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...
by delgate subadmin | Jul 20, 2018 | News/Media
The Chicago Tribune recently profiled one of the world’s wealthiest families, the Waltons, whose patriarch Sam Walton founded Walmart, Inc. The family has built a fortune of more than $152 billion. As an advisor to families of great wealth, Delegate President Andy...
by delgate subadmin | Jul 20, 2018 | News/Media
One of the world’s wealthiest families, the Waltons, whose patriarch Sam Walton founded Walmart, Inc., has built a fortune of more than $152 billion. Bloomberg recently wrote a profile piece about the family, discussing topics such as their philanthropy in the small...
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