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Delegate Advisors Shortlisted for the 2022 Family Wealth Report Awards

We are pleased to announce that Delegate Advisors has been shortlisted for the 2022 Family Wealth Report Awards in the category of Best Multi-Family Office (up to and including $2.5 billion AuM/AuA). This marks the fifth consecutive year Delegate Advisors has been a finalist and/or winner of a Family Wealth Report Award.

Earning a shortlisting from the Family Wealth Report Awards in a family office category means that the firm has something valuable and measurable to offer their clients. This may encompass their investment performance, communication skills, ability to handle intergenerational issues, wealth planning skills and other aspects of wealth management. As in previous years, independence, integrity and genuine insight are the watchwords of the judging process, with more than forty expert judges selecting the winners.

“It is a great honor to be recognized for the fifth year in a row by Family Wealth Report for our dedication to providing high-quality independent wealth services to families,” says Delegate Advisors Chief Executive Officer Andy Hart in response to the firm’s shortlisting. “Exceptional client service is a pillar of Delegate and something each member of our team is committed to each and every day.”

The winners for the awards will be announced on May 4, 2022, at the Mandarin Oriental in New York City. To learn more about this year’s Family Wealth Report Awards, click here.