Beatrice Advisors named a winner in the thirteenth Family Wealth Report Awards 2026

Beatrice Advisors, a leading wealth management industry participant servicing the North American family office and family wealth industry, has been selected as a winner in the following category at the Thirteenth Family Wealth Report Awards 2026 program.

•  Multi-Family Office (New Entrant)

The annual Family Wealth Report Awards honor the most innovative and outstanding firms, teams, and individuals serving North America’s family offices, family wealth managers, and trusted advisor communities.

Commenting on the firm’s triumph, Meredith Bowen, President and Chief Investment Officer, Beatrice Advisors, said:

“We are incredibly proud to receive this recognition. It reflects the standards we hold ourselves to—thoughtful research, long term planning, and deep respect for our clients’ priorities. Being honored by the Family Wealth Report Awards is a significant milestone for our team and a testament to the value we strive to deliver every day”

Stephen Harris, CEO of Clearview Financial Media and publisher of Family Wealth Report, extended his congratulations to all winners and highly commended firms:

“Every category winner and highly commended firm has undergone a rigorous and truly independent judging process and should be justly proud of their success this year. We’ve seen a marked increase in both the number of entrants and the level of interest across all our global awards programs — and the Family Wealth Report Awards are no exception.”

“These awards are invaluable as they offer organizations and individuals the chance to refine their strategic thinking, have it independently validated, gain recognition both internally and externally, and celebrate their achievements in style with their peers.”

“I extend my sincere congratulations and best wishes to all of this year’s winners and highly commended firms. They are all worthy recipients who now join the global elite of Family Wealth Report Award winners — the very best in wealth management today.”

Winners and highly commended companies were announced on April 30, 2026 at the gala dinner at the Mandarin Oriental Hotel in Manhattan, New York.

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For media inquiries, journalists should contact:

Mallory Weinberg
Managing Director
FGS Global
mallory.weinberg@fgsglobal.com

NOTES TO EDITORS

1. About Finalist Company
   Beatrice Advisors is an independent, New York City-based multi-family office delivering institutional-quality investment management through a white-glove, client-first approach in a welcoming environment. Founded by philanthropist and entrepreneur Christina Lewis — an experienced steward of significant family wealth — Beatrice was built to provide the transparency, customization, and care she spent decades seeking for herself.
   
   Our diverse, experienced team, led by President and CIO Meredith Bowen, integrates investment management, tax strategy, planning, and governance to create portfolios and solutions that reflect each client’s distinct goals and values.
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2. About Clearview Financial Media Ltd (“Clearview”)
   Clearview Financial Media was founded in 2004 by Chief Executive Stephen Harris, with a mission to deliver high-quality, ‘need-to-know’ intelligence for the global private wealth community.
   
   Headquartered in London with a truly international reach, Clearview is the publisher of the WealthBriefing group of newswires, complemented by in-depth research reports, newsletters, and a global program of thought-leadership events and prestigious awards.
   
   Clearview continues to serve as a trusted source of insight, recognition, and connection for leading professionals in the wealth management and family office sectors worldwide.

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Beatrice was awarded the Family Wealth Report Award in the Multi‑Family Office (New Entrant) category on April 30, 2026. The award was presented by Clearview Financial Media and based on performance over the preceding 12‑month period, evaluated through an expert‑led judging process comprising senior professionals from family offices, private banks, and trusted advisors. Beatrice did not pay a fee to enter the awards; however, it maintains a commercial relationship with the organizer in connection with the promotion of the award.

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