In forging a strong interdisciplinary advisory team there are a number of issues to face, including:
Sharing Client Information: This is a big issue from one profession to another. In some cases, it’s pretty easy to do. In others, there are formalities and potential liabilities that must be addressed before information can be shared.
Competency: Just because someone has a professional degree or certification, it does not mean they have the specific competencies required for the particular client situation. So you may have varying degrees of competency among the existing advisors.
Required Disclosures: These vary professionally as well as within each company or firm that the advisor represents. There are different beliefs around disclosure.