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Delegate Advisors

16 employees

Delegate specializes in financial services and offers wealth management, financial education, consulting and estate planning.

Basic info

Industry

financial services

Sectors

Wealth Management
Wealth transfer
Risk management
Trust and estate planning
Performance reporting
Financial education
Tax planning
Consulting
Wealth management
Manager selection
Philanthropy planning
Financial Services
Strategic and tactical asset allocation
Direct investment due diligence

Date founded

2012

FAQ