Meet the RIA: WE Family Offices
About this episode
Michael Zeuner discusses the growth of WE Family Offices and the impact of AI on advisory services for ultra-high-net-worth families.
Michael Zeuner, Managing Partner at WE Family Offices, joins Michelle Yu to discuss the firm’s growth and rising demand for independent, fiduciary advisory services among ultra-high-net-worth families. He also explores how AI is helping families discover family office solutions, improve advisor efficiency, and shape the future of client service.
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- Meet the RIA: Gresham Partners
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