Essential Questions for Families: Navigating the Family Office Interview Process - Part 2
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Essential Questions for Families: Navigating the Family Office Interview Process - Part 2
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About this listen
In this episode of the Family Office Success Podcast, host Christi Van Rite offers crucial advice on selecting advisors for family offices. She stresses the importance of asking insightful questions beyond standard inquiries like "How many families do you serve?" Christi encourages listeners to focus on how advisors will work specifically with their family, their communication processes, team qualifications, and handling conflicts of interest. She also discusses fee structures and the necessity of open communication. The episode aims to help families make informed decisions, ensuring a successful and tailored advisory relationship.
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.