Webinar - The Ins and Outs of Selecting a Wealth Advisor

Overview

Wednesday, Sep 05, 2012 - 03:00pm to 04:30pm CDT

Selecting a wealth advisor may feel like an overwhelming and intimidating task and some families will postpone taking action or make a hasty and uninformed decision. Where do you begin? What should you be concerned about? In this program, you will gain an understanding of best practices in the wealth advisor selection process, questions to ask and things to consider while performing due diligence. Members of the FOX consulting team, Karen Neal and Charlie Grace, will examine how to choose the most applicable business and service model, negotiate terms and fees and explore six areas for evaluating firms. Real case examples and stories will be highlighted to illustrate best practices pertaining to selecting a wealth advisor, with an overview of the new FOX Directory of Leading Wealth Advisors.

After participating in this webinar, you will be able to:

• Initiate a thoughtful wealth advisor selection process
• Identify specific questions to ask during due diligence
• Select an appropriate service model for common circumstances

Recommended for: 
Family office executives and staff, advisors and family members

  • Speaker(s)

Charles B. Grace, III, Senior Consultant

Charlie works on strategic planning projects for families and family offices as well as wealth management advisor clients. Assignments have included work on advisor selection, education of the next generation, leadership and succession, governance, family office structuring, among others. Charlie is active on the family office and advisor membership and research sides at FOX, including investment focused studies and other initiatives. He has experience facilitating member and client meetings for FOX.

Karen D. Neal, Managing Director, Consulting

Karen Neal is managing director of the Family Office Exchange (FOX) consulting group, where she works with family groups to bring processes and solutions to the challenges of preserving family wealth, including refining of business strategy to address transitions and changing needs of the family and firm. Her work with families has included development of family enterprise strategy, operational assessment of the family office, selection of wealth advisors, and wealth management industry education. She is a frequent speaker on the topic of family office best practices.