Delegate Advisors Receives Award from The Family Wealth Alliance

We are pleased to announce that Delegate Advisors has won the Best in the Industry Award in the category of Boutique Multifamily Office (Firm) from The Family Wealth Alliance.

The Family Wealth Alliance, commonly referred to as “The Alliance,” frequently provides thought leadership on both trends and developments in the industry.  According to Thomas R. Livergood, Founder and CEO of The Alliance, “Because of the role The Alliance plays within the family wealth industry, we have enjoyed a unique vantage point from which to identify the trailblazers among us.” 

Delegate Advisors received this honor from The Family Wealth Alliance during its Anniversary Awards Gala. Held in partnership with The Alliance’s Fall Forum, this year’s gala included 165 industry leaders in attendance as winners of 18 prestigious Best in the Industry Awards were presented.  

The winners of each category were determined by a judges panel. “We received more than 100 nominations for this year’s awards, and our judges had an extremely difficult time choosing the category winners,” explains Livergood. But despite the competition, Livergood adds, “each finalist deserved to win, as the businesses represented were truly best in class in so many ways.”

The judging criteria for The Family Wealth Alliance’s Best in the Industry Award for Boutique Multifamily Office (Firm) consisted of the following: A firm with $5 billion or less in assets under management that has demonstrated impressive leadership in terms of marketplace differentiation, exemplary service, successful client outcomes, and excellent management.

“Winning this year’s Best in the Industry Award for Boutique Multifamily Office (Firm) from The Family Wealth Alliance is a great honor,” comments Delegate Advisors President and Chief Advisor Andy Hart. “Our special team at Delegate Advisors is extremely committed to always putting our clients first. We feel so rewarded to have our determination recognized by other professionals in the family wealth industry.”

View the full list of categories and winners of this year’s Best in the Industry Awards here.

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