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Building Your Investment Team

  • Niall J. Gannon
Chapter

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.

Copyright information

© The Author(s) 2019

Authors and Affiliations

  • Niall J. Gannon
    • 1
  1. 1.The Gannon GroupSt. LouisUSA

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