#PAMAwards
FAMILY OFFICE SERVICE PROVIDER AWARDS
Best Family Office Service Provider - New Innovations
Aston Pearl
Berdon
BNY Mellon | Pershing (Digital Authorizations)
BNY Mellon | Pershing (Site Builder Solutions)
Canoe Intelligence
Facteus
FIS
PKF O'Connor Davies Family Office
Stone Mountain Capital
Best Technology Platform for Family Offices
280 CapMarkets
Canoe Intelligence
Citi Private Bank
DealCloud
Envestnet
FIS
Foreside
Profile Software
Risclarity
Best Asset Manager Solutions for Family Offices
Alpha Growth Capital, subsidiary of MNT-V GmbH
Capital Counsel
Capital Dynamics
GoldenTree Asset Management
Owl Rock Capital Partners
ProAlpha Capital
Turning Rock Partners
Best Business Consulting Firm for Family Offices
ECG Resources
F2 Strategy
Mack International
PKF O'Connor Davies Family Office
Turnkey Trading Partners
ProAlpha Capital
Turning Rock Partners
Best Custodian
BNY Mellon | Pershing
Fidelity Family Office Services
Fiduciary Trust Company
Northern Trust
RBC Wealth Management
Schwab Advisor Services
State Street
Best Fiduciary/Trustee Service
Ascent Private Capital Management of U.S. Bank
Fiduciary Trust Company
Key Private Bank
The Family Office at Synovus
Best Firmwide Security Solution
Blackcloak
Drawbridge
Eze Castle Integration
Hillard Heintz
Summitas
Best Fund Administration Service
Citco Institutional Services
PKF O'Connor Davies Fund Administration
SS&C Technologies
Sudrania Fund Services
Best General Ledger System
Burgher Haggard
FundCount
Private Wealth Systems
SEI Family Office Services
Sudrania Fund Services
Best High-Net-Worth Insurance Company
AIG
AXA XL
Chubb
PURE Insurance
Travelers
Best High-Net-Worth Insurance Broker
Alliant Insurance Service
BKS Partners
Bullen Insurance Group
HUB International
Best Law Firm - Estates and Trusts
Day Pitney
Handler Thayer
Ropes & Gray Private Client
Withers Bergman
Best Lifestyle Management Firm
Abernathy Group Family Office
Black Bag
JDJ Family Office Services
Pall Mall Art Advisors
Smith & Howard
Teresa Leigh Household Risk Management
Best Multi-Asset Class Portfolio Management System
Addepar
Asset Vantage
Charles Schwab Investment Management
FundCount
MyVest
Private Wealth Systems
Solovis
SS&C Advent
Best Outsourced CIO
Cambridge Associates
Keystone Global Partners
Russell Investments
The Family Office at Synovus
TIFF
Best Partnership Accounting System
Asset Vantage
FundCount
PKF O'Connor Davies Family Office
Private Wealth Systems
Sudrania Fund Services
Best Reporting Solution
Ascent Private Capital Management of U.S. Bank
Asset Vantage
BMO Family Office
BNY Mellon | Albridge
Brown Advisory
Burgher Haggard
Mirador
Private Wealth Systems
Risclarity
FAMILY OFFICE/PRIVATE WEALTH MANAGER AWARDS
Manager or Investment Research Professional of the Year
Anna Snider, Managing Director, Merrill Lynch Wealth Management
Bill Andrakakos, Chief Investment Officer, Aaron Wealth Advisors
Brooks Friederich, Senior Vice President and Director of Research Strategy, Envestnet | PMC
Gene Goldman, Chief Investment Officer, Cetera Financial Group
Greg Maddox, Head of Global Manager Research, Wells Fargo Investment Institute
Greg Trinks, Head of Investment Management Research, UBS Wealth Management
Jeff DeMaso, Director of Research, Adviser Investments
Megan Horneman, Director of Portfolio Strategy, Verdence Capital Advisors
Ronald J. Smolenski, Jr., Managing Director of Investment Research, Pitcairn
Shannon Saccocia, Chief Investment Officer, Boston Private
Stacy Haislip, Director of Portfolio Management, TAG Associates
Tricia Bannan, Head of Equities, CIBC Private Wealth
Best Private Wealth Manager - Performance
Cadence Bank Trust & Asset Management
Capital Counsel
CIBC Private Wealth
Best ESG Investment Offering
Aaron Wealth Advisors
Mercer Advisors
Pathstone
RBC Wealth Management
UBS Global Wealth Management
Best High-Net-Worth Investment Platform
6 Meridian
CIBC Private Wealth
Citi Private Bank
Cresset Asset Management
Best Family Office - New Innovations
Northland Wealth Management
PKF O'Connor Davies Family Office
Best Multi-Family Office $10bn to $20bn
Ascent Private Capital Management - U.S. Bank
Cresset Asset Management
JDJ Family Office Services
Key Family Wealth
Best Multi-Family Office $10bn and Over
CIBC Private Wealth
Pathstone
PKF O'Connor Davies Family Office
Tiedemann Advisors
Best Multi-Family Office $2bn to $10bn
Camden Capital
Coastal Bridge Advisors
Pitcairn
The Family Office at Synovus
Best Multi-Family Office Under $2bn
Keystone Global Partners
Market Street Trust Company
Northland Wealth Management
True North Advisors
Best Private Wealth Manager Under $5bn - Client Service
Coastal Bridge Advisors
Keystone Global Partners
Northland Wealth Management
Best Private Wealth Manager Over $5bn - Client Service
Ascent Private Capital Management - U.S. Bank
Boston Private
CIBC Private Wealth
Fiduciary Trust Company
First Republic Bank
Mercer Advisors
Private Wealth Manager M&A deal of the Year
Allworth Financial
Captrust
Cresset Asset Management
Fiduciary Trust International
Mercer Advisors
Procyon Partners
Rockefeller Capital Management
Best Impact Investment Offering
Citi Private Bank
Envestnet
The Family Office at Synovus
Tiedemann Advisors
UBS Global Wealth Management
Best Firm Culture - Wealth Management Smaller Firms
6 Meridian
Bailard
Pitcairn
Procyon Partners
Your Wealth Effect
Best Firm Culture - Wealth Management Larger Firms
BMO Family Office
Carson Group
First Republic Bank
Huntington Private Bank
JDJ Family Office Services
Best Estate Planning Advisory Service
BMO Family Office
Citi Private Bank
Fiduciary Trust Company
The Family Office at Synovus
Tiedemann Advisors
Wells Fargo Wealth and Investment Management
Best Family Office - Due Diligence Processes
Balentine
Forbes Family Trust
Northland Wealth Management
TAG Associates
WE Family Office
Best Family Office Long-Term Investment Philosophy
Cresset Asset Management
Key Family Wealth
Pitcairn
TAG Associates
The Family Office at Synovus
OVERALL AWARDS & PRIVATE BANKING AWARDS
Best Philanthropic/Educational Initiative
Bailard
CAIS
Envestnet
Fidelity Family Office Services
Foundation Source
Mercer Advisors
The Family Office at Synovus
Women in Wealth Advocate of the Year (firm)
6 Meridian
Mack International
Mercer Advisors
Women in Wealth Advocate of the Year
Ann Silverman, Wilmington Trust
Halé Behzadi, Citi Private Bank
Katherine Relle, J.P. Morgan Asset Management
Linda Mack, Mack International
Margaret Dechant, 6 Meridian
Teri Shepherd, Carson Group
ESG Advocate of the Year
280 CapMarkets
Bailard
Capital Dynamics
Jay Lipman, Ethic
Jeff Gitterman, Gitterman Wealth Management
Mercer Advisors
Lifetime Achievement Award
Darrell Hacket, BMO Wealth Management
Larry Swedroe, Buckingham Wealth Partners
Ron Carson, Carson Group
Scott Caven, CIBC
Thomas J. Handler, Handler Thayer
Private Banking - Client Service
Bank of America Private Bank
CIBC Private Wealth
Citi Private Bank
First Republic Bank
Key Private Bank
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Indira Peters
Awards Manager
T: +1 646 891-2119