by csiska757 | Dec 11, 2018 | Awards, News/Media
We are pleased to announce that Delegate Advisors President and Chief Advisor Andy Hart is a finalist for the Family Wealth Report Awards in the Outstanding Contribution to Wealth Management Thought Leadership (MFO/Wealth Advisor/Manager) category. The winners of the...
by csiska757 | Dec 5, 2018 | News/Media
After months of speculation, Amazon finally announced the locations of its two new headquarters: Long Island City, New York and Arlington, Virginia. This announcement has sparked interest among certain investors, particularly because the Long Island City offices will...
by csiska757 | Nov 8, 2018 | News/Media
On October 19, 2018, the Internal Revenue Service and the U.S. Treasury Department issued proposed regulations regarding Opportunity Zones designed to encourage economic development by providing tax benefits to individuals who invest money into projects that are...
by csiska757 | Nov 8, 2018 | News/Media
ThinkAdvisor recently featured Delegate Advisors President and Chief Advisor Andy Hart in an article about Opportunity Zone funds. In the piece, Hart describes how Opportunity Zone funds might attract investors who are sitting on gains of highly appreciated assets,...
by csiska757 | Oct 30, 2018 | Awards, News/Media
We are pleased to announce that Delegate Advisors has won the Best in the Industry Award in the category of Boutique Multifamily Office (Firm) from The Family Wealth Alliance. The Family Wealth Alliance, commonly referred to as “The Alliance,” frequently provides...
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