Breakout Session 5: Maximizing the Partnership with Your Investment Consultant

How do you get on the right track during the investment consultant due diligence process and thereafter to optimize the advisor and client relationship? Aligning the advisory relationship with a family’s objectives is critical to success and as much an art as a science. Certain families don’t realize they have the ability to design and customize a relationship that best suits them. Much of the tone can be set at the outset when simulating the client experience before a family even signs a service contract. There are also techniques to reset the client and advisor relationship though candid dialogue between the parties. This session will explore issues around discretion and investment decision-making, reporting formats, structuring of the service team, and pricing, among others. Concrete steps and examples will be explored.