Congratulations to the 2025 Family Wealth Report Award Winners!
We are proud to share that The UHNW Institute and many of our members were recognized at the 2025 Family Wealth Report Awards, a prestigious celebration of excellence in the family wealth advisory space.
The UHNW Institute Wins Outstanding Nonprofit Thought Leadership
We are honored to be named the winner of the Outstanding Nonprofit Thought Leadership award. This recognition affirms our mission to elevate the practice of UHNW wealth management through education, collaboration, and the advancement of industry best practices. We are grateful to our members, contributors, and board for making this work possible.
Michael Zeuner Named Leading Individual (MFO)
We extend our warmest congratulations to Michael Zeuner, Managing Partner at WE Family Offices and a valued member of our Board of Directors, who received the award for Leading Individual (Multi-Family Office). This distinction reflects Michael’s decades-long commitment to redefining how multi-family offices serve ultra-high-net-worth families—with objectivity, purpose, and unwavering fiduciary care. His leadership continues to shape the future of our field.
Celebrating the Broader UHNW Institute Community
In addition to these honors, we are thrilled to recognize the many Institute members—both individuals and firms—who were celebrated across key categories. We especially congratulate Edward V. Marshall, a valued member of our advisory board and co-chair of the single-family office committee, whose recognition reflects his deep commitment to the field. We also extend special congratulations to Heather Flanagan, a dedicated member of our Leaders Council, whose leadership in the family office space continues to inspire.
Their achievements, along with those of many peers, reflect the depth of leadership and innovation within our community.
Individual Awards
- Edward V. Marshall, Presage Global – Outstanding Thought Leadership (Individual)
- Heather Flanagan, Wealthspire Advisors – Women in Wealth, Family Office (Individual)
- Ted Neild, Gresham Partners – Outstanding CIO (Highly Commended)
- David L. Donabedian, CIBC Private Wealth – Outstanding CIO
- Danielle Barrett, Brown Advisory – Rising Star Under 40
- Steve Braverman, Pathstone – Lifetime Achievement
- Cathy O’Malley Kearney, Key Private Bank – Women in Wealth, Banking (Individual)
Firm Awards
- Delegate Advisors – Multi-Family Office (≤ $2.5B AuM/AuA)
- Market Street Trust Company – Multi-Family Office ($2.5B–$5B AuM/AuA)
- Pathstone – Multi-Family Office ($15B+ AuM/AuA)
- Brown Advisory – Asset Management Firm Serving Family Offices and Private Banks
- BMO Family Office – Credit Solution & Women in Wealth Management (Company Contribution)
- Key Family Wealth – Family Office Solution
- J.P. Morgan Private Bank – International & National Private Bank, Private Client Investment Platform
- Arabella Advisors – Family Office Management Consultancy
- Glenmede – Philanthropy Advice
- Henley & Partners – Solutions for International Americans
- PKF O’Connor Davies Family Office – Accountancy Advisor
- Willow Street – Fiduciary or Trust Services
- Dentons – Legal Team of the Year
- PwC – Tax Advisor & Business Process Outsourcing
- Eton Solutions – Bill Pay
- PURE Insurance – Insurance Underwriter
- Ronald Varney Fine Art Advisors – Art & Private Collections
- Trove – Concierge/Specialist Service Firm
- TrustHouse – Healthcare Services
- Nines – Property & Household
- Presage Global – Security Consulting & Risk Management
- Botoff Consulting – Outstanding Thought Leadership (Company)
- Wealthspire Advisors – Women in Wealth, Family Office (Individual)
The Family Wealth Report Awards recognize leadership, innovation, and a deep commitment to service. We are proud to see so many of our members—individuals and organizations—honored for their impact and vision. These achievements reflect the Institute’s core values and our shared mission to advance the practice of UHNW wealth management.
Congratulations to all our members on this well-earned recognition.
