Family Office Interview Questions

Overview

All Family Offices are unique; as are the families that they work for. However in the end, they all follow a similar process when trying to make a successful hire for any position within the team. By using this guide that includes an interview form by Agreus, you’ll see how asking the right questions during the interview process will result in a successful hire for your Family Office and the family it serves. With these questions, you will not be surprised by any skeletons lurking in any closets when the offer is closed, you will know thoroughly the candidates’ personality, and you will know if they are a long term/short term player.

Advisor Thinking