A MESSAGE FROM DELEGATE REGARDING COVID-19

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 located in certain designated districts. The regulations are...

Family offices currently face a heightened vulnerability to cyberattacks. To help family offices tackle these threats, MarketCurrents recently sat down with Delegate Advisors President, Chief Advisor, and Managing Partner, Andy Hart, to discuss why family offices need to protect their data more meticulously than the...

The multitude of high-profile data breaches over the past several years has caused concerns about cybersecurity for both advisors and their clients. According to WealthManagement.com, high-net-worth families are particularly at risk for individualized cybercrime because they tend to be a more visible target. Delegate Advisors President...