We’re proud to share that Aquilance has been named a finalist in the 2026 Family Wealth Report Awards, a recognition that highlights innovation and excellence across the North American family office and wealth advisory industry.
This year, Aquilance was shortlisted in two categories:
- Bill Pay
- Rising Star Under 40 – Kevin Reed
The awards, now in their thirteenth year, recognize firms and professionals delivering meaningful impact across the family wealth ecosystem. The judging process is independent and rigorous, with finalists selected from a competitive pool of entrants spanning family offices, RIAs, and service providers throughout North America.
For Aquilance, the recognition reflects a broader shift happening across wealth management: the growing importance of operational infrastructure behind the advisor-client relationship.
Why Operational Infrastructure Matters More Than Ever
Family wealth has grown dramatically over the past decade, and with it, the complexity of managing personal financial lives and demand for financial clarity. High-net-worth and ultra-high-net-worth households increasingly operate across multiple entities, trusts, properties, and financial relationships.
For advisors servicinges these individuals and families, the complexity of modern finances creates a formidable challenge. Clients expect:
- Clear financial visibility across accounts and entities
- Seamless bill payment and financial administration
- A coordinated, family-office-style experience
- Accurate and timely reporting
Traditionally, these services were delivered only through dedicated family offices serving the ultra-wealthy. Today, however, many RIAs and advisory firms are expanding their capabilities to meet similar expectations.
The problem is that building this infrastructure internally can be difficult. Managing bill payment, bookkeeping, entity accounting, and reporting requires specialized processes, controls, and experienced professionals.
These are the challenges and gaps that Aquilance was built to address.
The Role of Bill Payment in Modern Family Wealth Administration
One of the categories in which Aquilance has been recognized, Bill Pay, highlights a service that has become increasingly essential within modern wealth management.
Bill payment may sound simple on the surface, but for affluent households it often involves:
- Multiple legal entities such as trusts and LLCs
- High transaction volumes across vendors and properties
- Approval workflows involving family members, trustees, and advisors
- Detailed recordkeeping for tax reporting and financial oversight
Without structured systems, these processes can quickly become fragmented and time consuming.
Aquilance provides the operational framework to manage these activities with precision. Through a combination of technology and experienced financial professionals, the platform enables structured workflows, accurate coding of expenses, and clean reporting across entities.
For advisors, this ensures that operational execution supports the strategic planning they provide to clients.
Recognizing Leadership in the Industry
The second category in which Aquilance has been recognized celebrates individual leadership.
Kevin Reed, Chief Revenue Officer at Aquilance, has been named a finalist for Rising Star Under 40.
Kevin has played a central role in expanding Aquilance’s thought-leadership and partnerships with RIAs, wealth firms, and family offices across the country. His work reflects the growing demand among advisors for operational partners who can support family-office-level service delivery without requiring firms to build entire departments internally.
As advisory firms scale and client expectations continue to evolve, leadership within the operational side of wealth management is becoming increasingly important.
Recognition in this category highlights not only individual achievement, but the broader evolution of the industry.
The Family Wealth Report Awards
The Family Wealth Report Awards, organized by Clearview Financial Media, celebrate organizations and professionals who are shaping the future of family wealth management.
Each year the awards bring together firms from across the ecosystem, including family offices, investment managers, technology providers, and advisory firms. Finalists are selected through an independent judging process designed to recognize innovation, service excellence, and meaningful contributions to the wealth management sector.
Winners for the 2026 awards will be announced on April 30, 2026, at the annual gala dinner held at the Mandarin Oriental Hotel in Manhattan.
Continuing to Build the Infrastructure Behind Modern Wealth
For Aquilance, being named a finalist reflects the growing recognition that wealth management extends far beyond investment portfolios.
As families accumulate more complex financial lives, advisors need reliable systems and experienced partners to support the operational side of wealth. Bill payment, bookkeeping, entity accounting, and consolidated reporting are not simply administrative tasks. They are foundational to maintaining clarity, accuracy, and trust within the advisor-client relationship.
Our goal is to provide the infrastructure that makes that possible.
By combining technology with expert financial administration, Aquilance enables advisors to deliver the kind of coordinated financial experience that families increasingly expect.
We’re honored to be recognized alongside many outstanding firms and professionals in the industry, and we look forward to celebrating with our peers at the Family Wealth Report Awards in April.
