TY - JOUR T1 - Engaging Investment Advisors for a Family Foundation JF - The Journal of Wealth Management SP - 9 LP - 14 DO - 10.3905/jwm.2001.320406 VL - 4 IS - 2 AU - Kathryn M. McCarthy Y1 - 2001/07/31 UR - https://pm-research.com/content/4/2/9.abstract N2 - In this article, the author addresses the multi-faceted question of hiring investment talent for a foundation. She starts with a review of possible goals for an investment program and the kinds of assistance required to meet those goals. She continues with a description of what to expect from an investment advisor, including both investment services and periodic reporting, as well as ongoing communication. She concludes with a discussion of the circumstances under which an in-house advisor should be considered and the processes for finding, selecting, and working with an outside professional. ER -