Michael Zeuner, Managing Partner at WE Family Offices and co-founder and board member of The UHNW Institute, recently spoke with Joe Reilly at Family Wealth Report about his career in consulting, banking and family offices, and the experiences that have shaped his approach to serving families.
In the wide-ranging conversation with Joe Reilly, Zeuner discusses what makes an effective family office advisor, why he believes they are “bred” rather than bought and how WE develops and retains talent. He also shares his perspective on balancing the benefits of scale with the intimacy families expect, how technology can reduce administrative work so advisors can spend more time with clients and the role AI is now playing in how prospective families are searching for a firm that fits their needs.
Read the full Family Wealth Report interview here.
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