Most of us undergo an annual physical to assess our health, so it stands to reason that we should do the same when it comes to our personal wealth. In the January issue of South Florida Business & Wealth magazine, WE Family Office’s partner and advisor Julie Neitzel reflects on opportunities for family enterprises to conduct a financial checkup in the New Year. Ensuring strategic wealth enterprise® and estate plans are in place, reviewing relationships with advisors and providers of products and services, and maintaining strong family engagement are all critical touch points in a disciplined annual review.
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