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.
‘We’re honored to share that Pennington Partners & Co. was named a winner – for the second year in a row… This year, we won the category for “Best Family Office – Long-Term Investment Philosophy”. It’s an important acknowledgement of the hard and work and dedication that our team brings to clients every single day.’
Pennington Partners | 2024 Winner | Best Family Office – Long Term Investment Philosophy’
‘This award underscores our dedication to simplifying the financial journey for clients, understanding their needs, and providing tailored solutions," said Jeffrey Fuhrman, President of Coastal Bridge Advisors.’
Coastal Bridge Advisors | 2024 Winner | Best Private Wealth Manager—Client Service
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‘Honored to be recognized in the 2024 Private Asset Management awards as Investment Manager of the Year! This comes on the heels of our 2023 win for best performance, and is a testament to the strength of our team, our strategy, and our results.’
Anacapa Advisors | 2024 Winner | Investment Manager of the Year
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‘We are thrilled to have won the 2023 PAM award for "Best Private Wealth Manager under $5bn - 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 Private Wealth Manager under $5bn
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!"
PNC Private Bank
Family Office/Wealth Manager Service Provider Awards
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