Family Wealth Report Names Delegate Advisors Best Multi-Family Office

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 from Family Wealth Report.

ClearView Financial Media Chief Executive Officer and Family Wealth Report Publisher Stephen Harris was first to comment on the winning firms, saying, “The firms and individuals who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations.”

This annual awards program recognizes the most innovative and exceptional firms, teams and individuals in the family office, family wealth management and trusted advisor communities. Additionally, they highlight the resilience and remarkable customer care the honored firms have demonstrated throughout the pandemic. As in previous years, an expert panel of judges selected winners for each category based on qualitative benchmarks with quantitative metrics to support. The watchwords of independence, integrity and genuine insight were also utilized to select the winners for each category.

“Our team is committed to standing with our clients to work through things that keep them up at night, addressing each challenge and question as though it came from a member of our family with a dedicated, fiduciary mindset,” says Delegate Advisors Chief Executive Officer Andy Hart. “It is always an honor when this dedication gains recognition from the family wealth industry.”

Click here to learn more about the 2021 Family Wealth Report Awards.