As part of the new Investment Committee Series, Will Bonner and Joseph McLiney are sharing their experiences of setting up and managing their family investment committees. We’d like to hear from our members about their thoughts on this important process.
This month, Will outlines some of the hidden risks in your family investment committee. And he explains some straightforward ways you can mitigate against them.
Is your committee made up of experienced investment managers?
Or are your committee members at the beginning of the learning curve?
Has your wealth strategist appointed and trained a successor?