How family offices and trusted private-client advisers can use due diligence and background research around people, opportunities and counterparties.
Sensitive decisions
Family offices often face decisions where financial, personal and reputational considerations overlap.
People and opportunities
Research may concern advisers, introductions, investments, counterparties, employment, personal relationships or philanthropic opportunities.
Discretion and proportion
The research should be tightly scoped, senior-led and careful about personal data, source reliability and jurisdictional differences.
Working with advisers
VCI can support family offices directly or work through solicitors, trustees, wealth advisers and other trusted professionals.
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