Listen "Essential Questions for Families: Navigating the Family Office Interview Process - Part 2"
Episode Synopsis
In this episode of the Family Office Success Podcast, host Christi Van Rite offers crucial advice on selecting advisors for family offices. She stresses the importance of asking insightful questions beyond standard inquiries like "How many families do you serve?" Christi encourages listeners to focus on how advisors will work specifically with their family, their communication processes, team qualifications, and handling conflicts of interest. She also discusses fee structures and the necessity of open communication. The episode aims to help families make informed decisions, ensuring a successful and tailored advisory relationship.
More episodes of the podcast Family Office Success
The Great Transition
28/10/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.