Forging Successful Partnerships in the Face of Conflicts of Interest: A Thought Leaders Roundtable Compendium

November 2004

The relationship between a private wealth owner and a service provider is a two-way street. Both parties share responsibilities for ensuring disclosure and transparency in the relationship. A service provider is obligated to inform a client about conflicts, risks and alternatives, and the wealth owner is obligated to share relevant information and be a knowledgeable consumer. This compendium provides several tools for surfacing and managing conflicts of interest.

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