Investment Consultant Panel at Newport Family Office Conference

In July 2012, Nicholas Rotello was invited to speak on the Investment Consultant Panel at Opal’s largest family office focused event in Newport, RI. Mr. Rotello was one of three nationally recognized consulting firms on the panel, which addressed investor considerations such as, how to hire a consultant, how do models differ, best practices in consultant search and selection, and how to address less tangible issues like family relationships.

There were no formal presentations or research; it was in an informal Q&A format. The feedback we received was tremendous, so, if you missed this event, give us a call to discuss.