Celebrating Excellence in Wealth Management: Family Wealth Report Awards 2023 Recognizes Members of The UHNW Institute

Last night, members of The UHNW Institute’s Community were among the nominees and winners of the prestigious Family Wealth Report Awards. These awards recognize excellence in the wealth management industry, and we are proud to see our members acknowledged for their exceptional contributions.

We would like to extend our congratulations to all the nominees and winners for their outstanding achievements. Specifically, we would like to recognize the following members for their victories in their respective categories:

• Steve Prostano – Lifetime Achievement
• Neil Nisker – Our Family Office Inc. – Outsourced CIO
• Edward Marshall – Dentons – Leading Individual (Service Product Provider)
• Shannon Kennedy – BMO Family Office – Women in Wealth Family Office (Individual)
• Delegate Advisors – Multi-Family Office ($2.5 Billion to $5 Billion AuM/AuA)
• WE Family Offices – Multi-Family Office ($5 Billion to $15 Billion AuM/AuA)
• Pathstone – Multi-Family Office ($15 Billion AuM/AuA and Above)
• The Family Office at Synovus – Multi-Family Office (Client Initiative), Alternative Asset Manager and Highly Commended in Multi-Family Office ($5 Billion to $15 Billion AuM/AuA)
• TAG Associates – Private Client Investment Platform
• Key Family Wealth  – Family Wealth Consulting
• Arabella Advisors – Philanthropy Advice
• PwC – Solutions for “International Americans”
• Willow Street – Fiduciary Trust Services
• Dentons – Legal Team of the Year
• Handler Thayer, LLP – Tax Advisor
• Summitas, LLC – Customer-Facing Digital Platform
• Pure Insurance – Insurance Underwriter
• Ronald Varney Fine Art Advisors, Art & Private Collections
• Emergency Black Bag – Healthcare Services
• Gresham Partners – Ted Neild – Outstanding CIO
• The Family Office at Synovus – Michael Clark – Outstanding CTO/COO
• Brown Advisory – Highly Commended for ESG Investing (Product)

We are proud to have these accomplished professionals as members of The UHNW Institute and wish them continued success in their future endeavors. Congratulations to all the nominees and winners of the Family Wealth Report Awards!

For a list of all winners, click here.