- What is the investment objective, and what is the time horizon for achieving it?
- What is the risk tolerance of the trust or family office?
- What is the desired return, and what is the asset allocation required to achieve it?
- What are the investment restrictions, such as asset class limitations, ethical constraints, or legal restrictions?
- What is the process for selecting and monitoring investment managers?
- How often will the investment portfolio be reviewed and evaluated?
- What is the process for making changes to the investment strategy?
Do I need life insurance?
Most likely yes. Your financial and family situation will be the deciding factor. If you’re single, have a large amount of savings, and no dependents then life insurance may not be for you. The reason being, unless your savings cannot pay for your debt(s) and that debt would be a
December 31, 2020
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