WE’s Michael Zeuner Among Industry Experts Discussing Health In Wealth Management
November 5, 2015
In a recent article published by Family Wealth Report (FWR), WE Family Office’s managing partner, Michael Zeuner, is cited among industry experts discussing the difficult topic of how health can have an impact on a client’s wealth, and what advisors can do to navigate this complicated issue. Healthcare is one of the fastest-growing retirement costs in the US, and is an important (but difficult) topic of conversation in the wealth management for Baby Boomers and their financial advisors.
The article delves into studies that have shown health is a top priority for the wealthy to invest in, but they struggle with emotional barriers that often prevent open and honest conversations with their family and advisors. Mr. Zeuner discusses tools advisors can use to mitigate some of these difficult conversations, such as looking at healthcare from a strategic perspective rather than a personal perspective. “If you think about managing your wealth like a well-run company, then you get into things like what is your strategy, your leadership team, what is your succession plan and how do you choose vendors. Health fits in with leadership, succession and talent development.”
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To read the full article, click here
