Please see page 19 for Sonya’s profile by the Family Wealth Report. The awards program is designed to showcase excellence in the North American wealth sector, and how entrants put their case forward can often be very revealing about the qualities on display. The Family Wealth Report Awards 2023 and 2022 judging process was conducted by expert panels and consist of judges from family offices, private banks, trusted advisers, consultants and other service providers each of whom has in-depth knowledge and a broad experience. The judging process is organized in a way so as to avoid conflicts of interest, and no judge will be asked to review a submission from an organization competitive to their own. Every submission is carefully reviewed to ensure the best companies and individuals are selected as winners in each category, whilst commercially sensitive information is kept confidential. This recognition does not evaluate the quality of services provided to clients and is not indicative of Bailard’s future performance; there was no fee to enter.
Recent Insights
Corporate political giving disclosure: Why transparency matters for investors
Explore the shift in political giving and its impact on elections post-Citizens United. Discover how corporations influence politics.
September 14, 2026
The bond vigilantes are stirring – Morning Macro with Dave
Rising global bond yields are sending a warning as inflation, fiscal deficits, and monetary policy expectations pressure markets.
September 2, 2026
Country Indices Flash Report – August 2026
US long bond yields hit near 20-year peaks on debt concerns, with the national debt topping $40 trillion. The Treasury doubled buybacks of long-dated bonds to provide stabilization. Japanese, German, and French bond yields also hit multi-decade highs.
August 31, 2026
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