WE’s Julie Neitzel Discusses Best Practices in Family Wealth Management

April 30, 2015

In an article published by South Florida Business & Wealth Magazine, WE Family Offices’ partner and advisor, Julie Neitzel, discusses the importance of treating family wealth as a business entity to ensure sustainability for generations to come. Millennials are poised to inherit $30 trillion dollars from their Baby Boomer parents, highlighting the importance of best practices in family wealth management.

The article cites the recent book Wealth Management Unwrapped by Charlotte Beyer who states, “The reality is that when it comes to your wealth, you are the CEO of My Wealth, Inc, whether you want it or not.” Ms. Neitzel then delves into the necessity for a family office in ensuring long-term management through expert facilitation of strategy, governance, process, education and succession planning. “Successful businesses have highly effective teams that work together supporting the vision and mission [of the enterprise].”

To read the full article, click here: http://go.epublish4me.com/order/printContainer/id/10083037/pages/92

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.