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Delegate Advisors Shortlisted for the 2021 Family Wealth Report Awards

We are pleased to announce that Delegate Advisors has been shortlisted for the 2021 Family Wealth Report Awards in the category of Best Multi-Family Office (up to and including $2.5 billion AuM/AuA). The annual Family Wealth Report Awards “reward achievement and showcase top-class performance, innovation and distinction” for family-focused wealth management firms in North America. This marks the fourth consecutive year Delegate Advisors has been a finalist and/or winner of a Family Wealth Report Award.

As in previous years, an expert panel will select the winners based on the firms’ independence, integrity and genuine insight. This year’s panel consists of thirty judges coming from family offices, private banks, trusted advisors, consultants and other service providers and is organized in a way that avoids conflicts of interest. The winners of each category will be announced to the public on Thursday, May 6, 2021 in Family Wealth Report alongside a series of videos and publications.

“It is a great honor to be recognized by the financial media for our dedication to providing high-quality independent wealth advice and always placing the needs of our client families first,” says Delegate Advisors Chief Executive Officer Andy Hart in response to the firm’s shortlisting.

ClearView Financial Media’s Chief Executive, and publisher of Family Wealth Report, Stephen Harris comments, “The firms and individuals who are finalists in our 8th Family Wealth Report Awards program are all worthy competitors, and I would like to extend my heartiest congratulations.”

To learn more about the 2021 Family Wealth Report Awards, click here.