Our Systematic Process for Advisor Selection:

  • Create, in coordination with the family and its SFO, a Request for Information (RFI) that is specific to the family's needs and the advisors it wishes to retain.
  • Identify a slate of qualified potential advisors for the family and its SFO to be invited to respond to the questionnaire.
  • Assess the advisors in terms of their responses to the questionnaire and other financial and non-financial metrics; present the results of the analysis to the family and the SFO.
  • Assist the family and the SFO in choosing which of the responding advisors should be interviewed by the family and the SFO; participate in and guide the interviews.
  • Assist the family and the SFO in evaluating the result of the interviews.
  • Assist with the transition process including contract negotiations.
  • Provide periodic review of advisors in terms of adherence to, and execution of, the family and the SFO's mandates as well as team communications.
  • Design and execute processes that will facilitate communication among all advisors to improve sharing of relevant facts and information with families and their SFOs.

115 East Putnam Avenue
Greenwich, CT 06830