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Family Office Review Announces Winners of 4th Annual FOR Awards Houston

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Family Office Review Announces Winners of 4th Annual FOR Awards Houston

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Family Office Review is pleased to announce the winners of the 4th Annual FOR Awards, celebrating the achievements of family offices and high net worth advisors in North America.

"We are thrilled to have presented the awards for the first time in Houston this year. We are very grateful for the support of the founding sponsors PKF-Texas, HUB Insurance, Fayez Sarofim & Co, Kanaly Trust, Meritage Capital and award sponsor ACE Group. We also thank Charlotte Beyer, Anthony DeToto of Sentinel Trust and Russell Redenbaugh of Kairos Capital for heartfelt, informative and inspiring keynote addresses at our day forum and evening awards ceremony at the Houstonian Hotel & Spa," said Family Office Review founder/CEO Steffianna Claiden. "We appreciate the amazing turn-out that left us with standing room only for the day forum and a packed house for the awards."

The finalists and winners are:

BEST INVESTMENT ADVISOR - GELLER & CO
FINALISTS: AM GLOBAL FAMILY INVESTMENT OFFICE, GENSPRING FAMILY OFFICE,KEYSTONE GLOBAL PARTNERS, ARIXA CAPITAL

BEST FAMILY OFFICE SPECIALTY SERVICES - MACK INTERNATIONAL
FINALISTS: TERESA LEIGH HOUSEHOLD RISK MANAGEMENT, INHERITING WISDOM, CASSFORD MANAGEMENT, FERGUSON INTERESTS

BEST FAMILY OFFICE TECHNOLOGY PROVIDER - PRIVATE CLIENT RESOURCES
FINALISTS: WEALTHTOUCH, FINANCIAL NAVIGATOR, ARCHWAY TECHNOLOGY

BEST PRIVATE CLIENT LAW FIRM - CRADY JEWETT & MCCULLEY
FINALISTS: HANDLER THAYER, HAYNESBOONE, NORTON ROSE FULBRIGHT, CHAMBERLAIN, HRDLICKA, WHITE & WILLIAMS

BEST PRIVATE CLIENT ACCOUNTANT - LINN THURBER
FINALISTS: MCGLADREY, PKF TEXAS, SOUTHERN WEALTH MANAGEMENT, KUNDINGER, CORDER & ENGLE, ERICKSON KRENTEL & LAPORTE

BEST PRIVATE CLIENT PLANNING PROFESSIONAL -DAVID BEREK, HANDLER THAYER
FINALISTS: HAL J. WEBB, CANTOR & WEBB, CHRISTOPHER T. GRAHAM, THE PRIVATE CLIENT LAW GROUP, ROD DESROCHES, DESROCHES ROTH, CHARLES D. (SKIP) FOX IV, MCGUIREWOODS, BUFF MILLER, COOLEY LLP, MARJORIE HORWIN, MBAF, VICTOR HARRIS, WERLEIN & HARRIS

BEST PRIVATE CLIENT INSURANCE PROVIDER - COOL SPRINGS LIFE
FINALISTS: ACE GROUP, HUB INSURANCE, AIG INSURANCE

BEST TRUST COMPANY - SENTINEL TRUST
FINALISTS: KANALY TRUST, NORTHERN TRUST, ATLANTIC TRUST, LEGACY TRUST

BEST STRATEGIC CONSULTANT
KATHY REILLY - LIFESTYLIST ADVISORY

FAMILY OFFICE LEADER OF THE YEAR - LESLIE VOTH, PITCAIRN
FINALISTS: RHONA VOGEL, VOGEL CONSULTING, TIMOTHY MAJOR, PROMUS CAPITAL, TOM MCCULLOUGH, NORTHWOOD FAMILY OFFICE

FAMILY OFFICE EXECUTIVE OF THE YEAR - DAN CRUMRINE, FAYEZ SAROFIM & CO
FINALISTS: MICHAEL PREBLE, CAMARGO FAMILY OFFICE, MARK BURTON, GENRICH FAMILY OFFICE, DAISY MEDICI, GENSPRING FAMILY OFFICE, PAM POWERS, CREST INVESTMENT OFFICE

FAMILY OFFICE TEAM OF THE YEAR - WE FAMILY OFFICE
FINALISTS: MARKET STREET TRUST, PITCAIRN, BESSEMER TRUST, AVALON ADVISORS, DELEGATE ADVISORS

COMMUNITY SERVICE
KYLE WRIGHT, COMMUNE LP

MICHAEL J. BRINK AWARD - IN MEMORY OF MICHAEL J. BRINK, ATLANTA
CHARLOTTE BEYER
CHRISTINE GALLOWAY
MARCY HALL
TOM HANDLER
BRIAN HUGHES

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Family Office Review Announces Winners of 4th Annual FOR Awards Houston

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Family Office Review is pleased to announce the winners of the 4th Annual FOR Awards, celebrating the achievements of family offices and high net worth advisors in North America. "We are thrilled to have presented the awards for the first time in Houston this year.

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Family Office Exchange Honored for Outstanding Contribution to Wealth Management Thought Leadership

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Family Office Exchange Honored for Outstanding Contribution to Wealth Management Thought Leadership

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CHICAGO, March 19, 2014 (GLOBE NEWSWIRE) -- Family Office Exchange (FOX), a global membership organization of wealthy families, single family offices and their advisors, was honored for "outstanding contribution to wealth management thought leadership" at the inaugural Family Wealth Report Awards held March 13 in New York City.

The Family Wealth Report Awards showcase 'best of breed' providers in the global private banking, wealth management and trusted advisor communities. The awards were designed to recognize companies, teams and individuals which the prestigious panel of judges deemed to have "demonstrated innovation and excellence during 2013." Christopher Kennedy Lawford presented the awards during a gala black-tie dinner, at The Metropolitan Club in New York.

Family Wealth Report honored FOX for outstanding contribution to wealth management thought leadership from an individual or independent firm. Notable FOX thought leadership contributions in 2013 include the " FOX Guide to the Professional Family Office," " Family Office Compensation & Benefits," " Technology in the Family Office," and the " 2013 FOX Investment Survey."

"Thought leadership is at the essence of FOX," says FOX Founder and CEO Sara Hamilton. "We strive to keep our members abreast of the latest trends, whether they are a business owning family, a newly liquid family establishing their family office for the first time, a multi-generational family enterprise, a family office opening their doors for the first time, or a wealth advisor looking for guidance on how to best serve this market. Enhanced professionalism benefits everyone. Our library of industry knowledge, based on our commitment to research and best practices, is what has consistently differentiated FOX from other family office networking groups."

Family Wealth Report also recognized several FOX member organizations at the event. They were:

Pitcairn - Multi-family Office (up to and including $4 billion AuM)

CTC Consulting/Harris myCFO - Multi-family Office (above $4 billion AuM)

Vogel Consulting - Multi-family Office (regional)

Abbot Downing - National Private Wealth Manager

Advent Software - CRM System

Crystal & Company - Insurance Solution

Leslie Voth of Pitcairn - Women in Wealth Management (individual contribution)

US Trust, Bank of America Private Wealth Management - Women in Wealth Management (company contribution)

Ascent Private Capital Management of US Bank - Branch Launch or Relaunch

BNY Mellon Wealth Management - Private Bank (offering for family offices)

About Family Office Exchange

Family Office Exchange supports a global member network of wealthy families and their advisors who are pursuing best practices for optimal management of their families' enterprise wealth and legacy. The community includes over 8,000 people from 760 organizations in 20 countries who utilize FOX's resources each year for advice, networking, education, and comparative metrics.

FOX is headquartered in Chicago and London, with an office in New York. For more information about FOX, call 1.312.327.1200 (The Americas) or 44.(0)20.7520.9443 (Europe, Africa, Asia/Pacific) or visit www.familyoffice.com.

The Family Office Exchange LLC logo is available at http://www.globenewswire.com/newsroom/prs/?pkgid=13984

Media contact
Marvin Pollack
press@familyoffice.com
312-327-1200

# data[].attributes.attachment_link.title
Family Office Exchange Honored for Outstanding Contribution to Wealth Management Thought Leadership

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CHICAGO, March 19, 2014 (GLOBE NEWSWIRE) -- Family Office Exchange (FOX), a global membership organization of wealthy families, single family offices and their advisors, was honored for "outstanding contribution to wealth management thought leadership" at the inaugural Family Wealth Report Awards held March 13 in New York City.

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Family Offices, Wealth Managers Face New and Looming Tax Changes | Institutional Investor

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Family Offices, Wealth Managers Face New and Looming Tax Changes | Institutional Investor

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2nd Annual Family Office Review Awards Nominees and Winners Announcement

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2nd Annual Family Office Review Awards Nominees and Winners Announcement

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2nd Annual Family Office Review Awards Nominees and Winners Announcement

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2nd Annual FOR Awards: Vogel Consulting, Matter Family Office, Pitcairn, Miami Corporation, Anderson Robinson, Atlantic Trust, Soros, Handler Thayer, Crady Jewett & McCulley, KPMG, PCR, The Private Bank, Genspring, Altair Advisors, Black Bag