Health is Wealth

January 1, 2016

Many clients are diligent about conducting regular assessments around estate planning, investment allocations and tax strategies. But in the December issue of South Florida Business & Wealth magazine, WE Family Office’s partner and advisor Julie Neitzel discusses the one critical asset that is often overlooked in financial goal-setting: physical health. Recent studies show health related concerns as the leading worry among the ultrahigh net wealthy, trumping even financial concerns. Despite these apprehensions, a majority of respondents were not taking the necessary steps to address the specifics issues that contributed to their anxiety.

Neitzel reviews several ways in which the family office can assist the wealthy place a higher priority on their health management. By incorporating health strategies into their annual goals, engaging specialists to guide them with change, and facilitating family discussions to encourage more open dialogue, the family office can help clients invest in their most important asset: their health.

To read the full article “Health is Wealth”,click here.

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.