Our Heritage
In its twentieth year, the awards carry a legacy of rewarding exceptional performance in the private wealth community and bring together esteemed industry peers and leading innovators across an evening of celebration.
The awards provide an opportunity leverage success, celebrate excellence and network with peers.
2022 Winners
Family Office/ Wealth Manager Service Provider Awards
Best asset manager solution for family offices
Owl Rock | A Division of Blue Owl
Highly Commended: GoldenTree Asset Management
Best family office service provider - new innovations
FIS
Highly Commended: Eton Solutions
Best multi asset class portfolio management system
SEI Novus
Highly Commended: Private Wealth Systems
Best business consulting firm for family offices
PKF O'Connor Davies Family Office
Highly Commended: Tamarind Partners
Best general ledger system
FundCount
Highly Commended: Burgher Haggard
Best outsourced CIO
The Family Office at Synovus
Best custodian
Fiduciary Trust Company
Best high-net-worth insurance company
PURE Insurance
Best partnership accounting system
Eton Solutions
Best fiduciary/trustee service
Key Family Wealth
Highly Commended: First Republic Trust Company
Best high-net-worth insurance broker
Marsh McLennan Agency Private Client Services
Highly Commended: Alliant Insurance Services
Best reporting solution
Masttro
Best firmwide security solution
Drawbridge
Best law firm - estates and trusts
Withersworldwide
Best technology platform for family offices
Summitas
Highly Commended: Eton Solutions
Best fund administration service
Sudrania Fund Services
Best fund administration service
Sudrania Fund Services
Family Office/Private Wealth Manager Awards
Best ESG Investment Offering
Mercer Global Advisors
Highly Commended: Pathstone
Best firm culture- large firms
Kayne Anderson Rudnick Investment Management
Best private wealth manager under $5bn - client service
Keystone Global Partners
Best estate planning advisory service
GM Advisory Group
Best high-net-worth investment platform
Pennington Partners
Highly Commended: CIBC Private Wealth
Best private wealth manager over $5bn - client service
Fiduciary Trust Company
Best family office - due diligence processes
TAG Associates
Highly Commended: Northland Wealth Management
Best impact investment offering
The Family Office at Synovus
Best private wealth manager - performance
Creative Planning
Best family office long-term investment philosophy
PITCAIRN
Best Multi-Family Office under $10bn
Northland Wealth Management
Highly commended: Market Street Trust Company