how to build your team of experts

plus the four attributes each must have.chart illustrating a sample professional network

by anthony glomski
your $5 million high-net-worth practice

take a look at the chart below showing an example of the type of professional network to use in your client’s financial life. you can see that the personal cfo is at the center, acting as the coordinator of the team and the single point of contact. his or her primary relationships are with the four other core experts: private client lawyer, accountant, life insurance specialist and the property and casualty agent. these team members then have relationships with the other types of specialists you may need from time to time.


more: five experts your wealth management team needs | why you need a team of experts | plan for your client to exit their business | enhance wealth by mitigating taxes | what clients need to know | what level of advice do entrepreneurs need? | three components of collaborative wealth management
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finding the right people to help

if you are building your own expert team from scratch, you will need to do your homework and identify good candidates in the key areas in which you need help.