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May 19, 2022 | Awards

Managing Director Jennifer Kirksey Receives Family Wealth Report Award

Tolleson Wealth Management was nominated in four categories at the 9th Family Wealth Report Awards 2022 program, with Managing Director Jennifer Kirksey winning the ‘Women in Wealth Technology (Individual)’ award.

The awards are designed to recognize organizations grouped by specialty, which a panel of independent judges deemed to have “demonstrated innovation and excellence during the last year.” Each of these categories is highly contested, subject to a rigorous process before judges select the winner.

The Family Wealth Report Awards are part of a global program run by ClearView Financial Media and its sister publications WealthBriefing and WealthBriefingAsia, encompassing all the world’s major wealth management centers.

Participants around the world recognize the importance of awards, as it offers clients reassurance in the solidity and sustainability of the winner’s business and operating model.

Richard Joyner, President of Tolleson Wealth Management, said, “We are pleased the judges selected us as a finalist in four award categories and are proud of Jennifer Kirksey for her win in the ‘Women in Wealth Technology (Individual)’ category. It is a testament to the amazing quality of people that we have across all areas of our business.”

ClearView Financial Media’s CEO, and Publisher of Family Wealth Report, Stephen Harris, was first to extend his congratulations to the winners, saying, “The organizations and individuals who triumphed in these awards are all worthy winners, and I would like to extend my congratulations to the winners and to those who have put so much work into each winning submission.”

Family Wealth Report awards were independently and expertly judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which were answered by focusing on the client experience rather than purely quantitative performance metrics. The individual “Women in Wealth Technology” award was awarded to women in the family office space who are an inspiration both to clients and colleagues. Individuals and companies were judged by an expert panel of more than 40 judges and finalists, consisting of experts coming from family offices, private banks, trusted advisers, consultants and other service providers each of whom has in-depth wealth management knowledge and experience. The judging process is organized in a way so as to avoid conflicts of interest. No judge will be asked to review a submission from an organization competitive to their own. They are selected based on entry submissions and individual and company responses to qualitative and quantitative performance metric questions. Finalists were notified on January 17, 2022 and the public announcement of winners was presented at an awards ceremony on May 4, 2022. The judging process is independent and Tolleson Wealth Management did not pay for this award. To view additional disclosures, please visit here.