Background & Objectives
We propose to enter into an agreement with a financial advisory company to manage our family office investments. Since we will be entrusting the investment of large funds through their offices we want to ensure they have the necessary expertise, legal entity (registered to carry out this activity) and if they have any prior non-compliance issues.
We want to be assured that we will be dealing with a company with the required legal registration, necessary expertise and no prior incidents that may be detrimental to our future association with them.
Discussion of how this deliverable will look will happen during our conversations if you are selected for an interview.
Must have legal and financial background
We are open to discussions about the timeline and the budget. Please present a reasonable proposal based on your experience.