Beatrice Advisors named a finalist in the Thirteenth Family Wealth Report Awards 2026

Beatrice Advisors, a prominent firm servicing the North American family office and family wealth industry, has been selected as a finalist in the following category at the Thirteenth Family Wealth Report Awards 2026:

•  Multi-Family Office (New Entrant)

The annual Family Wealth Report Awards celebrate innovation and excellence among the firms, teams, and individuals serving North America’s family office, family wealth, and trusted advisor communities. These prestigious awards shine a spotlight on those making a real impact in the industry.

Commenting on being selected as a finalist,
Christina Lewis, Founder, Beatrice Advisors said:

“We are delighted to have been selected by the judges as a finalist for best Multi-Family Office, (New Entrant) at the 2026 Family Wealth Report awards. It’s a true honor to be recognized alongside such outstanding peers. Beatrice was built to be a model for this industry, and this achievement is a testament to the dedication and expertise our team brings every day to deliver best-in-class products and services to our clients. Recognition like this tells us we’re on the right track.”

Stephen Harris, CEO of Clearview Financial Media and publisher of Family Wealth Report, was the first to congratulate this year’s finalists:

“Every entrant has undergone a rigorous and truly independent judging process, and each should be justly proud of their achievement. Reaching this stage is a clear testament to the quality and impact of their work within the family wealth sector.” 

This year has seen unprecedented growth in both entries and enthusiasm across all our global awards programs — and the Family Wealth Report Awards are no exception.

These prestigious awards offer a unique platform for organizations and individuals to sharpen their strategic vision, receive independent validation, and gain meaningful recognition — both within their firms and across the industry.

More than just an accolade, the awards are a chance to celebrate success in style, surrounded by peers who are shaping the future of family wealth management.

Winners will be 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 shortlisted for the Family Wealth Report Awards in the Multi Family Office (New Entrant) category. Finalists were notified in February 2026 based on the preceding 12-month period. The awards, created by Clearview Financial Media, recognize innovation, client solutions, and strategic thinking in the familyoffice industry, as judged by expert panels from family offices, private banks, and trusted advisors. Beatrice did not pay a fee to enter but has a financial arrangement with the organizer to support promotion of the award.