Ensure Advisor Compatibility

Similar to the proverbial “butterfly effect”, Advisors engage with families in big and small ways with lasting impact.  

In many instances, the relationship between a family and a given advisor can grow stale, drift out of alignment or become problematic for a variety of reasons. Additionally, families can find themselves “stuck” when seeking to articulate their own advisory needs, working to make sense of the multitude of choices in the marketplace or trying to manage complexity throughout the process of selecting a new advisory relationship.

We have deep experience from decades working closely with all sides of the conversation: family members, fiduciaries, staff, advisors and family dynamics facilitators. As a result, we are able to:

• Leverage personal experience and expertise to manage third party relationships

• Value cultural fit and standards for appropriate “bedside manner”

• Educate based on a unique understanding of the wealth advisory and family systems landscapes

• Guide multiple stakeholder groups through an organized process

• Seek emotional, relational and resource alignment

• Monitor ongoing advisor compatibility