• National Private Bank

• Private Client Investment Platform Winner

she says. The team’s expertise includes former attorneys in Trusts & Estates, M&A and taxes, plus policymakers, business leaders, credentialed planners and professionals from various disciplines. This cross-disciplinary approach enables the practice to provide innovative, actionable insights and uncover unique opportunities.

This approach is further supported by the Global Investment Opportunities team, led by Monica DiCenso, Head of the Global Investment Opportunities Group. Comprising over 60 cross-asset investment advisors, the team specializes in opportunistic, absolute return-focused ideas across markets.

“With investments at the core of our business, we develop timely trade ideas for sophisticated market participants,” DiCenso notes. “We offer global, cross-asset investments with personalized, institutional coverage to meet clients’ goals.”

The practice’s commitment to thought leadership is exemplified in its Global Family Office Report, introduced in April 2024 and now published bi-annually. The study provides invaluable insights into investment strategies, governance and succession planning, empowering family offices to benchmark their strategies against peers and navigate the complexities of wealth management.

As families continue to face evolving market conditions, J.P. Morgan Private Bank’s Family Office Practice remains dedicated to providing the highest level of service and expertise. By combining the intimate, customized nature of a private client relationship with the power of a global financial leader, the practice is well-positioned to help families achieve their goals and secure their legacies for generations to come.

J.P. Morgan Private Bank

WINNER: Market Street Trust Company

WINNER: Kailash Duraiswami - Milemarker

WINNER: Michelle D. Bennett - Newport Capital Group

WINNER: MyFO

Helping Families Flourish for Generations to Come

“Our work helping families make a positive difference in their legacies and the world is an honor and a great responsibility.”

What do LNW’s two awards mean to you and your company?

These awards are such a meaningful recognition of the work we undertook to thoughtfully bring together three privately held, values-driven organizations to create a firm equipped with the comprehensive offerings required to serve families of significant wealth over many generations.

What do you think these awards will do for your firm?

I hope they will bring awareness to the different approach to wealth management LNW is making available to families. We’ve created a firm focused on building deep relationships and relentlessly pursuing great outcomes on behalf of our clients. This combination ensures that the skilled strategies we employ are truly based on knowing what our clients need and want to achieve.

Kristen Bauer CEO

Winner

• Outstanding CEO

• Impact Investing (Advisory)

Laird Norton Wetherby (LNW)

What do you think sets LNW apart?

Our independence, breadth and depth of expertise across many disciplines, and our history. Our majority owners began as a family business in the late 1800s, evolved by the 1960s into a business-owning family, and today, LNW is in the business of families – dedicated to bringing the services and insights needed to help successful families thrive.

Who or what inspires you?

I am inspired by our clients and the impactful things they are doing in their lives and with their assets, be it within their families, their communities, or the world at large. Also, the LNW team, all of whom care deeply about our clients and each other, coming to work each day ready to serve families and always rising to the occasion.

What advice do you give aspiring professionals in wealth management?

Consider your work an apprenticeship to acquire technical skills but also the “soft” skills that will allow you to help families navigate through the opportunities and challenges that wealth can magnify. Learn to look for the underlying questions, read between lines, learning each family member’s goals and passions, and view this as a journey that may last a lifetime.

How do you ensure your firm remains innovative in an evolving financial landscape?

Perhaps counterintuitively, the unique, intimate experience we provide for our clients means continuing to invest heavily in systems and technology, freeing up time our people can use to build stronger relationships with our clients and the younger generations within their families.

The Vision Reshaping Private Wealth with AI and Collaboration

David Barnard Founder & CEO Luminary

What is your vision for the future of wealth management?

Advisors are increasingly expected to provide more than just investment guidance— they must connect assets with personal, philanthropic, and multi-generational goals. We believe the challenge ahead for advisors will be how to deeply integrate legacy planning insights into the ongoing client experience—not one-off, but as a continuously updated and collaborative process.

To do that at scale, we’re building a collaborative operating system for wealth transfer that brings tax, legal, and investment professionals together around a single source of truth. In our view, the next evolution in wealth management isn’t another siloed tool—it’s a shared platform that empowers expert teams to deliver the “family office” experience high-net-worth clients now expect.

By enabling coordinated, repeatable planning across advisory teams, Luminary is helping wealth firms transform trust & estate services from a fragmented process into a scalable capability.

In what ways is AI reshaping the landscape of opportunity and differentiation in private wealth?

AI is changing the game in private wealth— not by replacing the advisor, but by accelerating access to information and amplifying advisor capacity. This is fundamentally reshaping the competitive landscape. Those who harness it will lead; those who hesitate risk falling behind.

For example, advisors spent hours parsing static documents to extract data for flowcharts, summaries, and fiduciary reports. Luminary changes that. Our AI turns documents into searchable digital records and dynamic diagrams in minutes, with a human-in-the-loop review process that maintains precision and advisor oversight.

This shift turns operational lift into strategic leverage. Advisors can engage more often, offer deeper insights, and uncover new opportunities without adding additional burden. One family office was able to prepare for a governance meeting in 15 minutes using Luminary—a task that previously consumed a full week—freeing time for real conversation and forward planning.

In a competitive market, AI empowers firms to lead with insight, not effort—in a market where personalized advice is the ultimate value driver. That’s the future of differentiation in private wealth, and it’s already here.

What has driven Luminary to achieve back-to-back Product Innovation award wins?

At Luminary, product innovation starts with people. We’ve assembled a team of exceptional product leaders and engineers who bring deep technical expertise and a shared passion for solving the complex challenges of trust and estate planning.

Equally critical is our understanding of the wealth advisory ecosystem. Our team members bring experience directly from firms like AllianceBernstein, J.P. Morgan, Goldman Sachs, and a prominent family office, among others. We're also fortunate to work closely with sophisticated customers and advisors who provide feedback, inform our roadmap, and sharpen our focus—to stay closely aligned with both the practical demands and strategic opportunities of the industry.

And importantly, we don’t just build AI solutions—we actively use AI across the organization to enhance internal workflows and increase operational capacity. This combination—of the right people, domain depth, and a culture of continuous improvement—has enabled us to not only build better tools, faster, but to evolve how trust and estate services are delivered at scale.

With Timeless Innovation Comes Lasting Legacy

Exceptional Service: A Singular Commitment to Client Families

What do you believe sets your firm apart in the family office space?

What makes Market Street truly unique is that we are client-owned. Our ownership structure isn’t just a detail, it’s foundational to everything we do. Because our client families are our only shareholders, our mission and business model are completely aligned with their long-term success. We don’t answer to outside investors or stakeholders with competing priorities. Every decision we make is in service of our families' needs, values, and legacies.

This model creates a deep sense of stewardship and accountability that goes beyond service to fostering partnership. We are not just managing wealth; we are co-creating a legacy with families who think in generations, not quarters. Our shared family office structure allows us to deliver the personal attention of a single-family office with the resources, stability, and expertise of a larger institution.

What can client families expect when working with Market Street Trust?

They can expect a team that prioritizes people. We build enduring relationships grounded in trust, and we’re deliberate in designing strategies that reflect each family's vision, values, and goals. From governance education to investment management and legacy planning, our services are as integrated as they are intentional. And because we are privately owned and fiercely independent, we are able to deliver objective advice with no conflicts of interest—always putting families first.

Kara Pass CEO & President Market Street Trust Company

• Multi-Family Office ($2.5 billion to $5 billion AuM/AuA)

Beyond technical expertise, client families can expect a team of 40+ dedicated professionals who lead with warmth, empathy, and innovative thinking. Our people are skilled in their disciplines and deeply committed to the families they serve. We meet families where they are and walk alongside them through transitions, decisions, and opportunities with clarity, compassion, and creativity. We see ourselves not just as service providers, but as stewards and partners; we are trusted allies who care deeply about each family's journey and legacy.

What does this award mean to you and your team?

It’s a tremendous honor. This recognition affirms the care, dedication, and intentionality we bring to every relationship. It’s a reflection of our talented team and our collective dedication to helping our families thrive. Most of all, it’s a tribute to our client families, whose trust and partnership inspire us to constantly innovate and improve our family office together. Whether it's enhancing our technology platform or deepening our expertise, we’re constantly asking how we can better serve families in a changing world.

Any final thoughts?

Our mission is rooted in empowering families. At Market Street, we believe that by caring for each other and our clients in meaningful, human ways, we build a foundation of trust and strength that can last not just decades—but centuries. That’s the heart of who we are.

The Quiet Architect of Innovation: Kailash Duraiswami Named Outstanding CTO of the Year

At the Twelfth Annual Family Wealth Report Awards, Kailash Duraiswami was honored as 'Outstanding CTO' of the Year—a recognition that shines a light on his visionary leadership, disciplined engineering ethos, and transformative impact on how wealth management firms harness technology.

“I never expected to win anything for doing my job,” Kailash admits with characteristic humility. But behind that modesty is a trail of technological breakthroughs that have empowered clients to use their own data in ways they never imagined—messaging teams more effectively, streamlining workflows, and offloading critical tasks once siloed to a single person. “It creates more sustainability,” he adds. “And it gives our clients space to focus on growth.”

As CTO at Milemarker, Kailash doesn’t just lead software development—he designs ecosystems of possibility. One of his core leadership principles is fiercely guarding his team’s time. “Deep work is everything. I want engineers building, not meeting,” he says. In fact, some of the company’s most productive developers have rarely had to have a live meeting with him, everything flows asynchronously. For Kailash, communication happens through code, and collaboration is measured in outcomes.

That clarity of purpose extends to his product philosophy. “First, centralize your data. Then centralize your business,” he explains. By reducing friction—eliminating questions, standardizing processes, and creating efficient flows—Milemarker enables wealth

Winner

• Outstanding CTO (Chief Technology Officer)

Kailash Duraiswami CTO Milemarker

management firms to unlock more value, faster. He’s proud of how time-to-value has dropped from months to weeks, even days in some cases. “That acceleration is exciting. And it’s only going to improve.”

Kailash’s journey into technology is grounded in entrepreneurship. A finance major who learned to code while launching businesses, he quickly realized he could add more value to investment firms as an engineer than as an advisor. Influenced by the writings of Paul Graham and shaped by his first manager in finance, he honed his craft with precision. “When I sold my first company,” he reflects, “I told my old boss, ‘I did everything you taught me.’”

Looking forward, Kailash is bullish on agentic AI and integrated ecosystems. He sees an industry shift away from fragmented SaaS tools toward data lake architecture and intelligent agents embedded in tools like Slack or Teams—digital coworkers that can execute tasks via conversation. It’s not far off, he insists.

For rising tech leaders, his advice is clear: “Focus on doing more with less. AI changes the equation. Large teams aren’t the badge of honor anymore—impact is.”

In honoring Kailash Duraiswami, the Family Wealth Report not only celebrates a technologist at the top of his game—it acknowledges a new era of leadership where precision, pragmatism, and innovation quietly shape the future of wealth management.

WINNER: Omega Systems

WINNER: PKF O'Connor Davies Family Office

WINNER: Anneke Stender - Plumb Bill Pay

WINNER: New Republic Partners

WINNER: Presage Global

WINNER: PURE Insurance

WINNER: Richard Chen

Built For e Next Generation Of Family O ce Management

MyFO: The Most Advanced Family Office Experience

Bring clarity to complexity, reduce administrative burden, and save time with a platform that simplifies reporting, organizes essential documents, and streamlines collaboration across teams. MyFO is designed to support confident decision-making through secure, intuitive tools that keep information and stakeholders aligned.

North America’s Fastest-Growing Family Office Platform, Built for the Next Generation

MyFO is the fastest-growing family office solution in North America, built to simplify complexity, cut costs, and give families full control over their wealth operations. Designed specifically for the needs of lean, multi-generational teams, MyFO replaces fragmented spreadsheets, manual processes, and legacy tools with a single, secure platform that brings everything together in one place.

Founded by Simran Kang, a former PwC advisor to ultra-high-networth families, MyFO emerged from firsthand experience with the inefficiencies plaguing even the most sophisticated family offices. “We saw that families with generational wealth were being held back by systems that hadn’t evolved,” says Kang. “MyFO was built to give them the control and clarity they deserve.”

That vision has struck a chord. In May 2025, MyFO was honored with two top distinctions at the Family Wealth Report Awards in New York: 'Client Driven Innovation (B2C)' and 'Implementation of a Technology Solution/Best Tech Stack'. These awards reflect MyFO’s deep focus on user experience and measurable results. MyFO has also been featured in Forbes, Markets Insider, and Axios, and continues to rank among the most sought-after family office platforms in North America.

MyFO centralizes account data across banks and custodians, streamlines reporting, and consolidates document management, removing friction from daily operations. Family members, advisors, and stakeholders can access real-time dashboards, automated performance reports, and a secure digital vault with role-based permissions. Built-in workflows support compliance, investment governance, and audit preparation without the need for multiple tools.

Simran Kang CEO MyFO

Winner

• Client Driven Innovation (B2C)

• Implementation of a Technology Solution/Best Tech Stack

MyFO also offers advanced tools for entity tracking, ownership structure monitoring, and future scenario modelling. These features, long reserved for institutional systems, are delivered in an intuitive format tailored for families and advisors, and no IT team is required. From day-to-day coordination to long-term planning, every tool is designed to enhance visibility, accountability, and decision-making.

With bank-grade encryption and enterprise-level infrastructure, MyFO meets the highest standards for data security and privacy. Each workflow is customizable, allowing families to align the platform with their unique governance structures and decision-making models. White-glove onboarding ensures a seamless transition, providing hands-on support from day one. Dedicated client success teams remain engaged to help each office adapt and scale as their needs evolve.

The operational impact is significant. On average, MyFO clients reduce their administrative workload by over 25%, resulting in hundreds of thousands of dollars in annual savings and substantial time freed up for strategic priorities. These efficiencies are especially valuable in an era where family offices are asked to do more with less, facing rising costs, shrinking teams, and expanding mandates.

“We’re not just building software—we’re giving families time back,” says Kang. “Our clients aren’t looking for another dashboard. They’re looking for a better way to run their office, support their legacy, and empower the next generation.”

As wealth structures evolve, so must the tools supporting them. MyFO is leading this transformation, helping family offices build the infrastructure they need to thrive across generations.

Founded by Families for Families

Built on Integrity, Aligned with Purpose, and Committed to Excellence

New Republic Partners is a multi-family office founded by families, for families, to meet the complex needs of managing multi-generational wealth. We combine institutional-quality investment access with highly personalized service, delivering tailored portfolios across public and private markets, along with comprehensive wealth planning, family governance, and philanthropic advisory.

Please explain why your business was able to reach this award-winning level?

Our success stems from a relentless focus on understanding each client’s unique goals and designing solutions tailored to their needs.

What sets us apart is not only the quality of our investment offerings, but the way we integrate them into each family’s broader vision. Our portfolios are thoughtfully constructed to align with long-term goals and are supported by comprehensive planning services that include estate planning, philanthropic strategy, and family governance. This holistic approach helps our investment decisions support multigenerational outcomes.

Perhaps our greatest distinction lies in how we serve. We weren’t created to sell products; we were founded to solve complex challenges for families. Our team leads with curiosity, empathy, and deep experience. Every relationship begins with listening, grows with trust, and evolves through customized strategies that adapt across generations.

The 2025 Family Wealth Report Awards recognition reflects not just what we do, but how we do it. It’s a testament to our commitment to integrity, alignment, and delivering exceptional outcomes for the families we serve.

How do you intend to remain on the front foot and continue to set a high standard?

Commended

• Multi-Family Office (up to and including $2 .5 billion AuM/AuA)

Zelle Dunn Chief Operating Officer New Republic Partners

We stay ahead through innovation and by meeting the evolving needs of multi-generational families. We are strategically expanding into new markets, hiring top-tier talent, and investing in technology to deliver deeper insights and a seamless client experience. We believe we continue to source compelling investment opportunities that reflect the sophistication and objectives of the families we serve. At the heart of our approach is active listening. We’re proactive in maintaining high standards of service and offerings.

We’re also deeply committed to thought leadership and education. In today’s complex financial world, our clients rely on us for clarity. Through market commentary, investment insights, and strategy guidance, we lead with both integrity and expertise.

Where do you see the wider wealth management sector going in the next five years?

We believe the sector is shifting from product-centric to relationship-centric, multi-disciplinary models. As families become more sophisticated, firms will need to offer integrated solutions, combining investment expertise, tax strategy, philanthropy, and governance.

Access to high-quality private investments will also become a differentiator, but access alone won’t be enough. We believe families will demand greater transparency, demonstrable value, and true alignment. We also anticipate the ongoing transfer of wealth across generations will elevate the importance of education, family mission, and legacy planning.

Firms that succeed will be those that listen deeply, prioritize customization, and serve with intention. This is the way we strive to serve clients at New Republic Partners.

The Family Wealth Report Awards covered activities through 2024. No compensation was provided.

Building Futures.

Inside Newport Capital Group’s Client-First Approach

Newport Capital Group is an independently owned and operated financial advisory firm serving institutions, families, business owners and executives. Built on a family office foundation nearly 40 years ago, Newport remains committed to delivering personalized, objective advice backed by deep expertise and a highly credentialed team. Whether advising multi-generational families or guiding institutions through fiduciary oversight, we tailor each solution to meet long-term goals with clarity and confidence.

Please explain why you / your team was able to reach this award-winning status?

We achieved this award-winning status through a strong spirit of collaboration and a shared commitment to putting our clients first. Each team member contributes unique strengths, whether in strategic planning, deep market insight or exceptional client service, that elevate the relationships we build.

We are committed to delivering tailored solutions that align with our clients’ evolving needs and long-term goals. This recognition reflects our shared dedication to client success and our pursuit of the highest standards of service and satisfaction.

How do you intend to remain on the front foot and continue to set a high standard?

We intend to stay on the front foot by anticipating industry trends and continually identifying opportunities for improvement. By

• Women in Wealth Advisory (Individual)

Michelle Bennett, AIF®, CFP® Executive Vice President Newport Capital Group

setting high standards, remaining proactive and staying clientfocused, we ensure our work stays aligned with our clients’ goals and evolving needs.

Continuous learning and professional development are central to our approach, as we actively seek ways to grow and adapt. Leveraging technology to enhance communication and increase efficiency will be key to streamlining operations and delivering an even stronger client experience.

Whom do you look to, either inside or outside your business, for ideas and inspiration?

Within the business, I value the diverse perspectives of my colleagues. Through collaboration, each team member brings a unique lens to our clients’ situations, allowing us to approach challenges from multiple angles and develop more thoughtful, comprehensive strategies. Listening closely to our clients is another key source of inspiration, as their evolving goals and life transitions drive us to think creatively and remain responsive.

Outside the business, attending industry conferences, engaging with thought leaders and leveraging technology help us stay informed and forward-thinking. Reading industry publications, tuning into podcasts and participating in webinars also provide fresh perspectives that continually shape and enhance our work.

Where do you see the wider wealth management sector going in the next five years?

Over the next five years, I expect the wealth management sector to continue evolving through technology. These advancements will enhance both the client experience and internal efficiency. Still, despite these innovations, human connection will remain essential. Trust and personal relationships are the cornerstone of wealth management, especially when navigating complex financial planning, generational wealth transfers and emotionally driven decisions.

I also anticipate increased regulatory scrutiny, a continued emphasis on transparency, stronger data protection protocols and rising expectations around ethical standards.

The Modern Household Management Solution Designed for the Next Generation

What sort of challenges did you surmount to reach this level and how have you been able to succeed in such fast-moving circumstances?

Home is a critical element of success and well-being. But as a family’s net worth increases, so does the complexity they face at home. They invest in multiple properties, outfit them with the highest quality assets and features, and hire staff and contractors to help them manage it all. Suddenly, they face a painful realization: we thought life would be easier at this point. This is what we call the wealth spiral: a state of ever-increasing complexity after a wealth event, when in fact the opposite is expected.

At Nines, we’re on a mission to help families stop the wealth spiral and live the life they imagined. But simplifying complexities at home, in a family’s most private and unstructured environment, is fraught with challenges. At first, we attempted to solve the challenges facing today’s families through household staffing, but quickly realized having the right people in place is only one piece of the puzzle.

We talked with hundreds of high-net-worth families and private service professionals about their needs, and uncovered a common thread: the old ways of managing properties, people and projects cannot keep up with today’s families. And without the right systems in place, both the families and the private service professionals who support them are set up to fail.

With new insights from families and household staff, we changed tack and worked quickly to build one go-to platform to help these households run smoothly. Now, with tools designed specifically for the complexities of their homes, families can live with ease.

What was the winning formula of your firm/you that explains why you won?

Nines fills an important gap in the support system for UHNW families and individuals. We are laser focused on life at home, easing families’ most pressing and personal challenges.

• Property & Household Winner

Our household management technology platform is built with security and ease-of-use in mind. Hundreds of discerning families and family offices use Nines as a centralized household manual and operating system to simplify the way they manage properties, assets, vendors, staff, projects, and more.

We also offer in-house estate management support, workshops and consulting, and are the hosts of Easemakers, the industry leading community with 1,000+ household and estate managers.

What are you going to do to remain competitive and stay ahead?

We are constantly talking with principals, family offices, and private service professionals to build the future of household management.

Today, Nines is the modern household management solution the industry has been waiting for — it allows households to centralize critical information (from daily housekeeping checklists and principal preferences to annual maintenance plans and vendor contact information), find answers quickly, assign tasks, and more.

Now, based on this foundation, we will continue to listen to our clients’ needs and evolve our platform accordingly, adding features that will empower households to identify windows of opportunity, improve efficiency and make smarter decisions.

Where do you see the wealth management industry and your part of it going in the next five years?

We believe in a holistic approach to wealth management. Increasingly, wealth managers will expand beyond financial services to provide support for factors like health, well-being, personal values, and life at home. We look forward to partnering with wealth managers to help families reduce everyday stress and frustration, and ultimately, live with ease.

Nines

Safeguarding Generational Wealth: Omega Systems Leads the Charge in Family Office Cybersecurity

Omega Systems – recognized in the 2025 Family Wealth Report Awards as the leading cybersecurity provider to family offices – is committed to helping businesses and families across the financial services and wealth management spectrum navigate an increasingly complex and dangerous security landscape. With more than 850 customers across the U.S. and a seasoned team of IT and security experts, we’re honored to serve the family office community and help them safeguard their institutional wealth and operations.

Please explain why you/your business was able to reach this award-winning level?

It’s been our mission for more than 20 years to help not only support – but educate – businesses about the importance of IT and cybersecurity safeguards. Security often takes a backseat: to speed, to productivity, to accessibility. That’s why we’ve spent these last few decades helping businesses to understand why investments in proactive security are so vital.

Our commitment to education, to efficiency and to customer service excellence is ultimately what has helped us achieve this prestigious award. We’re incredibly grateful to be a trusted resource to family offices and to help them modernize and secure their operations in a way that doesn’t hinder their success but ultimately helps it.

• Cyber Security Winner

Warren Finkel Managing Director Omega Systems

How do you intend to remain on the forefront and continue to set a high standard?

Innovation is one of our biggest passions, and we are constantly evaluating how to evolve our services, solutions and expertise to better serve our customers. That means rejecting complacency and seeking out new, bold, robust IT and security offerings that really move the needle for family offices. Break-fix solutions aren’t enough today; family offices and the broader wealth community need to stay ahead of increasingly sophisticated threats, and that requires equally sophisticated cyber solutions that detect and prevent social engineering and ransomware attacks before they disrupt operations and put family wealth at risk.

Where do you see the wider wealth management sector going in the next five years?

As it relates to cybersecurity, I think we’ll see greater adoption of proactive defenses among family offices and wealth management firms over the next few years. Unfortunately, the risks are only increasing – hackers are more sophisticated and savvy than ever, and it’s only a matter of time before a high-profile family office falls victim to an attack or data breach. With that expectation, we should see family offices start to embrace outsourcing and pivot towards secure and scalable IT systems and cyber risk technologies that can help them withstand the prevalent cyberattacks that are sure to come. We hope they’ll consider Omega Systems a trusted partner in this regard and look to our team to help them implement and enhance their security operations.

What will winning this award do for your business and colleagues?

We’re thrilled and honored for Omega Systems to be recognized by the private wealth community as a trusted cybersecurity provider to family offices and hope to continue delivering best-in-class services that protect families and their investments from harm.

Where Process Meets Purpose

Omnia Family Wealth is an independent multi-family office based in Aventura, Florida, founded in 2015 to serve ultrahigh-net-worth families with deep, multigenerational relationships. We provide comprehensive wealth management services that include customized portfolio design, access to institutional-quality alternative investments, estate and tax planning and business succession planning.

As of December 31, 2024, we managed and advised on approximately $2.79B in total assets. Our investment philosophy emphasizes risk-aware, long-term global diversification. We apply an institutional framework to sourcing and evaluating managers, particularly in alternative strategies, so every holding plays a defined role. Above all, approach every client relationship with clear purpose, open dialogue and a commitment that spans generations.

How do you intend to remain on the front foot and continue to set a high standard?

At the end of the day, our goal is simple: to provide a better experience for the families we serve. That focus motivates how we communicate, invest and evolve. Over the past year, we've taken meaningful steps by enhancing our technology and investment capabilities to better serve the families we work with.

We're applying machine learning to improve the speed and accuracy of private asset reporting, historically a pain point for families with complex portfolios.

On the investment side, we're building on the success of our Low Beta Fund by exploring which other asset classes could benefit from the same intentional, repeatable approach.

Our goal is to continue offering access to top-tier opportunities in a deliberate, transparent and sustainable manner.

Michael Wagner Co-Founder and COO Omnia Family Wealth

• Alternative Asset Manager

In what ways were you able to deal with challenges and problems this time around? What lessons have you learned?

Recent market volatility wasn't so much a portfolio challenge as it was an opportunity for effective communication. It allowed us to revisit and reinforce the core principles we build every portfolio around: clarity, discipline and resilience.

Our role goes beyond capturing returns in favorable markets. It's about helping families stay prepared through the full cycle and offering perspective when conditions shift, which has proven to be just as valuable as any investment decision.

Whom do you look to, either inside or outside your business, for ideas and inspiration?

We're constantly inspired by the families we work with. One of the greatest privileges of this business is sitting across the table from people who've built and led remarkable businesses, each with a unique story.

Their perspectives challenge us to think more creatively and lead with purpose, not just in how we invest, but in how we support legacy, stewardship and long-term planning. That exposure keeps our team energized and always learning.

What will winning this award do for your business and colleagues?

We're honored to be recognized as this year's winner in the Alternative Asset Manager category. The team worked incredibly hard to create a differentiated solution for our clients, and we've long believed it represented a best-in-class offering. This award validates that belief.

For our clients, this is further evidence that we're continuing to grow in the right ways and earning recognition not only from them but also from the broader industry.

Pathstone’s Path Forward

What have been some of your biggest challenges in building Pathstone over the past 15 years?

I think one of the biggest challenges we faced was just getting people to understand what we were trying to do. We were coming at this from a bit of an outsider's perspective, you know? We weren't a traditional wirehouse or a traditional RIA, and I think some people were skeptical about whether our model would scale.

But I think what helped us overcome that was just our focus on the client. We were maniacal about delivering an exceptional experience, no matter what it took. And we were lucky to have a few early clients who saw what we were trying to do and were willing to take a chance on us. Once we were able to prove ourselves with them, word started to spread, and things just kind of took off from there.

How has your early passion for technology continued to shape Pathstone's strategy and approach to serving UHNW clients?

I studied computer science and became fascinated by the idea that you could use technology to gain an edge in the markets, to process information more quickly and make better decisions. Fast forward to today, and that same passion for technology is still driving a lot of what we do at Pathstone.

For us, it's not just about using technology for technology's sake, though. It's about using it to enable our advisors to provide a better experience for our clients. So, whether it's through our wealth management platform, which gives our clients a holistic view into their financial lives, or our investment research tools, which help our investment team make more informed decisions, technology is all about creating scale and efficiency so that our humans can focus on what they do best: providing high-touch, high-value advice to our clients.

As the wealth management industry continues to evolve, what do you see as the biggest opportunities and challenges ahead for Pathstone?

I think one of the biggest opportunities for us is just the continued fragmentation of the industry. I mean, you've got wirehouses spinning off their wealth management arms, you've got RIAs consolidating left and right... it's just a really dynamic time to be a player in this space. And I think for firms like ours that are focused on delivering a truly personalized experience, there's a real opportunity to pick up share.

As for challenges, I think one of the biggest ones is just the pace of change. I mean, technology is moving so fast, and client expectations are changing just as quickly. You've got to be willing to invest in your people and your technology just to keep up, let alone get ahead.

For us, that means staying focused on our core values of objectivity, expertise, and service. We're always looking for ways to use technology to enhance those things, whether it's through AI, blockchain, or whatever the next big thing is. But at the end of the day, it's still about the people. It's about having the right team in place, with the right culture and the right values, to deliver an exceptional experience for our clients. If we can do that, I think we'll be just fine.

- Matt Fleissig

Steve Braverman Co Chairman & Co Founder

Matt Fleissig CEO & Co Founder

Greater financial and reputational risk. Increasingly complex reporting needs. The challenges facing high-net-worth individuals and wealthy families have never been greater.

The Family Office professionals at PKF O’Connor Davies know that in this environment clients need more, expect more and, quite frankly, they deserve more. That’s why we continually strive to provide greater service and insights, while creating meaningful partnerships — and that means greater value for our clients.

It’s no coincidence we’ve long been the trusted advisor for affluent individuals, multigenerational families, business owners and executives, single and multi-family offices, entertainers and professional athletes

Our clients know they can always count on us to deliver the services they need:

n Tax Planning and Compliance

n Accounting & Reporting

n Wealth Planning

n Investment Monitoring & Oversight

n Family Office Structuring and Operational Support

n Charitable Giving

n Lifestyle Support

n Personal Financial Management

n Advisory Services

n CFO Services

PKF O’Connor Davies Family Office. Know Greater Value®

Setting a New Standard in Family Office Excellence

What was the winning formula of your firm/you that explains why you won?

PKF O’Connor Davies Family Office, a division of PKF O’Connor Davies Advisory LLC (PKFOD), has one of the most unique offerings in the industry, specifically meeting the needs of ultra-high-networth families and family offices. We are recognized as a modern multi-family office alternative to the traditional MFO models and our innovative, multi-disciplinary team approach leverages the full resources of PKFOD and PKF International, delivering integrated, objective, conflict-free advice and the broadest set of services, including:

• Family Advisory Services

• Family Office Structuring and Organizational Support

• Financial Management and CFO Services

• Accounting and Reporting

• Tax Planning, Compliance and Transactional Support

• Lifestyle and Transactional Support

• Private Foundation Services

• Family Investment Administration Services

Our offering is customized for each family and family office and is designed to address all financial, business and personal needs. We are supported by a state-of-the-art technology and reporting platform designed to capture the entirety of a family’s financial activities and holdings. Our custom reports for each family enterprise, entity and family member provide them with relevant and timely information.

Please describe how your colleagues made a difference?

Our success is built on our dedicated team of multi-disciplined professionals with extensive experience working with some of the most prominent family offices and wealth and asset management firms. Our professionals understand the unique needs of UHNW individuals, families, family offices including family and privately held businesses. In addition, we have expertise in tax planning and compliance, accounting and reporting, wealth planning and structuring,

Gemma Leddy - Partner in Charge

Stephen Prostano - Partner, Head of Family Advisory Services

PKF O'Connor Davies Family Office

• Accountancy Advisor Winner

investment oversight, risk management, philanthropy and private foundations, family businesses and family offices.

What are you going to do to remain competitive and stay ahead?

PKFOD-FO’s success has been built on our goal to find better tools and solutions to help our clients. We continue to invest in talent and technology, in order to deliver the highest quality advice, thought leadership and information our clients need to make better-informed decisions and navigate life’s challenges. We engage in pro-active dialogue with our clients and their advisors to better understand their needs and invest in research that keeps us abreast of client, industry and market trends.

What sort of challenges did you surmount to reach this level and how have you been able to succeed in such fast-moving circumstances?

Our clients face increasing risk and complexity with changing markets, increasing regulation and rapid advances in technology. We have been fortunate to have a significant accounting and advisory firm as the foundation supporting our family office practice to continuously invest in talent and technology to provide our clients with the tools and knowledge to manage these changes.

Who inspires you, either inside or outside your organization?

Our inspiration has always been our clients, which include leaders in philanthropy, investing, real estate, technology, media, consumer products, manufacturing and health and wellness, among others. Their ingenuity and entrepreneurial spirit have made them extremely successful and we are honored to work beside them providing family office resources, infrastructure and advice.

How do you hope your firm will benefit from getting this award?

We are grateful for this award and will continue to put our clients first, invest in our business and ensure that we exceed expectations over the long term. We hope this accolade will continue to raise awareness of our offering and delivery model.

Where High-Touch Accounting Fuses with Secure Technology

Delivering financial peace of mind to high-net-worth individuals and family o ces since 1996.

We understand the need for access to your important financial data anytime, anywhere.

Dashboard: View your entire financial landscape on a single dashboard.

Commitments: Keep track of your priority bills with your personalized ‘Hot List,’ ensuring timely payments every time.

Onboarding: Get started with Plumb e ortlessly using our new Onboarding Module, designed to guide you through a smooth transition into active client status.

Stewardship in Service

We serve high-net worth individuals and family o ces, and we partner with RIAs or Private Wealth and Financial Advisors in service to their clients.

Bill Pay Technology Solutions

We are not financial advisors; we are stewards of your day-to-day financial well-being. We provide the clarity you need about your bills and cash outflow with our proprietary bill pay app.

We excel in the simplification and organization of complex accounting and consolidated reporting. High-Touch Outsourced Accounting

® Plumb Bill Pay App

Leading with Impact: Anneke Stender and Plumb

Elevate HNW Fintech

Please explain why you/your business were able to reach this award-winning level?

We’ve spent years fine-tuning what really matters to our clients—and it shows. Reaching this level is the result of continuous innovation and an unwavering focus on elevating the client experience. Through the Plumb Bill Pay App, we’ve transformed how financial transactions are managed— delivering a secure, intuitive, and transparent solution. By actively listening, iterating on feedback, and evolving our platform, we’ve built a solution that grows with our clients. This proactive, client-centered approach, backed by deep industry expertise, is the foundation of our success and recognition.

How do you intend to remain on the front foot and continue to set a high standard?

We stay ahead by remaining agile and proactive. While the Plumb Bill Pay App powers our solution, it’s the combination of cutting-edge technology and expert human oversight that defines our service. As client needs evolve, so do we—continuously enhance workflows, onboarding, and interactive reporting to provide meaningful, real-time insights. Security is never static—we regularly strengthen safeguards and internal controls to protect client data. By blending innovation, robust security, and personalized attention, we remain committed to setting—and raising—the standard in bill pay solutions.

What are the key benefits of the Plumb Bill Pay App?

The Plumb Bill Pay App streamlines bill approvals, offers real-time visibility through interactive reporting, and integrates seamlessly with QuickBooks Online for efficient payment processing. From guided onboarding to enhanced reconciliation workflows,

every feature is designed to simplify complex financial management and provide complete transparency into the processes behind it. Security is built into every layer—SOC 2 certification, vendor verification, bank-level encryption, and multi-factor authentication ensure clients can rest easy knowing their data is fully protected. With automated scheduling, error detection, and expert oversight on every payment, we combine smart technology, robust security, and personalized service to deliver the peace of mind our clients deserve—knowing every payment is accurate, secure, and handled with care.

Where do you see the wider wealth management sector going in the next five years?

The wealth management sector is shifting toward a more holistic, tech-enabled, and client-centric model. Over the next five years, we’ll see greater demand for comprehensive financial solutions that go beyond investments—like bill pay, cash flow visibility, and lifestyle financial management. Technology will drive efficiency and security, but the human element will remain essential for personalized guidance and high-touch service. Firms that blend innovation with personalized relationships, while prioritizing cybersecurity and transparency, will lead the way. At Plumb, we’re focused on staying ahead by enhancing our technology and maintaining expert oversight to meet evolving client expectations.

Plumb Bill Pay & Family Office Accounting delivers high-touch, high-tech financial solutions tailored for ultra-high and highnet-worth clients. With decades of experience, a white-glove approach, and proprietary technology, we deliver financial clarity to our clients so they can make informed financial decisions with confidence and ease.

Anneke Stender

WINNER: SS&C Black Diamond

WINNER: SumIt

WINNER: Trident Trust

WINNER: Trove

Redefining Elite Risk Management Through Foresight, Innovation, and Trust

Please explain why you/your business was able to reach this award-winning level?

Edward Marshall - CEO

Tristan Flannery - Managing Partner Presage Global

Winner

• Security Consulting & Risk Management

In what ways were you able to deal with challenges and problems this time around? What lessons have you learned?

Presage Global was founded on a singular principle: elite risk management requires more than tactical expertise—it demands foresight, discretion, and multidisciplinary fluency. We’ve built a firm that meets the high standards of family offices, principals, and senior security professionals operating in an increasingly complex risk environment. We serve a discreet clientele that expects not only physical security, but reputational, digital, geopolitical, and legal risk protection. Our proprietary Ten Domains of Risk© framework allows us to deliver that full-spectrum resilience. From strategic advisory to operational planning and advanced training, our services are tailored to the realities of UHNW life.

What was the way your colleagues made a difference?

Our team is our defining advantage. Presage Global is home to professionals from the intelligence community, executive protection, cybersecurity, and global risk governance. They bring decades of frontline experience and an unwavering commitment to client trust and confidentiality. Every member of our team understands the nuances of working with private families and high-profile principals. They don’t just execute tasks—they anticipate needs, adapt discreetly, and deliver outcomes with precision.

How do you intend to remain on the front foot and continue to set a high standard?

We will continue to raise the bar through innovation and integration. Our focus in the year ahead includes expanding our Resilient Family Office program, investing in predictive intelligence, and refining our executive protection workshops to reflect real-time global risk shifts. Staying ahead requires not just tools but perspective— and our clients rely on us to provide both. Our work will remain rooted in proactive strategy, supported by deep operational readiness and an uncompromising standard of delivery.

The past year presented a wave of converging risks: misinformation threats, cyber-physical vulnerabilities, and geopolitical volatility. We navigated these by intensifying cross-domain coordination and developing scalable frameworks that allowed clients to respond with clarity—not panic. Resilience is not built during a crisis—it’s built before. That insight has only deepened our commitment to early-warning systems, tailored planning, and readiness training for both families and their protectors.

Whom to look for, either inside or outside your business, for ideas and inspiration?

We are inspired by the families we serve—discreet, visionary, and deeply committed to legacy. Internally, our team’s cohesion, professionalism, and mutual respect continue to inspire excellence. We also want to make data-driven decisions. That’s why we launched our landmark study on executive protection, The New Guard: The Evolution of Technology, Training, and Tradecraft in Executive Protection.

What will winning this award do for your business and colleagues?

This award validates the work we do quietly every day. It affirms that strategic risk advisory, when done with discipline and integrity, stands apart. For our team, it’s a recognition of their relentless commitment to elite standards. For our clients, it reinforces their trust in us.

Where do you see the wider wealth management sector going in the next five years?

We'll see forced integration between traditional wealth advisors and specialized risk management firms. Family offices will demand intelligence-driven approaches, not yesterday's traditional security theater. The winners will be those who seamlessly integrate financial stewardship with comprehensive risk mitigation. In five years, the most successful wealth management relationships will be the ones where predictive risk intelligence is core to every decision.

Partnering with Members on Proactive Loss Prevention

What was the winning formula of your firm/you that explains why you won?

PURE is a member-owned P&C insurer designed exclusively for financially successful individuals and families and our reciprocal model is really a key factor that sets us up for success. Because we are owned by our members, we are incentivized to charge a fair price, pay exactly what is owed after a claim and deliver excellent service. Instead of collecting premiums to increase profits or please outside shareholders, our members are our top priority when it comes to how premium dollars are spent—we invest in our members’ homes to make them more resilient and explore new technologies to make their lives easier.

What are you going to do to remain competitive and stay ahead?

Over the past year, our Risk Management team has been working to implement loss prevention programs to help reduce the occurrence of preventable claims across the membership. With water damage ranking as one of the most common causes of loss and home fires being some of the most devastating, we decided to start there. We launched Ting, a complimentary program which includes a free sensor and monitoring service that alerts homeowners to electrical issues before they become fires. To date, 30,000+ sensors have been installed in members’ homes resulting the detection of 150+ issues

Winner

Insurance Underwriter

Kristin Rainey AVP, National Family Office & Wealth Advisory Executive

PURE Insurance

that could have caused fire if left unaddressed. We are also expanding partnerships with leak detection and water shut-off companies, as well as home maintenance companies in select areas, to provide home checks, install water shut-off devices and leak sensors and offer a water security check for members at no charge or discounted pricing.

Please describe how your colleagues made a difference?

We would not be where we are today without the more than 1,000 PURE colleagues who show up each day in service of our membership. Our people are truly the heroes in our story—they are often the ones there for our members on their darkest days, whether it's after a car accident, when a piece of sentimental jewelry goes missing or when a home is lost in a fire. I could not be more grateful to my colleagues for showing up with empathy, curiosity and a problemsolving mindset to help deliver on PURE’s promise to our members.

Who inspires you, either inside or outside your organization?

PURE was founded based on the guiding principles of the most successful wealth management firms, and we will continue to find inspiration here. We will keep building upon our technical excellence while pursuing transparency, eliminating conflicts and aligning interests with our members. We will continue to live by the idea that “we do better when our members do better.”

Congratulations to PwC’s Private team for receiving the “Outsourcing/Business Process Outsourcing” and “Tax Advisor” awards at the Twelfth Annual Family Wealth Report Awards 2025. Granted by Family Wealth Report, the awards recognize our dedicated practice and holistic approach to serving family offices and individuals with private capital.

www.pwc.com

Beyond the Numbers: How Deep Relationships and Data-Driven Solutions Earn Client Trust

Please explain why you/your business was able to reach this award-winning level?

We’ve reached this award-winning level by staying focused on what matters most: making life easier for our clients. For our ultra high net worth families, we use smart technology to make tax planning faster, more accurate and less stressful. We’ve built a dedicated team focused on high net worth families that understands the complex needs of wealthy families and offers clear, timely advice. On the outsourcing side, we’ve created a family office experience that’s seamless and personal. By combining experienced professionals with easy-to-use tools, we help clients stay organized, make better decisions and feel confident about their finances. It’s all about being proactive, thoughtful and always improving—so our clients can focus on what’s important to them.

What was the way your colleagues made a difference?

Our colleagues make a difference because they’re fully dedicated to serving high net worth individuals and family offices—nothing else. Their deep expertise and focus allow them to offer clear, candid advice tailored to each client’s unique goals. Backed by our global network of multidisciplinary advisors, they bring together the right people and insights at the right time, helping clients make confident decisions and create lasting impact. As the world evolves, so do we— leading with a forward-looking mindset, embracing technology and identifying new opportunities to help families achieve their unique goals. Through consistent quality, honest guidance and a commitment to delivering sustained outcomes, our team earns the trust of clients and helps them stay ready—for anything and everything.

Winner

• Tax Advisor

• Outsourcing/Business Process Outsourcing

How do you intend to remain on the front foot and continue to set a high standard?

We continue to set a high standard by focusing exclusively on theneeds of wealthy individuals and family offices. Their goals are complex and ever-changing, so we stay proactive by investing in technology, growing our global network and anticipating what’s ahead. We actively engage with leading organizations like The UHNW Institute, Family Wealth Alliance, Stanford Family Office Initiative, and the Ward Center for Family Enterprises at Kellogg to collaborate with top advisors and shape industry thinking. This deep involvement, paired with our forward-looking mindset, ensures we bring the best strategies and insights to our clients. By embracing innovation and leading with integrity, we help clients navigate complexity with confidence—continuing to raise the bar for service and impact in the wealth management and family office space.

In what ways were you able to deal with challenges and problems this time around? What lessons have you learned?

We’ve tackled long-standing challenges in tax and outsourcing—like manual data collection and bulk tax payment processing—by investing in both our people and cutting-edge tools. These improvements have streamlined complex workflows, reduced errors and allowed us to respond faster to the needs of family offices and wealthy individuals. The biggest lesson? Technology alone isn’t enough—it’s the combination of smart tools and skilled professionals that truly makes the difference. By empowering our team and embracing innovation, we’ve improved efficiency and enhanced the client experience, building greater trust every step of the way.

WINNER: The UHNW Institute

WINNER: Vocatus

WINNER: Veris Wealth Partners

The firm was founded in New York in 2002 by Ronald Varney, previously Senior Vice President of Trusts and Estates at Sotheby’s, and is active throughout the country and increasingly abroad.

Clients are primarily UHNW families and private collectors, referred almost exclusively by leading family offices, law firms, philanthropic advisors, accountants and other advisors to art collectors and their families. www.ronaldvarney.com contact: cameron@ronaldvarney.com

An important Art Nouveau enamel, sapphire and diamond ‘Juno’ pendant, Boucheron, France, circa 1900. Exhibited at the Exposition Universelle in Paris in 1900 and sold at auction in June 2025 by Ronald Varney Fine Art Advisors on behalf of a prominent San Francisco family.

How Ronald Varney Fine Art Advisors Stays Ahead Through Thought Leadership and Client Inspiration

What was the winning formula of your firm/you that explains why you won?

We have always believed in the value of thought leadership in setting our firm apart from our competitors, and so this past year we intensified our efforts in this regard.

In addition to producing many illustrated guides about art collecting and the art market for family offices and their clients, we also produced articles, blogs and essays on a host of art-related issues for serious as well as novice collectors. Increasingly, our business is driven by thought content.

What are you going to do to remain competitive and stay ahead?

Every year it seems that the art market, truly a global behemoth, becomes ever more difficult and vexing to navigate. The auction houses have become like merchandise marts catering mainly to the ultra-affluent, and thus making it more intimidating and confusing for families to participate with confidence and poise.

We thus will be intensifying our efforts in the coming year in helping these families to navigate the art market to greatest financial advantage—in the most stress-free manner possible.

Ronald Varney - Principal

Cameron Cherry - Administrative Assistant

Ronald Varney Fine Art Advisors

Winner

• Art & Private Collections

What sort of challenges did you surmount to reach this level and how have you been able to succeed in such fast-moving circumstances?

The business model that we had pre-pandemic, and which we had followed consistently since our firm’s founding in 2002, had to be changed and fine-tuned amidst so many mystifying changes wrought by the pandemic.

Creative and productive networking became essential. We forged many new alliances with like-minded firms in areas such as philanthropy and lifestyle management, and we held regular Zoom calls to broaden our mutual networks to greatest effect.

As travel lessened, remotely-conducted business development —which was a minor part of our business model before the pandemic—suddenly became the norm.

What inspires you, either inside or outside your organization?

As we work very intensely with private collectors and their families, we draw enormous inspiration from them. Their questions and concerns never fail to challenge us to think harder about how best to serve their needs in an art market that is at times intimidating, confusing and even terrifying to them.

We often feel jaded by the art market, it is so large and unnecessarily complicated. But our clients continually inspire us to see this market anew, with fresh eyes and an open mind.

Reimagining Wealth Management Reporting

The SS&C Black Diamond Wealth Platform helps wealth management firms streamline operations, strengthen client connections, and support long-term growth. By centralizing key functions—from portfolio management to client engagement— Black Diamond simplifies workflows with flexible integrations and dedicated support from a trusted provider.

What enabled you to reach this award-winning level?

It starts with listening. At SS&C, client feedback isn’t just collected—it’s treated as a roadmap. The consolidated reporting capabilities of Black Diamond were developed alongside advisors who sought clarity, flexibility, and control.

This input shaped a reporting engine that simplifies complexity across households, trusts, entities, and generations. What sets us apart is delivering complex insights in a clear, digestible format for both advisors and clients. Our relentless focus on user experience and operational efficiency helped earn this recognition.

How did your colleagues make a difference?

The award reflects collaboration across product management, engineering, and client support. Product teams bring empathy by understanding real advisor workflows and designing features accordingly. Engineering delivers with precision despite tight deadlines. Client success teams ensure smooth adoption through tailored training and support.

Everyone shares one goal: create a platform that works for users —not just internal requirements.

How will you maintain high standards?

Innovation doesn’t end at launch. We continuously iterate based on advisor feedback collected via user groups, platform analytics, and one-on-one conversations. Our Great Ideas portal empowers users to submit daily suggestions that actively shape our product roadmap. We strive to anticipate client needs and help advisors offer proactive guidance, reflecting our commitment to continuous improvement.

John Milne VP, Product Management

SS&C Black Diamond Wealth Platform

Winner

• Consolidated Reporting

What challenges did you face and lessons learned?

Balancing customization with simplicity was a key challenge. Advisors serve clients with diverse expectations and financial literacy. We learned configuration must never compromise clarity and have adapted accordingly.

Internally, close alignment across product, engineering, marketing, and support proved essential. This collaboration ensures cohesive feature delivery and reinforces the value of shared vision.

Where do you seek ideas and inspiration?

Our best ideas come from the advisors we serve. They navigate increasingly complex households, trusts, and philanthropic structures. Their experiences shape our solutions.

Outside the industry, we look to leading consumer apps known for blending powerful tools with intuitive design. If everyday apps can deliver fast, intuitive financial experiences, high-net-worth clients deserve the same simplicity with sophistication.

What impact does winning this award have?

This award affirms the value of what we’ve built and how we built it. Internally, it reinforces that every detail matters—from font hierarchy to entity-level rollups.

Externally, it shows Black Diamond’s commitment to addressing real advisor challenges with elegant, effective solutions. The recognition deepens trust with current clients and sparks conversations with forward-thinking firms. Ultimately, it supports clients by reaffirming our dedication to practical innovation and constant improvement.

Where is wealth management headed in the next five years?

The sector is moving toward deeper personalization, tighter tech stacks, and rising client expectations. Advisors will need tools that don’t just report past results but tell a story: What changed? What needs attention? What’s next?

Consolidated reporting will evolve from assembling numbers to delivering actionable insights. Black Diamond will help advisors transition from data stewards to strategic guides on their clients’ financial journeys.

Simplifying Family Office Accounting with an Intuitive, Multi-Entity General Ledger

Built Specifically for the FO Industry

SumIt is an intuitive family office accounting software that consolidates financials across multiple entities with only a few clicks. We are specifically designed for family offices and integrate with Bill.com and Addepar. The company was founded on firsthand experiences with the shortcomings of family office accounting software, and we know that we can build a better, more modern solution for today’s family offices. Leveraged by accountants, controllers, CFOs, and principals, SumIt gives family offices time and confidence back, as well as a simpler view of complex financials.

Please explain why your business was able to reach this award-winning level?

Our clients are at the center of everything we do at SumIt. Before SumIt’s inception, we validated the idea by talking to over 200 family offices that all shared a similar sentiment — they needed a simple solution like QuickBooks, but one that was also robust, specific enough to run cash flow statements with sources and uses of cash, and able to handle complex actions like consolidations. We built SumIt with that in mind.

We recognize that our industry’s problems are unique and evolving. Therefore, our team is committed to incorporating feedback from our clients, who range from $75M–$8B family offices to accounting firms. We’ve collaborated with 30+ family office advisors and continue to build our roadmap around feedback. Our customer-centric mindset has shaped our company’s processes.

Alexandre Lin CEO SumIt

Winner

• Fintech Start-Up

What was the way your colleagues made a difference?

The SumIt team is fantastic. Everyone is eager to roll up their sleeves and build the right solution for our space. Every SumIt employee, including our engineers, joins client calls. Most of the team comes from accounting or fintech backgrounds, and, being a small company, we’re tight-knit and iterate quickly. The team knows the space well, having experienced the pain points we’re solving firsthand, and continues to put that at the forefront of their work every day. They’re constantly curious and mission-driven, even when the work gets challenging. We owe this award to our team and their unwavering commitment and hard work.

How do you intend to remain on the front foot and continue to set a high standard?

We’re going to remain smart about our roadmap and prioritize the items we know will make our users’ lives easier. We continue to build our team with low-ego, motivated employees, and our current group has set the bar extremely high! We’re also fortunate to work with customers, advisors, partners, and others who are always willing to help, and their commitment to advancing our industry is what has made our software truly best-in-breed.

What will winning this award do for your business and colleagues?

The entire team at SumIt is excited and motivated about this recognition. We know that it will help generate awareness around our brand and the software we’re building, which will enable us to grow and see more success. SumIt is young and nimble, and the traction we’ve built so far — and the recognition from this award — will propel us further and faster.

FOCUSED

Built on Independence, Driven by Relationships

EWinner

• Independent Trust Services

Andy Oliver Regional Managing Director – North America

Trident Trust

stablished in 1978 and active in the United States since the mid-1980s, Trident Trust is a leading provider of fiduciary, corporate, and fund administration services, employing over 1,100 staff across a global footprint that spans Africa, the Americas, Asia, the Caribbean, Europe, and the Middle East.

Privately owned and independent, Trident Trust provides its services to private clients and family offices, leading financial institutions, professional advisors, and asset managers, who rely on our worldwide presence, technical knowledge, tailored solutions and our commitment to reliability, responsiveness, attention to detail and personal service.

Please explain why your business was able to reach this award-winning level?

Our success comes down to staying true to who we are: a truly independent fiduciary. We never take custody or advisory roles over client assets, which allows us to provide conflict-free oversight. Clients and intermediaries value this independence because it builds trust.

Alongside that, we are not selling products – we are offering solutions. Every structure we create is bespoke and crafted around the individual needs and goals of the client. This approach applies across our trust, corporate, and fund administration service lines.

Our longevity and ownership model have also played a major role. Trident Trust has been under the same ownership since our inception, nearly 50 years ago, providing long-term continuity that our clients can rely on. We are not beholden to short-term financial targets or external shareholders, so we are able to focus on building lasting partnerships.

What is the way your teams make a difference?

Our U.S. team is made up of experienced professionals who not only deliver excellent service but actively shape the direction of the

industry. Many hold leadership positions in professional bodies, contributing to the evolution of best practices.

More than that, they build genuine relationships. We do not hide behind emails or portals – we travel to meet our clients and spend time with their advisers and families. That personal service makes a real impact, especially in a market where trust and face-to-face engagement still carry enormous value.

Education is another area where our people stand out. We believe in empowering our clients and their next generations, helping them understand how their structures operate and why. This approach deepens trust and strengthens the long-term sustainability of our client relationships.

How do you intend to remain on the front foot and continue to set a high standard?

We will continue investing in our people - both by recruiting seasoned professionals and by developing the next generation of talents. Technical excellence is non-negotiable, and our teams stay current with changing U.S. tax and legal requirements.

We also listen closely to our clients and partners, especially RIAs and family offices. By understanding their evolving needs, we are able to adapt our services and communication channels to better support their business.

What will winning this award do for your business and colleagues?

This recognition validates the high standard of work our team delivers every day. It reinforces to our clients and partners that they are working with a trusted, proven provider - and to our teams, it affirms that their expertise, commitment, and personal engagement matter.

While we are proud of the achievement, we see it as a platformnot a finish line. Our standards are set by our clients, every day, and we remain committed to exceeding them.

Trove: Redefining the Modern-day Family Office

What was the way your colleagues made a difference?

At Trove, our goal is to actively manage complex financial affairs so that key decision-makers can make impossibly intertwined decisions for their family, business, personal wealth, and legacy with greatest ease. Our teams work closely with each client family on a near-daily basis to adjust in real time to their passions and priorities.

Every member of our 160-person team demonstrates deep expertise, unwavering dedication, and genuine care for our clients that embodies our values of being authentic, meticulous, thoughtful, and uncompromising. As their strategic, trusted partner, we strive to be the first call families make in any situation.

How do you intend to remain on the front foot and continue to set a high standard?

Trove has dedicated multidisciplinary solutions teams who address the complex and evolving needs of ultra-high-networth families. Our expertise spans financial administration, tax strategy and compliance, philanthropic and legacy planning, next-generation education, and lifestyle services—ranging from household HR and property management to risk mitigation and insurance administration.

I’m incredibly proud of the wide-ranging, professional service our teams deliver. We continually build diverse capabilities to ensure both continuity and breadth of service for our clients, with the agility to expand as needs evolve.

Holding ourselves to the highest standards isn’t just an aspiration—it’s our promise to clients who count on us for excellence.

Winner

• Concierge/Specialist Service Firm

Amjed Saffarini CEO Trove

What will winning this award do for your business and colleagues?

Our company prides itself on doing all of our work quietly behind the curtain on behalf of our client families, so getting this recognition from the industry is both well-deserved and very much appreciated by the team. It’s certainly an honor to be recognized among such esteemed firms.

At a broader level, many firms branded as Multi-Family Offices focus primarily on investment management. Our hope is that winning this award illustrates that a Family Office can indeed offer a robust set of solutions that exceed even the best Single Family Offices, while effectively partnering with investment managers and other professional advisors.

Where do you see the wider wealth management sector going in the next five years?

In the next five years, we expect continued growth in both the number of ultra-high-net-worth families and the wealth they hold. This will drive greater demand for sophisticated family office solutions.

At the same time, we see a marked increase in complexity. Families are navigating more intricate financial structures, crossborder considerations, evolving tax and regulatory environments, and sophisticated generational dynamics. Demand is rising not just for traditional financial and lifestyle services, but also for philanthropic strategy, personal and cyber security, and more nuanced concierge services.

As families grow and evolve, they will seek solutions that can span generations and adapt to complexity. Firms like Trove will continue to address the needs of multi-generational families with world-class service, extended resources, and a high degree of flexibility. We look forward to the challenge.

Created By Families, For Families

At Trust Company, we understand that wealth is more than numbers, it’s the values, stories and decisions that shape your family across generations.

As a North Carolina-based, independent wealth manager, we proudly partner with families and institutions to help preserve what matters most. Our approach is grounded in trust, guided by experience and designed to evolve with your family’s changing needs.

GREENSBORO, NC

800 GREEN VALLEY RD, SUITE 304

GREENSBORO, NC 27408

P: (336) 538-1000

RALEIGH, NC

3700 GLENWOOD AVE, SUITE 370

RALEIGH, NC 27612

P: (919) 781-8287

CHARLOTTE, NC

6101 CARNEGIE BLVD, SUITE 430

CHARLOTTE, NC 28209

P: (704) 936-4300

More Than Wealth Management: A Legacy of Leadership and Service

Winner

• Wealth Planning

• Women in Wealth Advisory (Individual)

William Smith, CFP® President & CEO Senior Wealth Advisor, Principal Trust Company of the South

For more than 30 years, Trust Company of the South has been dedicated to helping families and institutions protect and grow their wealth through tailored investment management, comprehensive planning and fiduciary expertise. Managing a diverse portfolio of over 300 households, we provide deeply personalized guidance grounded in trust and transparency.

Our team works collaboratively to integrate estate, tax, philanthropic and risk strategies, ensuring each financial plan is aligned with long-term goals. We also support mission-driven organizations with governance and gifting strategies that align purpose with performance.

By prioritizing what we can control and managing for what we can’t, we help simplify complexity and bring clarity to every financial decision.

Please explain why you/your business was able to reach this award-winning level?

At Trust Company, we view each client family as a partner in a shared journey toward long-term success. We stand with them through every milestone, from navigating turbulent markets and guiding the sale of a family business, to celebrating new life or grieving a loss. Our role goes beyond that of a traditional wealth manager; we strive to be a trusted family advisor and confidant. With that sincere commitment at our core, we’re able to consistently deliver results and become an enduring part of our clients’ success and security.

How do you intend to remain on the front foot and continue to set a high standard?

At Trust Company, our leadership team has proactively designed an ownership structure that gives employees a vested interest in the firm’s long-term success. With approximately 40% of employees as equity owners, we’ve identified the next generation of leadership and taken meaningful steps to fulfill our promise to serve client families and institutions well beyond a single lifetime. For families focused on the legacy they’ll leave behind, that promise to make a lasting commitment is what sets us apart.

Where do you see the wider wealth management sector going in the next five years?

In today’s economic environment, the need to stay nimble has never been more important. We’re meeting a new generation of prospective clients, each bringing a unique set of expectations, often unlike anything we’ve seen before. The only constant is that no two clients are looking for the same model. Advisors must be adaptable in every aspect of their offering: communication style, meeting formats, investment offerings and more. At the same time, we continue to explore how technology can help us spend less time behind screens—and more time in front of our clients.

A personalized health and wellness membership. A personalized health and wellness membership.

Designed like everything else in your life— with intention.

Curating Health Like Wealth: A New Standard for Aging Well

What was the winning formula for your recognition in the Healthcare Services category?

At the core of TrustHouse is one simple truth: exceptional care starts with exceptional nurses. They are the heart of our model. When you combine their clinical expertise with a thoughtfully designed experience focused on keeping clients at their healthiest, not just responding when something goes wrong, you create something families can genuinely rely on.

Our membership is built around proactive care. It’s for people who feel well today and want to stay that way. We work with individuals and families who approach their health with the same level of intention and foresight as they do their wealth. The result is a personalized experience that promotes longevity, independence, and vitality delivered with the depth and discretion highperforming families expect.

Please describe how your colleagues make a difference?

Every member is paired with a dedicated nurse who becomes a true partner in their care. That continuity makes all the difference. Our nurses come from top-tier clinical backgrounds but have the time to form deep relationships, allowing them to catch subtle changes, coordinate care seamlessly, and provide ongoing support tailored to each member’s needs.

Joseph Verdirame CEO TrustHouse

Winner

• Healthcare Services

Behind the scenes, they’re supported by a team that handles the logistics: arranging wellness services, liaising with providers, and managing the small but critical details. It frees our members to focus on living well, knowing that everything is taken care of with precision and heart.

What are you doing to remain competitive and stay ahead?

We’ve built a model that integrates what’s typically fragmented: the clinical grounding of an experienced nurse, the stability of a long-term relationship, and the proactive lifestyle and wellness support that keeps people well, not just helps them recover.

Most healthcare models are reactive. Even with concierge doctors and wellness providers, there’s often little coordination. We changed that. At TrustHouse, each member has one nurse leading the way, orchestrating care and crafting an experience that brings clarity, control, and confidence to every stage of life.

Who inspires you, either inside or outside your organization?

Our members do. They’ve lived with purpose, made thoughtful decisions, and want to continue aging with that same level of intention. They inspire us to rethink what it means to grow older, to build a health infrastructure that supports not just safety, but fulfillment. That vision drives everything we do at TrustHouse.

Veris’ Diversity, Equity, Inclusion, and Belonging Committee Back Row (Left to Right): Tasha Wilson, Garrett Markley, Roraj Pradhananga, Tracey Lynch, Kelly Hall, Mandy Gardner. Front Row, Left to Right: Sheryl Kucer, Sandra Guerrero, Jane Swan. Not pictured: Shawntelle Ferguson

Veris Wealth Partners, a Firm Focused on Investing for Positive Impact Since 2007

Veris is a majority woman-led financial advisory firm managing ~$2.3 billion AuM that has been helping families and foundations align their investments with their values since 2007. For the second year in a row, Veris received the Family Wealth Report Award in the 'Diversity in Wealth Management (company)' category.* The firm’s Chief Advisory Officer and Senior Advisor Jane Swan shared her reflections on the firm and its contributions to the field.

Please explain how Veris was able to reach this award-winning level?

We aim to advance diversity, equity, inclusion, and belonging within our firm and through the investments we offer our clients.

Veris developed an internal strategy, guided by our firm’s Diversity, Equity, Inclusion and Belonging Committee, to cultivate an inclusive culture of belonging that is focused on accountability, culture, talent, education, and partnerships.

Racial and gender equity has been a thematic focus of the firm since inception. A key tenet of our Investment Philosophy is that race and gender-diverse managers who use an equity, diversity, and inclusion (EDI) lens in their investment process can improve outcomes by providing more perspectives on the risks and opportunities of various investments.

What was the way your colleagues made a difference?

To help drive change across the financial sector, we have widely shared our firm’s approach to integrating racial and gender equity into our investment process. We utilize an Equity Diversity and Inclusion (EDI) due diligence framework to identify inclusive fund

Jane Swan Chief Advisory Officer Veris Wealth Partners

Winner

• Diversity in Wealth Management (company)

managers that use an EDI lens in their investment process, are focused on intentional investments in under-resourced communities, and are working to dismantle obstacles to racial and gender equity through their policies and practices.

How do you intend to remain on the front foot and continue to set a high standard?

Our process is not a ‘check the box’ exercise by design. During initial and annual due diligence, Veris asks managers to answer questions about their policies, practices, and investments. Our Investments team then analyzes the responses and classifies each manager into one of five categories: EDI Watchlist, EDI Aspirational, EDI Firm, EDI Investment Process, or EDI Manager.

What will winning this award do for your business and colleagues?

We acknowledge that our work will not be done until we achieve our goals for diversity, equity, inclusion, and belonging within our firm and across the strategies we offer our clients to support through their investments. We hope that more investors will be inspired to begin investing in alignment with their values and vision to create a more just, equitable, and sustainable world.

*The judges’ citation notes “With a long-standing commitment to diversity, equity, and inclusion, this firm integrates these principles across its investments and operations. Actively supporting diverse fund managers and fostering an inclusive workplace, it sets a high standard for equity-driven wealth management, championing a more just and sustainable financial landscape.” No compensation was paid in connection with the receipt of the award. The firm’s applications for the Family Wealth Report Award covered activities throughout 2024.

Your Growth Partner

At Vocatus, your success is our success. We are a highlevel, outsourced marketing firm, helping executives craft and execute their business strategies and goals through communications, sales, marketing, and advertising support.

We delve deeply into your history, successes (and sometimes misfires) to understand the many facets of your unique story. From there, we craft core messaging to bring your brand to life, position you as an industry leader and set you apart from competitors.

We create multi-channel communications programs to reach audiences where they live, including through earned media such as bylined articles and news stories in both trade and mainstream news outlets, social media, digital marketing and speaking opportunities.

By building strong relationships with our clients, we become their growth partner and an extension of their brand, helping to tell the many chapters of their story still to come.

What

We Do

Media Relations : With media relations at the heart of our programs, we develop strategic plans that focus on reaching your audience through various media outlets

Digital Presence : From creating websites and developing digital marketing campaigns to setting up and managing profiles on social media, we help businesses, and their executives, build a robust digital presence

Content Creation : We turn thought leaders into trusted voices—across platforms, channels and always in control of the narrative.

Brand Protection & Vigilance : Your reputation is your most valuable asset. We protect it fiercely— online and off—so you can lead with confidence.

Driving Organic Growth for Ultra-High-Net-Worth Clients

When it comes to organic growth, how can more wealth managers capture ultra-high-net-worth families?

Ultra-high-net-worth families need more than savvy investment management. They need true counsel – in family dynamics, tax strategy, business management, and legacy planning. So, attracting these types of clients requires a marketing and communications strategy that focuses on all services that a family office or wealth management firm provides. That means not simply highlighting investment acumen, but also areas like investment access, such as the availability of preferred private market deal flow.

It's also vital to go beyond talking about what you do as a firm to shift to preferred outcomes for potential clients. For instance, taxes are often the top concern for the wealthiest families. Instead of concentrating simply on where and how to invest, firms that specialize in ultra-high-net-worth families should instead distinguish themselves by highlighting how they invest in the most taxadvantaged way.

Finally, true family offices don’t just manage a portfolio. They help a family govern itself across generations to protect and preserve legacies. Marketing and communicating these skill sets is vital for client acquisition.

Winner

• Marketing or PR Campaign

Ray Hennessey CEO

Vocatus

What role does public relations play in an organic-growth marketing plan?

Public relations is a term that means different things to different people. At Vocatus, we have always viewed it as any communication that reaches wider audiences, whether that means media interviews, content marketing, or social media management. As a result, public relations sits at the center of any campaign designed to build awareness and drive growth. Media mentions and interviews, for example, give current and prospective clients a sense of third-party validation of your firm. A steady stream of thought leadership and contributed content helps promote your differentiated thinking.

Yet, it’s important to remember there is always a balance. Some firms make the mistake of being too visible. If you are speaking with the media, for instance, it has to be around topics that matter most to your preferred audience. Getting quoted in a story about, say, pinching pennies for savings will give you no credibility with a wealthy audience. If anything, it takes credibility away.

How should firms approach social media as a growth tool?

We have found the single-best driver of marketing for ultra-highnet-worth firms is LinkedIn. That is the preferred platform of business owners preparing for an exit or highly compensated executives in need of advice. Ironically, it is also the most under-used platform by family offices.

Using LinkedIn effectively demands a formal strategy, however. You have to ensure you are positioning your brand properly, but you also must make sure that individuals’ pages are positioned in the right way, as well. LinkedIn is driven by people, not brands, so using advisors’ or executives’ voices to deliver the right message is key to building a network and making connections. After all, people do business with people, not companies, and this is especially true of wealthy families.

At the Vanguard of Change: How WE Family Offices is Redefining Wealth Management

Michael Zeuner Managing Partner WE Family Offices

W•

Leading Individual (MF O) Winner

E Family Offices helps families feel confident and in control of decisions around their wealth. We deeply care about preserving clients’ legacies by asking thoughtful questions, listening carefully, and coordinating resources, experts, and tools to align their entire financial ecosystem with their goals.

Today, WE serves over 100 families across the US, Latin America, and Europe. As a founding member of the Institute of the Fiduciary Standard, WE upholds a fiduciary culture rooted in client-first values, transparency, and a business model fully aligned with families’ interests.

Please explain why you/your business was able to reach this award-winning level?

WE Family Offices has always been focused on staying at the forefront of major shifts in the wealth management industry. From the start, the firm challenged traditional models, shifting towards a retainer-based fee structure and leading with advice rather than asset management.

WE Family Offices helps families make confident, informed decisions by keeping their needs at the center. The “we” in WE reflects a collective ethos—of team, family and trusted partners working together.

How do you intend to remain on the front foot and continue to set a high standard?

The future of UHNW wealth management is anchored in advice-centric—not product-centric—business models. Balancing deep, personal relationships with the benefits of scale and access to best-in-class solutions is key.

Our focus remains on UHNW families. Their complex, multi-generational needs are best served through close partnership. Staying ahead requires evolving how we deliver services, without compromising independence or personal connection.

In what ways were you able to deal with challenges and problems this time around? What lessons have you learned?

The most important lesson has been the value of focus. WE has remained committed to core beliefs: fiduciary responsibility, advice-only service and acting solely in families’ best interests. That consistency has enabled us to respond to change and remain relevant. Staying true to these principles, especially in uncertain times, has been key to our resilience and growth.

Whom do you look to, either inside or outside your business, for ideas and inspiration?

I constantly learn from the families we serve. Their experiences, challenges, and successes teach me to be a better advisor and leader. Within WE, I’m inspired by colleagues, from long-time partners to younger team members with fresh perspectives.

Outside the firm, I value the collaborative nature of this industry. Organizations like The UHNW Institute exemplify the shared learning that drives us forward. This is a relationship business, thriving on shared purpose.

Important Disclosure: This information is not intended as investment advice or an endorsement of any specific investment strategy. It references financial media firms and awards related to third-party ratings and rankings of WE Family Offices LLC (“WE Family”), which may be public information. These firms are not affiliated with WE Family and may have independently provided WE Family with questionnaires or surveys used in the rating or ranking process, which were not designed to produce any predetermined result. WE Family does not directly or indirectly compensate these firms for obtaining or using these ratings or rankings. The Family Wealth Report Awards created and tabulated the rating, with judging panels making decisions based on award-specific methodology.

The Future of CRM for Family Offices

Jim Marks CEO WealthHub Solutions

WealthHub Solutions recently received the 2025 Family Wealth Report Award for Best CRM—a recognition that highlights their growing impact in the family office space. We sat down with Jim Marks, CEO of WealthHub, to discuss the award, the company's vision, and why CRM technology is becoming essential for modern family office administration.

Jim, congratulations on winning the Best CRM award at the 2025 Family Wealth Report Awards. What does this recognition mean for WealthHub and your team?

Jim Marks: Thank you. We’re incredibly honored. This award is a reflection of the trust our clients place in us and the effort our team puts in every day. The Family Wealth Report Awards are particularly meaningful because they are judged by people who understand the unique dynamics of the family office world. It’s gratifying to see our commitment to solving those complex challenges recognized in this way. But more importantly, it affirms that the approach we’ve taken—purpose-building a CRM platform specifically for family offices —is resonating with the people we designed it for.

What sets WealthHub apart from traditional CRMs or generic wealth management platforms?

Jim Marks: Most CRMs are built with a sales or financial advisory mindset, which doesn’t translate well to the operational needs of a family office. Family offices aren’t selling products—they’re managing intricate webs of relationships, entities, investments, and fiduciary responsibilities. WealthHub was built from the ground up to meet that reality. Our system is tailored to facilitate streamlined trust administration for family offices all in one integrated platform. The CRM backbone ensures that data is not just stored but connected and actionable, enabling better decision-making and accountability.

Why is CRM technology becoming so critical for family offices today?

Jim Marks: Family offices are becoming more complex. There are more entities, more stakeholders, and higher expectations for transparency, governance, and compliance. Historically, these offices have relied on a patchwork of spreadsheets, emails, and legacy software to keep things moving. That simply doesn't scale. A CRM tailored for family offices creates a centralized hub for data and workflow. It enables proactive management, reduces errors, and supports continuity across generations. It’s no longer a “nice to have”—it’s mission-critical infrastructure.

How does WealthHub stay ahead of evolving needs in this space?

Jim Marks: We stay close to our clients. Many of our features come directly from real-world feedback—challenges that clients couldn’t solve with existing tools. Because of our exclusive focus on family offices, we’re able to adapt quickly and stay aligned with industry trends, regulatory shifts, and new client expectations. Whether it’s improved reporting, enhanced security, or workflow automation, we’re continuously evolving to meet the needs of tomorrow’s family office.

Looking ahead, what’s next for WealthHub and the role of CRM in family office management?

Jim Marks: We see CRM as the cornerstone of a new operating model for family offices—one that’s data-driven, collaborative, and future-ready. Our roadmap includes deeper integrations with investment platforms, AI-powered insights, and even more robust tools for compliance and fiduciary oversight. The family office of the future will need to be as technologically sophisticated as the families it serves. At WealthHub, we’re committed to making that a reality.

For more on WealthHub Solutions and their award-winning CRM platform, visit wealthhubsolutions.com

Wealthspire Advisors: At the Intersection of Legacy, Leadership, and Trust

Please explain why you/your business was able to reach this award-winning level?

This recognition reflects the work our team does every day to simplify the complexities of generational wealth. At Wealthspire, we’ve built our Family Office Services to be highly personalized and proactive, designed to meet families where they are and grow with them over time. Our approach evolves alongside our clients’ needs, goals, and life stages. That deep integration, combined with technical strength, helps us deliver an experience that balances high-touch relationships with institutional-level capability.

What was the way your colleagues made a difference?

I work alongside an incredibly skilled and collaborative team. Our wealth strategists are former trust and estate or tax attorneys with deep experience advising ultrahigh-net-worth families. Our investment professionals bring broad credentials and a commitment to conflict-free, transparent access across traditional and alternative investments. But what truly sets the team apart is their mindset—they lead with care, curiosity, and a willingness to collaborate across disciplines. That culture is foundational to everything we do.

How do you intend to remain on the front foot and continue to set a high standard?

We are focused on anticipating what clients will need next. That includes refining our estate and tax strategies, enhancing family governance tools, and continuing to engage rising generations through education and multigenerational family meetings. Stewardship depends on keeping all generations involved and informed. I also see it as part of my responsibility to mentor emerging leaders in our firm and industry, particularly women building careers in this space.

In what ways were you able to deal with challenges and problems this time around? What lessons have you learned?

Serving complex families requires the ability to navigate evolving dynamics with clarity and care. This year reinforced the importance of structure and open communication. Challenges are best addressed through thoughtful dialogue and the right planning frameworks—governance structures, legacy documents, and strategies that align with values. Staying centered on those values allows us to move through complexity with purpose.

Whom do you look to, either inside or outside your business, for ideas and inspiration?

I find inspiration both inside Wealthspire and through the broader community of professionals focused on family wealth. My peers, our next-generation talent, and thought leaders in spaces like philanthropy and governance all influence how I think about leadership and legacy. Organizations such as the UHNW Institute and Family Wealth Alliance continue to shape how we serve clients with more intention and impact.

What will winning this award do for your business and colleagues?

This is a proud moment for our team and a reflection of the care and professionalism they bring to client work every day. It signals to our clients that they’re supported by a best-in-class team and reminds us all that the work we do matters. For the next generation of professionals, I hope it reinforces that there is a place for thoughtful, authentic leadership in this field.

Where do you see the wider wealth management sector going in the next five years?

The future of wealth management will be more integrated, transparent, and values-driven. Clients want more than siloed expertise—they want a complete view that connects their wealth to their goals and legacy. Firms that can deliver across strategy, education, and family engagement will lead the way.

Heather Flanagan Managing Director, Head of Family Office Services Wealthspire Advisors

20 YEARS Expertise Integrity Commitment

Founded in 2005, Willow Street collaborates with families and their advisors to provide guidance and administration for Wyoming fiduciary structures.

Leveraging our boutique size, fiduciary independence, and in-house expertise, we offer customizable services based on the need of each family. Our clients include wealth creators and multigenerational families from over 40 states and 35 countries.

Directed and discretionary trustee services

Private family trust company (PTC) governance, administration, and consulting

Twenty Years of Expertise, Integrity, and Commitment

Willow Street provides trust and fiduciary services from our office in Jackson, Wyoming. Our purpose is to support the enduring strength of a family's legacy across generations. As pure fiduciaries, we collaborate with families of wealth and their advisors to provide guidance and administration for Wyoming trusts and other structures.

Please explain why your business was able to reach this award-winning level?

Over 30 years ago in Jackson, our founder began working with just one family — a client we proudly continue to serve today. We have grown one client at a time since our official founding in 2005, offering responsive, relationship-focused fiduciary services and always staying true to our roots as a collaborative, trusted thought partner. We now administer over $45B for nearly 270 wealth creators and stewards in the US and abroad. Even with this growth, our team of over 40 remains based in Jackson, fostering a close-knit culture and personalized approach to client services.

We have continually evolved our services to meet client needs. Today, Willow Street provides professional trustee services to clients seeking a responsive, relationship-focused fiduciary through our publicly chartered trust company. We also specialize in advisory, governance, and operations for Wyoming private trust companies, working with clients and their advisors to establish and administer these entities.

We embrace innovative, customized engagements, learning from each to refine and scale our services for other families — such as taking discretion over concentrated positions in trust. As we celebrate our 20th anniversary in 2025, we remain deeply committed to

• Fiduciary or Trust Services

Willow Street

helping families achieve their goals and look forward to the continued opportunity to support our clients' evolving needs.

What was the way your colleagues made a difference?

Willow Street is an intentionally boutique firm, offering the deep expertise and diverse experience of a large organization with the hands-on attentiveness of a small practice. Our success is defined not only by our achievements for our clients but also by the exceptional professionals who make up our team, which is deeply committed to our clients, our firm, and further enhancing our reputation for excellence.

Collaboration and innovation are at the core of everything we do at Willow Street. We pride ourselves on developing meaningful relationships with our client families and their advisory teams. Due to the multidisciplinary and often multijurisdictional aspects of our work, we are in ongoing dialogue with our clients and their legal, tax, accounting, investment, and family office advisory teams.

How do you intend to remain on the front foot and continue to set a high standard?

We differentiate ourselves by bringing an innovative approach and strategic expertise to every relationship, providing the “glue” that binds together the guidance obtained from our clients’ advisors. Moreover, we regularly analyze learnings from each relationship to inform our approach and deliver those leading practices to our client families and their advisors — insights they value deeply. Our clients derive comfort and benefit from knowing that we consider every aspect of their wealth transfer structures, from the big picture to the risks and opportunities in the details.

At PNC Private Bank Hawthorn®, we understand that managing the personal, financial, and philanthropic complexities of significant wealth requires specialized stewardship—something our team of credentialed advisors is well-versed in. Through our deep discovery process, we work in close concert with you to craft a customized plan and deliver sophisticated strategies to help you achieve your unique goals. By simplifying the complex on your behalf, you can be confident your wealth will have the longevity and impact it deserves. It’s all part of our brilliantly boring approach to wealth management. And when we put it to work for you, we’re sure you’ll agree, the results are quite brilliant. Find out what our brilliantly boring philosophy can do for your wealth. Visit us at pnc.com/hawthorn

The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Private Bank Hawthorn®, and Hawthorn Institute for Family Success® to provide investment consulting and wealth management, fiduciary services, FDIC-insured banking products and services, and lending of funds to individual clients through PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and to provide specific fiduciary and agency services through PNC Delaware Trust Company or PNC Ohio Trust Company. PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act. “PNC Private Bank Hawthorn,” “Hawthorn Institute for Family Success,” and “Brilliantly Boring Since 1865” are registered marks of The PNC Financial Services Group, Inc. Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value. ©2025 The PNC Financial Services Group, Inc. All rights reserved. With a

Accountability, Transparency, & Control for Family Offices

The Twelfth Annual Family Wealth Report Awards Finalists 2025

PURPOSE BUILT BY FAMILY OFFICES FOR FAMILY OFFICES: RIGHT IN YOUR OFFICE 365 TENANT.

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Tax, Statement, Trust, and Invoice Libraries that are tagged for sorting and searching.

Sweep alternative documents from your aggregator into your own tenant for Capital Call workflows.

Create workflow approval for reviews of reports, invoices, etc.

Vendor and Contact libraries with alerts for contract reminders.

Your Lifestyle Deserves More.

Risk Strategies Private Client Services prepares families and individuals to face a complex future with confidence.

As deeply informed risk advisors, we assess your needs today, anticipate tomorrow's concerns, and curate a customized, comprehensive insurance solution that grows along with you and your lifestyle.

We o er a full suite of Private Client insurance solutions to protect your assets and passions, including your homes, vehicles, yachts, equine interests, aviation exposures, fine art, private collections, and more.

THE F AMILY OFFICE SM

WINNER: WealthHub Solutions

WINNER: Wealthspire Advisors

WINNER: Willow Street

Dentons Family Office clients benefit from 12,500+ professionals in 160+ locations worldwide.

With more than 350 lawyers and professionals dedicated to serving our family office clients globally, we provide integrated service with a personalized, strategic and holistic approach. We always focus on what is important to the family, including issues like governance, succession, global investments and risk management. Redefining possibilities. Together, everywhere. Dentons, the law firm of the future is here. dentons.com

The Twelfth Annual Family Wealth Report Awards Winners 2025

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CATEGORIES (IN-HOUSE & ADVISORS)

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Chady AlAhmar

CATEGORIES Outsourced CIO

Asset Management Firm Serving Family Offices and Private Banks

Wherever you are going, we are right there with you. With Wilmington Trust, you can be confident that an innovative collaborator is by your side. A team you can rely on to explore opportunities, help remove barriers, and attend to details. We leverage our deep experience and extensive knowledge to help Wealth and Institutional clients realize their most important endeavors. Our roots run deep. As do our relationships. Visit us at wilmingtontrust.com

RESPONSIBLE INVESTING CATEGORIES

Impact Investing (Advisory)

Impact Investing (Product)

WOMEN IN WEALTH MANAGEMENT CATEGORIES

Women in Wealth Advisory (Individual)

Westray Veasey, J.D

Women in Wealth Family Office (Individual)

Heather Flanagan

Women in Wealth Advisory (Individual)

Michelle D. Bennett

Women in Wealth Investment (Individual)

Sinead Colton Grant

Women in Wealth Banking (Individual)

Cathy O’Malley Kearney

Women in Wealth Management (Company)

Women in Wealth Technology (Individual)

Mary Huang

LEADERSHIP CATEGORIES

Diversity in Wealth Management (Company)

Leading Individual (MFO)

Leading Individual (Service Product Provider)

Outstanding Contribution to Wealth Management Thought Leadership (Company)

Outstanding Contribution to Wealth Management Thought Leadership (Individual)

Nonprofit Thought Leadership

Exceptional Contribution to Judging Process