This white paper helps families understand the services they need, according to the complexity of their wealth management goals and needs. The paper also addresses the type of institutions and advisors investors will run across, explaining what services to expect from each type of firm.
Recommended for: Wealth owners
This white paper helps families understand the services they need, according to the complexity of their wealth management goals and needs.
When interviewing a wealth advisor, you might choose from among this list of questions the ones that are most relevant for your situation.
Many entrepreneurs who enjoyed the challenge of building a family business face the decision to sell the business with mixed feelings and a certain amount of trepidation.
Selecting a wealth advisor may feel like an overwhelming and intimidating task and some families will postpone taking action or make a hasty and uninformed decision. Where do you begin? What should you be concerned about? In this program, you will gain an understanding of best practices in the wealth advisor selection process, questions to ask and things to consider while performing due diligence. Members of the FOX consulting team, Karen Neal and Charlie Grace, will examine how to choose the most applicable business and service model, negotiate terms and fees and explore six areas for evaluating firms. Real case examples and stories will be highlighted to illustrate best practices pertaining to selecting a wealth advisor, with an overview of the new FOX Directory of Leading Wealth Advisors
With escalating family office costs, increasing complexity of the investment markets, and SEC regulatory changes, families are taking a more thoughtful approach to their investment function and co