@article {McCarthy9, author = {Kathryn M. McCarthy}, title = {Engaging Investment Advisors for a Family Foundation}, volume = {4}, number = {2}, pages = {9--14}, year = {2001}, doi = {10.3905/jwm.2001.320406}, publisher = {Institutional Investor Journals Umbrella}, abstract = {In this article, the author addresses the multi-faceted question of hiring investment talent for a foundation. She starts with a review of possible goals for an investment program and the kinds of assistance required to meet those goals. She continues with a description of what to expect from an investment advisor, including both investment services and periodic reporting, as well as ongoing communication. She concludes with a discussion of the circumstances under which an in-house advisor should be considered and the processes for finding, selecting, and working with an outside professional.}, issn = {1534-7524}, URL = {https://jwm.pm-research.com/content/4/2/9}, eprint = {https://jwm.pm-research.com/content/4/2/9.full.pdf}, journal = {The Journal of Wealth Management} }