Delegate Advisors, LLC Background & Overview Overview

General Information

Delegate Advisors, LLC is a multi-family office headquartered in Chapel Hill. The firm provides investment advisory and wealth management services to families seeking tailored solutions across asset classes and generations. With a focus on aligning financial strategies to client objectives, Delegate Advisors integrates portfolio management, planning, and reporting—enables families to navigate complex financial landscapes and preserve wealth through a disciplined, client-centered approach.