Building Your Investment Team

Niall J. Gannon
Additional contact information
Niall J. Gannon: The Gannon Group

Chapter 12 in Tailored Wealth Management, 2019, pp 127-138 from Springer

Abstract: Abstract A wealth management team should begin with your CIO or wealth advisor. Once you have appointed this person, you should round out the team with a trusted estate planning attorney, a CPA or a tax professional, a successor trustee, along with various “as needed” vendors and professionals hired for specific short-term tasks along the way which may include a family office executive, an executive director of your family foundation, and multiple lines of insurance advisors.

Date: 2019
References: Add references at CitEc
Citations:

There are no downloads for this item, see the EconPapers FAQ for hints about obtaining it.

Related works:
This item may be available elsewhere in EconPapers: Search for items with the same title.

Export reference: BibTeX RIS (EndNote, ProCite, RefMan) HTML/Text

Persistent link: https://EconPapers.repec.org/RePEc:spr:sprchp:978-3-319-99780-3_12

Ordering information: This item can be ordered from
http://www.springer.com/9783319997803

DOI: 10.1007/978-3-319-99780-3_12

Access Statistics for this chapter

More chapters in Springer Books from Springer
Bibliographic data for series maintained by Sonal Shukla () and Springer Nature Abstracting and Indexing ().