WE Family Offices Managing Partner Michael Zeuner recently joined host Joe Reilly, on the UHNW Institute’s Private Wealth Podcast to discuss the evolution of the family office industry and the principles that shaped the founding of WE Family Offices.
The conversation covers Michael’s career and explores broader themes including open architecture, independent advice, talent development, liquidity events and the growing role of AI in wealth management.
Listen to the full episode here.
Important Information:
This interview contains our current opinions and commentary that are subject to change without notice. Our commentary is distributed for informational and educational purposes only and does not consider the specific investment objective, financial situation, or needs of any recipient. The information contained herein does not constitute legal or tax advice to any person. Please consult with your tax advisor regarding any taxation implications of the information presented in this presentation.
