Financial Advisor Engagements

FINANCIAL ADVISOR ENGAGEMENTS

For many individual clients, one of their most important – and often difficult to understand – contractual relationships is with their financial advisor.  CCG brings decades of business and financial experience to its review and independent advice on these relationships.  The need for careful attention to the nature of the financial service provider’s duties (such as whether they owe a fiduciary duty to their client) is highlighted by complex and controversial regulatory developments.