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.
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Gannon, N.J. (2019). Building Your Investment Team. In: Tailored Wealth Management. Palgrave Macmillan, Cham. https://doi.org/10.1007/978-3-319-99780-3_12
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DOI: https://doi.org/10.1007/978-3-319-99780-3_12
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Publisher Name: Palgrave Macmillan, Cham
Print ISBN: 978-3-319-99779-7
Online ISBN: 978-3-319-99780-3
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