by delgate subadmin | May 6, 2021 | Awards
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...
by delgate subadmin | May 6, 2021 | News/Media
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...
by delgate subadmin | Apr 27, 2021 | Awards
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...
by delgate subadmin | Apr 15, 2021 | Uncategorized
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...
by delgate subadmin | Apr 12, 2021 | Awards, News/Media
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,...
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