Hiring Investment Consultants: Industry Trends and Best Practices

Overview

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 considering changes that reflect the long term vision of the family. Join us for this webinar as we explore the investment consultant landscape as an option for family offices. What are common characteristics of investment consulting firms and how do they differentiate themselves? What are the current trends in the investment consulting arena? Our speakers will address issues that are most critical to family offices as they look to hire a consultant and discuss different ways families work with investment consultants and the challenges they face.

After participating in this webinar you will be able to:

  • Describe different fee structures used by investment consultants.
  • Explain some best practices in selecting and hiring an investment consultant
  • Obtain a perspective on the state of the investment consulting industry

Date Published: Wednesday, May 9, 2012

Speaker

Bill Monaghan – CTC Consulting,  Dan Tarlas – Asset Consulting Group

This webinar recording is available to FOX members and is available for purchase by FOX Public Network Guests.