As the wealth management industry continues to evolve, one question remains central: what does truly objective advice look like for ultra-high-net-worth families?
In a recent appearance on Asset TV’s Meet the RIA, Michael Zeuner, Managing Partner of WE Family Offices, reflects on the experiences that have shaped his career and the firm’s approach to advising centimillionaire families. Drawing on decades spent advising global families and building advisory firms, Michael discussed why he believes advice should begin with listening, understanding and presenting choices, rather than selling products.
Michael also shared his perspective on how the advisory landscape is shifting, including the growing demand for integrated advisors and his concerns about the increasing influence of outside capital in the wealth management space.
Watch the full Meet the RIA interview 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.
