Considering a Change?: Insight on Bank Custody and Agreements

Overview

Custody of assets is a serious issue for investors and raises many considerations besides the safekeeping of assets.  Listen into this webinar to hear the current landscape affecting custodians and family offices.  Learn the differences among custody services and providers including pricing, borrowing against assets, reporting, and other issues.   What should a family office look for in a custodian, including a global custodian?  What are the components of a custodian agreement?  What should you look out for when negotiating an agreement?  Join this webinar to hear real life examples, do’s and don’ts when evaluating and changing custodians.

Webcast Replays