The Wealth Enterprise Briefing
WE Family OfficesThe Wealth Enterprise Briefing highlights the latest trends in investment strategies for ultra-high-net-worth families. Join host Michael Zeuner, Managing Partner at WE Family Offices for interviews with industry experts about financial news and investment topics impacting enterprising families.
| Publishes | Twice monthly | Episodes | 88 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | Business NewsInvestingNewsBusiness | |||
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Latest Episodes
What helps some families preserve wealth across generations while others struggle to maintain it?
According to Mel Lagomasino, Managing Partner at WE Family Offices, successful multi-generational families tend to share three characteristics: a clear... more
For most of the past 15 years, the case for investing outside the U.S. was a difficult one to make. American equity markets, driven by technology and the mega-cap boom, outperformed international developed markets by a wide margin. But something has ... more
When global equity markets are up 10% YTD, the temptation is to read that as a broadly shared outcome, but it's not. Beneath the headline figure, individual markets are moving in sharply different directions, driven by forces that have almost nothing... more
Hedge funds carry a mixed reputation among investors. Concerns about fees, tax implications and limited liquidity are real considerations. But so is the value they can add in the right portfolio for the right investor.
In the latest episode of The W... more
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Apple Podcasts | #22 |  Brazil/Business/Investing |
Apple Podcasts | #84 |  Belgium/Business/Investing |
Apple Podcasts | #109 | Brazil/Business |
Apple Podcasts | #221 | Belgium/Business |
Talking Points
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Frequently Asked Questions About The Wealth Enterprise Briefing
What is The Wealth Enterprise Briefing about and what kind of topics does it cover?
The program centers on macroeconomics, global markets, and sophisticated investment strategies tailored for ultra-high-net-worth families. Episodes frequently feature WE Family Offices executives and external macro analysts to unpack how geopolitical events, AI-driven productivity, inflationary environments, and market structure influence portfolio construction, diversification, and private markets allocations. A recurring theme is balancing US-driven growth with international opportunities, while weighing risk factors like energy shocks, rate volatility, and geopolitical tensions. Notable strengths include access to high-conviction, macro-driven perspectives from insiders and guests who translate complex trends into actionable strategies f... more
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How many episodes of The Wealth Enterprise Briefing are there?
The Wealth Enterprise Briefing launched 3 years ago and published 88 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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What guests have appeared on The Wealth Enterprise Briefing?
Recent guests on The Wealth Enterprise Briefing include:
1. Matt Farrell
2. Sam Sudame
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