Delegate Advisors Shortlisted for the 2024 Family Wealth Report Awards

Feb 20, 2024 | Awards, News/Media

We are pleased to announce that Delegate Advisors has been selected as a finalist for the 2024 Family Wealth Report Awards in three categories: Best Multi-Family Office (up to and including $2.5 billion AuM/AuA), Family Wealth Counseling, and Outstanding CIO. This marks the seventh consecutive year Delegate Advisors has been a finalist and/or winner of a Family Wealth Report Award.

As in previous years, a panel of more than thirty judges will select the winners by examining the independence, integrity and genuine insights of the finalists. Being selected as a finalist in the Family Wealth Report Awards demonstrates top-class performance, innovation, and distinction.

“We take great pride in our team’s dedication to guiding clients and their families through the complexities of wealth,” says Andy Hart, Chief Executive Officer of Delegate Advisors. “Being consistently acknowledged by Family Wealth Report is a testament to our team’s unwavering commitment to excellence.”

The winners of this year’s Family Wealth Report Awards will be announced May 2, 2024, at the Mandarin Oriental in New York, New York. Click here to learn more about the awards.