Need a Family Office: Who Can You Trust?
The founder who sells a business…the next generation assuming the reins of the family estate…an executive who has been cashed out…and the entertainer who has become popular all have this question in common – whom can I trust with my fortune?
Trust is the scarcest resource in the financial services industry because you cannot buy or sell it; trust needs to be built from scratch. Before beginning construction, you can determine who is trustworthy and apply rigor to your decision matrix. Our Callan Family Office team has some ideas.
Please let us know if you have any questions or would like to discuss further.
For our latest insights, please read our thinking on finding the right family office.