WE’s Julie Neitzel Discusses ‘How Much is Too Much’ in South Florida Business & Wealth
September 23, 2015
In a recent article published by South Florida Business & Wealth (SFBW), WE Family Office’s partner and advisor, Julie Neitzel, discusses wealth owners’ common struggle of “how much is too much” when it comes to inheritance for the next generation. The decision of what to leave heirs is highly subjective, and requires wealthy families to consider their values when making these decisions.
Ms. Neitzel explores the plans well-known wealth creators, such as Warren Buffet, Bernard Marcus and Bill Gates, have publicly shared, which consist of leaving most of their estates to charity. Other wealth creators, such as Curtis Carlson and Sam Walton, believe in “keeping it in the family” and have passed their legacies to their children. Regardless of what a family ultimately decides to do, Ms. Neitzel stresses that communication with the next generation from an early age is key.
About SFBW
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.”
To read the full article, click here: http://go.epublish4me.com/ebook/ebook?id=10085301#/78
