Webinar Replay:
Costs of the Family Office and Wealth Management Services

Originally broadcast February 5, 2019

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.
Charlie Grace
Charlie Grace
Managing Director, Family Office Exchange

Charlie Grace is a managing director at Family Office Exchange. In his role, he works on Advisory and Educational Services projects for families and family offices as well as advisor clients. Assignments have included projects focused on strategic planning, family office and family enterprise design, family governance, selection of investment or wealth advisors, best practices, and benchmarking, among others. On the membership side of the FOX business, Charlie works on select relationships and develops and delivers content using deep subject matter expertise.

Charlie has been active for 20 years in the family office community advising ultra-wealthy families and serving as a resource to multigenerational families and family offices.
View the Recording:
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