Selecting the Right Trusted Advisor: A Family Case Study

November 2008

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Selecting the right organization as a partner in the management and oversight of a family enterprise is one of the most important decisions a family will make. Success in this endeavor requires a significant investment of the family’s time, talent, and resources to ensure a thorough and disciplined due diligence process.

This case study provides a model for any family that wishes to conduct an efficient and effective search for a wealth advisor. It profiles in detail the thoughtful and diligent search by one family for the right MFO to support their financial goals and to manage their family enterprise, including the:

  • Completion of a family-wide needs assessment
  • Creation of a prospect profile to provide MFO candidates with complete disclosure of the family’s history and service needs
  • Careful review and evaluation of MFO candidates

This item is only available to family office members.

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This document is available to FOX Members only.