Julie Neitzel

Julie Neitzel is a Partner and advisor at WE Family Offices, working with client families on advice and oversight across their financial needs. She previously led the Miami family office at GenSpring and its business-development team. Her published work covers closely held-business acquisitions and financing, real-estate portfolios, investment capital, estate planning, beneficiary education and multigenerational planning. She also serves on the HEICO board and holds an MBA in Finance from Thunderbird and a BA in International Studies from Bradley University.