Our Heritage

Now in its 21st year, the Private Asset Management Awards carry a legacy of rewarding exceptional performance in the private wealth community and bring together esteemed industry peers and leading innovators across an evening of celebration.

The Awards provide an opportunity to leverage success, celebrate excellence and network with peers.

Hear from past winners

2024 Winners


Best alts solution for private wealth firms

Mercer

Best asset manager solution for family offices

Fortress Investment Group, Private Wealth

Best business consulting firm for family offices

Tamarind Partners

Best custodian

Fiduciary Trust Company

Best estate planning advisory service

Anchin

Best family office - due diligence process

The Family Office at Synovus

Best family office - long term investment philosophy

Pennington Partners

Best fiduciary / trustee service

Ascent Private Capital Management of U.S. Bank

Best firm culture

Huntington Private Bank

Best firmwide security solution

Elteni

Best fund administration service

Private Wealth Systems

Best general ledger system

FundCount

Best high net worth insurance broker

Marsh McLennan Agency

Best high net worth insurance company

PURE Insurance

Best high net worth investment platform

CIBC Private Wealth, US

Best law firm - estates and trusts

Day Pitney LLP

Best lifestyle management firm

Trove

Best multi-asset class portfolio management system

Venn by Two Sigma

Best multi-family office over $25bn

AlTi Tiedemann Global

Best multi-family office under $25bn

TAG Associates

Best outsourced CIO

The Family Office at Synovus

Best partnership accounting system

Ledgex

Best philanthropic / educational initiative

Bank of America Private Bank

Best private wealth manager - client service

Coastal Bridge Advisors

Best reporting solution

Addepar

Best technology platform for family offices

Addepar

Family office innovations

Dentons

Lifetime achievement

Leslie Voth Pitcairn

Manager/Investment research professional of the year

Phil Pecsok Anacapa Advisors

Private banking client service

Key Private Bank

Women in wealth advocate of the year

PNC Private Bank Hawthorn

2023 Winners


Family Office/Private Wealth Manager Awards

2023 Winner, Best General Ledger System, Highly commended Best Partnering Accounting Solution

"We're particularly gratified with this award because it validates our strategy and commitment to this space"

LedgeX

2023 Winners Private Banking – Client Service

"Wonderful recognition for PNC Private Bank!"

"Fantastic Recognition"

PNC Private Bank

Family Office/Wealth Manager Service Provider Awards

2023 Winner, Best multi-family office over $25bn

"Honored to have been recognized"

TAG Associates

2023 Winner Best Private Wealth Manager under $5mn

"We are thrilled to have won the 2023 PAM award for "Best Private Wealth Manager under $5mn - Client Service"! This recognition is a high five to all the hard work and dedication our team puts into providing excellent client service"

Keystone Global Partners

2023 Winner Best Thematic ESG Investment Offering

"A great testament to our fabulous Impact team—making a difference in how we invest!"

AlTi Tiedman Global

Best alts solution for private wealth firms

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Best asset manager solution for family offices

Star Mountain Capital

Best business consulting firm for family offices

F2 Strategy

Best custodian

Fiduciary Trust Company

Best estate planning advisory service

The Family Office at Synovus

Best family office - due diligence processes

The Family Office at Synovus

Best family office - long-term investment philosophy

Pennington Partners

Best family office and private banking innovations

SVB Private

Private Best family office service provider - new innovation

Dentons

Best fiduciary/trustee service

Fiduciary Trust Company

Best firm culture - larger firms

Cerity Partners

Best firm culture - small and medium firms

Huntington Private Bank

Best firmwide security solution

Summitas

Best fund administration service

NAV Fund Administration Group

Best general ledger system

Ledgex

Best high-net-worth insurance broker

Alliant Private Client

Best high-net-worth insurance company

PURE Insurance Company

Best high-net-worth investment platform

CIBC Private Wealth

Best law firm - estates and trusts

Withersworldwide

Best lifestyle management firm

Emergency Black Bag

Best multi-asset class portfolio management system

FIS

Best multi-family office $10bn to $25bn

Key Family Wealth

Best multi-family office over $25bn

JDJ Family Office Services

Best multi-family office under $10bn

TAG Associates

Best outsourced CIO

Pennington Partners

Best partnership accounting system

Plumb

Best philanthropic/education initiative

Bank of America

Best private wealth manager-performance

Anacapa Advisors

Best private wealth manager over $5bn -client service

Aspiriant

Best private wealth manager under $5bn-client service

Keystone Global Partners

Best reporting solution

Private Wealth Systems

Best technology platform for family offices

Risclarity

Best thematic ESG offering

Alvarium Tiedemann | AlTi

DE&I initiative of the year

BNY Mellon Pershing

ESG advocate of the year

Capital Dynamics

Lifetime Achievement Award

Jon Carroll

Manager or investment research professional of the year

Ted Katramados, Director, TAG Associates

Private banking - client service

PNC Private Bank

Private wealth management M&A deal of the year

Cresset Asset Management

Women in wealth advocate of the year - firm

Cambridge Associates

Women in wealth advocate of the year - individual

Linda Mack, Mack International

2022 Winners


Family Office/ Wealth Manager Service Provider Awards

Best asset manager solution for family offices

Owl Rock | A Division of Blue Owl

Highly Commended: GoldenTree Asset Management

Best family office service provider - new innovations

FIS

Highly Commended: Eton Solutions

Best multi asset class portfolio management system

SEI Novus

Highly Commended: Private Wealth Systems

Best business consulting firm for family offices

PKF O'Connor Davies Family Office

Highly Commended: Tamarind Partners

Best general ledger system

FundCount

Highly Commended: Burgher Haggard

Best outsourced CIO

The Family Office at Synovus

Best custodian

Fiduciary Trust Company

Best high-net-worth insurance company

PURE Insurance

Best partnership accounting system

Eton Solutions

Best fiduciary/trustee service

Key Family Wealth

Highly Commended: First Republic Trust Company

Best high-net-worth insurance broker

Marsh McLennan Agency Private Client Services

Highly Commended: Alliant Insurance Services

Best reporting solution

Masttro

Best firmwide security solution

Drawbridge

Best law firm - estates and trusts

Withersworldwide

Best technology platform for family offices

Summitas

Highly Commended: Eton Solutions

Best fund administration service

Sudrania Fund Services

Best fund administration service

Sudrania Fund Services

Family Office/Private Wealth Manager Awards

Best ESG Investment Offering

Mercer Global Advisors

Highly Commended: Pathstone

Best firm culture- large firms

Kayne Anderson Rudnick Investment Management

Best private wealth manager under $5bn - client service

Keystone Global Partners

Best estate planning advisory service

GM Advisory Group

Best high-net-worth investment platform

Pennington Partners

Highly Commended: CIBC Private Wealth

Best private wealth manager over $5bn - client service

Fiduciary Trust Company

Best family office - due diligence processes

TAG Associates

Highly Commended: Northland Wealth Management

Best impact investment offering

The Family Office at Synovus

Best private wealth manager - performance

Creative Planning

Best family office long-term investment philosophy

PITCAIRN

Best Multi-Family Office under $10bn

Northland Wealth Management

Highly commended: Market Street Trust Company

DE&I initiative of the year **NEW for 2022**

Aspiriant

Best family office - new innovations

Stone Mountain Capital

Best Multi-Family Office $10bn to $25bn

Key Family Wealth

Highly commended: JDJ Family Office Services

Manager or investment research professional of the year

Megan Horneman, Verdence Capital Advisors

Best firm culture- small and medium firms

Carson Group

Highly commenced: Huntington Private Bank

Best Multi-Family Office $25bn and over

CIBC Private Wealth

Private wealth manager M&A deal of the year

Silicon Valley Bank buying Boston Private

Overall Awards

Best Philanthropic/Educational Initiative

Fidelity Family Office Service

Women in Wealth Advocate of the Year

Beata Kirr - Bernstein Private Wealth Management

Lifetime Achievement Award

Ron Carson - Carson Group

Best private bank - client service

First Republic Bank

ESG Advocate of the Year

Pathstone

Woman in Wealth Advocate of the Year (firm)

Emerge Capital Management

2021 Winners


Overall Awards & Private Banking Awards

Best Philanthropic/Educational Initiative

The Family Office at Synovus

Women in Wealth Advocate of the Year

Winner: Teri Shepherd, Carson Group

Highly Commended: Katherine Relle, J

Lifetime Achievement Award

Thomas J. Handler,Handler Thayer.

Woman in Wealth Advocate of the Year (firm)

6 Meridian

ESG Advocate of the Year

Capital Dynamics

Private Banking - Client Service

Winner: Citi Private Bank

Highly Commended: First Republic Bank

Family Office/Private Wealth Manager Awards

Manager or Investment Research Professional of the Year

Brooks Friederich, Senior Vice President and Director of Research Strategy, Envestnet | PMC

Highly Commended: Tricia Bannan, CIBC Private Wealth

Best Multi-Family Office $10bn to $20bn

Key Family Wealth

Best Impact Investment Offering

Tiedemann Advisors

Best Private Wealth Manager - Performance

CIBC Private Wealth

Best Multi-Family Office $20bn and Over

Pathstone

Highly Commended: CIBC Private Wealth

Best Firm Culture - Wealth Management Smaller Firms

Pitcairn

Best ESG Investment Offering

UBS Global Wealth Management

Best Multi-Family Office $2bn to $10bn

The Family Office at Synovus

Highly Commended: Camden Capital

Best Firm Culture - Wealth Management Larger Firms

First Republic Bank

Best High-Net-Worth Investment Platform

Cresset Asset Management

Best Multi-Family Office Under $2bn

Winner: Northland Wealth Management

Highly Commended: Market Street Trust Company

Best Estate Planning Advisory Service

Fiduciary Trust Company

Best Family Office - New Innovations

PKF O'Connor Davies Family Office

Best Private Wealth Manager Under $5bn - Client Service

Coastal Bridge Advisors

Best Family Office - Due Diligence Processes

Winner: TAG Associates

Highly Commended: Balentine

Best Private Wealth Manager Over $5bn - Client Service

Coastal Bridge Advisors

Best Family Office Long-Term Investment Philosophy

Pitcairn

Private Wealth Manager M&A deal of the Year

Mercer Advisors

Family Office Service Providers Awards

Best Family Office Service Provider - New Innovations

FIS

Best Fiduciary/Trustee Service

Fiduciary Trust Company

Best Law Firm - Estates and Trusts

Winner: Withers Bergman

Highly Commended: Handler Thayer

Best Technology Platform for Family Offices

FIS

Highly Commended: Envestnet

Best Firmwide Security Solution

Drawbridge

Best Lifestyle Management Firm

JDJ Family Office Services

Best Asset Manager Solutions for Family Offices

GoldenTree Asset Management

Highly Commended: Capital Dynamics

Best Fund Administration Service

Citco Institutional Services

Best Multi-Asset Class Portfolio Management System

Addepar

Best Business Consulting Firm for Family Offices

Mack International

Highly Commended: F2 Strategy

Best General Ledger System

Private Wealth Systems

Best Outsourced CIO

The Family Office at Synovus

Best Custodian

Fiduciary Trust Company

Best High-Net-Worth Insurance Company

PURE Insurance

Best Partnership Accounting System

FundCount

Best High-Net-Worth Insurance Broker

Alliant Insurance Service

Best Reporting Solution

Winner: Risclarity

Highly Commended: Private Wealth Systems

Get in touch

Entry inquiries
Josie Zerene
+1 640-230-8913