Problem:
Anand is the CEO of a multi-national business built by his grandfather. He is a busy, high-networth client who requires a team of professionals to handle his diverse financial needs, including investment management, philanthropy and estate planning. However, he wants only one point of contact with someone who understands his needs and can communicate them to the required professionals. Which type of managed account is most suitable? Private family office Advisor-managed account Single-mandate managed accounts Multi-mandate managed account