WE’s Michael Zeuner Co-Author’s The Missing Link for Family Offices in Campden FB

September 30, 2015

WE Family Offices’ managing partner, Michael Zeuner has co-authored a paper with the founder and president of Mack International, Linda C. Mack titled The Missing Link, published in Campden magazine. Mr. Zeuner and Ms. Mack discuss the role of the “expert generalist” in family offices, and why this expert is vital to safeguard the family’s interests. Ultra-high net worth families struggle with multiple challenges that come with wealth management, such as tax planning, investing and working with multiple providers. After decades of working with wealthy families, Mr. Zeuner has observed that families struggle less when they have support from an expert with broad knowledge across multiple disciplines.

The article delves into defining the role of this leader, or ‘expert generalist’, which varies from family to family based on their needs and goals, and what knowledge this person should possess in order to be an effective leader. Mr. Zeuner explores tools families can use to help identify this individual, and case studies that highlight successes families have had when engaging an expert generalist.

About Campden FB

From their website: “Published since 2001, CampdenFB (formerly Families in Business) magazine has provided business-owning families of substantial wealth with the knowledge, insights and vital business intelligence they require to manage their enterprises and their families successfully. Each quarterly issue contains exclusive family interviews, dedicated sections on all aspects of finance, governance and the next generation, timely special reports, comment and debate, news analysis and lifestyle features. Supported by the Family Business Network, CampdenFB is a controlled circulation publication that is delivered exclusively to 10,000 qualified families.”

To read the full article, click here: http://www.campdenfb.com/article/missing-link-family-offices

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