Breakout 3: Navigating the Landscape of Investment Advice

Paulina Cromwell, CFA, Product Manager, Family Office Exchange

Charles B. Grace, III, Managing Director, Family Office Exchange

This session will explore the landscape of strategic investment advisors and explain how families and family offices utilize different advisory models. We will compare business models (levels of discretion, open architecture and proprietary product utilization, inclusion of other ancillary services) as well as discuss key selection criteria to establish the best fit between advisor and client. We will use case studies from FOX members to highlight various challenges and success factors for families working effectively with external advisors.