Select a type of provider below for specific examples of conflicts of interest and questions wealth owners should ask. Accountants & Attorneys Corporate Trustees Custodians Individual Trustees Insurance Brokers/Agents Investment Advisors/Consultants Multi-Family Offices Private Bankers (with open architecture) Proprietary Portfolio Managers Securities Brokers Wealth Advisors/Financial Planners ‹ General Questions up Accountants & Attorneys ›