- 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?

Articles
Managing the 1031 Exchange Rules for Vacation Homes, Conversions and Mixed Use Properties
It is quite common for clients to call a 1031 exchange company with questions regarding exchanges of their former or future principal residences or vacation