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The Cost of Being Wealthy

Cambridge Associates

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.