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How to choose a portfolio manager or investment advisor for a family office

21 December 2017

  • Investing

The basic tenet of any family office is to preserve capital and manage it so it provides reasonable returns over the long term thereby preserving the interests of the family. Investopedia defines a family office as “private wealth management advisory firms that serve ultra-high-net-worth investors. They are different from traditional wealth management shops in that they offer a total outsourced solution to managing the financial and investment side of an affluent individual or family”.

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