The Cost of Being Wealthy
Charlie Grace
Managing Director, Family Enterprise Solutions, Private Client Practice
Families of wealth are always curious about wealth management costs and often want to benchmark those expenses against their peers. Costs are an important consideration when devising an overall wealth management strategy. What is the right price and how is it determined?
In this Barron’s PENTA article, Managing Director Charlie Grace shares an approach families can take to ensure they are spending the right amount to manage their family wealth for generations.
Charlie Grace - Charlie Grace is a Managing Director, leading Family Enterprise Solutions at Cambridge Associates.