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The Journal of Wealth Management

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Article

Finding and Retaining the Right Advisor for a
Family and Its Family Office

Elizabeth Mathieu, Philip Strassler and Natasha Pearl
The Journal of Wealth Management Winter 2010, 13 (3) 15-18; DOI: https://doi.org/10.3905/jwm.2010.13.3.015
Elizabeth Mathieu
is a partner at SFO Advisor Select, LLC, in Greenwich, CT.
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  • For correspondence: elizabeth.mathieu@sfoadvisorselect.com
Philip Strassler
is a partner at SFO Advisor Select, LLC, in Greenwich, CT.
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  • For correspondence: philip.strassler@sfoadvisorselect.com
Natasha Pearl
is a partner at SFO Advisor Select, LLC, in Greenwich, CT.
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  • For correspondence: natasha.pearl@sfoadvisorselect.com
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Abstract

In contrast to the first decade of this century—called by some “The Decade of Excess,” this next decade could be the “Decade of Due Diligence.” Typically, families and their offices seek new advisors via “word of mouth”—obtaining recommendations from other families, or from their current advisors, particularly lawyers and accountants. There are three serious risks in this method: The right advisor for one family with specific needs and objectives may be inappropriate for another with a different set of needs and objectives. The recommender may also lack knowledge about what it takes to be a great advisor in a particular discipline. Finally, he or she may have a limited circle of possible recommendations that could impact objectivity. This article addresses the essential features of an effective approach to finding the right advisor in any field of discipline and the building blocks to design a successful advisor selection process for families and their family offices.

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The Journal of Wealth Management: 13 (3)
The Journal of Wealth Management
Vol. 13, Issue 3
Winter 2010
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Finding and Retaining the Right Advisor for a
Family and Its Family Office
Elizabeth Mathieu, Philip Strassler, Natasha Pearl
The Journal of Wealth Management Oct 2010, 13 (3) 15-18; DOI: 10.3905/jwm.2010.13.3.015

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Finding and Retaining the Right Advisor for a
Family and Its Family Office
Elizabeth Mathieu, Philip Strassler, Natasha Pearl
The Journal of Wealth Management Oct 2010, 13 (3) 15-18; DOI: 10.3905/jwm.2010.13.3.015
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  • Article
    • Abstract
    • THREE ESSENTIAL FEATURES OF AN EFFECTIVE APPROACH TO FINDING THE RIGHT ADVISOR
    • BUILDING BLOCKS TO DESIGNING A SELECTION PROCESS
    • CONCLUSION
    • ENDNOTES
    • REFERENCES
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  • PDF (Subscribers Only)

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  • Two Book Reviews
  • Editor’s Letter
  • Well-Being Advisers
Show more Article
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