Being smart about family office costs is important. All will no doubt agree the statement is not controversial. That said, based on our 30 years of examining all aspects of family offices at FOX, many offices do not adequately analyze and quantify their family office costs or their overall cost of wealth management. In fact, most under-report their overall costs and do not link them to value delivered.
This session explores the inputs comprising family office and overall wealth management costs, how complexity and other factors can dramatically impact cost levels, and methods to allocate, budget and measure costs. We also share insights on the topic from select Family Office Exchange benchmarking survey data.
This webinar is not eligible for CPE credit.