The UHNW Institute congratulates all of the recipients recognized at the 2026 Family Wealth Report Awards, honoring excellence across the family wealth advisory field. We are proud to see so many members of our community celebrated for their work and leadership.
We extend special congratulations to Edward V. Marshall of Presage Global, a member of our advisory board and co-head of the Family Office Initiative, whose recognition as Leading Individual (Service or Product Provider) reflects his deep commitment to the field. We also congratulate Mel Lagomasino of WE Family Offices, a member of our Board of Directors Emeritus, on the Outstanding CEO award; Kim Kamin of Gresham Partners, Chair of our Estate Planning & Legal Issues Domain and faculty member, recognized as both Leading Individual (MFO) and Women in Wealth Advisory (Individual); and Kathy Lintz of Matter Family Office, a member of our Board of Directors and faculty member, whose Lifetime Achievement award honors a career of sustained leadership in UHNW wealth management.
Their achievements, along with those of many peers, represent the caliber of work this community continues to bring to the practice of UHNW wealth management.
INDIVIDUAL AWARDS
- Mel Lagomasino, WE Family Offices – Outstanding CEO
- Kim Kamin, Gresham Partners – Women in Wealth Advisory (Individual)
- Kim Kamin, Gresham Partners – Leading Individual (MFO)
- Edward V. Marshall, Presage Global – Leading Individual (Service or Product Provider)
- Kathy Lintz, Matter Family Office – Lifetime Achievement
FIRM AWARDS
Family Office
- Eton Advisors Group – Multi-Family Office (Up to and Including $2.5 Billion AuM/AuA)
- Eton Solutions – Innovative Client Solution (Highly Commended)
- Northwood Family Office – Multi-Family Office ($2.5 Billion to $5 Billion AuM/AuA)
- Northwood Family Office – Innovative Client Solution
- Gresham Partners – Multi-Family Office ($5 Billion to $15 Billion AuM/AuA)
- Gresham Partners – Wealth Planning
- WE Family Offices – Multi-Family Office ($15 Billion to $30 Billion AuM/AuA)
- AlTi Tiedemann Global – Multi-Family Office ($30 Billion AuM/AuA and Above)
Banking
- J.P. Morgan Private Bank – Overall Family Office Solution
- Key Private Bank – Regional Private Bank
Investment & Asset Management
- CIBC Private Wealth, US – Alternative Asset Manager
- Vanguard – ETF/Fund Manager
- J.P. Morgan Private Bank – Private Client Investment Platform
Consultants to Private Clients
- PwC US LLP – Family Office Management Consultancy (Non-Tech)
- Henley & Partners – Solutions for International Americans
Private Client (Legal & Fiduciary)
- Willow Street – Fiduciary or Trust Services
- Dentons – Legal Team of the Year
Technology
- Summitas, LLC – Client Communications (Excl. Reporting)
- InfoGrate, Inc. – Outsourcing/Business Process Outsourcing
Insurance
- Aon Private Risk Management – Insurance Broker (Personal)
- PURE Insurance – Insurance Underwriter
Specialist Wealth Management
- Ronald Varney Fine Art Advisors – Art & Private Collections
- Presage Global – Cyber Security
- Matter Family Office – Marketing or PR Campaign
- Nines – Property & Household
- Mack International – Wealth Management Executive Search Firm
The Family Wealth Report Awards recognize leadership, innovation and a sustained commitment to service in the family wealth advisory field. We are proud to see so many of our members—individuals and organizations—honored for their impact and vision. Across categories and firms, this year’s honorees represent the standard of practice that defines excellence in UHNW wealth management.
Congratulations to all our members for such well-earned recognition.
