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Intelligence
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Questions
Asked often, answered plainly.
Do you hold our money?
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No. No custody of any kind. Assets stay exactly where they are, with your existing banks, custodians and managers.
Do you manage our investments?
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How are you paid?
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Why not charge a percentage?
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Our bank already gives us reporting.
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Will you tell us to fire our advisers?
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What if the audit finds nothing?
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Can our own AI really read our portfolio?
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Is our data used to train AI models?
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We already have a family office.
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Which jurisdictions?
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How long does it take?
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What happens if we leave?
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