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Haxton Guide Services for the Wealthy Families
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Haxton Guide Services for the Wealthy Families
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What you should know before selecting a Family Office Services company
Is your family office services provider industrious and prepared to provide best solutions to a wide range of your possible needs? Insist on exceptional service: the family office (and multifamily office) is an attractive service for wealthy people because they offer a wide range of services. By assembling experts in a variety of fields, family offices can handle a client's every financial task — from bill payment to investment advisory, to concierge services.
1. Responsive and organized? (demonstrates integrity and passion for the business) 2. What is the fee structure? 3. What range of services are provided? Do they provide an organzed and detailed list of these? 4. Do you get unbiased financial advice or do they profit from selling you investment products or directly managing your money? 5. Is the firm compensated by referrals of any kind? 6. What is the firm's ownership structure? Part of a financial institution? 7. What is the background and expertise of the advisors? 8. How many families are served... how many per advisors? 9. Can you speak to client families? 10. Who will you be working with, what services are outsourced and to whom? 11. How is privacy protected?
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Stuart Haxton Company
208 344-0249
