Private Banking Latin America 2014,Four Seasons Hotel, Miami, US
New business and innovation for private banks and family offices - Private Banking Latin America 2014

Julie Neitzel | Partner
WE Family Offices

Julie Neitzel, Partner, WE Family Offices

Julie Neitzel has worked with wealthy families for more than two decades. Having joined the firm in January 2013, she serves as a partner and advisor, working with client families to provide advice and oversight regarding all of their financial needs. She has an extensive background in the family office arena and in family wealth enterprise management.   Prior to her role at WE Family Offices, she served as president of the Miami family office at GenSpring Family Offices. During her more than 10-year career at the firm, she was intricately involved in the firm’s growth and expansion efforts as the head of the business development team.   For more than 25 years Julie has worked extensively with entrepreneurs and wealthy families in areas including the acquisition and financing of closely-held businesses, real estate portfolio acquisition and management, investment capital management, estate planning, beneficiary mentoring and education, in addition to other aspects of multi-generational planning. Her professional passion lies in helping families solve complex wealth issues.   Julie earned her MBA in Finance from American Graduate School of International Management (Thunderbird), and her Bachelor of Arts degree in International Studies from Bradley University, graduating magna cum laude. She has held many leadership roles at not-for-profit organizations supporting education, the arts and public service. She has been a guest lecturer and speaker on topics including women & investing, entrepreneurship, private equity investing, real estate investing and wealth challenges.

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Appearances coming up:

Day 1


@ 09.40
Keynote Q&A: Women & wealth: how to effectively reach women wealth owners

@ 13.45
Panel Debate: Family Offices and Private Banks – conflict or collaboration?

·         Conflicts of interests and ethical investment dilemmas
·         Why family offices need strategic relationships with wealth managers
·         Managing assets vs. managing asset managers
·         High touch services; who has the advantage?
·         Hidden benefits and disadvantages

sponsors
Title Sponsor
Sun Life Financial International at Private Banking Latin America 2014
Cocktail Sponsor
Greenberg Traurig at Private Banking Latin America 2014
Gold Sponsor
Pershing at Private Banking Latin America 2014
Gold Sponsor
BNY Mellon Wealth Management at Private Banking Latin America 2014
Silver Sponsor
American Regional Center Group at Private Banking Latin America 2014
Silver Sponsor
LCR Capital Partners at Private Banking Latin America 2014
Silver Sponsor
Schroders at Private Banking Latin America 2014
Bronze Sponsor
Bancoldex at Private Banking Latin America 2014
Associate Sponsor
Lloyd Jones Capital at Private Banking Latin America 2014
Associate Sponsor
International Planning Group at Private Banking Latin America 2014
Other
Deep Data at Private Banking Latin America 2014
Exhibitor
Zonamerica S.A. at Private Banking Latin America 2014
Exhibitor
CircleBack Lending, Inc. at Private Banking Latin America 2014
co-located with
  • Americas Family Office Forum 2014