The Targeted Strategies Group, a leading advisory firm servicing the North-American family office and family wealth industry, has been selected as a finalist in the Insurance Brokerage Provider category at the Family Wealth Report Awards 2022 program.

The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America.

Commenting on being selected as a finalist, Susan Kichuk, CEO of The Targeted Strategies Group, said: “We are delighted to have been selected by the judges as a finalist for these prestigious awards.  It is a great honour to be recognised in the shortlist of finalists and this is testament to the hard work that the team puts in every day to ensure our clients are getting best-in-class products and services.”

Stephen Harris, ClearView Financial Media’s CEO, and publisher of Family Wealth Report, was first to extend his congratulations to all finalists, “This year we had a record number of registrations and submissions for this program: more than 500 submissions in nearly 70 categories. The firms and individuals in the 9th Family Wealth Report program are worthy competitors and the ones that have reached the Finalist stage are truly outstanding. These awards are judged by an expert panel of more than 40 judges and finalists are selected on the basis of entrants’ submissions and their response to a number of specific questions, focusing on both qualitative and quantitative performance metrics. These awards recognise the very best operators in the private client industry. The judging process is rigorous and independent and all conflicts of interest are avoided, ensuring that these awards truly reflect excellence in family wealth management.”

Winners will be announced on 4 May 2022 at the Gala Ceremony at the Mandarin Oriental Hotel in Manhattan, New York.