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Published in:
2019 | OriginalPaper | Chapter
12. Building Your Investment Team
Author : Niall J. Gannon
Published in: Tailored Wealth Management
Publisher: Springer International Publishing
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Abstract
A wealth management team should begin with your CIO or wealth advisor. Once you have appointed this person, you should round out the team with a trusted estate planning attorney, a CPA or a tax professional, a successor trustee, along with various “as needed” vendors and professionals hired for specific short-term tasks along the way which may include a family office executive, an executive director of your family foundation, and multiple lines of insurance advisors.