The Family Wealth Report Awards 2027

The Family Wealth Report Awards 2027

Please note that this is the first stage of the nomination process. If you subsequently decide not to continue with entering these awards, you are under no obligation to do so.
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CATEGORY SELECTION
FAMILY OFFICE CATEGORIES - This category grouping is for multi-family offices operating in North America. The primary distinction is size of assets under management or advisement with some additional awards for outstanding officers. Judges will be looking to award businesses that are differentiated in terms of outstanding overall quality of service to clients. This may encompass investment performance, communications, intergenerational issues, wealth planning and other aspects of integrated wealth management. Who may enter: Multi-family offices, RIAs, Trust companies.
BANKING CATEGORIES - This category grouping is focused on the banking sector and the way in which it serves ultra high net worth individuals and family offices. Judges will give particular attention to robust systems, high ethical standards, a sustainable business model, and excellent client service.Who may enter: International, National and Regional banks.
INVESTMENT & ASSET MANAGEMENT CATEGORIES - This category grouping is for investment and asset management businesses that provide platforms or services to the ultra high net worth and family offices communities.Who may enter: Investment management firms with a focus on family wealth.
RESPONSIBLE INVESTING CATEGORIES - This category grouping includes impact, ESG investment advisors and product providers who work with ultra high net worth and family office clients. Judges will be looking for evidence of entrants making a genuine, meaningful and measurable difference in these crucially important areas.Who may enter: Asset managers, family offices and advisors with a socially responsible focus.
CONSULTANTS TO PRIVATE CLIENTS CATEGORIES - This category grouping brings together some of the many areas in which consultants give advice, consultancy and counselling to individuals, families and their advisors. Judges will be looking for measurable examples of how consultants have impacted their clients businesses and/or lives.Who may enter: Consultants to family offices and UHNW individuals.
PRIVATE CLIENT (LEGAL & FIDUCIARY) CATEGORIES - These categories focus on lawyers, accountants, tax professionals and trust companies giving advice such as wealth planning and estate structuring. Judges will be looking for concrete examples of ways in which entrants make a measurable contribution to clients.
TECHNOLOGY CATEGORIES (VENDORS) - These categories are for businesses selling technology into the family office space whether it is investment, compliance, record keeping or transaction focused. Judges will be looking for entrants whose solutions are robust, relevant and specific to the family wealth market. Being innovative is important in this fast moving market.Who may enter: Technology companies with solutions for family office advisors.
TECHNOLOGY CATEGORIES (IN-HOUSE AND ADVISORS) - The category grouping is for businesses within the family office community to showcase how they have leveraged technology to provide enhanced service levels to their clients.Who may enter: Family wealth businesses whose primary focus is not that of a technology vendor.
INSURANCE CATEGORIES - Buying peace of mind is vital to family offices as it is to any individual or corporate body and these categories celebrate excellence in its provision and distribution.Who may enter: Insurance businesses with a focus on the family wealth community.
SPECIALIST WEALTH MANAGEMENT CATEGORIES - Wealth management covers such a diverse range of activities other than its core of investment and wealth preservation that a group of categories is required to draw many of them into one listing.Who may enter: Any business with a family wealth focus.

SECURITY CONSULTING & PERSONAL RISK MANAGEMENT
Awarded to: Security consulting professionals providing services related to all aspects of safety and security for family offices and the U/HNW individuals they serve. This includes both cyber and physical security, human capital staffing and service providers, as well as protection for premises, kidnapping risk, and specialty assets such as art and collectibles. Also includes digital security and recovery support for these assets.
LEADERSHIP CATEGORIES - Wealth management is above all a people business - and the quality of the people leading organizations determines their place in the industry. It is to these remarkable people that these categories are dedicated.Who may enter: Individuals working in the field of family wealth management
WOMEN IN WEALTH MANAGEMENT CATEGORIES - The outstanding role that women play at every level in wealth management is recognized and reflected in these categories of awards. Who may enter: Women working in the field of family wealth management.
OTHER AWARDS PROGRAMS
Please indicate any other Awards programs in which you may like to participate. Select as many as apply to the regions where you are active.
Other Awards Programs
CONSENT AND DECLARATION
I agree to the Family Wealth Report Awards terms and conditions and privacy policy.
I hereby confirm this awards program is being entered with the full knowledge and consent of the company and individual being put forward for consideration by the Judges.
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The Family Wealth Report Awards 2027

CONTACT DETAILS

CATEGORY SELECTION

OTHER AWARDS PROGRAMS

CONSENT AND DECLARATION