In this conversation, Brian Adams speaks with Chad Burdette and Jason Pinkham of Sonder Partners to unpack how families can identify the right advisor. They discuss why multifamily offices can be difficult to evaluate, the importance of education before making advisor decisions, and the common sources of anxiety families face when weighing their options. Chad and Jason break down ownership structures, incentive alignment, and the questions families should be asking—offering a practical framework for finding an advisory partner that truly fits a family’s needs, goals, and long-term vision.
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