March 21, 2018
Oakbrook Solutions, one of North America’s foremost systems, process, and delivery experts for the wealth management industry was crowned ‘Best Family Office Management Consultancy’ for the third consecutive year at the 5th Family Wealth Report Awards 2018. The glittering awards dinner was held at the exclusive Mandarin Oriental, New York.
One of six firms to be shortlisted in the ‘Family Office Management Consultancy’ category, the triumph is yet another milestone in Oakbrook’s recognition as one of the pre-eminent trusted advisors to family offices.
Showcasing ‘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 2017’. Judges recognized Oakbrook Solutions as “an admired firm with a remarkable team that is dedicated to helping families navigate through important wealth advice and technology decision-making.”
Commenting on the firm’s triumph, Craig Cook, President, Oakbrook Solutions, said: “It is a great honor to be voted the winner of this prestigious award for the third consecutive year by so many of the industry’s great. A testament to the hard work of our team over the last 3 years, we continue to deliver the highest level of service and consulting solutions to our family office and wealth management clients.
Receiving this award for the third time is humbling considering the other great firms nominated. It reflects our depth of experience and reinforces Oakbrook Solutions’ value proposition and commitment to the family office space.”
ClearView Financial Media’s CEO, and Publisher of Family Wealth Report, Stephen Harris, was first to extend his congratulations to all the winners. He said: “The firms who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations. These awards were judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards recognize the very best operators in the private client industry, with ‘independence’, ‘integrity’, and ‘genuine insight’, the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.
Photo credit: ClearView Media
About ClearView Financial Media Ltd (“ClearView”)
ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the Familiy Wealth Report group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events programme.
With teams based in London, Singapore, Switzerland, South Africa and the Philippines, the company is one of the fastest-growing media groups serving the financial services sector.