The Family Wealth Alliance’s Best of the Decade Awards

Recipients Honored at Alliance Fall Forum

WHEATON, Ill.--()--Christine Galloway, President and CEO, Okabena Company and Loraine B. Tsavaris, Managing Director and Senior Client Advisor, Rockefeller & Co., each received a Lifetime Achievement Award, and Gregory Curtis, Founder and Chairman, Greycourt & Co., received the Thought Leadership Award at The Family Wealth Alliance Fall Forum & 10th Anniversary Gala in Chicago on October 17th.

Top executives from the country’s most respected firms in the family wealth industry gathered in Chicago October 16-18 for the 2013 Alliance Fall Forum & 10th Anniversary Gala. Featured speakers kicked off this exciting convergence of leadership and ideas at the Forum, led by Hendrik Jordaan, CEO of One Thousand & One Voices, the impact investment firm focused on opportunities in Africa; Wendy O’Neill, a board member of the China Medical Board and Asian Cultural Council, and a 5th Generation member of the Rockefeller Family; and Arnette Heintze, CEO and co-founder of Hillard Heintze, an Inc. 500/5000 company and one of the fastest growing privately-owned strategic security and investigations firms in the country.

This year marks the 10th Anniversary of The Family Wealth Alliance, highlighted by the Black Tie Gala and Best of the Decade Leadership Awards ceremony. A full list of finalists for each category can be found on the firm’s website: www.FWAlliance.com. Leaders were honored in these ten categories:

             

Lifetime Achievement

             

Thought Leadership

   
Christine Galloway Gregory Curtis
Loraine B. Tsavaris
 

Large Multifamily Office

Boutique Multifamily Office

Rockefeller & Co. Pitcairn
 

External Chief Investment Officer

The Client Experience

Hall Capital Management The Conservation Center
 

Strategic Outsource Provider

Security & Risk Management

Parametric HUB International Personal Insurance
 

Marketing & Communications

Technology Solution

Hawthorn/PNC Family Wealth Wealth-X

“These outstanding individuals and firms epitomize the deep leadership and excellence that can be found today in firms that share our core value, We Place Families First. With so many contributors, it became a celebration of the many who have given to an industry that serves private families. In choosing the finalists and the winners, their accomplishments made it simple,” said Thomas R. Livergood, CEO & Founder of The Alliance. “We are very proud to honor these outstanding individuals and firms.”

Forum attendees came together to discuss important, new ideas - specifically addressing how security, technology, and the NextGen converge. They discussed the results of 2013 studies from Alliance Research, including findings from the inaugural Client Reporting Study and the newest from the Alliance Security Study, with results from firms and separately, private families. In addition, Livergood presented Alliance Critical Decisions: Ten Years Fore & Aft, followed that evening by recognition of leadership in ten award categories.

The Alliance is supported by its partner firms, for without their leadership, this research and gathering would not have been possible. They are: Babson Capital, Brinker Capital, HUB International, OppenheimerFunds, Rothstein Kass, Rockefeller & Co., Schroders, Summitas, and TriState Capital.

About The Family Wealth Alliance: The Alliance is a connector of firms and families who share its core value, “We Place Families First.” Known as an innovator, the firm chronicles, convenes, and consults. The Alliance is headquartered in Wheaton, Illinois USA. More about the Alliance can be found on its website: www.FWAlliance.com.

Contacts

The Family Wealth Alliance
Kate McBride, 630-260-1010
Managing Director
Kate.McBride@FWAlliance.com
www.FWAlliance.com

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Contacts

The Family Wealth Alliance
Kate McBride, 630-260-1010
Managing Director
Kate.McBride@FWAlliance.com
www.FWAlliance.com