Unfortunately, failure to ask the right/better questions risks unwelcome surprises and less-than-optimal outcomes later for your wealth. For ultra-high-net-worth Canadian families and their family office advisory teams, the potential stakes are generally much higher.
Many millions of dollars are potentially at risk if investors do not offer up the right queries. Consequently, they might remain with a current wealth advisor who provides underwhelming advice, service or biases, or they risk selecting a poor match for their needs when seeking a new one after a significant liquidity event.
This story is brought to you by Stenner Wealth Partners+.