- Best Practices
- Fiduciary September
- Campaign for Investors
Michael Zeuner is managing partner of WE Family Offices. Previously, Zeuner was, until October 2012, the Senior Executive Partner of GenSpring Family Offices, where he was responsible for the leadership and management of GenSpring’s network of local family offices in the United States and the delivery of the overall client experience. In addition, he was a member of the firm’s Operating Committee. Prior to his role at GenSpring, Zeuner was Managing Director and Global Head of Wealth Solutions at JP Morgan Private Bank
A management consultant by training, Zeuner led projects in the financial services area for both Andersen Consulting (now Accenture) and Booz, Allen & Hamilton. He joined Chase Manhattan in 1995 as Vice President in the investment bank, and moved to the private bank in 1997 to head up strategy and marketing worldwide. JP Morgan and Chase Manhattan merged in January 2002. Zeuner graduated from Brandeis University and earned an M.B.A. from the University of Chicago School of Business. He also studied at The London School of Economics.
Why an InstituteThe rationale for an Institute for the Fiduciary Standard is straightforward: The fiduciary standard is important, representing ideas central to our form of government and free market economy; it is under significant pressures from market forces that could sharply limit its reach; no other entity is solely focused on preserving and promoting the fiduciary standard. More...
The 6 Core Fiduciary Duties
- ‣ Serve the client’s best interest
- ‣ Act in utmost good faith
- ‣ Act prudently -- with the care, skill and judgment of a professional
- ‣ Avoid conflicts of interest
- ‣ Disclose all material facts
- ‣ Control investment expenses