Critical questions that investors should discuss

Financial Planning Dentist
  1. What is the investment objective, and what is the time horizon for achieving it?
  2. What is the risk tolerance of the trust or family office?
  3. What is the desired return, and what is the asset allocation required to achieve it?
  4. What are the investment restrictions, such as asset class limitations, ethical constraints, or legal restrictions?
  5. What is the process for selecting and monitoring investment managers?
  6. How often will the investment portfolio be reviewed and evaluated?
  7. What is the process for making changes to the investment strategy?

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