by delgate subadmin | May 15, 2023 | Awards, News/Media
We are pleased to announce that Delegate Advisors has won the Multi-Family Office (up to and including $2.5 billion AuM/AuA) category at the 2023 Family Wealth Report Awards. This marks the third time our firm has received this prestigious honor from Family...
by delgate subadmin | 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...
by delgate subadmin | Feb 3, 2022 | Awards, News/Media
We are pleased to announce that Delegate Advisors has been shortlisted for the 2022 Family Wealth Report Awards in the category of Best Multi-Family Office (up to and including $2.5 billion AuM/AuA). This marks the fifth consecutive year Delegate...
by delgate subadmin | Aug 2, 2021 | Awards, News/Media
We are pleased to announce that Delegate Advisors has been recognized by Financial Advisor Magazine’s RIA Ranking for 2021, an annual list that honors and ranks independent advisory firms across the country. To be eligible for this ranking, firms must be independent...
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 | 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...
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