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The Elephant in the Room

Family Office Exchange (FOX) has long maintained that an informed and educated client is a better client. This is especially true when it comes to wealth management fees. Yet, so often clients don't know their wealth management costs or what factors and circumstances drive those costs. As the baby boom generation begins to retire in record numbers and families undergo transitions in leadership, cost
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Family Office Exchange (FOX) has long maintained that an informed and educated client is a better client. This is especially true when it comes to wealth management fees. Yet, so often clients don't know their wealth management costs or what factors and circumstances drive those costs. As the baby boom generation begins to retire in record numbers and families undergo transitions in leadership, cost transparency and an understanding of fee structures are more important than ever to ensure the

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