We’re honored and excited that many of our members (firms and individuals) and board members were recognized as 2022 winners across an array of categories at the 9th Family Wealth Report Awards ceremony held in NYC.

Lifetime Achievement

Joe Calabrese – Key Private Bank

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL)

Stephen Prostano – PKF O’Connor Davies

WOMEN IN WEALTH FAMILY OFFICE (INDIVIDUAL)

Amy Hart Clyne – Pitcairn (Highly commended)

LEADING INDIVIDUAL (SERVICE PRODUCT PROVIDER)

Mack International – Linda Mack

OUTSTANDING MFO CEO

Katherine Dunlevie –The Family Office at Synovus

OUTSTANDING CIO (CHIEF INVESTMENT OFFICER)

Ted Neild – Gresham Partners

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY)

Dentons

MULTI-FAMILY OFFICE (up to and including $2.5 billion AuM/AuA)

Our Family Office 

MULTI-FAMILY OFFICE ($5 billion to $15 billion AuM/AuA)

WE Family Offices

MULTI-FAMILY OFFICE ($15 billion AuM/AuA and above)

Pathstone

FAMILY OFFICE MANAGEMENT CONSULTANCY

PKF O’Connor Davies Family Office

ACCOUNTANCY ADVISOR

PKF O’Connor Davies Family Office

FIDUCIARY OR TRUST SERVICES

Willow Street

LEGAL TEAM OF THE YEAR

Dentons

WEALTH PLANNING

Highly commended: Gresham Partners

Winner: Tiedemann Advisors

ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS

Brown Advisory

OUTSOURCED CIO

Pathstone

ESG INVESTING (ADVISORY)

Pathstone

ESG INVESTING (PRODUCT)

Brown Advisory

IMPACT INVESTING (ADVISORY)

Glenmede

ART & PRIVATE COLLECTIONS

Ronald Varney Art Advisors

HEALTHCARE SERVICES

Black Bag

INSURANCE BROKERAGE PROVIDER

Alliant Private Client

INSURANCE UNDERWRITER

PURE Insurance

WOMEN IN WEALTH MANAGEMENT (COMPANY CONTRIBUTION)

Highly commended: Pitcairn. 

Winner: Glenmede