Event:    Regional Roundtable

Description: Cost and Performance Measurement of Family Offices

As part of his presentation, FOX Senior Consultant Charles B. Grace will examine wealth management costs by activity, such as accounting/reporting, investment planning, integrated planning, and philanthropy, as well as by asset size, complexity, and number of staff. He also will explore measurement of family office performance in the context of family office costs and other metrics, such as comparison to peer groups, client satisfaction surveys, and investment risk and return.

Adam House, 7 Adam Street, Strand

Location:   

Phone: +44.207.170.4235

Cost: This event is free to FOX members, but advance registration is required.