Delegate Advisors Shortlisted for Family Wealth Report Awards for Sixth Consecutive Year

Feb 13, 2023 | Awards

We are pleased to announce that Delegate Advisors has been shortlisted for the 2023 Family Wealth Report Awards in two categories: Best Multi-Family Office (up to and including $2.5 billion AuM/AuA) and Philanthropy Advice. This marks the sixth consecutive year Delegate Advisors has been a finalist and/or winner of a Family Wealth Report Award.

As in previous years, independence, integrity and genuine insight are the watchwords of the judging process for the awards, with more than thirty expert judges selecting the winners. 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.

“Delivering exceptional wealth management service and making an impact through investing are two of the strongest pillars of our firm,” comments Delegate Advisors Chief Executive Officer Andy Hart in response to the firm’s shortlisting. “It is an honor to have our efforts recognized by Family Wealth Report year after year.”

The winners for the tenth annual Family Wealth Report Awards will be announced on May 4, 2023, at the Mandarin Oriental in New York City. To learn more about this year’s Family Wealth Report Awards, click here.