The list of questions below should be considered as you interview potential investment advisors:

1. Do you abide by a fiduciary duty?

Ask if the advisor is legally obligated to put your interests first.

2. Do you require a specific minimum investment?

Confirm that your assets meet the advisor's requirements.

3. What types of clients do you specialize in serving?

Look for an advisor experienced with high net-worth clients. Ask for referrals.

4. Do you have advisory certifications?

Look for relevant qualifications like CFP®, CFA® or extensive experience in the industry.

5. How do you make money?

Understand the fee structure (fee-only vs. fee-based) and any potential conflicts of interest.

6. Other than the fee, are there extra costs?

Inquire about additional fees beyond the advisor's primary charges.

7. What services do you provide?

Understand the range of services offered, from investment management to in-depth comprehensive financial planning.

8. What is your investment philosophy?

Ensure the advisor's approach aligns with your goals and risk tolerance.

9. Do you offer retirement planning?

The advisor should be qualified to engineer and customize a retirement strategy tailored to fit your needs.

10. Are you experienced with tax strategies?

Are they willing to work with your other professional advisors? Make certain that the advisor is experienced with implementing estate, business, real estate and capital gains tax strategies.

11. Can you help with philanthropic planning?

With complete transparency, the advisor should empower you to achieve your philanthropic goals as tax-efficiently as possible.

12. Can you assist with next generation wealth transfer?

The advisor should help educate and convey financial responsibility to your heirs.

13. How often do you communicate with your clients?

Determine if the advisor's communication style meets your expectations.

14. What investment benchmarks do you use?

Understand how the advisor measures & reports success and progress towards your goals.

15. Do you have any disclosures on your record?

Check for past regulatory, criminal, or disciplinary actions here.

16. Will you work with my other professionals?

Confirm that the advisor will work directly with your estate planning attorney, CPA and other professionals.

17. Is my spouse/significant other comfortable with the advisor?

Confirm that, in case of your absence, your loved ones will be comfortable in their relationship with the advisor.