Delegate Advisors Overview

General Information

Delegate Advisors is a multi-family office headquartered in Chapel Hill. Founded in 2012, the firm provides comprehensive wealth planning, discretionary and advisory investment management, and outsourced chief investment officer solutions for high-net-worth families, trusts, and related entities. Delegate blends institutional research with private market access and strategic planning to streamline clients’ financial complexity, preserve capital, and support multigenerational objectives.