Julie Neitzel

As we embark on the new year, it is important to set resolutions and goals to which we will direct our energies. The family office team, through dialogue with the

As we close another calendar year, it’s time to reflect and take stock of our financial health. Many of us undergo an annual health assessment; similarly, the family wealth enterprise

The millennial population has slightly surpassed the over 73 million baby boomer population and stands to inherit $40 trillion over the next 40 years. Given the potential trillions that will

As the saying goes: “The more you have, the more you can lose.”  The ultrahigh-net-worth population in the United States continues to grow at a 6 percent rate, with over

A common struggle for wealth owners is determining how much to leave to heirs and how to communicate their wealth transfer plans. This dilemma is understandable given the constant headlines

In this month’s column, we’ll explore how to sustain personal wealth after a big liquidity event. Oftentimes, the new liquidity is unknown territory for the wealth creator, necessitating a thoughtful

My May column discussed the business analysis tool known as SWOT (strengths, weaknesses, opportunities, threats), a useful planning method for identifying the external and internal elements that can impact the

My April column discussed the concept of applying business best practices to managing family wealth as a mechanism to avoid the dreaded and common “shirtsleeves to shirtsleeves” (STS) syndrome –

Last month’s column discussed the current magnitude of family wealth, estimated at $46 trillion globally. Further, according to Federated Investors, the millennials will inherit $30 trillion from their Baby Boomer

Why all the buzz about family (and multi-family) offices? There’s $46 trillion reasons why, based on a recent Bloomberg article that summed up family wealth assets globally. An estimated 128,000