For a firm that has delivered outstanding services to family offices. This award is for ancillary services such as wealth planning, family governance, trusts, and administration.
This award was new for 2022.
Family Office Services Provider of the Year
Delfin Private Office
Delfin Private Office was particularly commended by the judges for its innovative approach and determination not to grow too fast, maintaining quality relationships and individualised service.
‘Their growth is impressive, but they are not greedy,’ one judge remarked. Delfin offers advice and analysis to create multi-generational wealth structures.
Annamaria Koerling and her team pride themselves on a technology-led, collaborative approach that delivers value and benefits without neglecting the humanity needed when working with family offices.