Michael Zeuner has been serving wealthy families for more than two decades. As one of three managing partners of WE Family Offices, he oversees the firm’s US business strategy. Michael is a nationally recognized leader in the family office industry and has dedicated his professional career to empowering financially successful families to manage their wealth. In addition, Michael is a co-founder of the Institute for the Fiduciary Standard and serves as an independent director at Wren Investment Office, a UK-based multi-family office and a member firm of the global alliance formed by WE, Wren and MdF.
Prior to his role at WE Family Offices he served as senior executive partner of GenSpring Family Offices. In this capacity, he had responsibility for the leadership and management of GenSpring’s network of 10 family offices in the United States, that firm’s key advisory practices, and its delivery of a high-quality client experience. In addition, he was a member of the firm’s Operating Committee. Before joining GenSpring, Michael was managing director and global head of Wealth Solutions at JP Morgan Private Bank. As a member of the executive team, he had responsibility for strategic planning, branding, marketing and specialized advisory services (family governance, philanthropy and fine art wealth management) for the worldwide private bank.
A management consultant by training, Michael led projects in the financial services area for both Andersen Consulting (now Accenture) and Booz, Allen & Hamilton. He joined Chase Manhattan in 1995 as vice president at the investment bank and moved to the private bank in 1997 to head up strategy and marketing worldwide. JP Morgan and Chase merged in January 2002.
Michael also serves as a mentor at the Watson Institute, which specializes in incubating socially focused entrepreneurs and their businesses. Watson mentors are among the foremost leaders and practitioners in the area who work one-on-one with scholars to help them solve challenges and broaden their global network.
Michael graduated from Brandeis University, (B.A.) and earned an M.B.A. from the University of Chicago.