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The Cost of Being Wealthy

Picture of Managing Director, Family Enterprise Solutions, Private Client Practice
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.

Read the full article.

Charlie Grace - Charlie Grace is a Managing Director, leading Family Enterprise Solutions at Cambridge Associates.

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About Cambridge Associates

Cambridge Associates is a global investment firm with 50+ years of institutional investing experience. The firm aims to help pension plans, endowments & foundations, healthcare systems, and private clients implement and manage custom investment portfolios that generate outperformance and maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, staff extension and alternative asset class mandates. Contact us today.

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