Family Office Due Diligence How to Select a Family Office

Source: FamilyOfficesGroup

In this video recorded in Lichteinstein Richard C. Wilson talks about family office due diligence¸ and a few things to consider if you are looking to select a family office wealth management firm to work with. Deciding who is going to manage your wealth is a very long-term decision and everyone’s situation is unique¸ but there are a few things that you should think about and plan out before you even start this process. By watching this video you will get a few extra ideas of types of due diligence you can conduct on family offices before working with them. If you want to learn more about family offices you should download the PDF family office report at http://FamilyOfficeReport or visit

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