The Family Wealth Report Awards 2024 - Acclaim

ACCLAIM RECOGNIZING LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY THROUGH THE Family Wealth Report AWARDS PROGRAM

The Eleventh Annual Family Wealth Report Awards 2024

May 2024

RECENT RESEARCH OUTPUT Why Wealth Managers are the Ultimate Private Market Matchmakers (in partnership with Hywin Wealth & VP Bank) This report tackles both the supply and demand for private market opportunities in both the Asia-Pacific region and globally, a topic which will continue to be hugely important for the wealth management industry as H/UHNWs seek enhanced returns and diversification in a challenging investment environment and billions of “dry powder” await deployment.

External Asset Managers in Asia - New Directions for Rapidly-Expanding Sector (in partnership with UBS) Our second annual report examining the growth of Asia’s EAM sector, covering both the powerhouses of Singapore and Hong Kong, and emerging markets like Thailand and the Philippines. This study looks at the growth prospects for independent advisors in the round as they seek to tap the region’s booming wealth and growing client acceptance of the EAM model.

Family Office Focus: An Update of the Industry's Efficiency in Accounting and Investment Analysis (in partnership with FundCount) A deep dive into the key technological and operational challenges facing family offices in their accounting and investment analysis activities. Based on surveys and interviews 1

among family offices managing over $72 billion in assets, this is an invaluable benchmarking tool for the sector which presents fascinating insights into future developments from a range of industry experts.

entrepreneurship in the region. More specifically it looks at how women are driving family office strategy as well as the relationship between MENA’s UHNW female clients and the wealth management industry.

Applying Artificial Intelligence in Wealth Management - Compelling Use Cases Across the Client Life Cycle (in partnership with Finantix & EY) This comprehensive report identifies elements of the institution and advisor’s workloads that are ripe for AI amelioration, and points the way for firms seeking to maximise the competitive advantages offered by new technologies. AI experts and senior industry executives enrich each chapter, answering crucial questions on risk, KYC/ AML, compliance, portfolio management and more.

Technology & Operations Trends in Wealth Management 2023 (in partnership with SS&C Advent) This succinct yet wide-ranging report shines a light on both macro and micro trends, beginning with industry growth sentiment and ending on operating model evolution, taking in every key area of development in between. It brings together datapoints and candid comments senior executives at leading consultancies across the world’s major wealth markets to create an invaluable peer benchmarking tool.

Decoding The Digital Landscape for UHNWIs (in partnership with Jersey Finance) This report explores the digitalisation of - and digital assets in - Jersey’s wealth management sector. It explores the shifting sands - both economic and regulatory - on which the digital sector rests.

Winning Women in MENA (in partnership with First Abu Dhabi Bank) This ground breaking new research examines the growth of female

Technology Traps Wealth Managers Must Avoid 2023 (in partnership with EY) With EY providing the overview, this report draws on the front-line experience of many of the technology sector’s biggest names, in recognition of the fact that they are the ones going in to solve wealth managers’ most pressing problems and have typically seen the ramifications of firms’ choices play out numerous times – not to mention in various contexts globally.

WHY WEALTH MANAGERS ARE THE ULTIMATE PRIVATE MARKET MATCHMAKERS

2022 FAMILY OFFICE FOCUS:

An Update on the Industry’s Efficiency in Accounting and Investment Analysis

WHY WEALTH MANAGERS ARE THE ULTIMATE PRIVATE MARKET MATCHMAKERS

APPLYING ARTIFICIAL INTELLIGENCE IN WEALTH MANAGEMENT:

EXTERNAL ASSET MANAGERS IN ASIA

20 22

COMPELLING USE CASES ACROSS THE CLIENT LIFE CYCLE

NEW DIRECTIONS FOR A RAPIDLY-EXPANDING SECTOR

NOW IN ITS ELEVENTH ANNUAL EDITION

2023

4th ANNUAL EDITION

TECH & OPS TRENDS IN WEALTH MANAGEMENT 2023 DECODING THE DIGITAL LANDSCAPE FOR UHNWIs This report explores the digitalisation of - and digital assets in - Jersey's wealth management sector. It explores the shifting sands - both economic and regulatory - on which the digital sector rests.

Winning Women In MENA

PIVOTAL DEVELOPMENTS EXPLAINED BY LEADING INDUSTRY EXPERTS

TECHNOLOGY TRAPS WEALTH MANAGERS MUST AVOID Expert guidance on strategy, selecting solutions and implementation

How Wealth Managers Can Help Further Female Empowerment

© Copyright 2024 ClearView Financial Media Ltd, publisher of Family Wealth Report and WealthBriefing, 83 Victoria Street, London, SW1H 0HW / Tel: +44 (0) 207 148 0188 / info@clearviewpublishing.com / www.clearviewpublishing.com VAT Reg No: 843 3686 09 / Registered in England: 06784131

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ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Contents FAMILY WEALTH REPORT AWARDS JUDGING PANEL ....... 5 INTERVIEWS: Addepar .................................... 13 Alpen Partners International ... 15 Altvia ........................................ 17

Foreword STEPHEN HARRIS CEO, Family Wealth Report

Northwood Family Office ........ 83 Omnia Family Wealth ............. 85 Our Family Office Inc ............... 91 Pathstone ................................. 93 Pennington Partners ................ 95 Phīla Engaged Giving ............... 97

Andes Wealth Technologies .... 19

PKF O'Connor Davies Family Office ............................ 99

Annapurna Cybersecurity Advisors, LLC ............................ 25

PURE Insurance ........................ 101

Aon Private Risk Management ............................ 27

RBC Wealth Management ...... 105

Aquilance .................................. 29 Aspida360, Inc. ......................... 33

This year saw the eleventh iteration of the annual Family Wealth Report Awards and the Mandarin Oriental in New York was packed with North America's family wealth management elite for the gala ceremony in May.

Ballentine Partners ................... 35

Here, the finalist firms and individuals had the opportunity to meet old friends and colleagues and to establish new connections that in some cases will span the length of careers. Here, success was recognized and celebrated amongst appreciative peers and wider industry participant in an atmosphere of mutual recognition and support.

Brown Advisory ........................ 45

This year has seen a widening diversity of family wealth management and an increasing self awareness of amongst practitioners that they are operating in a unique and self confident environment. As a consequence we saw a record number of nominations for this program giving the independent judging panel an even harder task than usual - one that they rose to with aplomb and to whom everyone involved in these awards is indebted.

Dentons Family Office ............. 55

As ever, we congratulate the winners and also the shortlisted firms and individuals who make this an exceptionally competitive awards program. I'd also to thank all our commercial partners who help to make these awards the success that they have become.

Luminary ................................... 75

Bank of America Private Bank .. 37 BMO Family Office ................... 39 Botoff Consulting ..................... 41 Callan Family Office ................. 47 Canoe Intelligence ................... 49 Crysalia Inc. .............................. 51 Day Pitney LLP .......................... 53 Emergency Black Bag ............... 61 Glenmede ................................. 63 Global Guardian ....................... 65 Handler Thayer, LLP ................. 67 HUB Private Client .................... 69 Key Private Bank ....................... 71

PwC US ..................................... 103 Risclarity ................................... 107 Ronald Varney Fine Art Advisors ................................... 111 SS&C Black Diamond .............. 113 Summitas ................................ 115 The Family Office at Synovus .. 119 Trove ......................................... 121 Trust Company of the South ... 123 Veris Wealth Partners .............. 125 WE Family Offices .................... 127 Wealth Legacy Advisors LLC.... 129 Wealthspire Advisors .............. 131 Wingspan Legacy Partners ...... 133 FAMILY WEALTH REPORT AWARDS FINALISTS ................ 135 FAMILY WEALTH REPORT AWARDS WINNERS ................. 147

Market Street Trust Company .. 77 NewEdge Wealth ..................... 79 Nines ......................................... 81

OVERVIEW OF NORTH AMERICAN WEALTH MANAGEMENT SECTOR North America is the most populous for the number of high-net-worth individuals (7.4 million in 2022, according to the 2023 Capgemini World Wealth Report), albeit down from 7.9 million a year earlier. The region is embarked on a multitrillion dollar intergenerational wealth transfer process, and new money – whatever economic issues there may be – is also getting generated. Yet the sector has an aging issue: a third of all advisors in the US are set to retire in the next 10 years. We see one way that these forces play out in the amount of M&A consolidation among RIAs, multi-family offices and others.

Established names, such as Bank of America Private Bank, Citi Private Bank, the private bank of Wells Fargo, JP Morgan Private Bank, UBS and Goldman Sachs Private Wealth Management, among others, remain significant.

Lower down, regional banks have been through difficult times, but names with plenty of traction include the likes of Key Private Bank in Ohio. Royal Bank of Canada’s wealth arm in the US has grown rapidly via a series of purchases. The family offices side of the sector remains busy. We have seen multi-family offices such as AlTi Tiedemann Global arise via a transatlantic merger. Law firms, such as Dentons and Squire Patton Boggs, devote energy to mapping and advising family offices. Into the mix is technology, and for the past few years, digitalization, and now AI, is all the rage. There are plenty of use cases being discussed around AI, or blockchain, for example, and it is fascinating to watch how these take shape. And in more regulatory territory, the US Corporate Transparency Act, to give one case, took effect from January 2024.

FAMILY OFFICE & WEALTH MANAGEMENT

EXECUTIVE RECRUITING

Providing our clients with the best candidates is our mission and our passion.

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.

BUZZ BRAY buzz@braysearch.com 206.402.3401

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 jeannie@braysearch.com

OFFICES Seattle: 206.402.3401 Philadelphia: 215.525.2225

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The Judging Panel The Family Wealth Report Awards 2024 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

LISA FEATHERNGILL National Director of Wealth Planning Comerica Bank

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

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

CAROL R. KAUFMAN Founder and CEO Pinventory

DENNIS MANGALINDAN Vice President SEI

EDWARD V. MARSHALL Global Head of the Family Office And HNW Group Dentons

GIO MASO Family Office Advisory Services EY

JAMES H MCLAUGHLIN Founder and CEO J H McLaughlin & Co

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

APRIL RUDIN Founder and President The Rudin Group

Cohesive, Responsive Private Client Advisory As you navigate myriad financial and personal responsibilities, Anchin enables you to have more time to enjoy your family and pursue your passions, secure in the knowledge that you’ve covered all of your financial bases – from the mundane to the complex.

Learn more at anchinprivateclient.com.

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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.

SUSAN R SCHOENFELD CEO and Founder Wealth Legacy Advisors

MIKE SLEMMER LP Sales Director Dynamo Software

RUSDI SUMNER Vice President, Chief Operating Officer Market Street Trust

WILLIAM TROUT Director of the Securities and Investments Datos Insights

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

BRUCE WEATHERILL Chief Executive Weatherill Consulting

MICHAEL ZEUNER Managing Partner WE Family Offices

WINNER: Addepar

WINNER: AlTi Tiedemann Global

WINNER: Altvia

WINNER: Helen Yang - Andes Wealth Technologies

COMMENDED: Aon Private Risk Management

WINNER: Aquilance

WINNER: Aspida360, Inc.

COMMENDED: Ballentine Partners

Leading firms choose unrivaled innovation.

Addepar: a total portfolio solution.

Addepar invests $100 million annually in R&D to ensure you have what you need to deliver enhanced value to your clients.

Our award-winning tools, hundreds of data feeds and open architecture for partner integrations make Addepar the most sophisticated and flexible total portfolio solution.

Trusted by over 1,000 firms globally to manage $6 trillion in assets on platform, learn how Addepar can help you deliver exceptional client service and support your goals. Visit addepar.com to request a demonstration.

Addepar. Altogether better.

© 2024 Addepar

addepar.com

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Enhancing Client Service With Greater Transparency And Control What was the winning formula of your firm/you that explains why you won?

For nearly 15 years, Addepar has partnered closely with our clients to build a technology, data and product foundation that helps overcome the limitations of operating models that are dependent on intensive manual work and point solutions.

Rob Sheahan Head of Client Success Addepar

We accomplished this by developing purpose-built products and a vibrant partner ecosystem as part of our foundational platform. Working closely with our clients – we have been enhancing how they serve their clients, handle and process data, scale their business and create operating leverage by using data and automation in a more strategic way.

We are acquiring new clients faster than ever, and Addepar has experienced significant continued momentum within the market. Today, Addepar is privileged to have the market-leading platform for data management and aggregation, analysis and reporting - at a time when firms globally are recognizing that this is now a requirement.

Addepar now serves more than 1,000 client firms – family offices, wealth managers, large banks and global institutions – across more than 45 countries around the world. There are $250+ trillion in investable assets held by individuals around the world, so we’ve only just begun to scratch the surface of our ambitions.

Please describe how your colleagues made a difference?

Winner • Consolidated Reporting

Addepar brings together some of the most talented people in the industry, all working together for the collective commitment to delivering value to our clients. It’s this shared commitment to excellence, collaboration and innovation that has transformed Addepar into the market-leading platform, connecting the global investment ecosystem.

"When you have 850+ employees globally working together on high-quality outcomes for our clients, it is hard to point to one specific team or colleague – it’s our collaboration that makes the difference."

I will say I am proud to work with so many talented people who challenge and motivate each other to do the best work of their career at Addepar.

Who inspires you, either inside or outside your organization?

I’m truly inspired by our CEO Eric Poirier and his unwavering vision to create one of the most important financial technology companies of the 21st century.

His leadership and commitment to this vision has been critical in driving our success and inspiring our teams to push boundaries.

I’m also inspired daily by my talented colleagues at Addepar who have created deep partnerships with our client base that spans over 45+ countries.

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

"It is truly an honor to be a Family Wealth Report award recipient, and this serves as recognition of the hard work and dedication of our entire team at Addepar. " Addepar invests more than $100 million annually in research and development to fuel platform innovation, and this award encourages us to continue pushing the boundaries of innovation and create valuable new offerings for our clients.

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Tailored Solutions To The Unique Needs Of “International Americans” Highly Commended • Solutions for ‘International Americans’

Alpen Partners International

What contributed to your firm's success and winning formula?

As an independent Swiss wealth management boutique, Alpen Partners International with offices conveniently located in Zurich, Geneva, Lugano, and Bäch/Wollerau (headquarters) is dedicated to providing comprehensive wealth management solutions tailored to the unique financial needs of American expatriates living in Switzerland and globally. With a focus on financial advisory and global wealth planning, we also offer a wide range of services to Americans domiciled in the United States with international interests, ensuring expert management of their financial affairs across borders.

Our commitment to delivering outstanding service extends from our entrepreneurial partners to our portfolio management and award-winning private client’s services team. Our approach emphasizes individualization, tackling complex situations, and collaborating with external experts when needed. We are not only focused on asset management but also place significant importance on the wealth and estate planning aspects. Upholding our fiduciary duty, we prioritize clients' interests and maintain a disciplined and streamlined approach, consistently satisfying our clients.

One of our key offerings is our specialized support for Americans regarding citizenship and residence planning, particularly those aiming for a second passport and alternative residency in Switzerland and other desirable destinations worldwide, not only to optimize their financial opportunities but also to access exciting lifestyle options that enhance their overall well-being.

How did your colleagues contribute to your success?

In the people-oriented field of wealth management, seamless teamwork among our partners and diverse staff is vital to our success. The dynamic combination of skills, knowledge, and viewpoints ensures precise guidance through the often-complex situations of Americans abroad. This spirit of collaboration defines our client interactions, enhancing our professional capabilities and creating an environment where clients encounter both expertise and familiarity. We are proud to build warm relationships grounded in trust, transparency, and a shared dedication to financial success.

This collaborative culture differentiates our wealth management services, providing exceptional value with a balance of professionalism and approachability.

What's your strategy to stay competitive and ahead?

To reinforce our dedication to excellence, we intentionally invest in creating a highly qualified team across all facets of our business.

Our rigorous recruitment process ensures that every team member has the expertise required to excel in the wealth management sector. We adhere to regulatory standards with diligence, operating transparently and compliantly. Our primary strategy involves offering personalized wealth management solutions designed to meet each client's unique needs. Rather than depending on standard products, we remain agile and innovative, anticipating industry trends. This approach keeps us competitive and strengthens our ability to provide bespoke solutions aligned with clients' financial goals, all while maintaining a personal touch.

We are never more than a click or a phone call away.

What does this accolade mean to Alpen Partners International?

Earning this accolade is rewarding for our entire team dedicated to US clients. It acknowledges the collective commitment and effort behind our achievements, paying tribute to each team member's contributions. Being recognized in the United States enhances our reputation and allows us to expand our presence in the American financial community. This honor inspires us to strive for excellence consistently, knowing that our shared efforts significantly shape our reputation and success.

Dedicated to Excellence in Wealth Management.

Transform client management, elevate communication effectiveness, and effortlessly generate detailed reports with our award-winning software solution tailored specifically for multifamily office and wealth management firms.

Proud Winner CRM System

© Altvia - All Rights Reserved

altvia.com

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People, Relationships, And The Power Of Innovation What was the winning formula of your firm/you that explains why you won?

People, relationships, and innovation.

"Our success in winning the CRM System category at the 2024 Family Wealth Report Awards is a testament to our client-centric innovation and steadfast commitment to exceptional customer partnerships."

Brie Aletto President & CEO Altvia

Winner • CRM System

Our AIM CRM platform is the premier CRM for family wealth management, offering customizable features, robust analytics, and seamless integration with existing systems.

Additionally, our flexibility and proactive approach to market trends and regulatory changes enable us to seize new opportunities and swiftly tackle challenges. This comprehensive approach ensures Altvia remains at the forefront of the family wealth management sector.

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 private market moves quickly, presenting numerous challenges, but we have achieved this level of success through a flexible and scalable approach.

We embrace change and have become adept at adapting.

In addition, our dedication to tailoring our solution to address the unique needs of our clients’ daily workflows and experiences enables us to co-innovate and deliver a unique CRM solution that works for firms managing alternative assets.

Keeping pace with rapid technological advancements, meeting evolving client requirements, and anticipating product innovation have been crucial to our success. We are unafraid to seize new opportunities and respond to market trends, enabling us to maintain our success and stay at the forefront of the industry.

This empowers our clients to optimize their operations and deliver exceptional value to their key stakeholders.

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

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

In the next five years, I envision the wealth management industry undergoing significant transformation driven by AI technology and increased personalization.

Our strategy to remain competitive centers on relentless product innovation, deep client partnerships, and market agility. Built on force.com, Altvia benefits not only from Salesforce's $4.3 trillion R&D budget, but also from our dedicated in-house product and engineering team, which allows us to release relevant product enhancements every two weeks.

Partnering with our clients to drive mutual success is key. By being responsive and collaborative, we understand and address their evolving needs, tailoring our solutions to provide exceptional value.

Technology will continue to play a crucial role, with AI, machine learning, and advanced analytics becoming integral in providing deeper insights and more tailored financial advice.

As LPs gain more influence, our clients will increasingly demand personalized and transparent services, pushing firms to adopt more client-centric approaches and leverage data to anticipate and meet individual needs.

Looking to Stand Out, Convert Prospects &

Help Your Clients Grow?

Named aſter the Andes Mountains, Andes Wealth is an award-winning behavioral finance and risk solution for financial advisors.

Behavioral Finance | Risk Analytics | Proposal | Investment Policy Statement

www.andeswealth.com

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A Fusion Of Innovation And Expertise In FinTech What was the winning formula of you that explains why you won?

Our winning formula combines intellectual intuition with FinTech expertise. While at MIT, I was inspired by Dr. Andrew Lo’s Adaptive Markets theory, a groundbreaking concept that bridges behavioral finance and traditional financial theory. Years later, when considering how financial advisors could provide better personalized advice, I recognized its potential as a new framework for wealth management and decided to transform it into practical tools for advisors.

I am passionate about sharing my insights through articles aimed at advancing the industry. Additionally, I am a strong advocate for women in FinTech, championing equal career advancement opportunities for all.

Who inspires you, either inside or outside your organization?

Being an entrepreneur allows me to meet many remarkable individuals who inspire me. The more talented, hardworking, and accomplished they are, the more humble they tend to be.

Some of my role models in the industry include Haili Li from Advyzon, Kunal Kapoor from Morningstar, and Eric Clarke from Orion. A common trait among them is their clarity of thought.

The wealth tech space is notably collegial, with a strong sense of community and mutual support, which I greatly appreciate.

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

Eric Clarke has a quote that I often reference:

“As an industry, we have solved the investment problem. It is time to solve the investor problem.”

In the next five years, the industry will focus on addressing the investor problem, and our technology will be pivotal in this transformation due to our innovative approach to integrate behavioral finance into advisors' workflows.

Another significant trend is the increasing use of generative AI to enhance advisors' productivity. While AI will boost efficiency, it will not replace the human element in delivering personalized advice.

Helen Yang CEO Andes Wealth Technologies

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

"This award is a significant validation of my role as a thought leader in wealth management and the innovation inherent in Andes Wealth Technologies."

It will help us forge new partnerships and strengthen existing ones, amplifying our market reach and impact. Furthermore, the award will attract top talent to our firm, fostering a more innovative and dynamic team.

Ultimately, it will enhance our ability to empower financial advisors with the tools needed to deliver deeply personalized advice, solidifying our position as a leader in wealth technology.

Winner • Women in Wealth Technology (Individual)

The Impact Philanthropy Advisor certificate is designed exclusively for wealth and philanthropic advisors, to help you meet this extraordinary opportunity to grow your business, client relationships and impact.

REGISTER AT

What’s your

www.daylightadvisors.com/impact-philanthropy-advisor learn@daylightadvisors.com

daylightadvisors.com

w hy?

I WANT TO BE SURE MY B U S I N E S S S TAY S I N T H E RIGHT HANDS. AFTER ALL, IT WAS MY OWN TWO H A N D S T H AT B U I LT I T. Everyone’s “why” is different. And we want to hear all about yours. Because when it comes to navigating the unique complexities of wealth and business succession, we understand that finding a bank that will work with you to develop a tailor-made plan is essential. That’s why we’re devoted to providing the expertise you need to achieve what you want.

We’re happy to help take care of the how.

You just tell us, what’s your why?

Let’s talk about your why.

Visit us at pnc.com/hawthorn.

The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Private Bank Hawthorn® 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” is a registered mark of The PNC Financial Services Group, Inc. ©2024 The PNC Financial Services Group, Inc. All rights reserved. INV PB PDF 0524-065-2471201

WEALTH SUSTAINABILITY | INVESTMENT MANAGEMENT | TRUST AND ESTATE ADMINISTRATION | FAMILY OFFICE SOLUTIONS

WINNER: Bank of America Private Bank

WINNER: Emergency Black Bag

WINNER: Carol Schleif - BMO Family Office

WINNER: Trish Botoff - Botoff Consulting

TRIDENTTRUST.COM

We partner with family offices, RIA’s, and the HNW community to help them meet their goals and protect their interests in a changing world.

Truly independent, we focus on building long-term relationships, and use our global experience and resources in trustee, corporate and fund administration services to create bespoke solutions for our clients.

FOCUSED ON YO U R A M B I T I O N S

CONTACT | Pete Randazzo

President, South Dakota prandazzo@tridenttrust.com US | +1 605 679 4355

WINNER: Andrea Ayres - Brown Advisory

WINNER: Callan Family Office

WINNER: Canoe Intelligence

WINNER: Bank of America Private Bank

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Annapurna Cybersecurity's Comprehensive Approach To Family Cybersecurity Tony Gebely Founder & CEO Annapurna Cybersecurity Advisors, LLC

Winner • Cyber Security

A

nnapurna Cybersecurity Advisors is dedicated to safeguarding the digital domains of financially successful individuals and families. We're not just a cybersecurity firm; we're strategic partners, deeply committed to protecting our clients' private and professional lives.

Over the years, our work with numerous families has significantly enhanced our ability to identify and mitigate hidden risks. These risks often lurk in areas that are typically overlooked, especially in family homes and associated assets such as cars, aircraft, yachts, and personal devices. Our experiences have reinforced the idea that cybersecurity should be comprehensive, encompassing all aspects of a client’s lifestyle—from their businesses and family office to every household and mobile asset.

This comprehensive approach is critical because cybersecurity is only as strong as the weakest link. By conducting thorough assessments that span the entire network of a family’s operations and assets, we ensure that no vulnerability is left unaddressed.

"We believe it's essential to cover every potential entry point for cyber threats, which is why we tailor our cybersecurity strategies to provide robust protection across all fronts."

Moreover, we recognize that implementing technology solutions alone is not sufficient to secure an environment. Cybersecurity also involves continuous education and vigilance. We commit to training our clients and their staff to understand and manage their digital exposure effectively. This ongoing education helps everyone involved to recognize and respond promptly to potential threats.

The more families we work with, the better we become at foreseeing and countering these risks. Each client enhances our repository of strategies, continuously improving our service offerings. This iterative process is vital as it helps us stay ahead of potential cyber threats in an ever-evolving landscape.

Safe Insurance Solutions for Family Offices Our vision is to create a world where our clients are safe, informed and prepared, freeing them to focus on the people and things they love.

Don Poster

312.316.9138 donald.poster@aon.com

Jason Ott

773.965.2028 jason.ott@aon.com

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Aon Private Risk Management: A Team of Dedicated Experts

A

on Private Risk Management – named Highly Commended in the 'Insurance Brokerage Provider' category at this year’s Family Wealth Report award ceremony – strives to be the world leader in providing custom risk management and insurance solutions for the protection of accomplished individuals and successful families. This promise to deliver innovative strategies springs from the team’s deep commitment to clients.

"For more than 25 years, Aon Private Risk Management has empowered its team to help clients make better decisions, which creates a world where people are safe, secure, resilient and focused on the people and things they love."

Here’s what Aon Private Risk Management’s President Jason Ott has to say about this dynamic team: Please describe how your colleagues make a difference?

Jason Ott: Our colleagues at Aon Private Risk Management are the epitome of hard work and dedication. Despite the challenges in the ever-evolving personal insurance market, our team has risen to the occasion, working tirelessly to deliver top-quality programs for our clients.

They truly go above and beyond for our clients to offer the best services that will help adequately protect them at an appropriate price.

What are you doing to remain competitive and stay ahead?

Jason Ott: Education is key. Ensuring both our team and clients are well-informed about the rapid changes in our market is vital. We maintain a constant focus on keeping the team up-to-date with current trends, cutting-edge product availability, and the impact on client loss ratios.

Continuous research is essential for us to communicate intelligently with clients and offer them solutions that align with this dynamic market.

Who inspires you, either inside or outside your organization?

Jason Ott: Two groups inspire me: our esteemed clients and my exceptional colleagues at Aon and Aon Private Risk Management.

Our clients, with their fascinating, philanthropic endeavors, motivate me to deliver my best work to protect their assets and families. And my hardworking colleagues, dedicated to providing top-notch solutions, fuel my drive me each and every day.

Jason Ott President Aon Private Risk Management

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

Jason Ott: Over the next five years, we’re going to see more changes to the wealth management landscape due to the escalating impact of climate change.

As clients confront heightened environmental risks, they will increasingly assume responsibility for fortifying their homes and assets in ways they hadn’t considered before.

At Aon Private Risk Management, we’ll be there every step of the way to help them feel safe, informed and prepared, freeing them to focus on the people and things they love.

Winner • Insurance Brokerage Provider

AQUILANCE.COM

We’re about much more than paying bills, we’re about financial clarity.

Aquilance was founded in 1987 to address the complex needs of highly affluent families by eliminating the time spent on personal financial administration, and by providing timely and accurate reports to inform financial decisions.

Our mission, then and now, is to provide additional time and peace of mind to those we serve, providing a path to financial clarity.

PERSONAL BOOKKEEPING | BILLPAY | PARTNERSHIP ACCOUNTING | INTEGRATED INVESTMENT REPORTING

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Empowering Ultra-High-Net-Worth Families Winner • Bill Pay

Aquilance

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

Providing financial administration services for Ultra-High-NetWorth individuals and families, that provides them and their advisors with the necessary financial clarity to make critical economic decisions, requires an uncompromisingly consistent level of excellence. What we think made us stand out this year was the improvements we’ve made to our client servicing and bill payment approach, which has allowed us to maintain excellent client service, while updating our technology to better anticipate and meet the needs of our clients.

We have developed and implemented new technologies (some of them proprietary), which has enabled our firm to expand the breadth and depth of our client reporting offerings and billpay best practices. This has boosted our bill-monitoring and payment methods by increasing the level of automated quality assurance throughout the entire process. Additionally, completely integrated family office multi-entity accounting combined with investment performance reporting in isolated databases per family has enabled advanced reporting capabilities that can be combined, or parsed out, as clients require – an extremely powerful option when coupled with bill payment.

In the past year, we have achieved 100% adoption for all the families we service with BillFlow Systems, our purpose-built, proprietary technology.

Please describe how your colleagues made a difference?

As a company founded on the importance of relationships (many clients have been with us for over 30 years), we offer a personalized approach that cannot be maintained without the dedication of our tight-knit team.

Our executives have deep financial industry expertise, and on average, our employees have 10+ years of client service experience. In everyday interactions with clients, we can see how our team has devoted their careers to the families we serve.

The longevity of both clients and employees (some have been with us for 20+ years) underscores our strong dedication to client needs and our commitment to the continued success of our clients and the financial advisors who rely on us for the information critical to advising clients with ease and confidence.

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

Aquilance is rapidly growing and has invested considerably in technology and talent to bring greater efficiency, scale, and personalization to our services. With this came the roll-out of BillFlow Systems beginning in 2019. BillFlow Systems enables us to handle client billpay in an efficient, proactive, and timely manner with a machine learning engine that allocates invoices to the correct client and correct account, checks for variances and anomalies, and proactively alerts us to upcoming payments and missing invoices.

It’s our investment in developing new technology as well as our ongoing focus on learning and improving, coupled with an enduring commitment to white glove service, that will continue to make us really stand out.

6 0 3 . 6 9 5 . 4 3 20

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Welcome to some of the most progressive trust laws in the nation.

From a firm whose legacy spans generations.

As the premier provider of New Hampshire trust services, we combine the nearly 140 years of forward thinking of our affiliate Fiduciary Trust Company with the favorable trust and tax environment of New Hampshire. Here you’ll find no state income and capital gains tax on certain trusts. Asset protection, perpetual and silent trusts. Sustainable investing and other advantages. Learn more today at fidtrustco.com/nh-trusts or contact Mike Costa at costa@fiduciary-trust.com.

Fieldpoint Private Time to Demand a Higher Standard.

Wealth Advisory. Private Banking. Together.

Finalist: Family Office Solution, National Private Bank, Client-Driven Innovation

WINNER: Carol Schleif - BMO Family Office

WINNER: Bank of America Private Bank

COMMENDED: Botoff Consulting

WINNER: Richard "Dick" Havey - CIBC Private Wealth, U.S.

Technology for Empowering Families Aspida360 offers our customizable, comprehensive technology, More Than Money 360 (MTM360), to large, busy, and geographically dispersed families to elevate unity, intentionality, and shared impact while placing a clear client deliverable in the palm of your hand.

Visit www.MoreThanMoney360.com

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Aspida360 Is Revolutionizing The Family Meeting Facilitation Industry

T

he saying that “Legacy is often discussed, yet rarely acted upon” was our driving force, since 2007, in developing More Than Money 360 (MTM360). We saw a hole in the professional planning offerings. Many advisors are discussing “why” families should focus on their qualitative (more than money) wealth and but very few can provide “how” families can move forward.

Filling this critical planning void was, and will continue to be, our driving force.

Where do you see the wealth management industry and your part of it going in the next 5 years?

MTM360, the leader in “FamTec” (Family + Technology), provides a clear client deliverable with system, process, structure, and professional advice to guide families how to be more unified, intentional, and impactful.

We are already in the beta stages of version 7 that will exponentially enhance our currently MTM360 offering. The statement “innovate or die” has never been more apropos.

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

The winning formula was three-fold: 1. The foundation of MTM360’s success is based upon our primary/secondary research along with our collective 150+ years of experience in the Ultra-High-Net-Worth marketplace.

2. By listening to the Ultra-High-Net- Worth community’s needs, we created a tool that provides clear client deliverables in preparation for their family meetings while honoring the demands of busy schedules.

3. The tipping point was being able to offer the powerful combination of a time-efficiency, mobile-optimized technology to engage rising generations with a data aggregating family dashboard the industry lacks.

Successful families care about more than their money, but it is only in the past 5 years that there have been time efficient solutions to help families address their intangible wealth. The next 5 years will show additional growth in the “FamTec” marketplace. Currently we offer families and advisors version 6 of MTM360.

It is our belief that More Than Money wealth management will become a staple in the 21st century’s advisor’s toolkit that will have an impact far into the 22nd century.

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

Monroe "Roey" Diefendorf, Jr. Founding Member Aspida360, Inc.

This award gives gravitas and credibility to the work we are pioneering. Being honored by your peers who recognize how our innovation can help advisors and families is most satisfying.

It is now our time to expand this recognition beyond the professional community to the families that will ultimately benefit from its existence.

"Ultimately, this is the goal: to be recognized as the leader in FamTec so we can help as many families (and their advisors) as possible, and this award is a part of achieving this goal."

Winner • Client Driven Innovation (B2C)

A Decidedly Human Approach to Managing Wealth.

As an independent multi-family office, Ballentine Partners’ mission is to help families achieve their aspirations, build their legacy, and live the life they want to live.

We measure success not just as a financial outcome, but also as a human outcome.

781.314.1300 | hello@ballentinepartners.com | MA | FL | NH

WEALTH ADVISORY | INVESTING | FAMILY WELL-BEING

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Ballentine Partners’ Decidedly Human Approach To Managing Wealth Highly Commended

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

Drew McMorrow MBA, CFP®, President & CEO Ballentine Partners

forefront of everything we do. By prioritizing our clients' success, we believe that our own success naturally follows. We believe this relentless focus on our client’s best interest ensures that everything else falls into place, enabling us to thrive in a competitive marketplace.

Please describe how your colleagues made a difference?

What was the winning formula of your firm that explains why you were highly commended?

Our winning formula is rooted in our human approach to wealth management and our notable commitment to independence.

Our approach upends several of the industry’s norms which drives us to constantly assess what it really means to do right for our clients.

"Ballentine delivers client-centric advice, strives to minimize conflicts of interest, and is driven by a culture of respect, inclusivity, and service."

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

To remain competitive and stay ahead our primary focus is, and always has been, putting our clients' needs and interests at the

At Ballentine Partners, we work together towards a common goal of not only measuring our clients’ success as a financial outcome, but also a human outcome. The team is attuned to the considerable influences that wealth can have on families.

We help them harness wealth as a positive force in their lives and to structure plans and circumstances that foster each family member’s well-being. We bring diverse expertise, collaborate effectively, and continuously strive to innovate.

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 strategy to remain competitive and stay ahead in an age dominated by technology and AI is to balance the power of innovation with the irreplaceable value of our human approach.

We leverage technology to enhance our operations, while prioritizing authentic interactions and trust-based relationships with our clients and employees. This balanced approach positions us as a forward-thinking, yet deeply human-centric, leader in our industry.

Unlock more powerful possibilities Open a gateway to resources that can help transform your world — and the next generation’s. Whatever your passion, we’re here to help you get to what’s next.

What would you like the power to do?®

bankofamerica.com/privatebank

Bank of America Private Bank is a division of Bank of America, N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation. © 2024 Bank of America Corporation. All rights reserved. | MAP6651033 | 05/2024

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Empowering Family Offices with Innovative Digital Solutions and Expert Insights Elizabeth Thiessen Managing Director- Head of Private Bank Family Office Bank of America Private Bank

Winner • Family Office Solution • National Private Bank • Outsourced CIO

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

Our Family Office Solutions practice is a dynamic practice structured around expert advice, world-class infrastructure, and valuable connections, designed to serve the family offices of the future. We draw from Private Bank’s 200 years of experience, while incorporating features integral to family offices today, including industry-leading digital capabilities, customizable reporting and analytics, and next-gen planning. Our five core areas include Data Aggregation, Bill Pay, Accounting, Consulting, and Treasury Management. With these industry-leading offerings, our team drives efficiencies through all phases of a family office’s journey, facilitates periods of transition with personalized solutions, and helps our clients navigate and manage the complexities of wealth.

Please describe how your colleagues made a difference?

We are proud to be one of the only large institutions to have a truly 100% dedicated, in-house Family Office Solutions platform, backed by a team of experts with a variety of backgrounds and decades of industry experience. We have teammates with M.B.A and J.D degrees, CPA certifications and more, all with careers dedicated to serving family offices and ultra-high-net-worth individuals.

clients, particularly through our innovative CashPro® platform.

CashPro® allows a family office to view and manage business and personal deposit accounts, manage global payments in more than 140 currencies and 200 countries with client-customized controls such as dual approval, monitor cash positions across entities, manage user access and functions, and leverage robust fraud monitoring and prevention capabilities. We continue to improve upon insights and forecasting capabilities on the CashPro® platform, utilizing artificial intelligence and machine learning, for improved accuracy in predicting future cash positions, scenario analysis, multibank reporting, and transaction mapping.

As family office clients shift more heavily into alternative investments, the use of artificial intelligence and proprietary data in partnership with our expert alternatives team supports private equity administration, reporting, and strategic allocation.

Importantly, we create forums that drive connectivity across family offices. Clients express interest in connecting with other family offices to meet with peers, share best practices, and discuss industry trends Forums provide industry-leading expertise with internal and external experts and specialists in wide variety of fields and practices relevant to modern family offices.

We are actively listening to our clients’ needs and have received positive feedback on our initiative to convene family offices.

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

While the human element is an integral part of our service model, we are committed to staying at the forefront of technological advancements. Through our high-tech, high-touch approach, our product offerings are designed to create efficiencies and support our clients’ unique, complex, and round-the-clock needs.

With the power of the Private Bank platform, our team can leverage enterprise capabilities that differentiate us from our competitors. We provide powerful digital banking solutions to

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

Looking ahead, we expect to see a significant growth in the number of family offices nationwide. On top of that, with the Great Wealth Transfer underway, the next generation will assume many of these family offices, and we are well-positioned to facilitate those transitions. We are continuously engaged in conversations with clients and their families to ensure the next generation is equipped with the financial education and knowledge needed to successfully run the family office.

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

This information is being used to support the promotion or marketing of the planning strategies discussed herein. This information is not intended to be legal advice or tax advice to any taxpayer and is not intended to be relied upon as such. BMO Bank N.A. and its affiliates do not provide legal advice or tax advice to clients. You should review your particular circumstances with your independent legal and tax advisors.

“BMO Family Office” is a brand delivering investment management services, trust, deposit and loan products and services through BMO Bank N.A., a national bank with trust powers; family office services and investment advisory services through BMO Family Office, LLC, an SEC-registered investment adviser; and trust and investment management services through BMO Delaware Trust Company, a Delaware limited purpose trust company. These entities are all affiliates and owned by BMO Financial Corp., a wholly-owned subsidiary of the Bank of Montreal.

BMO Delaware Trust Company operates only in Delaware, does not offer depository, financing or other banking products, and is not FDIC insured. Not all products and services are available in every state and/or location. Family Office Services are not fiduciary services and are not subject to the Investment Advisers Act of 1940 or the rules promulgated thereunder. Investment products and services are: NOT A DEPOSIT – NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY – NOT GUARANTEED BY ANY BANK – MAY LOSE VALUE. Capital Advisory Services are offered by a division of BMO Bank N.A. CAS00037900 (5/24)

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Recognizing A Team Committed To Client-Centric Wealth Management

C

arol Schleif is the Chief Investment Officer of BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk and family capital needs. She is an experienced investment leader with 40 years in research, strategy, portfolio management, business development and investment team leadership. She is active in non-profit board and committee work, as well as an engaged mentor in a variety of internal and external venues. Carol is a sought-after speaker and thought leader with frequent contributions to Bloomberg, CNBC, Reuters, WSJ, Barron’s and other financial media outlets.

What was the winning formula behind these awards for you?

These awards represent my lifelong commitment to mentoring, developing, and growing teams that deliver high touch, client-centric service to individuals and families with unique wealth. Our niche demands a nuanced attention to detail that is critical for long term success. Technical expertise is a given, but high EQ must be learned and continually honed to best attend to the complex nature of managing multigenerational portfolios and relationships.

These awards highlight the hard work and creative thinking of our entire investment team. We have 35+ highly credentialed front-line professionals supported by a similar number in investment strategy and research who collaborate continually to shape and implement our firm’s views and portfolio construction. These awards reflect our collective efforts as investment management is a team sport!

Could you tell us about the working environment for women at your firm?

At BMO, the working environment is built on equal access to opportunity and celebration of diverse thinking. A pillar of our success is that over 40% of senior leadership roles at BMO are held by women. These leaders are role models to all aspiring professionals. They also bring diverse viewpoints to internal management decisions and to our engagement with clients. We are fortunate to have this strong core of female leaders. The team I lead has women and individuals with diverse

backgrounds and thoughts at every level – from the newly graduated to those with decades of experience.

Do you have any advice for investment professionals following in your footsteps?

Be a lifelong learner! (I didn’t go back to get my MBA until 2018 – 35 years after undergrad!) Whether you are pursuing a formal graduate program, or diving into a book that interests you or raising your hand for a stretch assignment – there is always opportunity to learn.

Lightning round – tell us three things about you that we couldn’t get from your LinkedIn profile: 1) I live on a lake and know my way around a ski boat, a kayak, and a water trampoline!

2) I love playing piano and enjoy volunteering as accompanist at my church.

3) My best title is “nana” to six precocious grandkids. Spending a lot of time in my home gym “lifting heavy” ensures I can keep up with all of them.

“BMO Family Office” is a brand delivering investment management services, trust, deposit and loan products and services through BMO Bank N.A., a national bank with trust powers; family office services and investment advisory services through BMO Family Office, LLC, an SEC-registered investment adviser; and trust and investment management services through BMO Delaware Trust Company, a Delaware limited purpose trust company.

These entities are all affiliates and owned by BMO Financial Corp., a wholly-owned subsidiary of the Bank of Montreal. BMO Delaware Trust Company operates only in Delaware, does not offer depository, financing or other banking products, and is not FDIC insured Not all products and services are available in every state and/or location. Family Office Services are not fiduciary services and are not subject to the Investment Advisers Act of 1940 or the rules promulgated thereunder.

Investment products and services are: NOT A DEPOSIT – NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY – NOT GUARANTEED BY ANY BANK – MAY LOSE VALUE. Capital Advisory Services are offered by a division of BMO Bank N.A. Views and opinions expressed herein are Carol Schleif’s and do not necessarily reflect the views and opinions of BMO.

Carol Schleif Chief Investment Officer BMO Family Office

Winner • Outstanding Chief Investment Officer (CIO) • Women in Wealth Investment (Individual)

We are the premier provider of compensation data and consulting services to the family office/family investment firm industry and conduct the leading compensation studies in this space.

SECTORS + EXPERTISE •

Family Offices

•

Family Business Enterprises

•

Family Investment Firms

•

Family Foundations

•

Private Companies

•

Other Non-Profits

SURVEYS + REPORTS

SERVICES •

Compensation Benchmarking

•

Incentive Plan Design

•

Benefits Benchmarking

•

Performance Management

•

Compensation Structure

•

Investor Relations

•

Compensation Governance and Board Support

•

Litigation/Expert Witness Support

www.botoffconsul,ng.com U.S. – Reno, Charlotte, Atlanta

+ 1 310.929.0139 x100 inquiry@botoffconsulting.com

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Reliable Data And Valuable Collaboration Drive Botoff Consulting Success What sort of challenges did you surmount to reach this level and how have you been able to succeed in such fast-moving circumstances?

As a compensation consultant, I was quite frustrated by the lack of good data specific to family offices. Most of the data available was what I describe as “bad, unreliable data”, often published by firms without any compensation expertise. In our world, bad data is worse than no data at all, as it negatively impacts expectations and outcomes for family members regarding competitive market rates for the top-tier talent they want to employ.

Trish Botoff Managing Principal Botoff Consulting

Highly Commended Family Office Management Consultancy

Winner Leading Individual (Service Product Provider)

Our goal is to provide the highest-quality compensation data and premier, bespoke consulting services for family offices globally. We have worked with hundreds of family office clients over the past decade and built our proprietary database from the participation of more than 1,000 family offices. I am so proud of what our small team has accomplished, and we are excited about continuing to expand our reach in alignment with the continued expansion of surveys.

Please describe how your colleagues made a difference?

I am proud and honored to receive this prestigious award. It is so much more than an individual award – it is an incredibly flattering reflection of the hard work that Botoff Consulting’s entire team invests every single day to help guide our clients and to provide them with meaningful data and advice to make informed decisions to reward, retain, and motivate their teams.

Botoff Consulting’s team of highly skilled and experienced consultants combines decades of subject-matter expertise, positioning the firm as both a trusted resource and a knowledge powerhouse in the industry. We actively seek feedback and direction from industry leaders, demonstrating a commitment to continuous improvement. The Botoff Consulting team has become synonymous

with trust in the family office and private wealth advisory domain.

Given the highly unique nature of family organizations and family businesses, the biggest differentiator for our team is our relentless focus on analysis, strategy, plans, and ultimately outcomes, which promote client alignment.

The combination of our data and collaborative approach encourages thoughtful, in-depth strategic considerations as well as meaningful reference points for practical decisions.

Our custom approach for each client engagement leverages our decades of experience while incorporating the unique elements of family offices.

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

I 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 must thank our clients and survey participants for their trust in our team and process.

We have continued to grow and evolve the surveys that we conduct – expanding survey roles from 4 in 2015 to 37 in 2024, 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 – a similar approach to public company executive compensation.

LEARN MORE

BEYOND THE NOISE OF GENERIC PLATFORMS. TRUSTED EXPERTISE, CAPABILITIES, & SOLUTIONS THAT DELIVER.

First Rate is a trailblazer in the WealthTech industry with over three decades of experience and a steadfast commitment to remaining privately held. Guided by a 300year mission, the company aims to reflect God's character through a global business that impacts coworkers, customers, and communities. Prioritizing bespoke solutions over off-the-shelf products, First Rate offers a white-glove experience focused on achieving concrete outcomes at scale. We engage in collaborative partnerships with family offices to design unique journeys for wealth preservation, digital transformation, and legacy building, ensuring strategies that align with each family's values and longterm goals.

AGGREGATION | RECONCILIATION | REPORTING | ACTIVATION

LOVE. GIVE. SERVE. ENJOY. WWW.FIRSTRATE.COM

WINNER: CIBC Private Wealth, U.S.

COMMENDED: Crysalia Inc.

WINNER: Dentons

WINNER: Glenmede

RAISE THE FUTURE Simply put, we cannot provide the first-rate investment performance, strategic advice and personalized service that our clients deserve without a long-term commitment to our community—working together to raise the future for all of our stakeholders.

WWW.BROWNADVISORY.COM

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Pillars Of Success – Serving Families As They Wish To Be Served Andrea Ayres Partner Brown Advisory

Winner • Women in Wealth Family Office (Individual)

B

rown Advisory is a private, independent investment and strategic advisory firm. We partner with our clients to make a material and positive difference in their lives. We are committed to delivering a combination of first-class investment performance, creative and thoughtful strategic advice, and the highest level of service.

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

The key to Brown Advisory’s success in the family office space is our commitment to listening to our clients and meeting them wherever they are in their financial journey. The fundamental requirements of each client family are similar, but the magnitude, complexity, and timing of their needs are as unique as each family member. We offer a sophisticated investment platform, combined with strategic capabilities to help clients achieve their goals, coordinated with precise execution. Our family office teams represent all areas of expertise – investing, advice, execution – and they collaborate constantly. The combination of these factors allows us to customize solutions for each client.

Knowing that our client teams are focused on creating a comprehensive solution to meet each individual client’s needs is the foundation of our family office practice. A technically strong team and their commitment to quality work and creative solutions is at the heart of the Brown Advisory’s model. We work across offices and disciplines to ensure we are meeting our client’s needs.

Constant communication and feedback keep the firm in front of the ever-changing investment, technology, legislative and regulatory environment. Brown Advisory is committed to delivering a combination of first-class investment performance, creative and thoughtful strategic advice, and the highest level of service.

Please describe how your colleagues made a difference?

Brown Advisory is its colleagues. As a private and independent firm, majority owned by all of our colleagues, our decisions impact us and our clients only. This freedom creates a culture of collaboration and long-term thinking – both of which are critical in working with family offices and multi-generational families.

Our time horizon is aligned with our clients’. We are able to invest in our business and make strategic decisions that take time to mature because of this structure and mindset. We are committed to our clients, our communities and each other. Not only does that benefit clients, but it makes it fun and easy to come to work every day!

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

Our clients are looking for a proactive, trusted partner who is actively engaged in helping them achieve their goals. While the building blocks of each client relationship are fundamentally the same, having a partner to help understand, interpret, and navigate their specific situation is priceless.

We have moved into a new phase of managing wealth. We believe the investing environment in combination with an increasingly complicated regulatory structure makes having a partner critical to successful planning and execution of their wealth.

With that backdrop, our clients are shifting their focus to succession planning and engaging the next generation of their families. As younger generations become involved in decision making, their aspirations differ from their parents and grandparents. Our teams understand this and are working with the next generation to prepare them for their futures and the legacy they wish to leave.

Built to Serve Your Family's Unique Needs

877-506-7990

callanfamilyoffice.com

Atlanta F A M I L Y

Charlotte

Jacksonville

Minneapolis Palm Beach

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San Francisco Washington DC

Winston-Salem

O F F I C E

Callan Family Office is the exclusive trademark licensee of Callan LLC. Callan LLC provides products and services to Callan Family Office. Clients of Callan Family Office are not clients of Callan LLC, and the parties are not affiliated. CALLAN, CALLAN FAMILY OFFICE and the other Callan trademarks and service marks are registered and/or unregistered trademarks of Callan LLC and may not be used without its permission. INVESTMENT ADVISORY SERVICES AND PRODUCTS PROVIDED TO CLIENTS OF CALLAN FAMILY OFFICE ARE PROVIDED SOLELY BY CALLAN FAMILY OFFICE AND NOT BY OR ON BEHALF OF CALLAN LLC. REPRESENTATIVES OF CALLAN FAMILY OFFICE ARE EMPLOYEES AND AGENTS OF CALLAN FAMILY OFFICE AND NOT EMPLOYEES OR AGENTS OF CALLAN LLC. Callan Family Office (CFO) is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The publication of this content should not be construed by anyone as a solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice. A copy of CFO’s current written disclosure statement as set forth on Form ADV, discussing CFO’s business operations, services, and fees is available at www.adviserinfo.sec.gov.

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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An Independent, Entrepreneurial Approach To Ultra-High-Net-Worth Families What was the winning formula of your firm/you that explains why you won?

We believe Callan Family Office has been one of the great success stories in the ultra-high-net-worth RIA landscape. In roughly two years since launch, we have garnered more than $5 billion in assets under management, with an average client size of $100 million.

Since launch, we have differentiated ourselves in several ways. First, because we are an RIA without the constraints of a money-center bank, we take a more entrepreneurial approach to wealth management, which is a distinct advantage, since many of the families we advise built their own wealth through entrepreneurial ventures. This allows Callan Family Office to better align its own services with the entrepreneurial values of our client base.

Second, we work closely with Callan LLC, which advises more than $3 trillion in assets. The licensing deal on the brand allows Callan Family Office to provide institutional quality research and education to its clients in a way that is not possible with any other RIA. What are you going to do to remain competitive and stay ahead?

Catering to ultra-high-net-worth clients demands a special touch, so Callan Family Office organized itself to handle the complexity of accounts that average $100 million. Every client receives a team of relationship managers, who manage all aspects of a client family's financial life.

Those partners serve as quarterbacks for a range of services. Investment partners help manage both the public and private investments typical of family office portfolios.

But we know that families need more than just investment guidance. This year, we launched our Endure program for

family governance and education. Endure offers a dedicated and highly experienced team of consultants that provide advice on strategies and practices that facilitate alignment, communication and decisionmaking within families and across generations. This includes advice on preparing for family business transitions, navigating family dynamics, preparing and educating next generations, and developing or enhancing family governance practices. We also offer in-house philanthropic consulting.

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

For advisors serving ultra-high-net-worth families, there is no off-the-shelf technology platform to solve for the complex needs of multi-generational, taxable investors. A reality in the family office industry is that, despite the incredible growth of sophisticated fintech software-as-a-service solutions over the last decade, advisors are still commonly doing complex and custom work for UHNW families in Microsoft Excel, a technology released in 1985.

So, when the partners launched Callan Family Office, we had to build a platform essentially from scratch.

Jack Ginter CEO Callan Family Office

"Callan Family Office’s technology fills in the gaps of traditional financial technology to provide proper integration and deliver improved outcomes."

In addition to Addepar, Callan Family Office has preferred relationships with leading applications, including Fabric, which includes portfolio, balance sheet and market-risk factor measurement and attribution; and Canoe, which provides data management for alternative investments.

Winner • Multi-Family Office (New Entrant)

CANOEINTELLIGENCE.COM

TRUSTED BY 300+ FIRMS TO MANAGE

Alts, smarter.

We transform complex documents into actionable intelligence within seconds.

Automate your alts document and data management with the industry leader.

LEARN MORE

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Harnessing The Power Of Effective Onboarding To Help Clients Succeed Winner • Onboarding

Andy Phillips Vice President Canoe Intelligence

W

hen evaluating the power of new tech solutions – particularly those driven by AI – it’s easy to get swept up in pledges to improve efficiency. Investors may look at these tools as magical, golden ticket opportunities to transform their workflows by completely overturning manual processes.

However, when put to the test, these tools often fall short of expectations. Under limited guidance, users struggle to effectively incorporate the new capabilities into their workflows or maintain initial momentum after onboarding, eventually burning out before value is truly realized.

product capabilities are being fully harnessed by the user. The result? A major impact on the clients’ efficiency and workload.

Fortunately, the promises of automation and efficiency made by providers are not empty, and these solutions can truly be transformative. At Canoe, we find that the major differentiator between struggle and success is effective onboarding. As evidenced by our own client outcomes and retention rate, we believe that proper onboarding sets a strong foundation for clients to successfully revamp their operational workflows.

The secret to this transformation, Phillips believes, is the onboarding team’s ability to be flexible.

Speaking to the power of a detailed onboarding process, Andy Phillips, VP of Sales Engineering at Canoe Intelligence, explains why Canoe’s approach is so thorough, “Like in any good relationship, it's about communication. We have a structured framework of meetings and check-ins where we establish the objectives that our clients need upfront. Then, we continue to communicate progress throughout so that we get them the value as fast as possible. They know where they are in that process at each and every step.”

During these check-ins, Canoe works to understand client goals, needs, and expectations. This helps form a healthy relationship between the client and Canoe while also ensuring the scope of

“We've heard from many of our clients that they borrow people from across the organization to try and handle email inflows,” says Phillips. “For clients utilizing Canoe Connect, we deploy a mix of technology and human-in-the-loop in our approach to ensure that documents are acquired and processed in a timely fashion. That means that the borrowing of resources from across the organization no longer occurs.”

“The difference here is Canoe’s culture. Two of our core values are to be an owner and take a client-first approach. Those two values together create behaviors that truly do put the client at the center.

We hear from our client base that other vendor solutions operate more procedurally and that rigidity degrades the onboarding experience. We engage with clients through consistent check-ins and rigorous attention to detail about how they are using the product to make sure that they’re really seeing that value.

Post-onboarding with Canoe Connect, they're able to free up a great deal of time on their operations team. Essentially, it's a reallocation of time from general document collection to the actual use and analysis of the information.”

Flexible, customized onboarding for clients is, in essence, priceless.

In speaking about what clients experience as a result of Canoe’s thorough onboarding process, Phillips puts it simply, “The exact value that they were seeking in the beginning.”

Harness the full potential of your human capital

Human capital is one of the most precious assets enterprising families hold.

When well understood and meaningfully leveraged, human capital has the power to sustain wealth and wellbeing for generations.

Acting as each enterprising family’s Chief Learning and Development Office, we specialize in elevating individual and collective skills, knowledge, and leadership.

46 Le Royer St W, Montreal, Quebec H2Y 1W7

514-989-2335

info@crysalia.ca

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Developing Enterprising Families’ Human Capital For Generations Crysalia Inc.

Caroline Phaneuf - Cofounder & Managing Partner Jean Phaneuf - Cofounder, Strategic Advisor & Board Member Julie-Elaine Phaneuf - Cofounder & Chief Content Officer

Highly Commended • Family Wealth Counseling Crysalia was cofounded by Caroline Phaneuf, Jean Phaneuf, Julie-Élaine Phaneuf (pictured here), Patrica Saputo and Julie Gauvin (not shown).

C

rysalia is a boutique consulting firm dedicated to helping families build their human capital as a means to grow and protect their relationships and financial capital for generations.

What is the winning formula of your firm?

We like to think that our winning formula is grounded in the trust we have built over time with our clients. It is what ultimately allows us to deliver such impactful results. But there is more to it: First, our team’s passion for our domain shows in every mandate and allows us to forge deep bonds with our clients, leading to significant outcomes.

Second, our methodology is firmly grounded in the science of organizational psychology placing human dynamics at the center of our approach. We recognize that individuals and families are unique. We adapt each learning journey to the family’s reality to help them achieve their individual, family, business, ownership, and community goals.

Third, our entrepreneurial orientation enables us to effectively address the needs of our clients. We are not only able to understand their complex reality, but we also have the agility to offer clients tailored solutions and direct access to senior level talent.

Furthermore, we have the flexibility to deliver in-person and virtual client experiences to accommodate our clients’ busy lives.

Finally, our services address a rising need in the market: with massive intergenerational wealth transfer on the horizon, we position ourselves as the Chief Learning and Development Office to help facilitate critical and sensitive conversations that have the potential to protect, grow and solidify family cohesion for generations to come. ‘’We position ourselves as the Chief Learning and Development Office to help facilitate critical and sensitive conversations…’’

In essence, our winning formula lies in our ability to blend expertise in organizational psychology with a client-centric ethos,

fostering meaningful connections and driving sustainable outcomes for enterprising families.

Please describe how your colleagues made a difference?

This win can be attributed to the collective efforts of our team.

Comprised of individuals who share a passion for human capital development and an unwavering commitment to client satisfaction, the team’s dedication and expertise have been instrumental in our success.

Drawing on our team’s complementary skills and perspectives, we ensure objectivity, fit, and accountability throughout the project lifecycle. As such, our combined contributions have been pivotal in securing this award, reflecting our dedication to excellence and to making a tangible difference in the lives of our clients.

We form a cohesive unit driven by a shared vision of helping enterprising families and their members honor their roots, be adaptive, and live purposefully for generations. ‘’We help enterprising families and their members honor their roots, be adaptive, and live purposefully for generations.’’

Who inspires you, either inside or outside your organization?

Every day at Crysalia, we are inspired by our clients and all the enterprising families in our community who consistently demonstrate resilience, courage, and determination.

Our core inspiration comes from two individuals: our initial founder Jean Phaneuf, who has crafted over the years the rich content, knowledge, algorithms and psychometric tools our consultants can rely on every day as they accompany clients; and Patricia Saputo, a cofounder who truly believes in our mission, and seamlessly navigates the different hats she wears, balancing multiple roles with grace and expertise.

We also salute all the families who continue to grow and develop, as they embody impressive self-reliance, proactive engagement and commitment to steward their financial, intellectual and human wealth for generations to come.

ai171631978332_202405 - Family Wealth Report Half Page Ad.pdf

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5/21/24

3:29 PM

Solutions for International Americans Award 2024 Family Wealth Report

Day Pitney is a preeminent provider of legal services to families of wealth, founders, and their business enterprises.

Boston | Connecticut | Florida | New Jersey | Providence | New York | Washington, DC

daypitney.com

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Successfully Serving Families Of Wealth For Generations Daniel Diaz Leyva - Chair Of The Firm’s LATAM Practice Dina Kapur Sanna - Chair Of The Firm’s International Trusts & Estates Practice Day Pitney LLP

Winner • Solutions for ‘International Americans’

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

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

Day Pitney, a law firm with more than 300 attorneys spread across 13 offices, provides the full suite of legal services to families of wealth, their business enterprises, and family offices in various complex matters and transactions. Our teams advise family-owned and family-controlled businesses and their founders and owners throughout every stage of their business’s journey and evolution. For more than 100 years, we have provided tailored planning and solutions to mitigate risks and preserve the wealth and legacy of families. Our clients choose Day Pitney because we deliver the highest service standards to families of wealth globally, including families interested in expanding into the U.S. market or re-domiciling.

We continue to deliver our unparalleled services through a team of more than 100 attorneys who are passionately dedicated to serving families of wealth. Our attorneys understand the unique needs of family offices, and family business enterprises and regularly draw on cross-functional practices across the firm including private equity, mergers and acquisitions, investment management, fund formation, venture capital, real estate, employment, trusts and estates, and litigation.

Please describe how your colleagues make a difference?

We offer clients depth of expertise in all areas related to wealth planning, including the preservation and tax-efficient transfer of wealth, probate and trust litigation, advice to institutional fiduciaries, international estate planning and planning for non-U.S. citizens and domiciliaries, tax-exempt organizations, business succession planning, and administration of complex estates and trusts.

Our clients, both domestic and international, range from families with several hundred million dollars of investible assets to families with more than several billion dollars of investible assets spread globally across numerous and complex asset classes, weighted toward alternative assets, real estate, direct private equity, venture capital, and debt investments. We bring to our family office clients the same skills and marketplace intelligence used to negotiate and structure our institutional investor clients’ allocations to hedge, private equity, and real estate funds.

Our attorneys are leaders on emerging and complex issues like data privacy and cybersecurity and are at the forefront of evolving market trends like advising global families, including those in LATAM, the UK, India, Canada, and the Caribbean, with respect to the migration of their wealth to the U.S. and related planning considerations.

Our invite-only events including the Palm Beach Family Office Forum and Business Owner Summits are some of the most sought after invites for high-net-worth individuals and advisors, in the U.S. and abroad.

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

We believe our team will continue to thrive for the same reasons that hundreds of individuals and families worldwide come to us – unparalleled understanding of the high-net-worth individual and their family businesses. Ultimately, we will continue fostering meaningful relationships, supporting clients and their families through generations, and further thriving as a team dedicated to delivering exceptional service.

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

Our 350+ DFO lawyers and professionals offer integrated service to provide families with a strategic and holistic approach to family governance and succession, global investments, and risk management.

Grow | Protect | Operate | Finance

Dentons, the law firm of the future is here. dentons.com © 2024 Dentons. Dentons is a global legal practice providing client services worldwide through its member firms and affiliates. Please see dentons.com for Legal Notices.

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

The Thought Leader For The Family Office Industry What was the winning formula of your firm that explains why you won?

The Dentons Family Office team sets the professional standard in offering innovative solutions that result in the high-caliber advice expected by our clients in diverse jurisdictions around the world.

However, it is our pioneering thought leadership which led to being recognized for 'Outstanding Contribution to Wealth Management Thought Leadership'.

Our acclaimed survey reports offer thought-provoking insight, supported by comprehensive global data: The Evolving Risk Landscape for Family Offices Survey Report and Family Office Direct Investing Survey Report. We discuss developments currently shaping the industry and provide actionable ideas in our Family Office Intel podcast series. We share our acumen via whitepapers such as The rationale, benefits and important considerations involved in cross border wealth structuring, which discusses structural product solutions, jurisdictional selection and regulatory safeguards from abuse, as well as on Succession planning for family businesses, which examines the complexities of transferring wealth in a family business setting and shares insights for anyone anticipating such a transition.

We adapted the Exit+ platform to specific markets and developed tools such as the soon-to-be released Liquidity+ in the Middle East, bringing together strategic advisors to develop and implement effective liquidity strategies. We host numerous knowledge sharing FO conferences bringing together the leading luminaries of the community... and the list goes on.

Dentons is proud to be recognized as a thought leader across the entire FO industry.

Please describe how your colleagues made a difference?

Our success is chiefly attributed to the determination of our Dentons Family Office group in providing detailed and

tailored solutions for the benefit of our clients. The perfect example of our colleagues collaborating across practices and regions is noted in our a unique survey reports.

Most recently, The Evolving Risk Landscape for Family Offices Dentons 2024 Survey Report, follows a comprehensive survey of 200+ family offices from 33 countries. The survey report identifies critical risk areas that most FOs acknowledge, including cyberattacks and privacy breaches, geopolitical upheaval, legal and regulatory issues, insurance troubles, aviation mishaps, physical danger and health complications. However, few are mitigating effectively. Along with colleagues and survey partners who are preeminent experts in the family office community, we provide insight into managing the most common risks facing FOs today.

Edward Marshall Global Head Dentons Family Office

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

This question is answered in The Evolving Risk Landscape for Family Offices Survey Report. In recent years, we have witnessed an increase in risk from every angle. Most family offices recognize the issues, but possess a reactionary mindset, lack robust insider threat programs and turn to technology as a risk management panacea. Dentons will continue to collaborate with family offices to close the dangerous gaps in risk management defenses by offering innovative and proactive strategic advice.

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

In the past year, Dentons Family Office has been engaged by hundreds of prominent clients. We intend to advance in our thought leadership, service offerings, and initiatives to clients. We will continue to leverage the connectivity among FOs, entrepreneurs and executives to develop and share innovative strategies at a domestic and global level.

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

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A Family Office That Feels Like Family.

One stop management of your entire financial life.

World class, in-house professionals who take the lead.

In-depth plans & strategies built for you, not a demographic.

Personal CFO support including Accounting and Bill Pay.

MATT WALKER, CPA, CGMA Founder & CEO

TECH • ADMIN • EXPERTISE

Private Foundation & Planned Giving Specialists

WINNER: Glenmede

WINNER: Global Guardian

WINNER: Gresham Partners

WINNER: Handler Thayer, LLP

Protecting your financial legacy.

Serving the tax & accounting needs of families for 75 years.

Nominated Accountancy Advisor of the Year Women in Wealth Family Office Finalist Ranked Top 50 Accountancy Firms Nationwide

www.frankrimerman.com

WINNER: HUB Private Client

WINNER: James Grubman - Family Wealth Consulting

WINNER: Key Family Wealth/ Key Private Bank

WINNER: leafplanner

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Emergency Black Bag: Your Lifeline In Critical Medical Situations Worldwide Why do you think your organization won this year?

Since 2009, Emergency Black Bag’s mission has been to protect the health of our clients, their friends and families, and their colleagues, by providing emergency medical consultancy. We have convened a network of experts in the fields of emergency medicine, wilderness medicine, critical care medicine, pediatric emergency medicine, evacuation, translation, and security. Our team reacts in real time to our clients, adapting their responses to the rapidly evolving situations in which people may find themselves.

A recent client experience provides an excellent example of how we serve clients in critical medical emergencies, in unfamiliar circumstances: “On a trip home alone from Egypt via Malta, I succumbed to acute kidney failure (ATN). I landed in a Malta hospital about 8000 miles from home with only my phone for company. I called my wife~ my lifesaver~ and through her research, we came across Emergency Black Bag and Dr. Chris Sidford. From our first FaceTime conversation, he was calm, confident, soothing, and resourceful. He had no shortage of resources and solutions to do this one thing: bring me home. I never had a doubt that this was his mission and his specialty. I could not be more grateful to have met him and taken advantage of the services that he offers.” ~ Roy Disney, Film Producer, Los Angeles

Where there isn’t 911, there is always Emergency Black Bag. Whom do you look to for inspiration and ideas?

Dr. Sidford supports organizations working towards advancing human rights. He connects with leaders in the field of children’s health and education. Some of the causes about which he feels passionately include World of Children, MedShare, providing medical supplies

worldwide to those in need, and Project Sunshine, connecting pediatric patients with volunteers delivering necessary play activities to children and families.

Dr. Sidford calls on networks he has across countries and disciplines, contributing his expertise to a multitude of organizations serving underserved, ill, and/or childcentered populations. Emergency Black Bag is deeply committed to making a difference in the world.

“Chris has been a part of the World of Children family for over a dozen years and is someone we trust without reservation. He has a great deal of global experience and understands local cultures/exigencies better than most Americans I have ever met.” ~ Harry Leibowitz, Co-Founder, World of Children

What do you hope will be the result of receiving this accolade?

The benefits of luxury and international travel need not be constrained by gaps in medical support. Black Bag works holistically with clients’ usual health care team. We bridge the care gap in unknown and atypical circumstances, by providing immediate medical intelligence for the treating physician.

Christopher Sidford Founder and Medical Director Emergency Black Bag

Please give us a sense of where you think the wealth management industry is headed and what the challenges and opportunities are?

The concept of a family office, designed to manage a family’s financial interests, shares striking similarities with the idea of having a dedicated physician or healthcare advisor who understands your medical history and advocates on your behalf.

Both roles act as specialized, trusted advisors, ensuring that the family’s or patient’s best interests are represented in their respective domains. Our experts in cyber and physical security, risk management, philanthropy and emergency health, strategically position us to serve the diverse needs of family office clients.

Winner • Concierge/Specialist Service Firm

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.

I N V E S T M E N T M A N A G E M E N T • E N D O W M E N T S & F O U N D AT I O N S • P R I V AT E W E A LT H

glenmede.com

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Driven By Our Clients’ Goals Gabrielle Bailey - Chief Fiduciary Officer Thomas Melcher - Director of Private Wealth Glenmede

Winner • Fiduciary or Trust Services • ESG Investing (Product)

T

he Glenmede Trust Company, N.A. (“Glenmede”) is among the nation’s leading investment and wealth management firms. Together with its affiliates, Glenmede oversees $45.4 billion* of assets under management for high-net-worth individuals, families, family offices, endowments, foundations and institutional clients. Headquartered in Philadelphia, we have offices in Ohio, Delaware, Florida, New Jersey, New York, Pittsburgh and Washington, DC and employ over 400 individuals.

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

Our unwavering commitment to helping our clients achieve their goals and the integrated approach of our tenured professionals define our winning formula. Whether a private wealth, endowment or foundation, or investment management client, our success is defined by their success. We take the time to deeply understand our clients and pride ourselves on being transparent and accessible throughout the partnership. We believe Glenmede has the scale to provide a wide range of expertise and solutions, while also being right sized to foster personal and enduring relationships with our clients.

Our employees are motivated to help our clients succeed. This is evident in our Trust and Fiduciary Services offering. Embracing our fiduciary heritage, we continue to serve the best interests of our clients. We have built highly trained and experienced teams who assist clients in better understanding their wealth picture so they can make prudent investment and financial decisions for the long term, consistent with their lifestyle, legacy and philanthropic goals.

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

Agility is one of our core values. We thoughtfully and strategically respond to the opportunities and challenges presented to us.

Our history of providing sophisticated wealth and investment management serves as the foundation for exploring new opportunities and innovative solutions so we can continue to address our clients’ evolving needs, concerns and priorities.

It is paramount that we remain forward-thinking and continue to stay on top of market trends and industry developments while never losing sight of our commitment to our 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 banks, RIAs and brokerage firms. Additionally, we expect technology will remain a dominant theme in our industry over the next five years.

We continue to embrace technology and innovation while never straying from our core fiduciary values and goal of delivering an exceptional client experience.

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

Winning this award for our Trust and Fiduciary Services offering is a testament to our firm’s commitment to our fiduciary values. We are proud of our work empowering financial futures and helping our clients pursue their purpose, passions and legacy through integrated wealth management. We hope this award reinforces our clients’ trust in us by recognizing our experienced, knowledgeable teams and our thoughtful, intentional approach to wealth management. This recognition can also serve as an opportunity for potential clients to explore our offerings and level of service, and consider partnering with Glenmede. *as of 3/31/24

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Mitigating Risk: Dale Buckner On The Importance Of Security For Family Offices Winner • Security Consulting & Risk Management

Dale Buckner CEO Global Guardian

From travel emergencies to the most challenging crises, the operational team at Global Guardian will problem solve until a positive outcome is achieved.

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

"Global Guardian is dedicated to safeguarding families from political, environmental, and bad actor threats across the globe. As we strive to execute this mission every day, one of our core values is operational excellence."

In the past year, Global Guardian evacuated thousands of people, including Fortune 1000 clients and high-net-worth individuals and families, during crises such as but not limited to the earthquake in Turkey, conflict in Sudan, Maui wildfires, and the Israel-Hamas war.

Our team understands that in a crisis, every minute and hour counts. Hyper responsiveness, combined with the strength of our global network of on-the-ground teams in 130+ countries, has played a crucial role in earning us this award – and we are proud of this achievement.

Please describe how your colleagues made a difference?

Client safety and security are our top priority – and we respond to all incidents with the same level of urgency and care.

Drawing on military, special operations, intelligence, and federal law enforcement backgrounds, our team is experienced in mitigating a range of physical, travel, and digital threats.

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

We hope this award will bring visibility to firms like Global Guardian that mitigate security risks and safeguard families around the world.

By bringing visibility to our work, we aim to reassure family offices that they are not alone in facing threats and challenges – we are here to provide unwavering support and expert guidance every step of the way.

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

As threat vectors targeting the wealthy continue to grow in complexity, the security industry will become increasingly crucial for the wealth management sector.

The partnership between the security and wealth management industries will be essential in helping family offices navigate and mitigate risks effectively.

HANDLER THAYER, LLP ATTORNEYS AND COUNSELORS AT LAW

Handler Thayer, LLP is dedicated to rendering superior, technologically current and innovative professional services to family businesses, family offices and family foundations. The firm attracts and develops highly qualified attorneys with business and financial backgrounds committed to personal and professional excellence.

s s

HANDLER THAYER, LLP Attorneys and Counselors at Law 191 North Wacker Drive, Suite 2300 Chicago, Illinois 60606-1633 Phone (312) 641-2100 • Fax (312) 641-6866 handlerthayer.com

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Innovation And Thought Leadership In The Family Enterprise Sector

T

he Handler firm was one of the first law firms in the world to form a family office practice group and has focused on this growing space since the late 1980’s before any of the current family office associations and groups existed.

This early focus on family enterprises coupled with its staffing by attorneys that have also earned financial and business qualifications has enabled the firm to become an innovator and consistent thought leader in the family office and wealth planning industry.

The focus on family businesses and private companies has enabled the firm to be a leader in the pre-exit advanced planning space, helping families to capture and retain the value of their lives’ work upon sales, mergers and IPOs.

Thomas J. Handler Partner Handler Thayer, LLP

Winner • Legal Team of the Year

The firm then works to help families build liability management vehicles, protocols and governance designed to help them preserve and grow their assets over the long term while minimizing estate tax and income tax leakage. All aspects of this strategy require talented professionals dedicated to their clients’ best interests and plain hard work.

The firm plans to protect its leadership role and further its market penetration of private businesses, family offices and family foundations. This can only be accomplished if the firm continues to develop strategies, structures and protocols that create value for families and their enterprises over the long haul.

The Advanced Planning & Family Office Practice Group seeks to further develop its protocols and procedures, expand its offerings and continue to find ways to create more value for existing and future family enterprise clients.

That includes advising clients on which strategies and structures are appropriate and avoiding unworkable strategies and structures, and those associated with excess risk or little upside potential.

We believe the family office space will continue to grow worldwide and become increasingly more sophisticated.

The Handler firm is dedicated to contributing to the development of best practices and finding new ways to add value and protect families.

It is a privilege and an honor to work with these wealth creators, stewards and philanthropists, and we are dedicated to serving their best interests.

Protection for what matters most.

As your wealth increases, family grows and possessions accumulate, you begin to face more complex risk management issues. It becomes harder to identify and prioritize risks, assess vulnerabilities and develop cost-effective solutions that address your unique circumstances.

At HUB, our Private Client risk advisors offer extraordinary resources to help you manage complex risk profiles. We understand the overlapping liabilities that arise with the acquisition of valuable homes and belongings, and participation in business and philanthropic activities.

Discover how we can customize solutions to help you protect what matters most.

hubprivateclient.com

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How Teamwork Meets The Needs Of HNW Clients Katherine Frattarola Executive Vice President HUB Private Client

Winner • Insurance Brokerage Provider

What is the winning formula between you and your firm that explains why you won?

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.

How do your colleagues make a difference?

A division of HUB International, our Hub Private Client team includes 500 advisors and service professionals who provide guidance and consultation services to help protect and enhance the wealth of the organization’s more than 60,000 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, and Aviation.

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.

What are you doing to remain competitive and stay ahead?

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 insurance industry headed 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.

Expertise is half of our story.

Knowing your story is the other.

At Key Private Bank, we know that your wealth story is your own. We also know that your financial life is complex. But it doesn’t have to be confusing.

That is why we will work closely and creatively with you to help you realize your vision.

We’ll handle the numbers, graphs, and charts, so that you can live your story. Our experts will help you navigate the latest political and industry news with their commentary and insights on current topics and issues that affect your wealth management planning.

From day one, we are a team. And you will always be at the heart of our award-winning service.

key.com/kpb

Key Private Bank is part of KeyBank National Association. Bank and trust products from KeyBank National Association.

Investment products are: NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY Key.com is a federally registered service mark of KeyCorp. ©2024 KeyCorp. KeyBank is Member FDIC. 220524-1588028-1273576779

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Key Private Bank's Innovative Approach To Wealth Management Catherine O'Malley Kearney Executive Vice President, National Head Key Private Bank

Winner • Regional Private Bank

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

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

Key Private Bank (KPB) has been ahead of the curve with a steadfast focus on improving our client experience and integrated platform. KPB’s enhanced digital capabilities paired with an integrated wealth management service model gives our clients an edge on achieving their goals so they can focus on their families and passions.

We know that our success depends on our people and our ability to be proactive when addressing our clients’ needs. KPB has responded to a rapidly evolving industry by materially improving the client experience, and investing in infrastructure, people and technology to serve its growing client base with a fiduciary standard of care. This strategy has allowed us to continue to fully support our client families – and deliver for them – throughout this volatile market with many geopolitical challenges.

Our advisors provide customized solutions with a comprehensive picture of a client’s finances, goals and plans by leveraging technology with goals-based financial planning and wealth management tools. Beyond investment management, our wealth teams provide advice on retirement, insurance, healthcare, trusts, estate plans, taxes, business valuation, financial education and much more.

Instead of diluting resources in an attempt to be all things to all people, KPB has recognized that growth will come from leveraging the entire bank’s capabilities for clients’ benefit.

KPB has strategically invested in critical tech infrastructure, and empowering clients and advisors to become more digitally savvy – without losing the personal touch that is the cornerstone of our relationship-based advice.

Please describe how your colleagues made a difference?

Key's mission is to empower its clients, communities and employees to thrive. Our culture is built on a foundation of collaboration and teamwork. This persistent focus on relationships means that high levels of collaboration exist not just within various professional disciplines throughout our wealth management business, but also across Key’s retail, commercial and investment banks – providing clients with access to the full breadth of KeyBank services. To create a better client experience, Key Private Bank continues to invest in hiring talent in strategic markets across the country, as well as training for our relationship managers.

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 growth has not come without challenges. Given the rapid pace of change we’re experiencing in our industry, markets and economy – we’ve concentrated our efforts on talent and technology. We have focused on recruiting, retaining and developing top talent, and continue to make significant investments in technology to be responsive to our clients’ evolving needs.

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

Despite technology disruptions, the guidance of an in-person financial advisor will still be critical to rounding out the client experience in our industry. Retaining and recruiting top talent is crucial for our continued success in providing high-quality financial services and maintaining strong client relationships.

KeyBank is committed to investing in its workforce, focusing on training and equipping financial professionals within KPB to deepen their expertise and enhance the client experience.

We also recognize the importance of fostering a supportive and inclusive work environment that values and rewards employee contributions, thereby enhancing overall employee satisfaction and retention rates.

FWO Accounting specializes in Investment Partnership

Accounting and Software Implementation including SEI, Eton,

Addepar, and other major software used today. We develop and implement best practices tailored to your needs. Whether it's IT implementation, streamlined reporting, or efficient back-office operations, our team focuses on resolving your challenges.

Contact us to discuss how we can support your accounting operations.

IMPLEMENTATION

REPORTING

Cori Rodda, CPA Women in Wealth Family Office – Finalist FWO Accounting & Consulting Accountancy Advisor – Finalist

OUTSOURCING

TRAINING

Sustainable investing solutions for Canadians since 1994

PERSONAL WEALTH MANAGEMENT

DIGITAL WEALTH MANAGEMENT

INSTITUTIONAL WEALTH MANAGEMENT

Book a meeting with a portfolio manager today www.genuscap.com

WINNER: Luminary

COMMENDED: Market Street Trust Company

WINNER: Danielle Brown - NewEdge Wealth

WINNER: Northwood Family Office

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Luminary Is Technology Transforming Wealth Transfer What is your vision for the future of wealth management?

to serve wealth owners in a more personal and bespoke way, at scale.

There are several structural changes taking place in the wealth management industry today that will shift how leading advisors serve their clients and compete with each other in the future.

How should wealth advisors assess new technology?

The main driver is the commoditization of the investment product deliverable that the industry has been built on, shifting wealth management service emphasis and differentiation towards tax efficiency and more bespoke, family office-like services.

Trust & estate planning sits at the intersection of these trends where financial assets, legacy goals, and tax opportunities form a powerful foundation for advisors to add significant value and connect more deeply with their clients across generations.

Can you share the story behind the founding of Luminary?

I’ve had a front row seat to the changes happening in the industry over the last 25 years where I worked first in investment research, and more recently led a wealth management business with more than $100b in assets, serving thousands of clients.

The best advisors I worked with were ahead of industry trends and long made the delivery of trust & estate services a central part of their practices. However, doing so was always a grind due to the absence of any technology purpose-built for the task. At the heart of the problem is trust & estate information stuck in documents. And legacy tools used for simulating and presenting tax and beneficiary outcomes, and tracking tax-value created, which don't work together.

The idea behind Luminary is to solve this problem by digitizing planning data with AI assistance, connecting it with modeling and visualization applications on one platform, and enabling advisors

There are three broad categories that should generally be considered for any type of technology change.

First is driving efficiency: does the technology help you do things faster, replace manual, mundane tasks, and/or decrease the risk of error?

Number two is increasing impact: does the technology improve output, leading to higher quality, more differentiated engagement or experiences – either from a user or client perspective?

And I think number three is the most exciting, which is this idea of unlocking new capabilities: doing things that are impractical if done manually. In wealth management, the most obvious opportunity here is reporting out tax-value created, alongside investment alpha.

David Barnard Founder and CEO Luminary

What are the drivers behind Luminary’s traction?

The highest praise we hear is that our product “looks like it was designed by somebody in the industry.” I attribute that to our amazing team which combines firsthand experience of having worked directly with wealth management clients, together with the best and brightest in software design and development.

The cross currents in the industry, including practice consolidation and a more digitally native wealth owner, are beginning to create a sense of urgency – and opportunity – for technology to help modernize businesses, and make them more competitive and differentiated.

We’re benefiting from being in the middle of this, and thrilled to be partnering today with tomorrow’s industry leaders.

It’s a really exciting time to be a wealth advisor. But it's a bad time to be complacent.

Winner • Fintech Start-Up • Product Innovation (B2B)

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With Timeless Innovation Comes Lasting Legacy Built by families, for families

At Market Street, our mission is to empower families

with exceptional service and unmatched expertise to ensure their legacy for generations.

Successful relationships are built through thoughtful conversation.

If you are interested in learning more about Market Street, our

services, and how we may successfully partner with your family, please visit www.marketstreettrust.com or call 800.962.6876.

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Driven By Exceptional Service Kara Pass President and CEO Market Street Trust Company

Highly Commended • Multi-Family Office (up to and including $2.5 Billion AuM/AuA)

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

We are unique and we’ve stood the test of time. Market Street is wholly owned by our client families; each with a stake in proportion to their family group’s assets under management.

This unique structure enables us to operate without profit motive and with a singular focus – to provide an exceptional client experience. Our mission, strategic plan, and day-to-day decisions are all in alignment, unconflicted, with a focus on continuously improving the client experience for today and into the future.

Clients are at the center of everything we do.

Our founding family set the tone for how we operate: with a deep level of care, an innovative spirit, and focus on collaboration.

Market Street’s heritage began in 1909 as a single-family office supporting the needs of the Houghton family, the founders of Corning Incorporated. By prioritizing people and leaning into reinvention, we have evolved into a client-owned family office that sets a new standard for partnering with families.

Clients at Market Street have a voice – they are empowered, involved, and supported in partnership with our team. As owners, families understand the power of, and have access to, over 100 years of collective wisdom and are mutually invested in our future as a key resource for generations to come.

Please describe how your colleagues made a difference?

We have an exceptional team. Our structure not only clarifies our mission, but it encourages our ability to prioritize people; exceptional client service is only possible with an exceptional team. We have an extraordinarily dedicated team, all of whom care deeply about their work and the families we serve.

Our team approach allows our generalists to tap into the collective wisdom of our history, experts, and outside advisors when and how it will best serve each family’s needs.

We encourage an environment of collaboration, flexibility, and curiosity so that ingenuity and ideas can thrive. Our mission to provide an exceptional client experience is truly embraced by each and every team member – everyone understands how they uniquely contribute to our strategic initiatives, our culture, and our future.

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

Our size allows us to stay nimble. Market Street is boutique on purpose; we grow at a pace that supports our client families and our future sustainability without sacrificing quality, care, and service.

With an engaged client community, board, and staff, we are able to implement solutions and remain flexible to address client priorities as they arise.

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

We refuse to stand still. A large part of our success can be attributed to our innovative spirit – it’s part of our DNA. We lean into technology, new ideas, and new ways of thinking. From the start, we have not stopped evolving, innovating, and improving all aspects of the client service experience.

We look forward to evolving along side our client families, and seeing challenges as new opportunities, for generations to come.

Ultra High Net Worth Individuals Can and Should Invest Differently.

Meet NewEdge Wealth – a firm where institutional caliber wealth management meets boutique style service and support.

Let’s Talk Robert Sechan rsechan@newedgecg.com 203-424-2280 Stamford, CT

newedgewealth.com

NewEdge Wealth is a division of NewEdge Capital Group, LLC. Investment advisory services offered through NewEdge Wealth, LLC, a registered investment adviser. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC.

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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NewEdge: The Competitive Edge Winner • Outstanding (COO) Chief Operating Officer

Danielle Brown Chief Operating Officer NewEdge Wealth

W

hile ultra high net worth clients are generally an exception at other firms, NewEdge Wealth was purpose-built to meet the needs of ultra high net worth, family office and institutional clients. NewEdge Wealth seeks to provide a personalized level of service and attention designed to help organize and simplify the lives of the firm’s clients. The firm and its advisors provide access to an expansive menu of institutional caliber products and services – all wrapped in technology that serves as the connective tissue between the client and their advisor to create a stronger, more personal relationship.

"NewEdge is honored to receive the Family Wealth Report award for Danielle Brown, Outstanding COO. NewEdge Wealth's operations thrive on three core principles: content, collaboration, and consistency."

The firm continually evaluates its technology stack's performance, supported by a team of developers optimizing integrations. Small, cohesive teams work relentlessly to prevent stagnation, ensuring that development aligns with the company’s expanding assets under management.

Danielle Brown, along with NewEdge Wealth’s President, John Straus, and CEO, Rob Sechan, have formed a leadership trio with roots going back to their time at Morgan Stanley Private Wealth in the late 90s. This early experience, marked by the dotcom boom and paper blotters, gave them valuable tools to conquer today’s complex and thrilling environment.

From an initial 12 employees when the firm launched in December 2020, NewEdge has grown significantly. Rapid growth poses challenges, but their expansion is guided by clear role definitions, aligned and measurable goals, and a culture of responsibility and ownership at all levels.

Inspiration at NewEdge comes from various sources: service team members who balance clients' personal needs with care, junior analysts striving for advanced accreditation, and senior leaders who foster open dialogue and innovative solutions.

This culture of inspiration and excellence permeates every level of the organization.

Looking ahead, NewEdge anticipates significant advancements in the industry. Increased integration of AI to enhance cybersecurity and operational synergies, the development of comprehensive reporting solutions for multi-custodian environments, and the rise of non-traditional investment opportunities are expected. A continued focus on holistic client service, extending beyond traditional investment management, will define the industry’s evolution over the next five years.

"NewEdge Wealth's commitment to innovation, clear strategic direction, and dedication to excellence position it as a leader in the wealth management industry, poised for continued success and growth."

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Nines: The Modern Household Management Solution Designed For The Next Generation Winner • Property & Household

Nines

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.

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.

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Northwood Excellence | Giving Families Direction, Perspective And Confidence

N

orthwood Family Office is the trusted advisor for our client families as they navigate the complexity of wealth. Since our founding in 2003, we have helped families with all aspects of their financial affairs, including goals-based financial planning, investment management, tax and estate planning, philanthropy, family dynamics and governance. We have 35 professionals servicing 95 wealthy Canadian families.

Brad Jesson Principal Northwood Family Office

In addition to our hands-on involvement with families, Northwood is a thought leader in the family office field. We are faculty members and contributors in the UHNW Institute, published authors in the Journal of Wealth Management The Rise of the Integrated Advisor, 2023, professors and lecturers in the MBA Program The Management of Private Wealth at the University of Toronto, and involved in countless family office and sub-disciplinary committees and organizations, including Society of Trust and Estate Practitioners (STEP).

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

Winner • Multi-Family Office (up to and including $2.5 Billion AuM/AuA)

From day one, our mission has been to bring direction, perspective, and confidence to the everyday management of the lives and wealth of our client families. We help our clients define a clear sense of the direction they want to take, and to develop a broader and longer-term perspective based on our expert and objective advice. This provides them with the confidence that everything is looked after, well-thought-out, and in safe hands.

We also work closely with our clients’ existing professional advisors to ensure that everything is coordinated and integrated.

We find it immensely rewarding to support our client families in so many ways and it drives us to strive for excellence every day. Our comprehensive, client-focused, and integrated strategy

has proven successful and is the cornerstone of our continued success and recognition in the industry.

Who inspires you, either inside or outside your organization?

Tom McCullough, the Chairman and CEO of Northwood Family Office, is a profound source of inspiration for me. Known as the "Godfather of Family Offices in Canada," Tom’s visionary leadership and clientcentric approach have set industry standards. His dedication to personalized and holistic wealth management has cemented Northwood's reputation as a leading firm.

Tom’s commitment to education and thought leadership, demonstrated through his writing and speaking engagements, further inspires me. His books Family Wealth Management and the Wealth of Wisdom series, showcase his expertise and passion for the field.

Personally, Tom motivates me to strive for excellence and integrity in my work.

His empathy, innovation, and dedication to continuous learning remind me daily of the impact a person can make with passion and commitment.

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

We see the wealth management industry continuing to shift towards a more integrated, holistic approach, which we believe will be a significant benefit for client families.

For our part, we will continue to be thought leaders and advocates for objective, comprehensive, and coordinated financial management for our clients.

We live by the maxim: “Be the change you want to see!”

GUIDANCE BUILT FOR FAMILIES Based in Miami, Florida, Omnia is an investment advisor with decades of experience.

As a multi-family office, Omnia Family Wealth provides innovative, long-term solutions that help clients achieve their wealth management and financial legacy goals.

LOCATED IN MIAMI, FLORIDA

CONTACT US

18851 NE 29TH AVE, STE 400

(844) 798-9080 TOLL FREE

AVENTURA, FL 33180

(305) 602-9080 MAIN

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Omnia's Vision: Focused Family Guidance For Life’s Financial Journey Michael Wagner Co-Founder and COO Omnia Family Wealth

Winner • Rising Star Under 40

A

t Omnia Family Wealth, we prioritize families, guiding them through wealth management complexities with 70+ years of combined experience. Omnia is anchored in the ethos of family-first service, and we understand the value of a family enterprise, as two generations of the Wagner family are represented in our firm’s management.

At Omnia Family Wealth, we go beyond traditional wealth management. Our unique focus on innovative investment management, particularly in private investments, sets us apart.

From the very first meeting, we strive to become an integral part of each family, helping preserve your legacy and allowing you to focus on what truly matters – being a family. This personalized approach makes our clients feel valued and understood.

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

As the co-founder and COO, Michael Wagner is a driving force behind Omnia's success. He embodies the Omnia vision by fostering hands-on relationships with the G2 and G3 members of Omnia's multi-generational families, playing a unique role in connecting the firm with a younger demographic. His client-centric focus is pivotal in steering the firm’s bespoke wealth management strategies.

In addition, his focus on thought leadership for the firm and sharing complex insights needed for informed decision-making in today's market environment sets him apart from other advisors.

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

To reach our success, we have focused on organic growth in an era of inorganic expansion. Integrating advanced technology and innovative investment strategies and being independent of any bank or brokerage firm enables us to meet evolving client needs efficiently by globally searching for the best investments, leveraging market events, and selecting compelling investment managers focusing on managing risk rather than chasing short-term performance.

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

In the next five years, we see the wealth management industry becoming increasingly dominated by mergers and acquisitions, further overwhelming clients with choices. Because of this, firms will need to differentiate themselves more clearly to succeed and truly help their clients.

At Omnia Family Wealth, we are not just preparing for the future; we are shaping it. Our future lies in providing unique access to private investments and leveraging cutting-edge technology.

We will continue to offer unbiased, innovative investment strategies tailored to each family's unique needs. Our steadfast commitment to personalized service and deep client relationships will ensure we navigate these changes while maintaining the highest quality of wealth management.

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WINNER: Luminary

WINNER: Michael Wagner - Omnia Family Wealth

WINNER: ORCA

WINNER: Our Family Office Inc.

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Nancy and Robin are donors of Schwab Charitable™ and Tom is an independent advisor. They were not compensated by Schwab Charitable for their comments.

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Schwab Charitable Fund™ is recognized as a tax-exempt public charity as described in Sections 501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi) of the Internal Revenue Code. Please be aware that Schwab Charitable has exclusive legal control over the assets you have contributed. Schwab Charitable is the name used for the combined programs and services of Schwab Charitable Fund, an independent nonprofit organization which has entered into service agreements with certain subsidiaries of The Charles Schwab Corporation. ©2024 Schwab Charitable Fund. All rights reserved. (0524-WSCG)

WINNER: PURE Insurance

WINNER: PwC

WINNER: RBC Wealth Management

WINNER: Risclarity

Our Family Office is Canada’s first purpose-built, truly integrated Shared Family Office™ where affluent families protect and grow their wealth while preserving their legacy for the future.

We provide customized investment management, tax and wealth advisory and financial oversight by developing a clear picture of your vision and values for the future. www.ourfamilyoffice.ca

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Purpose-Built, Client-Owned Our Family Office Strongly Blends Investment, Planning Expertise Neil Nisker - Co-Founder, Executive Chairman & CIO Tim Cestnick - Co-Founder & CEO-FCPA,FCA, CPA (il), CFP, TEP Our Family Office Inc.

Winner • Tax Advisor

What sets you apart from your peers and why?

We created Our Family Office not only to be different, but to make a difference. As Canada’s first purpose-built Shared Family Office™, we have a different governance model; in that we are owned by many of the families we serve. The interests of our firm are very aligned with our clients. We were born out of equal parts, portfolio management, and advanced planning. Our expertise in both areas is incredibly significant, which has led to a much better seamless and integrated planning and capital management for clients.

Although we only serve Canadian families, many have family members living outside of the country and we would put our award-winning tax team up against any of the Big Four. We focus on risk as much, if not more than returns. For example, in 2022, the classic 60/40 model was down some 16% and our Assets Under Management were up. Approximately 70% of our portfolios are invested in assets other than stocks and bonds.

Please describe how your colleagues made a difference?

Successful businesses are not generally built on one or two people. The strong foundation of our business is our staff.

They deserve this award, and they are the real reason that we have won. Our staff are comprised of a highly knowledgeable, multi-disciplinary team that truly understands how to integrate the planning around various areas of our clients’ financial and personal lives. This is no easy task.

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

We will continue to execute on our plan to onboard a limited number of families that share our values. In terms of staying ahead in our market, we continue to demonstrate how differently we invest clients’ capital and can show the difference this has made to risk-adjusted returns for our clients. We also continue to share leading-edge tax and estate planning ideas that are becoming even more important in a world of governance, deficit budgets, debt levels and where taxes are increasing.

Whom do you look to for inspiration and ideas?

Before we created Our Family Office Inc., we spent 2 1/2 years writing a business plan and interviewing over 40 multi-family offices in the US. We also looked to the most successful families in this country, with whom we have relationships, to how they deal with investment, tax, estate and family governance and continuity issues.

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

This Award is our 4th consecutive award, last year winning 'Best Outsourced CIO' in North America. We hope that this new recognition of Best Tax Advisor in North America, a win in a different category, will open new doors for discussion with families. This demonstrates our holistic and integrated approach to the family office services market.

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Innovating To Create A Next-Gen Multi-family Office What was the winning formula of your firm/you that explains why you won?

As a Pathstone founder, it has been a long road to get where we are today. After becoming CEO in 2022, I wanted to accelerate innovation and realign the firm’s vision and direction. We promised to be a multi-generational firm that services multi-generational clients, and we’ve focused on continuous innovation that caters to the needs of the ultra-wealthy.

Technology adoption has been at the forefront of our plan. We’re advancing in-house proprietary technology to establish a cohesive system that gives a complete picture of a client’s financials. Not only does this increase transparency and, in our view, trust between clients and advisors, but it also saves time by providing easy access to a clear financial snapshot, enabling the team to make highly informed decisions.

Matt Fleissig CEO Pathstone

Since launching Pathstone, we have also acquired a dozen RIAs across the US. But as we grew the firm, we never lost sight of our larger vision – to build a true multi-family office to serve multiple generations. By growing our national footprint and, in turn,our comprehensive suite of offerings, Pathstone has become a national brand for the UHNW, where individuals and families can outsource holistic wealth and family planning.

Ultimately, it has been my goal to create a firm that always stays a generation ahead – THE Family Office, complete with the expertise and guidance that no other family office can offer.

Who inspires you, either inside or outside your organization?

Winner • Outstanding Chief Executive Officer (CEO)

Working with over 500 employees in an industry with some of the brightest minds, it's hard to draw on just one source of inspiration. But I'm always inspired by current Pathstone president Kelly Maregni for all she does to build up others and the entire Pathstone team, who shows an unwavering commitment to going above and beyond for clients every day.

I also owe a lot to my mentors and co-founders, Steve Braverman & Allan

Zachariah, the former co-CEO’s of Pathstone. Braverman was a true visionary of his time and committed to helping clients create, manage, and preserve wealth across generations long before the great generational wealth transfer was on the industry’s radar. Along with Zachariah's expertise in designing sophisticated wealth transfer strategies for family businesses and UHNW individuals, both were committed and one of the first to offer combined services including accounting, investments, tax, estate and risk management before the term “multi-family office” was widely used or known.

Above all else, they recognized that everyone involved in managing, consuming, and transferring family wealth needs to be given a voice to have a say in what wealth means, what the family values are, why the grantors want to pass their money on, and what the inheritors want to do with it.

With this perspective, we were able to grow on the vision of a comprehensive offering and expand services scale and create THE Family Office for UHNW families.

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

It’s no secret that the RIA industry is consolidating. In 2023, Pathstone acquired three firms, along with one in early 2024.

We will continue to see the most prominent industry players snapping up smaller firms for a larger share of the pie.

It is important to note, however, that at Pathstone, we’re not growing just for the sake of getting bigger – we’re always looking to improve the client experience by expanding the deep bench of experts and services we offer.

We maintain the boutique and high-touch experience while also providing the resources and expertise of an industry giant, which continues to set us apart from the competition.

The Multifamily Office, Reimagined Elevating the lives of highly successful entrepreneurial founders and their families with a full suite of tailored investment, income tax minimization, wealth planning, and personal financial solutions, meticulously crafted to meet their complex needs.

2023 + 2024 Winner, Best Family Office (Long-Term Investment Philosophy)

2024 Finalist, Best Multi-Family Office (under $5B)

PRIVATE ASSET MANAGEMENT AWARDS

FAMILY WEALTH REPORT

2023 Winner, America’s Top RIA Firms

2023 Winner, Best Multi-Family Office (under $2.5B)

FORBES

FAMILY WEALTH REPORT

penningtonpartners.co info@pennington.com 202-370-6435

Pennington Partners & Co. 1400 Post Oak Boulevard, Suite 625 Houston, TX, 77056

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Navigating The Future Of Wealth Management With Innovation And Excellence Rodd Macklin Co-Founder Pennington Partners

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

P

ennington Partners & Co. is a leading Multi-Family Office, committed to enhancing the lives of highly successful entrepreneurial founders and their families. With a steadfast commitment to providing tailored investment, wealth planning, and financial administration solutions, Pennington has amassed over $3 billion in Assets Under Advisement (AuA), serving more than two dozen families. The firm was co-founded by Brian Gaister and Rodd Macklin, who started Pennington in 2016 with capital generated primarily from successful exits of family businesses.

Rodd, with more than 30 years of experience in private equity and wealth management, shared his views with us.

these obstacles. By remaining agile and proactive, we've not only weathered storms but emerged stronger, continuously refining our strategies to meet the evolving needs of our partners.

Staying Ahead in a Dynamic Landscape In the dynamic arena of wealth management, our winning formula rests on a fusion of personalized service, astute financial strategies, and an unwavering dedication to our partners' success. By deeply understanding the unique needs and aspirations of each family, we craft bespoke solutions that align with their long-term goals, thus fostering enduring relationships built on trust and mutual prosperity.

Inspiration and Aspiration We draw inspiration from visionary leaders and trailblazers who embody the spirit of innovation and resilience. Their stories serve as beacons of hope and motivation, reminding us of the limitless possibilities that await those who dare to dream and persevere.

Thinking big is a core value of our firm, driving us to continually bring the brightest ideas and strategies to the families we serve.

Colleagues as Cornerstones Our success is intrinsically tied to the collective expertise and dedication of our colleagues. Each member of our team brings a wealth of experience and insight to the table. Through collaborative effort and a shared vision, we amplify our impact, ensuring that every client receives unparalleled service and support. An integral part of our culture is to develop one’s greatest potential, which in turn, has led to a thriving atmosphere for our team members and the families we serve.

Adapting to Challenges, Sustaining Success Numerous challenges have marked the journey to our current stature, ranging from navigating market volatility to addressing evolving regulatory landscapes. However, our ability to adapt, innovate, and embrace change has proven pivotal in overcoming

Looking Ahead: A Vision for the Future While we are honored to be recognized with this award, we remain steadfast in our commitment to excellence and innovation.

Looking ahead, we envision leveraging emerging technologies and data analytics to further enhance our service offerings, providing our partners with cutting-edge solutions that empower them to confidently navigate an increasingly complex financial landscape.

Benefiting from Recognition Receiving this prestigious award serves as a testament to our unwavering dedication to our partners' success. Beyond the accolades, we see this recognition as an opportunity to further amplify our brand and reach, cementing our position as a trusted partner in wealth management and attracting like-minded entrepreneurs and families who seek excellence and prosperity.

Future Trajectories in Wealth Management Over the next five years, we anticipate the wealth management industry undergoing a profound transformation, driven by technological innovation, shifting demographics, and evolving client expectations. As custodians of our partners' financial legacies, we're poised to embrace these changes, leveraging data-driven insights and personalized strategies to navigate uncertainties and unlock new opportunities for growth and prosperity.

Our mission is to cultivate informed, active, and joyful givers who are equipped with the tools and concepts to become meaningful partners to organizations that are working to improve society.

We empower our clients to be engaged in the causes and issues they believe in by employing not just their treasure, but also their talent, time, and ties. We believe that pairing beliefs with action is the best way to create a philanthropic legacy. Learn more at philagiving.com.

ENGAGED GIVING

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Phila Engaged Giving’s Unique Role In Wealth Management L to R (sitting): Stephanie Ellis-Smith (CEO and Founder), Sofia Michelakis (Managing Director) and Janell Turner (Managing Director); L to R (standing): Lauren Janus (Chief Operating Officer and Director), Claudia DeCasas (Operations Manager), Sewheat Asfaha (Client Associate and Project Manager for The Share Fund), Mark Greer (Philanthropic Advisor), Celiz Aguilar McClish (Client Associate) and Sonia Nussbaum (Client Associate)

Phīla Engaged Giving

How do you distinguish yourself from competitors in the philanthropic advising industry?

At Phīla Engaged Giving, we distinguish ourselves by centering transformation. We ask ourselves and our clients: How do we transform a person’s wealth, motivations, and intentions into positive social impact? We work with ultra-high-net-wealth individuals who are at an inflection point – such as a liquidity event, passing values down to heirs, or spending down the family foundation/DAF (among other circumstances). Our partnerships thrive because our clients are as engaged and driven as we are, fostering deep relationships and shared joy in the process.

Phīla’s deep roots in nonprofit work allow us a wider perspective on how to envision, design, and advance social change and build trust with grantees. This unique synergy between personal engagement, collaboration, and our bespoke solutions sets Phīla Engaged Giving apart as a leader in the field.

What could a potential client expect by working with you?

Clients can expect a deeply personalized, responsive experience.

Our comprehensive advisory services, including philanthropic vehicle selection, multigenerational family governance, and operational optimization (among others) support clients to leverage private wealth for public good.

As a boutique firm, we excel in “upstream work” – exploring family dynamics, vision, values, and motivations to truly understand what matters to our clients before developing the systems and processes that best align with their vision for impactful giving.

What sort of challenges did you surmount and how have you overcome them?

Some philanthropists do not understand why they need expert help in their philanthropic endeavors, initially resisting the idea of investing in expert guidance despite routinely hiring top professionals in areas such as tax and estate planning. Instead, they often seek advice from a close, trusted circle, which may lack expertise in philanthropy and social impact.

To address this challenge, we have expanded our client base organically through referrals from satisfied clients to their peers. Phila has also established robust, trusting partnerships with intermediaries, including wealth advisors, trust and estate lawyers, and tax advisors.

These professionals appreciate the additional capacity and value we offer in managing sensitive family dynamics, charitable legacy planning, and beneficiary due diligence. We equally appreciate this collaboration to ensure strategic and holistic outcomes.

What changes are ahead for the wealth management industry?

The sector will navigate the largest generational wealth transfer in history – estimated at $80 trillion by 2060 – Phīla plans to play a pivotal role in shaping this transition. Women are set to become the predominant wealth holders by 2030, and we know from experience (and research) that women are likely to seek philanthropic advice and often embrace strategies that build partnerships with organizations their philanthropy supports. Our firm is predominantly women, we work with women of wealth every day, and we encourage all clients to explore these strategies.

As the demographic profile of wealth holders diversifies, there is a growing demand for advisors who not only resemble the clients they serve but also genuinely understand them. Our core advisor team has over 90 years of sector knowledge; this diversity will allow us to lead in an industry increasingly driven by the need for personalized, culturally competent advisory services.

Winner • Philanthropy Advice

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

Charitable Giving

n

Accounting & Reporting

n

Lifestyle Support

n

Wealth Planning

n

Personal Financial Management

n

Investment Monitoring & Oversight

n

Advisory Services

n

CFO Services

n

Family Office Structuring and Operational Support

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

Gemma Leddy, Partner 914.341.7073 gleddy@pkfod.com Stephen E. Prostano, Partner 914.421.5615 sprostano@pkfod.com

pkfod.com

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Setting A New Standard In Family Office Excellence Winner • Accountancy Advisor Gemma Leddy - Partner in Charge Stephen Prostano - Partner, Head of Family Advisory Services PKF O'Connor Davies Family Office

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, 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.

Ever wish you loved your insurance company?

Join the Club

Visit pureinsurance.com/join to learn more.

home | auto | watercraft | jewelry, art & collections | umbrella | flood | cyber & fraud PURE Insurance is the marketing name used to refer to Privilege Underwriters Reciprocal Exchange (PURE), a Florida domiciled reciprocal insurer. PURE Risk Management, LLC (PRM), a for-profit entity serves as PURE’s attorney-in-fact for a fee. PRM is a subsidiary of Privilege Underwriters, Inc., a member of the Tokio Marine Group of Companies. This material is descriptive only. The precise coverage offered is subject to the terms and conditions of the policies issued. PURE membership requires an executed Subscriber’s Agreement & Power of Attorney. Allocations to Subscriber Savings Accounts are subject to the terms of this agreement and approval by the Florida Office of Insurance Regulation. This agreement and additional information are available at pureinsurance.com. Trademarks are property of PRM and used with permission. ©2024 PRM. All Rights Reserved. 44 South Broadway, Suite 301, White Plains, New York 10601. PURE HNW Insurance Services, CA Lic. 0I78980.

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Reducing Preventable Losses And Pursuing A Seamless Member Experience Kristin Rainey AVP, Senior Territory Manager PURE Insurance

Winner • Insurance Underwriter

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?

We are placing a greater emphasis on risk management and working harder to find solutions that can aid in reducing the occurrence of preventable claims. For example, we are partnering with Ting to offer a smart sensor and three years of monitoring service to help prevent electrical fires, free of charge, for members in eligible states. We have already seen more than 25 issues identified and remedied which could have otherwise resulted in a home fire.

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 heirloom 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 problem-solving 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.”

Human-led, tech-powered, real-world change.

Wealth Compass is your family office accounting outsourcing provider. It brings the best of experience and tech together to make your life easier and your portfolio work harder. See how better visibility and better insights can help protect and build your wealth over time.

It’s all part of The New Equation.

Learn more at: www.pwc.com/us/wealthcompass

© 2024 PwC. All rights reserved. PwC refers to the US member firm, and may sometimes refer to the PwC network. Each member firm is a separate legal entity. Please see www.pwc.com/structure for further details. This content is for general information purposes only, and should not be used as a substitute for consultation with professional advisors.

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Helping Create A Legacy For Generations To Come What was the winning formula of your firm/you that explains why you won?

Our human-led, tech-powered solutions have driven PwC to an award-winning level.

Our deep bench of talented professionals across tax, accounting and consulting specialties combine the right technology with industry leading practices to help families manage the whole family enterprise. PwC’s multidisciplinary team and tailored service models allow us to understand the complex and varied needs of family offices and deliver real results; in some cases, serving as an outsourced family office for clients.

One example of this is Wealth Compass, a managed service we developed to address a specific need for high-net-worth individuals and family offices. We combine our experience as trusted advisors with best in class technology to simplify the complexity of diverse portfolios, providing individuals and family offices with a reconciled view of their assets, independent from asset and investment managers. With greater control and visibility, family offices and high net worth individuals are empowered to manage their personal wealth more effectively. We have no conflict of interest when it comes to managing investment data or recommending technology solutions. Unlike banks or other advisors, our purpose is to build trust and deliver sustained outcomes to serve the needs of our clients. There is no other managed service like it on the market today, and we’re proud to offer this as just one of the many ways we can help family offices and high net worth individuals.

Please describe how your colleagues made a difference?

At PwC, our people are the heartbeat of our firm. We are a community of solvers that come together to build trust in society and solve important problems. When it comes to serving the needs of high net worth individuals and family offices, we have the experience and diverse perspective it takes to deliver sustained outcomes that are both true to our clients’ needs and look ahead to where they want to go.

Our ecosystem of solutions can help address almost any issue high net worth individuals and family offices face. In addition to being super users of various technology platforms, we apply our automation tools

and build customized solutions, so we can help families get the most out of their investments and realize value faster. Our clients experience the benefit of a seamless, multidisciplinary team approach, which helps provide them with the peace of mind that they may not have with multiple advisors or vendors. We pair the right tech with the right solutions to help our clients stay ahead of the curve and connected to growth.

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

Our purpose – to build trust in society and solve important problems – is at the core of everything we do, and across our global network of nearly 328,000 professionals in 152 countries, we are committed to advancing quality in everything we do.

PwC recently announced a plan to invest $1B over the next three years to expand our artificial intelligence offerings as part of our commitment to continually invest in upskilling our people and technology. We combine leading technology with the right solutions to help you gain a competitive edge. And that’s how we drive real results in a human-led, tech-powered world.

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

We hope this award will bring awareness to family offices and high-net-worth individuals to our ecosystem of Ultra-HighNet-Worth Solutions (UHNW Solutions).

PwC is known for the accounting, tax and consulting work we do with public and private companies, but we also serve the needs of high-net-worth individuals and families.

Whether you’re a private company owner, public company executive, entrepreneur, private equity partner, venture capitalist or you have inherited your wealth, our experienced professionals can address your wealth needs. We put you at the center, connecting your personal wealth and the businesses you own, to provide independent and objective advice. From tax and estate planning to governance, risk management, continuity planning and more, our connected approach delivers real results to help family offices and high-net-worth individuals create a legacy for generations to come.

Paul Freeland Partner, Family Enterprises PwC US

Winner • Outsourcing/ Business Process Outsourcing

103

Invest with greater purpose We’re honoured to be named “Best Private International Bank” and “Impact Investing (Product)” by the Family Wealth Report Awards 2024.

We help our clients accomplish more with our personal approach, in-depth knowledge and innovative technology. These awards reflect our commitment to helping our clients prosper in an ever-changing world.

To learn more about our uncompromising client service and responsible investing capabilities, please visit rbcwm.com

® / ™ Trademark(s) of Royal Bank of Canada. Used under license. © Copyright 2024. All rights reserved. In the U.S., RBC Wealth Management is a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC. In Canada, RBC Wealth Management member companies include RBC Dominion Securities Inc.*, RBC Phillips, Hager & North Investment Counsel Inc., RBC Wealth Management Financial Services Inc., RBC Global Asset Management Inc., Royal Trust Corporation of Canada and The Royal Trust Company (collectively, the “Companies”).* Member-Canadian Investor Protection Fund. Each of the Companies and Royal Bank of Canada are separate corporate entities which are affiliated.

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Increasing Interest In Impact Investing Kent McClanahan, CFA Vice President and Head, Global Content and Responsible Investing RBC Wealth Management

Winner • International Private Bank • Impact Investing (Product)

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

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

When it comes to responsible investing, language matters. The words we use have tremendous power over investors’ financial lives. We believe, our definitions are clear and easy to understand.

Education in this space is key as it constantly evolves. We continue to provide thought leadership resources to help facilitate insightful client conversations. Our annual U.S. survey provides us with a better understanding of client insights to help measure and gauge interest. In 2024, 62% of female clients said they are likely to discuss responsible investing with their advisor in the next year. Additionally, Impact Investing saw a significant increase with 63% of clients interested in applying this application of responsible investing to their portfolio.

At RBC Wealth Management (WM) and Global Asset Management (GAM), we use the umbrella term “responsible investing” to describe how you can use environmental, social and governance (ESG) data and factors that can be analyzed to make more informed investment decisions. We believe there are four applications: ESG integration, ESG screening & exclusions, Thematic ESG investing, and Impact investing.

Of these four, impact investing allows clients to invest in solutions to create a measurable impact while generating market returns. With opportunities to invest in people, prosperity, and planet, investors can have a positive impact in their communities and beyond. Impact investing is the intersection of financial returns and positive impact. Environmental and social considerations are becoming key concerns, and the need for data and reporting continues to grow. More and more clients want to know the impact of their investments.

At RBC WM, we can help clients understand that third dimension of their portfolio – risk, return, and impact. Additionally, RBC GAM offers investment strategies for clients looking to direct money at a specific purpose with a direct, measurable impact.

We consistently work to stay ahead of this evolving space. Over the past few years, our team has been working to build out our internal data model to provide additional information for clients looking to integrate ESG data into their investment portfolio.

Where do you see WM industry and your part of it going in next 5 years?

We see impact data and reporting capabilities as the norm.

As clients interest continues to grow, their need for additional information will likely increase as well. Currently, greenwashing has become a problem as claims are made without data to back it up. We see more information in the hands of clients to help solve this, and that is the end goal our team has been working towards.

The space continues to evolve, and we continue to adapt and do what is best for our clients and their financial goals.

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Teamwork & Technology: The Secrets Behind Risclarity’s Award-Winning Wealth Management Solution

Winner • Accounting

Risclarity

R

isclarity, leading provider of technology integration solutions for family wealth firms, is honored to be recognized by the Family Wealth Report Awards for our accounting solutions. Risclarity is known for innovative integration and reporting solutions that help family wealth firms fill the gaps in their technology stack to serve the complex needs of ultra-high-net-worth individuals and families.

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

Risclarity’s recognition at the 2024 Family Wealth Report Awards for excellence in accounting stems from a winning formula based on precision, innovation, and client-centric service.

Our meticulous attention to detail and commitment to accuracy ensure that our clients receive a consistently exceptional experience. By leveraging our proprietary software, backed by advanced technology and data tools, we have been able to streamline workflows, enhance reporting capabilities, and provide insightful financial analysis. Our proactive approach to understanding the unique needs of family wealth management allows us to tailor our services to meet the specific requirements of each client, ensuring optimal outcomes and client satisfaction.

Please describe how your colleagues made a difference?

The success of Risclarity is largely due to the invaluable contributions of our team. Our highly skilled professionals are not only experts in their fields but also deeply committed to exceptional service. Our collaborative culture fosters a shared purpose and collective responsibility, driving us to develop innovative solutions for the complex needs of the family wealth industry.

We maintain the highest standards of client service, with dedicated personnel who nurture strong client relationships.

Continuous, direct communication allows us to swiftly address challenges and implement solutions. With decades of industry knowledge and experience, our client service standards keep us

ahead of the curve, anticipating and meeting the evolving needs of the industry.

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

Managing the complexities of multi-generational family wealth, including varying investment goals and risk tolerances, presents unique challenges. By adopting a client-centric approach and developing customized strategies, we effectively navigate these challenges. Additionally, we collaborate closely with leading reporting firms to provide enhanced data integration and reporting services. This not only improves existing market reporting technology but also allows Risclarity to offer unmatched flexibility for Family Offices, enhancing their capabilities and efficiencies.

We focus on building a reputation for reliability and excellence in service delivery through rigorous quality control measures and proactive client communication. This ensures we consistently meet and exceed client expectations.

Risclarity’s recognition at the 2024 Family Wealth Report Awards is a result of our precise, innovative, and client-focused approach to overcoming challenges in family wealth technology.

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

Receiving the Family Wealth Report Award for accounting enhances our reputation and credibility across the family wealth management industry, serving as a testament to our expertise and commitment to excellence. We also hope this recognition offers confirmation to prospective clients that Risclarity is a trusted partner for navigating the complexities of family office technology.

Additionally, receiving this recognition boosts the morale and motivation of our team, reinforcing the value of their hard work and dedication. It provides a sense of pride and accomplishment, which can drive further innovation and excellence in our services.

iCapital serves as the operating system for the global alternative investment marketplace.

discover the complete alternative

Please see the following for important information: icapital.com/website-disclaimer © 2024 Institutional Capital Network, Inc. All rights reserved.

Private Wealth and Family Office We bring together that rare combination of global expertise with a deep understanding of the needs of our clients.

Our expertise: • Asset protection

• Alternative assets

• Succession planning

• Commercial assets

• Family office support

• Private funds

• Philanthropy

• Trustee services

750 +

$

bn

Assets under administration*

100+

Family Office Clients*

20

yrs

Minimum senior years experience*

To find out more about our services, contact: Chip Martin

President, Private Wealth, U.S. E chip.martin@iqeq.com T +1 603 219 0264

David Giannone

Chief Commercial Officer, Americas

iqeq.com/services/private-institutional-asset-owners

E david.giannone@iqeq.com T + 1 917 446 6654 *Group figures

WINNER: Matthew Fleissig - Pathstone

WINNER: Pennington Partners

WINNER: Phīla Engaged Giving

WINNER: PKF O'Connor Davies Family Office

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.

Gerhard Richter, Abstraktes Bild (678-1), oil on canvas, painted in 1988. Sold at auction on behalf of a private client.

The firm is honored to have received the “Art & Private Collections” award from 2019 to 2024 by the Family Wealth Report Awards.

www.ronaldvarney.com contact: zoe@ronaldvarney.com

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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How Ronald Varney Fine Art Advisors Stay Ahead Through Thought Leadership And Client Inspiration Winner • Art & Private Collections

Ronald Varney Principal Ronald Varney Fine Art Advisors

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

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.

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

What inspires you, either inside or outside your organization?

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.

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.

Designed with Family Offices in Mind

The cloud-native Black Diamond® Wealth Platform is leveraged by firms of all sizes to streamline operations, generate robust reports with consolidated views of the most complex investments, and connect with both prospects and clients to build long-lasting relationships.

LEARN MORE blackdiamond.advent.com info@advent.com

©2024 SS&C Technologies Holdings, Inc. The Black Diamond Wealth Platform is a product of SS&C Advent.

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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SS&C Black Diamond: How Client Feedback Shapes The Platform John Milne Vice President, Product Development SS&C Black Diamond

Winner • Portfolio Management

S

S&C’s Black Diamond® Wealth Platform is the technology hub for over 2,000 firms that collectively manage more than $2.5 trillion in AUM. This success is not just a result of its innovative technology, but also the firm's deep understanding of its clients' needs and commitment to continuous improvement.

What was the winning formula for your firm? Why do you think you won?

long-lasting client relationships. We continuously evaluate and explore new technologies that will create efficiencies for family offices and strengthen communication with their clients. We will continue to build upon the platform and expand the variety of services and functionality available to help our clients better serve their investors.

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

What sets Black Diamond apart is our active engagement with our clients. We don’t just listen, we learn. We continuously dialog with them to understand their business and what they need from their core wealth management platform. Their feedback is invaluable to our team and directly shapes the platform. They consistently push us in the right direction. Our job is not to reinvent their business but to create a platform that helps them serve their clients as efficiently and effectively as possible.

This award, which recognizes our commitment to client-centric solutions, reinforces everything we are doing. It instills confidence in our team that we focus on the right solutions and solve real problems for family offices and their clients. I hope our users take some pride in this award, too, because it validates their choice of Black Diamond. And finally, for all those family office firms that know they need more advanced technology to support their growth ambitions, it will inspire them to check us out.

How does your team culture make a difference?

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

Whether in sales, service, or product development, every team at Black Diamond has an unwavering focus on our clients and creating value for their businesses. Leaders across the organization work in clear alignment to deliver the premier portfolio management solution in the market. Nobody lets ego get in the way of the right decisions. Our product development group maintains an open line of communication with the service and sales teams to identify opportunities while collaborating to provide the best service in the industry.

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

It goes back to understanding what matters to advisors – building

Investors are looking to advisors for advice on anything and everything pertaining to their financial lives. Technology will be increasingly important in helping advisors respond to that need. It allows advisors to create a curated experience for their clients and communicate through various channels to meet clients where they are. Our goal is for the Black Diamond Wealth Platform to be the critical piece of that technology puzzle, helping advisors to provide a richer client experience while allowing the firm to scale and serve more clients than they would without leveraging the right technology partner. We see ourselves as not just a wealth management platform, but as a strategic partner for advisors in the digital age.

UNIFYING THE FAMILY

EXPERIENCE

Summitas Platform® is revolutionizing engagement within families, family offices, and their advisors by empowering everyone to organize, protect, and share information critical to their digital lives.

Since 2019, Summitas has been the proud recipient of 13 prestigious awards, including this year’s highly coveted Family Wealth Report’s 2024 “Best Client Communications” award, underscoring our commitment to innovation and security in wealth management.

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Summitas Continues To Push The Boundaries Dan Gregerson Chairman and CEO Summitas

Winner • Client Communications (Excl. Reporting)

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

If there is a winning formula, it is our approach to client-centric design. We prioritize seamless, secure communication and centralized information access, ensuring that family, clients, operations, and advisors interact effortlessly and privately with each other and the system. Our continuous innovation keeps us ahead of industry trends and technological advancements as we integrate diverse communication methods to meet the evolving needs of people who are often on the run. Security and privacy have always been our center of gravity. We continually improve through a positive feedback loop with customers, clients, and families who share their evolving needs and suggest platform enhancements and new capabilities to meet them.

Please describe how your colleagues made a difference?

Our team plays a pivotal role in our success. They deeply understand client needs and industry nuances that are crucial in designing a platform that resonates with users. A collaborative spirit fosters a culture of sharing ideas and working together to solve problems. Dedication and hard work have been vital to our success. Our people go above and beyond to listen to clients and ensure that our platform operates smoothly and efficiently while providing exceptional service. The team’s fluidity helps us excel at adapting to a dynamic industry.

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

Staying agile and responsive is the first obligatory. We will keep pushing the boundaries of technology by integrating the latest advancements in AI and machine learning. We will continue to invest in advanced security measures to protect our clients’ sensitive information, employing regular security audits, adopting new cryptographic technologies, and ensuring

compliance with the latest regulations. We plan to expand our platform’s features and improve integration with other tools and systems commonly used by our clients to provide a more comprehensive and seamless user experience. We will continue to attract and retain top talent by fostering a collaborative and innovative work environment. Ensuring our platform remains scalable and flexible will allow us to adapt quickly to changes in the market and to meet client demands.

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

Recognition from Family Wealth Report elevates our credibility within the industry. It serves as an endorsement of our platform’s quality and effectiveness, enhancing our reputation and building trust with potential clients and partners. The award will boost our visibility in the market, and our existing clients will feel reassured knowing they have chosen a platform recognized for its excellence.

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

Increased digitization will increase the risk of cyber threats targeting the wealthy and drive a new 360-degree view of client information that goes beyond financial graphs, charts, and related documents. The data that wealth systems will protect will extend beyond AUM-related data to client personal information and communication that requires the same levels of protection.

Offering such a secure enclave will increase client engagement and retention and differentiate wealth management firms in the years ahead. At the same time, the acceleration of integrated AI in wealth management solutions will help advisors and clients enjoy deeper insights into their strategies and outcomes while increasing the need for advisors with skills in creating AI input and interpreting its output.

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Change Management Category Winner at the WealthBriefing European Awards 2024

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Private Risk Solutions

Here in moments that matter Lockton delivers tailored risk management programs that safeguard the lifestyles your clients have worked so hard to achieve. From successful individuals to family offices, we offer sophisticated insurance solutions that align with their unique wealth preservation goals.

Homes | autos | yachts | collections | hobby farms | travel | international assets

Visit us at global.lockton.com/private-risk to learn more. © 2024 Lockton Specialties, LLC. CA license 0K16249. All rights reserved.

WINNER: RBC Wealth Management

WINNER: SS&C Black Diamond

WINNER: T. Rowe Price

Empowering enterprising families to thrive. Together.

Columbus | Atlanta | Montgomery | Birmingham

N.A. Investment products and services are not FDIC insured, are not deposits of or other obligations of Synovus Bank, are not guaranteed by Synovus Bank, and involve investment risk, including possible loss of principal invested.

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Setting The Standards For Integrated Family Wealth Management Katherine Dunlevie President and Chief Executive Officer The Family Office at Synovus

Winner • Multi-Family Office (Client Initiative) • Wealth Planning

T

he Family Office at Synovus is an award-winning leader in the family office industry, helping UHNW multigenerational families and single family offices identify and achieve their financial and family goals. We measure a family's success beyond the economic impact of their portfolio by applying an integrated approach to wealth management, incorporating their values, dreams, purpose, challenges, and family dynamics at play. Our experienced team is a constant presence, proactively integrating education and the cultivation of human capital with investment management, tax, and wealth-transfer planning. Our goal is to empower enterprising families to thrive – together.

What was the winning formula that explains why your firm received awards for best Multi-Family Office (Client Initiative) and Wealth Planning?

We recognize that a family’s greatest asset is their human capital and that they feel a deep sense of responsibility to steward future generations. Offered under the umbrella of the Center for Family Legacy and Leadership, our family enterprise services focus on the cultivation of human capital and includes next gen education, family governance, leadership development, succession planning, philanthropy, and family retreats. We are laser-focused on providing engaging educational opportunities that drive alignment, prepare leaders, foster unity, and position families for impact.

As family wealth strategists and advisors, it’s in our nature to develop close relationships with our client families. Our integrated team works across all wealth disciplines and beyond our walls with outside providers to ensure the client experience is flawless and objectives are accomplished. For this reason, we have more insight

into a family’s needs and unique circumstances than the typical advisor, allowing us to make recommendations beyond customary planning. Our goal is to help family members of all generations and backgrounds define their – and their wealth's – purpose.

Describe how your colleagues made a difference?

I look back on last year, grateful for how our team has helped families cultivate their human capital. I wake up every day excited about the work ahead, not because we’re managing family wealth but because we’re enabling family well-being. My heart is filled with joy, pride, and satisfaction, knowing that each member of my team plays a small role in positively impacting a family’s legacy for generations.

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

As advisors, we have witnessed UHNW families’ confusion as they try to weave through industry jargon, understand the different service offerings, and determine the best fit. Inevitably, a real need exists for us to define and differentiate our various business models and set standards and clarity to help families navigate their search for firms that match their requirements.

I am lucky to have a front-row seat to lead this call-to-action not only as a member of the UHNW Institute’s advisory board but also as a co-chair of the Integrated Family Wealth Management Initiative’s steering committee. This is an incredible opportunity for us, as firm leaders and family advisors, to gain a deeper understanding of the direction we want the industry and our businesses to go, and most importantly, how to deliver the best solutions that meet the needs of the families that we serve.

If we get this right, it will be groundbreaking for the UHNW industry.

REDEFINING the modern-day family office Trove delivers innovative, meticulous, and transparent solutions to manage the financial and lifestyle management needs of ultra-high net worth families and privately held businesses.

As your trusted partner and independent advocate, we are dedicated to addressing the complexities of your financial life. We don’t provide investment advice or sell product, so our focus is you. We design a customized solution to address your priorities and challenges.

The result: better information so you can make informed decisions for your family or business.

FAMILY OFFICE SERVICES

trove.net

BUSINESS SERVICES

Your family office — redefined.

TAX SERVICES

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Trove: Your Family Office – Redefined What was the winning formula for your firm?

At Trove, we strive to be a smart, dedicated, and powerful partner for families and their financial lives. We’re nimble, adaptable, and savvy – using data, technology, and transparency to uncover new ways to address each client’s unique needs.

What sets Trove apart is that financial administration and lifestyle management are our core competencies and sole focus.

We don’t provide investment advice or sell product, which enables us to be objective advocates and trusted partners for our clients.

Private Travel is an important part of our award-winning Lifestyle Management services area. It includes coordination of travel arrangements, payroll for pilots, captains, and crew and comprehensive management of related assets, with services tailored to the needs of each family.

Clients know that with Trove involved, everything will be taken care of in a professional manner. As a full-service shop, our main focus is to support families comprehensively.

How did your colleagues make a difference?

Because the demand for private travel has increased tremendously, we have increased our staff to accommodate our families’ needs. Those who can afford to do so prefer the safety and security private travel provides, including coordinating private security services.

We strive for excellence in ensuring a comfortable, secure travel experience.

The team proactively solves a variety of challenges and consistently exceeds client expectations. They are discreet, empathetic, and creative problem solvers.

Our families depend on our creativity, discretion, and attention to detail.

What challenges did you surmount to reach this level of excellence? How have you been able to succeed in today’s fast-moving market?

In 2020, our founders at Maestro had a vision to make the complex simple. They wanted to design a modern-day family office that focused on helping our clients make the best decisions possible for their financial lives. Since then, we acquired two multi-family office companies, Cornerstone Family Office (founded in 2013), and JDJ Family Office Services (founded in 2001), and accounting firm Martin DeCruze (founded in 2001).

The teams at each of these firms bring a depth of knowledge and expertise spanning multiple decades. In late 2023 we rebranded as Trove.

As one firm with award-winning services and an outstanding team, we offer powerful financial knowledge and insights alongside trust and transparency to support families.

What do you hope will be the result of receiving this accolade?

Amjed Saffarini Chief Executive Officer Trove

To be recognized by Family Wealth Report is a true honor. Our entire team displays their dedication to families with the incredible work they do every day, and though receiving accolades is not the goal, it is certainly inspirational. We are grateful to be among the other distinguished nominees and finalist firms.

Please give us a sense of where you think the wealth management industry is headed and what the challenges and opportunities are?

The number of UHNW families and their complexity continues to grow, with strong demand for family office services. Trove is committed to providing customized solutions tailored for a family’s needs at every stage in their life.

Our holistic and institutional approach, combined with our experience, creativity, and ability to anticipate needs will continue to make a difference for our clients, and position us for future success.

Winner • Private Travel

121

CREATED BY FAMILIES, FOR FAMILIES Trust Company is a full service wealth manager proudly based in North Carolina serving families & institutions.

Our comprehensive service model goes beyond the standard investment and retirement planning services to create a plan tailored to your unique needs.

GREENSBORO, NC

RALEIGH, NC

CHARLOTTE, NC

800 GREEN VALLEY RD, SUITE 304 GREENSBORO, NC 27408 P: (336) 538-1000

3700 GLENWOOD AVE, SUITE 370 RALEIGH, NC 27612 P: (919) 781-8287

6101 CARNEGIE BLVD, SUITE 430 CHARLOTTE, NC 28209 P: (704) 936-4300

TrustCompanyoftheSouth.com

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Building Lasting Partnerships: The Trust Company Of The South Approach William Smith Managing Principal Trust Company of the South

Highly Commended • Fiduciary or Trust Services

F

or more than 30 years, Trust Company of the South has been dedicated to simplifying families' financial lives. Our mission is to provide comprehensive wealth management services catering to clients' unique needs and aspirations, ensuring they achieve financial peace of mind. We focus on an entire wealth strategy, encompassing customized investments, wealth planning and fiduciary services.

From our first meeting, clients often tell us we’re different. We begin every relationship with an in-depth conversation about goals, challenges and dreams. This holistic understanding allows us to create a personalized plan that simplifies and charts a course toward achieving the client's financial goals.

Our relationship with clients is built on trust, transparency and a deep understanding of their financial needs and goals. We pride ourselves on being more than just financial advisors; we are partners in our clients' financial journey. Our team is committed to providing exceptional service and expert guidance, ensuring the financial plan adapts to evolving needs and circumstances.

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

We’ve cultivated a team of subject matter experts that are

available to work across our relationships to deliver effective strategies and service to our client families. Our investment, legal and tax professionals draw on years of experience in their respective areas to work in tandem to create bespoke solutions to the complex financial and, many times, personal challenges our client families face. These same professionals are owners and leaders of the firm and as such, are deeply committed to delivering successful outcomes for our clients and ultimately, for Trust Company.

Please describe how your colleagues made a difference?

As part of our planning methodology, our teams prioritize relationship development as a means to better understand and anticipate needs. As a result, we enjoy a personal friendship with many of our families as well as achieving the status of a trusted family advisor. This level of connection with our clients is what sets Trust Company apart and allows us to make a meaningful difference in our clients’ lives.

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

We understand that the industry is rapidly evolving in response to emerging technologies, challenges to traditional value propositions and, most significantly, a dramatic shift in the holders of wealth. The Great Wealth Transfer will impact every corner of our industry and those who aren’t prepared to adapt will fall behind. Trust Company is proactively planning to welcome the next generation with robust financial education campaigns, diverse thought leadership content and digital accessibility that will become table stakes for winning and retaining the wealth holders of the future.

2024 FAMILY WEALTH REPORT AWARD WINNER IMPACT INVESTING (ADVISORY) DIVERSITY IN WEALTH MANAGEMENT (COMPANY)

Veris has been helping families and foundations align their financial assets with their mission, values, and vision for the future since 2007.

We build customized portfolios with up to 100% focus on achieving impact in the context of clients’ financial goals.

Learn more at veriswp.com

The judges’ citation notes Veris was awarded Impact Investing (Advisory) because of the firm’s “100% focus on impact investing since inception; dedicated field-building efforts and research…supporting first time fund managers and new impact themes.” For Diversity in Wealth Management, judges cited “strong statistics on diversity both internally and via the firm’s investment approach. DEIB are core aspects of how the firm operates and invests.” No compensation was paid by Veris for these awards.

The judges considered data that was current as of February of 2024.

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Veris Wealth Partners: A Firm Focused On Investing For Positive Impact Since 2007 Stephanie Cohn Rupp CEO Veris Wealth Partners

Winner • Impact Investing (Advisory) • Diversity in Wealth Management (Company)

V

eris is a majority woman-led financial advisory firm managing ~$2 billion AuM. Veris has been helping families and foundations align their investments with their values, mission, and vision for the future since 2007. The firm received the 2024 Family Wealth Report Award in the 'Impact Investing (Advisory)' and 'Diversity in Wealth Management (Company)' categories. *The firm’s CEO Stephanie Cohn Rupp shared her reflections on the firm and its contributions to the field.

Why do you think your organisation won this year?

We see these awards as recognition of our long-standing dedication to impact and diversity, equity, inclusion, and belonging within our firm and across our industry.

At Veris, we operate based on our belief that investors can have a positive impact across asset classes and strategies. We also believe that our economy and society have much to gain by investing in under-resourced communities. A core belief in 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 did your colleagues do to contribute to the success this year?

Our advisory team applies sustainable and impact investing expertise across public and private markets to build customized thematic portfolios with up to 100% focus on achieving impact in the context of our clients’ financial goals. Our research department seeks to measure and report on the real-world impact of these investments.

In 2023, Veris published a report on Investing in Diversity, Equity, Inclusion, and Belonging (DEIB) which shared our EDI Due Diligence framework that that seeks to identify fund managers that are diverse at all levels, utilize an EDI lens in the investment process, focus on intentional investments in under-resourced communities, and work to dismantle obstacles to racial and gender equity through their policies and practices.

We have also remained publicly committed to DEI – despite the attacks. As CEO of Veris, I have published editorials in defense of racial equity investing.

How do you intend to maintain the standards you have set?

We continue to be guided by our firm’s values, mission, and vision. Veris has made a strong commitment to DEIB and we engaged the DEI consultant CommonHealth Action to help us implement a strategic plan centered on equity.

What do you hope will be the result of receiving this accolade?

We hope that more investors will be inspired to begin investing in alignment with their values and our firm’s vision to create a more just, equitable, and sustainable world.

*The judges’ citation notes Veris was awarded Impact Investing (Advisory) because of the firm’s “100% focus on impact investing since inception; dedicated field-building efforts and research… supporting first time fund managers and new impact themes." For Diversity in Wealth Management, judges cited “strong statistics on diversity both internally and via the firm’s investment approach. DEIB are core aspects of how the firm operates and invests.” No compensation was paid by Veris for these awards. The judges considered firm data that was current as of February of 2024.

WE stands for Wealth Enterprise®

WE is the Family Office Company WE Family Offices works with families, single-family offices, and trustees to holistically manage, advise and organize complex financial holdings to ensure family wealth endures for generations.

New York Office

Miami Office

1270 Ave. of the Americas, 7th Floor New York, NY 10020 +1.212.218.5100

2811 Ponde de Leon Blvd., Suite 840 Coral Gables, FL 33134 +1.305.825.2225

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Pioneering Innovation In Wealth Management With Sustainability At Its Core

W

E Family Offices works with families, single-family offices, and trustees to holistically manage, advise and organize complex financial holdings to ensure family wealth endures for generations. Working side-by-side with our client families, we help them to harness their entrepreneurial talents, values and vision that culminated to create their wealth in the first place and create a unique wealth enterprise for their family wealth. WE provides each family with tools and resources, giving them the confidence, competence and information to make critical decisions about the management of the family’s wealth with success and control.

Today, WE serves more than 100 families in the US, Latin America and Europe. As a founding member of the Institute of the Fiduciary Standard, WE adheres to a strong fiduciary culture of putting clients' interests first, an emphasis on transparency, and a business model that aligns WE with our families’ interests.

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

In an era of inorganic growth driven by M+A, WE has intentionally made the decision to grow organically and remain independent. This allows us to continue our unwavering dedication to our clients, putting their interests first. Because of this, WE has gained recognition in the industry among our peers and with families all over the world.

WE is entirely dedicated to serving the ultra-high net worth sector of the wealth management space. Our average client size of $150MM AUA allows us to entirely focus on the unique challenges and needs of these families.

WE Family Offices

Please describe how your colleagues made a difference?

WE Family Offices was founded by professionals who left their traditional financial services firms to offer their ultra-high-net-worth families something very different than they were getting at the firms they had engaged. This culture continues today. WE’s success is driven entirely by the talents of our team members who collaborate on behalf of the clients whom we serve.

Who inspires you, either inside or outside your organization?

Internally, the leadership and dedication of colleagues inspire the team to strive for excellence. Externally, industry pioneers and thought leaders in wealth management and innovative companies that prioritize sustainability and social impact serve as inspirations. Our clients also inspire us. One of the great things that comes from working with our clients is that we are able to see so many examples of best practices that we can learn from and incorporate into our advisory practice.

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

WE Family Offices maintains a strong focus on market research and development, staying abreast of emerging trends and opportunities in the global markets.

WE also continually makes investments in cutting-edge technology, focusing on providing our client families with the latest information and data.

As a B-Corp, WE places a strong emphasis on sustainability and values-based investing, recognizing the growing importance of aligning wealth management with values and long-term societal goals.

Winner • Multi-Family Office ($5 Billion to $15 Billion AuM/AuA) • ESG Investing (Advisory) • Women in Wealth Advisory (Individual)

The information is not intended as an endorsement of any specific investment strategy. While WE Family Offices LLC (“WE”) believes the information in these descriptions to be accurate and reliable, we do not guarantee their completeness as such information will change overtime. This award pertains to a third-party ranking of WE with a survey independently provided to WE as structured by the third party and used in the preparation of the third-party ranking.

Wealth Legacy Advisors celebrates our win at the Family Wealth Report Awards 2024 for

Family Wealth Counseling!

Wealth Legacy Advisors is proud to share its 11Ͳyear Anniversary with the Family Wealth Report Awards.

The judges commented that Wealth Legacy Advisors “offers a range of services to families of significant wealth including advising on raising family members, developing leadership succession plans and legacies of family businesses.

Susan R Schoenfeld is a true thoughtͲ leader in the UHNW community.”

WLALLC.com SusanSchoenfeld.com 212Ͳ655Ͳ9610

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Wealth Legacy Advisors Wins For Family Wealth Counseling

W

ealth Legacy Advisors serves as thought partner to families of wealth through personal attention and human spirit, and provides guidance to families of wealth, family offices and their trusted advisors on the human issues of wealth that keep them up at night: governance, legacy, stewardship, next generation and philanthropy.

Based in New York City, Susan is a self-described “recovering” Attorney and CPA with deep experience as an advisor to UHNW families and family offices.

Susan’s passion is helping families (and their provider organizations) with the tools to take them to their full potential.

Susan Schoenfeld CEO and Founder Wealth Legacy Advisors LLC.

Wealth Legacy Advisors, also celebrating its 11th anniversary this year, has 3 times before been named as a winner at the Family Wealth Report Awards.

In 2023, Susan R. Schoenfeld, nationally recognized thought-partner to UHNW families and their trusted advisors, won for 'Outstanding Thought Leadership'.

In 2020, Susan was awarded the prestigious 'Women In Wealth Management' Award for being “one of the few women on the national speaking circuit who is guiding financial services firms and their clients to connect with the human side of the client relationship.”

In 2018, Susan also won for 'Outstanding Thought Leadership'.

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

Winner • Family Wealth Counseling

In the judges’ words, Wealth Legacy Advisors “offers a range of services to families of significant wealth including advising on raising family members, developing leadership succession plans and legacies of family businesses.

Susan R Schoenfeld is a true thoughtleader in the UHNW community.”

As a conflict-free advisor who provides no investment, tax or legal advice and sells no product, I share my insights directly with wealthy families and with financial

services experts. I regularly write thought pieces in the family office space, and am active as a keynote speaker and a leader of break-out sessions and workshops at conferences throughout the US. How do you hope your firm will benefit from getting this award?

Wealth Legacy Advisors is this year celebrating a milestone – 11 years since it was founded.

11 years ago I had a big idea – that what keeps families of wealth up at night is not their investments, taxes or estate plans, but rather raising their families in an atmosphere of wealth to become competent and confident stewards of their wealth.

The name Wealth Legacy Advisors was chosen carefully to convey that we advise on the legacy of wealth, not the financial or investment management of that wealth. We are thought partners to UHNW families about the human issues of wealth: their legacy, stewardship and governance.

The families who have invited me into their worlds these past years are each fascinatingly unique but, upon reflection, do fall into two distinct patterns: families experiencing some pressing business transaction or transition, and families who want to “get ahead of the curve” by engaging in governance planning to set up the next generation for success and create structures for better communication and decision-making before the inevitable issues arise.

"I am passionate about the work that I do with families of wealth. The so-called “soft issues” of wealth are the hardest of all, and I look forward to my next 11 years of guiding families through the land mines … and having fun while doing so!"

YOUR ASPIRATIONS ARE OUR INSPIRATION.

No matter where you are on life’s path, we have a team of advisors to meet you.

• Financial Planning • Executive Compensation • Life Transitions • Business Sale & Succession • Multi-Generational Wealth Management • Charitable Giving & ESG • Portfolio Management

Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC and its subsidiaries, separate registered investment advisers and subsidiary companies of NFP Corp., an Aon company. © 2024 Wealthspire Advisors

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Kevin Brady: Outstanding Contribution To Wealth Management Thought Leadership

K

evin Brady, CFP®, Vice President, is a frequent contributor to Wealthspire Advisors’ thought leadership and regularly appears in media including Bloomberg, CNBC, and MarketWatch.

What was the winning formula that explains why you won?

I’m excited to win the Family Wealth Report 'Outstanding Contribution to Wealth Management Thought Leadership' Award.

I believe my success revolves around two key pillars: collaboration with brilliant minds and challenging myself in turn.

Surrounding myself with exceptionally intelligent people has been instrumental in my journey. Their insights, challenges, and perspectives have pushed me to elevate my own standards continually. The privilege of working alongside exceptional clients, colleagues, and thought leaders has been a catalyst for growth.

and cultivates a culture of trust, growth, and skill development. Mike's guidance and support have been invaluable to the progression I’ve experienced in my career, and I hope to increasingly be in the position of providing that same guidance and support to others.

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

Looking ahead, I anticipate two significant shifts shaping the wealth management industry. First, I expect to see continued consolidation within the industry, with larger firms like ours either acquiring or being acquired by others. This trend toward consolidation reflects the drive for scale, efficiency, and expanded service offerings in an increasingly competitive market.

Please describe how your colleagues made a difference?

Simultaneously, specialization will continue to allow advisors, particularly among newer and younger professionals, to differentiate themselves and remain competitive. As the industry matures and competition intensifies, there is no other way but to take responsibility for your career path and decide “Who do I like to work with?” and “How can I be the best person to help them?” Unlike previous generations, in which a more generalized approach to planning sufficed, today's advisors must identify their niche and go all-in. This is not to say growth is impossible without specializing, but it’s much harder and less sustainable in my view.

My colleagues, particularly Mike Delgass, have played a pivotal role in shaping my professional journey. Mike's approach to collaboration is empowering; he encourages his team members to take ownership and make their own decisions.

He is the first person to credit others when things go well but will also take full accountability when a mistake is made.

At Wealthspire, we are already embracing this shift towards specialization by offering customized services for specific client segments including attorneys, business owners, and divorcees. By deepening our understanding of these unique client needs and honing our expertise, we can better serve our clients and stand out in the market.

By entrusting us with significant responsibilities, he frees up his own time

To view disclosure information, please visit www.wealthspire.com.

My approach has been simple in retrospect – being exposed to interesting and innovative planning concepts, implementing those ideas for the benefit of clients, and documenting that in writing and other mediums. I’ve found that writing about my experiences solidifies my understanding of the subject matter as well as challenges how well I understood it in the first place! My hope is that being both creator and critic will help my ideas stand up to scrutiny.

Kevin Brady CFP® Advisor, Vice President Wealthspire Advisors

Winner • Outstanding Contribution to Wealth Management Thought Leadership (Individual)

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The Future Of Family Wealth Christina Wing Founder Wingspan Legacy Partners

Winner • Family Office Management Consultancy

Why do you think your organisation won this year?

I think Wingspan Legacy Partners won this year because we’re filling a vital role in the family office advisory space at a time when the number of family offices is on the rise. Family offices are surging – both in terms of overall numbers and their increased presence in capital markets. They will be one of the key investment vehicles going forward.

Since the category is relatively new, however, those who establish and manage family offices often find themselves playing catch up in terms of governance and strategy. There isn’t a “playbook” for the family office, but at Wingspan we’re implementing best practices in structuring family offices to grow and thrive. Those in the family office space recognize Wingspan’s contributions and that’s why we won in this category.

Please give us a sense of where you think the family wealth management is headed and what the challenges and opportunities are?

We’re on the cusp of what is being called “the Great Wealth Transfer.” For the first time in decades more new billionaires have inherited their wealth rather than make it themselves. Even beyond the billionaires, we have a huge cohort of baby boomers retiring and preparing for the succession of their businesses and estates.

The problem is that generations don’t always see eye-to-eye, and this leads to misunderstandings or outright battles over succession and future strategy. I think this is an underappreciated area of wealth management and planning that will become more important – and Wingspan is well positioned to offer guidance to families in transition.

What did your colleagues do to contribute to the success this year?

This win wouldn’t have been possible without my colleagues.

I founded Wingspan but having incredibly smart and talented people on my team is what makes our services to families possible. I always say we are advisors rather than consultants because we don’t just offer generic recommendations and then walk away.

We embed ourselves with families and get to know them on a personal level – their challenges, their dreams, their goals, short- and long-term. And it’s my colleagues who are able to accomplish this and deliver ongoing service that goes beyond the basics to managing relationships and family dynamics.

My colleagues are what make Wingspan unique among advisory firms, and why we were successful in the Family Wealth Report Awards this year.

What do you hope will be the result of receiving this accolade?

Hopefully more families will learn about our thought leadership around family wealth and legacy. I think families typically have a notion of legacy – whether it’s securing the future for descendants or making an impact on the wider world. But they don’t always know how to fulfill that dream. Nor do they understand the need to intertwine legacy goals with current business strategy.

Wingspan aims to bridge that gap in how families think while also getting them to have the difficult conversations they need to have around differences in approach and vision.

Mirador is now part of iCapital

Providing industry-leading capabilities in data management and consolidated reporting to advisors of significant wealth.

203-742-0770 www.icapital.com/mirador

Founded by Families for Families New Republic Partners offers innovative investment, wealth advisory and family office solutions.

New Republic Partners, 521 East Morehead Street, Suite 100, Charlotte, North Carolina 28202 newrepublicpartners.com New Republic Capital, LLC (d/b/a New Republic Partners) is an investment advisor registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about New Republic Partners’ investment advisory services can be found in its ADV Part 2 and/or Form CRS, both of which are available upon request. @ 2024 New Republic Partners. All Rights Reserved.

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

The Eleventh Annual Family Wealth Report Awards Finalists 2024

135

in Partnership with Balance Partners

2024

FINALIST

Family Wealth Report Awards 2024 Judith Pearson President, Nomadx

Trustees have personal liability.

We have the expertise to mitigate your risk.

Learn more at trustnomadx.com

Balance Partners, LLC is a New York Limited Liability Company, License #1538920 In California, Balance Partners Insurance Services, LLC License #0M92717

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Private Client Services

137

We work closely with our clients’ trusted advisors. Attorneys, insurance experts, and PR crisis managers are natural allies in our risk management coalition.

OLYTAC.COM Visit our website to learn more about how we cooperate with our partners to serve the unique needs of high profile families.

Immediate Assistance: (360) 461-5362

WA PI Agency License #1787 | WA Security Agency License #833 OR DPSST Private Investigator #054171 | OR Security Agency #2159

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ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

LYMPIC TACTICAL & INVESTIGATIONS

T H E FA M I LY O F F I C E S M

®

™

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

141

What’s your

w hy?

I WA N T TO PA SS D OW N MORE THAN JUST WISDOM TO MY GRANDKIDS. Everyone’s “why” is different. And we want to hear all about yours. Because when it comes to navigating the complexities of family wealth and figuring out how to best protect and grow it, we understand that finding a bank that will work with you to develop a tailor-made plan is essential. That’s why we’re devoted to providing the expertise you need to achieve what you want.

We’re happy to help take care of the how.

You just tell us, what’s your why?

Let’s talk about your why.

Visit us at pnc.com/hawthorn.

The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Private Bank Hawthorn® 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” is a registered mark of The PNC Financial Services Group, Inc. ©2024 The PNC Financial Services Group, Inc. All rights reserved. INV PB PDF 0524-065-2471201

WEALTH SUSTAINABILITY | INVESTMENT MANAGEMENT | TRUST AND ESTATE ADMINISTRATION | FAMILY OFFICE SOLUTIONS

WINNER: Summitas

COMMENDED: Trust Company of the South

WINNER: The Family Office at Synovus

WINNER: Trove

Winning your next race is rarely about luck…consistent wins require the best executive talent and partnering with a team that delivers.

New York - Nashville West Palm Beach - Los Angeles www.mackinternational.com

Mack International is recognized internationally as the premier boutique firm specializing in retained C-suite executive search and customized strategic human capital/talent management consulting solutions to family office, investment firm and enterprise clients on a national and international basis. We also serve select investment and wealth management firms that support family offices and ultra-high net worth clients.

For over 20 years, families have put their trust in us.

Our access to the best talent, our mastery with culture fit and our utmost discretion is unparalleled in the industry.

Mack International - Wealth in Our Solutions

Wealth Management | Executive Search | Family Offices | Ultra-High Net Worth

WINNER: The Family Office at Synovus

WINNER: Veris Wealth Partners

WINNER: Mel Lagomasimo - WE Family Offices

WINNER: Wealth Legacy Advisors LLC.

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.

© 2024 ClearView Financial Media Ltd. 83 Victoria Street, London, SW1H 0HW, United Kingdom Tel: +44 (0) 207 148 0188 / info@clearviewpublishing.com / www.clearviewpublishing.com / VAT Reg No: 843 3686 09

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

147

The Tenth Annual Family Wealth Report Awards Winners 2024 TECHNOLOGY CATEGORIES (VENDORS) WINNER

Accounting

WINNER

Client Communications WINNER (excl. Reporting)

Compliance

WINNER

WINNER

Onboarding

WINNER

Fintech Start-Up

CRM System

Portfolio Management

WINNER

Product Innovation (B2B)

WINNER

Bill Pay

Consolidated Reporting

WINNER

WINNER

WINNER Outsourcing/ Business Process Outsourcing

AWARD-WINNING

Portfolio Management & Reporting Software Purpose Built for UHNWIs & Sophisticated Family Offices

LEARN MORE

Trusted by 900+ UHNWIs and family offices across 5 continents

privatewealthsystems.com | +1 (980) 500-3001

Because legacies and futures are built by taking the boldest leaps.

Discover how your family office can prepare for the future with an integrated technology and service partner that helps you carry forward generational wealth. seic.com/archway

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

149

TECH CATEGORIES (IN-HOUSE AND ADVISORS) Customer Facing Digital Platform

WINNER

Client Driven Innovation (B2C)

WINNER

PRIVATE CLIENT (LEGAL & FIDUCIARY) CATEGORIES Fiduciary or Trust Services

Legal Team of the Year

WINNER

Accountancy Advisor WINNER

WINNER

Wealth Planning

WINNER

Tax Advisor

WINNER

TAG Associates is a Multi-Family Office providing portfolio management and family office services.

1983

$8.7B

75:110

A pioneer of the multi-family office concept 40 years ago

Assets under management as of 12/31/2023

75 TAG Professionals 110 clients

Dedicated to Serving Your Needs Significant wealth brings complexity. At TAG, we truly get to know you and fully understand your personal goals, circumstances, and concerns. We believe in comprehensive wealth management which is why we offer both portfolio management and family office advisory services. Our independence and role as a fiduciary means that we always act on behalf of your best interests.

New York 810 Seventh Avenue 7th Floor New York, NY 10019 (212) 275 - 1519

www.tagassoc.com

Florida 515 North Flagler Drive Suite 350 West Palm Beach, FL 33401 (561) 249 - 8220

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

151

CONSULTANTS TO PRIVATE CLIENTS COMMENDED Solutions for 'International Americans'

Family Wealth Counseling

COMMENDED

WINNER Solutions for 'International Americans'

Family Wealth Counseling

WINNER

Philanthropy Advice

WINNER

COMMENDED Family Office Management Consultancy

WINNER Family Office Management Consultancy

INSURANCE CATEGORIES WINNER

Insurance Underwriter

®

COMMENDED Insurance Brokerage Provider

Insurance Brokerage Provider

WINNER

Are Your Clients Missing a Seat at Their Advisory Table?

Weaving Together What Matters Most Residential Property & Estate Operations · Staffing Organizational Assessment & Structuring · Staffing Search & Placement Advisory · Design & Construction Advisory

We’re here to listen. Let’s start a conversation: anne@tallc.com I www.tallc.com I 206-484-3308

TRIDENT TRUST.COM

FOCUSED O N YO U R A M B I T I O N S

We partner with family offices, RIA’s, and the HNW community to help them meet their goals and protect their interests in a changing world.

Truly independent, we focus on building long-term relationships, and use our global experience and resources in trustee, corporate and fund administration services to create bespoke solutions for our clients.

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

153

SPECIALIST WEALTH MANAGEMENT CATEGORIES Private Travel

Art & Private Collections

Security Consulting & Risk Management

WINNER

WINNER

Healthcare Services

Property & Household

WINNER

WINNER

WINNER

INVESTMENT AND ASSET MANAGEMENT CATEGORIES WINNER Private Client Investment Platform

Outsourced CIO

WINNER

Concierge/Specialist Service Firm

Cyber Security

WINNER

WINNER

Expertise.

Integrity.

Commitment.

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

• Directed, delegated, and discretionary corporate trusteeship • Private trust company governance, administration, consulting • Administrative management for Wyoming LLCs • Strategic fiduciary thought leadership • Bespoke consulting projects WILLOWSTREETGROUP.COM

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

155

RESPONSIBLE INVESTING CATEGORIES Impact Investing (Product)

ESG Investing (Advisory)

WINNER

Impact Investing (Advisory)

WINNER

ESG Investing (Product)

WINNER

WINNER

BANKING CATEGORIES Credit Solution

National Private Bank

WINNER

WINNER

Credit Solution

International Private Bank

WINNER

WINNER

Regional Private Bank

WINNER

WINNER Foreign Headquartered Private Bank

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

157

FAMILY OFFICE CATEGORIES Multi Family Office (New Entrant)

WINNER

Multi-Family Office (Client Initiative)

WINNER

COMMENDED Multi-Family Office (Up to and Including $2.5 Billion AuM/AuA)

WINNER

COMMENDED Multi-Family Office ($5 Billion to $15 Billion AuM/AuA)

WINNER Multi-Family Office (Up to and Including $2.5 Billion AuM/AuA)

Multi-Family Office ($2.5 Billion To $5 Billion AuM/AuA)

WINNER Multi-Family Office ($5 Billion to $15 Billion AuM/AuA)

WINNER Multi Family Office ($15 Billion AuM/AuA and Above)

WINNER Outstanding COO Chief Operating Officer

WINNER Outstanding (CIO) Chief Investment Officer

WINNER Outstanding (CEO) Chief Executive Officer

Danielle Brown

Carol Schleif

Matthew Fleissig

Rising Star Under 40

WINNER

Michael Wagner

T H E FA M I LY O F F I C E S M

Perpetual Global Adverse Media Monitoring

Private banks and wealth managers need 24/7 risk vigilance.

But with millions of news items from thousands of sources and in multiple languages generated daily, how can they be sure to receive need-to-know alerts rather than irrelevant noise?

smartKYC’s latest product, smartEYE, solves all of these problems.

Watches the world’s news and social media commentary in real-time, 24/7 to deliver precise risk alerts as soon as they are reported.

Carries out automated news analysis ensuring alerts are risk-classified according to your risk framework, are specific to your client, and contain new (rather than repeat) information.

Is truly multilingual so you can be as confident of your adverse media monitoring in languages such as Russian, Arabic or Chinese, as you are in English.

With smartEYE, private banks and wealth managers get risk-relevant, real-time alerts about their customers that allows them to act decisively and quickly. Compliance teams no longer have to wait for a periodic refresh cycle. Instead, they receive adverse media trigger events in the form of precise alerts, as that news breaks. smartEYE represents the ultimate solution for perpetual KYC risk monitoring. smartKYC proudly sponsors this awards ceremony and we congratulate all the winners!

Discover smartKYC’s latest product, smartEYE www.smartkyc.com/smarteye/

Proud sponsors of this awards ceremony

ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

159

WOMEN IN WEALTH CATEGORIES WINNER Women in Wealth Management (Company)

WINNER Women in Wealth Technology (Individual)

WINNER Women in Wealth Investment (Individual)

Helen Yang

Carol Schleif

WINNER Women in Wealth Advisory (Individual)

WINNER Women in Wealth Family Office (Individual)

Mel Lagomasino

Andrea Ayres

LEADERSHIP CATEGORIES WINNER Diversity in Wealth Management (Company)

Outstanding Contribution

WINNER

to Wealth Management Thought Leadership (Company)

Outstanding Contribution WINNER

to Wealth Management Thought Leadership (Individual)

Kevin Brady

WINNER Leading Individual (Service Product Provider)

Trish Botoff

Leading Individual (MFO)

WINNER

Richard “Dick” Havey

Lifetime Achievement

WINNER

James Grubman FAMILY WEALTH CONSULTING

WINNER: Veris Wealth Partners

WINNER: WE Family Offices

WINNER: Kevin Brady - Wealthspire Advisors

WINNER: Wingspan Legacy Partners

GLOBAL AWARDS Showcasing The Best in the Industry

Independence, integrity and genuine insight are the watchwords of the judging process.

2024

Announcements Schedule 18 JANUARY 2024

Miami Family Wealth Report Awards incorporating Latin America & the Caribbean

8 & 22 FEBRUARY 2024

WealthBriefing Swiss Awards WealthBriefing WealthTech Americas Awards

6 & 21 MARCH 2024

WealthBriefing Swiss EAM Awards WealthBriefing European Awards

2 & 30 MAY 2024

Family Wealth Report Awards WealthBriefingAsia & Greater China Awards

27 JUNE 2024

WealthBriefing Wealth For Good Awards

3 OCTOBER 2024

WealthBriefingAsia EAM Awards

21 NOVEMBER 2024

WealthBriefing MENA Awards

5 DECEMBER 2024

WealthBriefing Channel Islands Awards

For more information: + 44 (0) 20 7148 0188 (UK Office) www.wealthbriefing.com / www.wealthbriefingasia.com / www.fwreport.com