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Conflict of Interest Questions Applicable to All Service Providers General Do you view yourself as a financial advisor, fiduciary or a product provider? Please disclose any potential conflicts of interest that might impact your delivery of investment consulting or wealth management services to families. What professional firms d...
How to Use This Tool Effectively FOX recommends that a private wealth owner or the family office representative take the following steps when using this tool: Look through the lists to see which questions are pertinent to your family situation in your work with a specific service provider. Edit the questions to reflect particular informati...
Example of a Conflict of Interest Trustee sits on the board of a corporation which offers options to Board members and accepts the options as personal compensation. Questions Wealth Owners Should Ask to Surface Conflicts How do you identify the financial needs of the current beneficiaries and balance them against the future clai...