Our Heritage

Often regarded as the "Oscars" of the US private asset management industry, for over two decades the highly sought after Private Asset Management Awards have provided a platform for top investment professionals, wealth advisors, legal firms, consultants, and other key service providers operating within the sector, to showcase the incredible achievements they have accomplished.

Winning a Private Asset Management Award is a true seal of approval from the private wealth community to one of its own.

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

DE&I initiative of the year **NEW for 2022**

Aspiriant

Best family office - new innovations

Stone Mountain Capital

Best Multi-Family Office $10bn to $25bn

Key Family Wealth
Highly commended: JDJ Family Office Services

Manager or investment research professional of the year

Megan Horneman, Verdence Capital Advisors

Best firm culture- small and medium firms

Carson Group
Highly commenced: Huntington Private Bank

Best Multi-Family Office $25bn and over

CIBC Private Wealth

Private wealth manager M&A deal of the year

Silicon Valley Bank buying Boston Private

Overall Awards

Best Philanthropic/Educational Initiative

Fidelity Family Office Service

Women in Wealth Advocate of the Year

Beata Kirr - Bernstein Private Wealth Management

Lifetime Achievement Award

Ron Carson - Carson Group

Best private bank - client service

First Republic Bank

ESG Advocate of the Year

Pathstone

Woman in Wealth Advocate of the Year (firm)

Emerge Capital Management

2021 Winners



Overall Awards & Private Banking Awards

Best Philanthropic/Educational Initiative

The Family Office at Synovus

Women in Wealth Advocate of the Year

Winner: Teri Shepherd, Carson Group
Highly Commended: Katherine Relle, J

Lifetime Achievement Award

Thomas J. Handler,
Handler Thayer.

Woman in Wealth Advocate of the Year (firm)

6 Meridian

ESG Advocate of the Year

Capital Dynamics

Private Banking - Client Service

Winner: Citi Private Bank
Highly Commended: First Republic Bank

Family Office/Private Wealth Manager Awards

Manager or Investment Research Professional of the Year

Winner: Brooks Friederich, Senior Vice President and Director of Research Strategy, Envestnet | PMC
Highly Commended: Tricia Bannan, CIBC Private Wealth

Best Multi-Family Office $10bn to $20bn

Key Family Wealth

Best Impact Investment Offering

Tiedemann Advisors

Best Private Wealth Manager - Performance

CIBC Private Wealth

Best Multi-Family Office $20bn and Over

Winner: Pathstone
Highly Commended: CIBC Private Wealth

Best Firm Culture - Wealth Management Smaller Firms

Pitcairn

Best ESG Investment Offering

UBS Global Wealth Management

Best Multi-Family Office $2bn to $10bn

Winner: The Family Office at Synovus
Highly Commended: Camden Capital

Best Firm Culture - Wealth Management Larger Firms

First Republic Bank

Best High-Net-Worth Investment Platform

Cresset Asset Management

Best Multi-Family Office Under $2bn

Winner: Northland Wealth Management
Highly Commended: Market Street Trust Company

Best Estate Planning Advisory Service

Fiduciary Trust Company

Best Family Office - New Innovations

PKF O'Connor Davies Family Office

Best Private Wealth Manager Under $5bn - Client Service

Coastal Bridge Advisors

Best Family Office - Due Diligence Processes

Winner: TAG Associates
Highly Commended: Balentine

Best Private Wealth Manager Over $5bn - Client Service

Coastal Bridge Advisors

Best Family Office Long-Term Investment Philosophy

Pitcairn

Private Wealth Manager M&A deal of the Year

Mercer Advisors

Family Office Service Providers Awards

Best Family Office Service Provider - New Innovations

FIS

Best Fiduciary/Trustee Service

Fiduciary Trust Company

Best Law Firm - Estates and Trusts

Winner: Withers Bergman
Highly Commended: Handler Thayer

Best Technology Platform for Family Offices

Winner: FIS
Highly Commended: Envestnet

Best Firmwide Security Solution

Drawbridge

Best Lifestyle Management Firm

JDJ Family Office Services

Best Asset Manager Solutions for Family Offices

Winner: GoldenTree Asset Management
Highly Commended: Capital Dynamics

Best Fund Administration Service

Citco Institutional Services

Best Multi-Asset Class Portfolio Management System

Addepar

Best Business Consulting Firm for Family Offices

Winner: Mack International
Highly Commended: F2 Strategy

Best General Ledger System

Private Wealth Systems

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

FundCount

Best High-Net-Worth Insurance Broker

Alliant Insurance Service

Best Reporting Solution

Winner: Risclarity
Highly Commended: Private Wealth Systems

Get in touch


Entry Inquiries
Cameron Murphy
+1 646 891 2165