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Delegate Discussions: Solving the Fixed Income Dilemma

Delegate Discussions: Solving the Fixed Income Dilemma

by delgate subadmin | May 27, 2021 | Commentaries

 Click here for important information about this video. Yields on public fixed income have been unattractive for some time, and with low rates and an uptick in inflation, we expect this trend to continue—and to potentially even produce negative real returns...
Family Wealth Report Names Delegate Advisors Best Multi-Family Office

Family Wealth Report Names Delegate Advisors Best Multi-Family Office

by delgate subadmin | May 6, 2021 | Awards

We are pleased to announce that Delegate Advisors has been named Best Multi-Family Office (up to and including $2.5 billion AuM/AuA) by Family Wealth Report as part of the 2021 Family Wealth Report Awards. This marks the second time our firm has received this honor...
Andy Hart Discusses Spousal Lifetime Access Trusts (SLATs) with U.S. News & World Report

Andy Hart Discusses Spousal Lifetime Access Trusts (SLATs) with U.S. News & World Report

by delgate subadmin | May 6, 2021 | News/Media

With lower federal exemption levels on estate and gift taxes potentially coming under the Biden administration, it is crucial for high-net-worth families to look at alternative estate planning strategies. One particular tactic that is garnering attention among the...

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