WE’s Julie Neitzel Discusses Best Practices in Family Wealth Management
April 30, 2015
In an article published by South Florida Business & Wealth Magazine, WE Family Offices’ partner and advisor, Julie Neitzel, discusses the importance of treating family wealth as a business entity to ensure sustainability for generations to come. Millennials are poised to inherit $30 trillion dollars from their Baby Boomer parents, highlighting the importance of best practices in family wealth management.
The article cites the recent book Wealth Management Unwrapped by Charlotte Beyer who states, “The reality is that when it comes to your wealth, you are the CEO of My Wealth, Inc, whether you want it or not.” Ms. Neitzel then delves into the necessity for a family office in ensuring long-term management through expert facilitation of strategy, governance, process, education and succession planning. “Successful businesses have highly effective teams that work together supporting the vision and mission [of the enterprise].”
To read the full article, click here: http://go.epublish4me.com/order/printContainer/id/10083037/pages/92