Citywealth Forum USA 2026 – Speaker: Julie L. Neitzel, WE Family Offices

Date: 29 Oct 2025

Citywealth

Julie L. Neitzel
Partner/Senior Advisor at WE Family Offices 

NYSE Director : September 2014 (Independent Director)
Heico Corporation Committees (NYSE:HEI): Compensation, Finance/Audit
Other Directorships: service on boards of various private companies and not-for-profit organization

Key Experience and Qualifications:

• Leadership, business development and strategy: multi-decade experience with key management and leadership roles in the financial services industry, manufacturing, private equity and commercial real estate, including ample acquisition experience

• Corporate governance and compensation: leadership succession planning, compensation practices for key executives. Extensive experience with closely-held businesses with regard to governance, strategic and business succession planning

• Finance and audit: service on NYSE board in audit, finance and compensation committees; similar committee involvement with not-for-profit organizations and closely-held businesses

• Capital management processes and assessments: Review/assessment/involvement in over 50 acquisitions; 20 year+ experience in the investment advisory, manufacturing and capital allocation analysis

• Financial industry and risk management: 25+ years working directly in and with the financial services industry

Other Professional Experience and Recent Community Involvement:

• Member, Board of Directors for National Association of Corporate Directors (NACD)- Florida Chapter

• Chair for Board of Trustees, Investment Committee Chair, Board of Trustees for The Miami Foundation (TMF)

• Vice Chair (former), Board of Directors for Miami Finance Forum

• Former Trustee for National Association for the Advancement of The Arts, Investment Committee member for Perez Art Museum Miami (PAMM), private company board director/strategic advisor (various)

Career Highlights

• Partner of WE Family Offices (2013-present)—independent advisory firm that partners with families to manage, preserve and grow intergenerational wealth

• President of GenSpring Family Offices (2003-2012) – MFO investment advisory firm

• Director of Trivest Partners (2000-2003) – middle-market buyout investment firm

• President of PLC Investments, Inc. (1996-2000) – private investment firm

• Executive roles with Citi, Chase Manhattan and Clark Equipment Company (1981-1996)

Education:

• Bachelors of Arts (BA) from Bradly University

• Masters in Business Administration (MBA) from Thunderbird Global Management

• Series 65 licensed, prior Series 63 and 7 licenses

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