Delegate Advisors |

20 Mar Andy Hart Develops an Opportunity Zone Checklist with ThinkAdvisor

Posted at 07:25h in News/Media

The idea of opportunity zone investing is rapidly increasing in popularity. In fact, according to the National Council of State Housing Agencies, more than $18 million worth of investment plans in these zones has already been announced before IRS regulations have even been finalized. Are opportunity...

19 Dec Delegate Advisors Shortlisted for the 2019 PAM Awards in Two Categories

Posted at 08:15h in Awards, News/Media

We are pleased to announce that Delegate Advisors has been shortlisted for the 2019 Private Asset Management (PAM) Awards in two categories: Best Multi-Family Office - Client Service - Under $2 Billion and Best Registered Investment Advisor (RIA) for High-Net-Worth Clients. The PAM Awards recognize the...

11 Dec Delegate Advisors Shortlisted for the 2019 Family Wealth Report Awards

Posted at 08:16h in 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 2019 Family Wealth Report Awards will be...

05 Dec Andy Hart Discusses Amazon’s New Opportunity Zone Location with ThinkAdvisor

Posted at 08:16h in 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 be located in an area that is...

08 Nov Andy Hart Discusses Opportunity Zone Investments with American Banker

Posted at 08:16h in 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 located in certain designated districts. The regulations are...

08 Nov Andy Hart in ThinkAdvisor: Opportunity Zone Funds Are Coming to Market

Posted at 07:25h in 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, such as tech stocks, and want...

30 Oct Delegate Advisors Receives Award from The Family Wealth Alliance

Posted at 07:31h in 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 thought leadership on both trends...

18 Oct Andy Hart Discusses Cybersecurity Risks with MarketCurrents

Posted at 07:31h in News/Media

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...

17 Oct Andy Hart Discusses Cybersecurity in WealthManagement.com

Posted at 07:31h in News/Media

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...

20 Jul Andy Hart in FundFire: Family Offices Drive Down External Asset Management Fees

Posted at 16:28h in News/Media

FundFire reports that “family offices are putting ‘relentless pressure’ on external management fees as they seek to offset higher costs they face in other areas, according to a survey from Family Office Exchange.” The study found that family offices surveyed reduced their spending on external...