How can I build a family office board of advisors?

How can I build a family office board of advisors?

by Richard C. Wilson & Family Offices Group Association Team

Question:  How can I build a family office board of advisors?

Answer: Having a strong family office board of advisors can be key to growing your family office and better serving your clients.  Our number one tip for building a family office board of advisors is to have a strong, diverse board that includes expert members in all or most of the following areas:

  • Marketing and Sales
  • Compliance and Regulation
  • Law
  • Operations
  • Finance
  • Portfolio Management
  • Multi-Generational Wealth
  • Client Relations
  • Leadership
If you would like to add Richard Wilson to your family office’s board of advisors, please send him an email proposal at Richard@RichardWilsonCapital.com

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Read more Frequently Asked Family Office Questions.

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We run the Family Offices Group, the #1 largest family office association with 84,000+ global members. We offer live events, a bestselling book, Webinars, a family office database, and a family office training & certificate program called the Qualified Family Office Professional (QFOP). To get to know us please watch this 2 minute video, and contact us any time during pacific business hours by calling (212) 729-5067 or emailing us at Clients@FamilyOfficesGroup.com.

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