WE’s Michael Zeuner to Present at Mountain West Family Office Forum

September 23, 2015

WE Family Office’s managing partner, Michael Zeuner, will be one of several industry experts presenting at this year’s Mountain West Family Office Forum. Mr. Zeuner will participate on the panel, Family Enterprise: The Missing Link- Understanding and Solving for the Critical Leadership Role of Expert Generalist in the Family Office, which explores the critical role in the family office structure that is often overlooked by wealthy families- the Expert Generalist. The interactive panel will discuss what the role is, why it matters, review the options families have in solving for the role and present real-world case studies that highlight best practices and pitfalls that can be avoided.

About the Mountain West Family Office Forum

From their website: “Few issues are of greater importance than perpetuating a family’s values, heritage, philanthropic impact and inter-generational relationships… but success requires thoughtful, deliberate, purposeful planning. The Mountain West Family Office Forum (the “Forum”) has been created to provide a peer-to peer educational and networking opportunity in a safe, protected environment for families of significant wealth from across the country. The 2015 Forum, in its inaugural year is staffed and facilitated by scholars, industry experts and family members. The Forum provides thought leadership and insight into a variety of issues through a highly interactive and thought provoking format.”

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.