WE Family Offices’ Julie Neitzel Shares Insights on Managing the Affairs of the Ultra Wealthy

February 20, 2015

In an article published by South Florida Business & Wealth Magazine, WE Family Offices’ partner and advisor, Julie Neitzel, shares her insights on managing the needs of ultra wealthy clients in the family office industry. A majority of these wealthy clients reside in the US, with Florida .

The article explores services family offices provide to wealthy clients such as, taxes, estate planning, investing, governance and accounting; in order to help them manage and execute their wealth management needs effectively. Ms. Neitzel also discusses the many of the benefits, from independent advice to access to best practices, that clients receive from utilizing a family office.

To read the full article, please click here: http://sfbwmag.com/departments/knowledge-center/managing-affairs-ultra-wealthy

About SFBW Magazine

From their website: Reaching over 30,000 top decision-makers and influencers in Miami-Dade, Broward and Palm Beach Counties, South Florida Business & Wealth delivers in-depth business reporting – with a distinct local perspective – on topics that make a difference to South Florida business professionals. Unlike any other local business media, SFBW gives business decision makers the whole story – from what businesses to invest in, to cashing in on the emerging tech hubs in South Florida, to trends and analysis of South Florida’s most important industries.

Disclosure

This communication contains our current opinions and commentary, and does not represent a recommendation of any particular security, strategy, investment product or manager. The views expressed here are subject to change without notice. This commentary is distributed for educational purposes only and should not be considered as investment advice or an offer of any security or service for sale. Information contained herein has been obtained from sources we believe to be reliable, but we do not guarantee its completeness or accuracy. No part of this letter may be reproduced in any form, or referred to in any other publication, without WE’s written permission.