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Once you have decided that the family office
approach is the right one for you, how do you choose
the best family office for you and your family? You
may want to ask them a few questions, such as the
ones listed below.
F A M I L Y O F F I C E C
H E C K L I S T
- What is the background and history of the firm?
Who are the owners? Are they independent?
- What is the scope of services offered? Which are
provided in-house and which are outsourced?
- What size and type of families do they serve? How
many families does each client advisor serve? Will
they provide client references?
- What are the fee structures? Are there any
performance-based fees?
- Does the firm provide completely objective advice
for their families?
- How does the firm protect the confidentiality of
its client information?
- Do the firm’s values resonate with your family
values? Are you comfortable with the people you will
be dealing with?
Please
click here
and we will be pleased to send you a copy of
Northwood’s answers to these questions.
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