Wealth Advisor Selection

It has often been said that one of the keys to success is surrounding yourself with smart, talented people who have your best interests in mind. But, how do you find those people and how do you determine if they are right for you?

 

Building upon his global consulting experience in the area of wealth advisor searches, Charles Grace, Managing Director, Family Office Exchange led the FOX learning community on an in depth exploration of Wealth Advisor Selection. The program provided insights into understanding different types of advisors, the scope of services and delivery that are appropriate for you, qualitative and quantitative aspects of effective advisor due diligence, and best practices in running an effective and successful wealth advisor selection process.