Market Overview

Family Wealth Alliance Announces Best in Industry Awards Finalists

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CHICAGO, Aug. 16, 2018 (GLOBE NEWSWIRE) -- The Family Wealth Alliance ("The Alliance"), a leading voice on trends and developments in the family office community, announced today finalists for its Best in the Industry Awards.  Winners will be presented awards at the organization's 15th Anniversary Awards Gala, being held in connection with its annual Alliance Fall Forum in Chicago at the Union League Club, October 16-18.

"Because of the role The Alliance plays within the family wealth industry, we have enjoyed a unique vantage point from which to identify the trailblazers among us," commented Thomas R. Livergood, Family Wealth Alliance Founder and Chief Executive Officer.  He added "In our 15th anniversary year, this Awards Gala is our opportunity to honor these leaders and celebrate their many contributions to our evolving industry."

The finalists listed below were nominated by their fellow industry professionals:

Accounting, CPA or Law Firm Serving Family Offices
Day Pitney
Handler Thayer
Perkins Coie
PKF O'Connor Davies
Boutique Multifamily Office (Firm)
Delegate Advisors
Market Street Trust Company
Matter Family Office
Omnia Family Wealth
Vogel Consulting
   
Boutique Multifamily Office (Executive)
Lido Advisors, Greg Kushner
Matter Family Office, Kathy Lintz
Synovus Family Asset Management, Katherine Dunlevie
Vogel Consulting, Rhona Vogel
External Chief Investment Officer (Executive)
DiMeo Schneider & Associates, Michael Benoit
Graystone Consulting, James Whitney
Greycourt & Co, Greg Friedman
   
External Chief Investment Officer (Firm)
DiMeo Schneider & Associates
Graystone Consulting
Greycourt & Co.
LCG Associates
Family Counsel
1919 Investment Counsel
Michael J. Brink Award
Kreuzberger & Associates, Neil Kreuzberger
Mack International, Linda Mack
Tamarind Partners, Kirby Rosplock
   
Legacy Family Office
Mack International
Perkins Coie
Synovus Family Asset Management
The Family Business Consulting Group
Noteworthy Newcomer
Fiduciary Trust Charitable
O'Connor Professional Group
Silicon Valley Bank
The Marcus Corporation
V3Limited
   
Innovative Investment/Asset Class
1919 Investment Counsel
Ascent Private Capital Management of U.S. Bank
Gresham Partners
Matthews Asia
PPB Capital Partners
V3Limited
Outsource Solution/Provider
Home Care Assistance of Greater Chicago
Priester Aviation
Teresa Leigh Household Risk Management
Total Personal Services Administrative Group
TriState Capital Bank
Winston Art Group
   
Large Multifamily Office (Executive)
Gresham Partners, Wally Head
Pitcairn, Leslie Voth
PKF O'Connor Davies, Gemma Leddy
WE Family Offices, Maria Elena Lagomasino
Security and Risk Management Solution/ Provider
AIG
Black Bag
Chubb
Hillard Heintze
KII Consulting
Teresa Leigh Household Risk Management
   
Large Multifamily Office (Firm)
Aspiriant
BBR Partners
Gresham Partners
Pitcairn
WE Family Offices
Special Industry Contribution
Arabella Advisors, Eric Kessler and Bruce Boyd
Ballentine Partners, Coventry Edwards-Pitt
Hayman Family Office, DJ Van Keuren
Grant Thornton, Bruce Benesh
Lido Advisors, Greg Kushner
   
Lifetime Achievement
Balentine, Robert Balentine
J. H. McLaughlin & Co., Jamie McLaughlin
Lido Advisors, Greg Kushner
Market Street Trust Company, Marianne Young
WE Family Offices, Maria Elena Lagomasino
Technology Solution/Provider
Datafaction
Masttro
Oakbrook Solutions
Risclarity
   
The Client Experience
1919 Investment Counsel
Arabella Advisors
Market Street Trust Company
PKF O'Connor Davies
Priester Aviation
The Family Business Consulting Group
Thought Leadership
Chubb, Ori Ben-Yishai
Hayman Family Office, DJ Van Keuren
Fiduciary Trust, Jody King
Pitcairn, Harold F. "Rick" Pitcairn
Tamarind Partners, Kirby Rosplock
Vogel Consulting, Rhona Vogel
   

The Family Wealth Alliance applauds all nominees, with special acknowledgement for the finalists highlighted above.

About The Family Wealth Alliance

The Family Wealth Alliance convenes family wealth firms and organizations providing specialty services that, together, serve select private families across North America.  The organization also provides thought leadership via Alliance Research. For more information about thought leadership, membership and networking opportunities offered by The Alliance, please visit www.FamilyWealthAlliance.com.                                                     

Contact: 

Tom Livergood, Founder and CEO
Family Wealth Alliance
312-248-8820, ext. 700
Tom@FWAlliance.com 

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