March 15, 2016
Oakbrook Solutions, one of North America’s foremost systems, process, and delivery experts for the Wealth Management industry was named “Best Management Consultant” to the family office industry at the 3rd Family Wealth Report Awards 2016. The gala awards dinner was held on March 10, 2016 at the Mandarin Oriental, New York.
One of three firms to be shortlisted in the Management Consultancy category, the triumph is an honor for Oakbrook Solutions, which is proud not only of its work in the space, but also the discretion with which it supports its family office clients and their advisors.
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 2015’. Upon presenting the awards, the judges noted: “It was the winner’s great industry knowledge, coupled with its strong emphasis on both execution and strategy that settled the debate among our judges.”
Commenting on the firm’s award, Craig Cook, Managing Partner and Co-Founder said, “We are humbled and incredibly honored to have been recognized by so many of our industry’s best and brightest. We are very proud of our team and are fortunate to work with such great clients.”
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.”
About Oakbrook Solutions
Since 2000, Oakbrook Solutions has been a leading systems, process, and delivery expert for the wealth management industry. The firm provides consulting services and software solutions to solve common problems within the industry. Through focus, expertise, and commitment to their clients, Oakbrook has successfully served family offices large and small: from startup SFOs to multi-generational, multi-billion dollar MFOs. For more information, visit http://www.oakbrooksolutions.com.
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 Family Wealth Report group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events program. 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.