When It Comes to Vendor and Services, Size Matters

By Mitzi Perdue, WealthManagement.com

Mid-range funds may actually be better suited for some family offices.

When you’re evaluating outside vendors or services for your family office clients, is the size of the company you’re looking at one of your important considerations?

It was a crucial screen for my late husband, Frank Perdue, the poultry magnate. Before choosing any kind of outside company that he’d be working with, whether financial, design or lobbying, he paid a lot of attention to the size of the company he’d be hiring.