Click here for important information about this video. Yields on public fixed income have been unattractive for some time, and with low rates and an uptick in inflation, we expect this trend to continue—and to potentially even produce negative real returns over the coming decade. Where...
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...
With lower federal exemption levels on estate and gift taxes potentially coming under the Biden administration, it is crucial for high-net-worth families to look at alternative estate planning strategies. One particular tactic that is garnering attention among the wealthy are spousal lifetime access trusts, also...
We are pleased to announce that Delegate Advisors has been named among the Largest Bay Area Wealth Management Firms by the San Francisco Business Times. This marks the fourth consecutive year that Delegate has been included on this annual list. The list recognizes the largest firms...
As part of the Delegate Advisors mission to encourage its employees to positively contribute to society, Morgan Tarr, Director of Advisory Services at Delegate Advisors, has elected to participate in The Northern California Region of the Leukemia & Lymphoma Society’s (LLS) 2021 Woman of the...
We are pleased to announce that Delegate Advisors has been named on AdvisoryHQ’s 2021-2022 ranking of the Top 10 Financial Advisors in Greensboro, Chapel Hill and Winston-Salem, North Carolina. This list rates each of the year’s top 10 firms based on a star system, with...
Click here to download the PDF. Disclaimer: This material is for information purposes only and for the use of the recipient. Under no circumstances is it to be considered an offer to sell, or a solicitation to buy any investment referred to in this document. Although we...
We are pleased to announce that Delegate Advisors Chief Executive Officer Andy Hart has been named on the list of Forbes Best-In-State Wealth Advisors of 2021 (California). According to Forbes, this list recognizes “the very best advisors who are laser-focused on having a positive impact on...
Click here for important information about this video. As we head further into the new year, it is essential for families to understand the current state of the markets and the outlook for the year ahead. Delegate Advisors Chief Executive Officer Andy Hart and Director of...
We are pleased to announce that Delegate Advisors has been shortlisted for the 2021 Family Wealth Report Awards in the category of Best Multi-Family Office (up to and including $2.5 billion AuM/AuA). The annual Family Wealth Report Awards “reward achievement and showcase top-class performance, innovation...