by csiska757 | Nov 8, 2018 | 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...
by csiska757 | Nov 8, 2018 | 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,...
by csiska757 | Oct 30, 2018 | 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...
by csiska757 | Oct 18, 2018 | 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...
by csiska757 | Oct 17, 2018 | 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...
by delgate subadmin | Jul 20, 2018 | 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...
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