Health is Wealth
January 1, 2016
Many clients are diligent about conducting regular assessments around estate planning, investment allocations and tax strategies. But in the December issue of South Florida Business & Wealth magazine, WE Family Office’s partner and advisor Julie Neitzel discusses the one critical asset that is often overlooked in financial goal-setting: physical health. Recent studies show health related concerns as the leading worry among the ultrahigh net wealthy, trumping even financial concerns. Despite these apprehensions, a majority of respondents were not taking the necessary steps to address the specifics issues that contributed to their anxiety.
Neitzel reviews several ways in which the family office can assist the wealthy place a higher priority on their health management. By incorporating health strategies into their annual goals, engaging specialists to guide them with change, and facilitating family discussions to encourage more open dialogue, the family office can help clients invest in their most important asset: their health.
To read the full article “Health is Wealth”,click here.