HeyJaredThe Wealth Enterprise Briefing
The Wealth Enterprise Briefing highlights the latest trends in investment strategies for ultra-high-net-worth families.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 10, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 16, 2026
Latest episodes
Why Are Long-Term Treasury Yields Moving Higher? (opens the original)
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Long-dated U.S. Treasury yields recently reached levels not seen in nearly 20 years, drawing renewed attention to federal debt, fiscal deficits and the direction of interest rates. While the Treasury has signaled plans to buy back more long-term bonds in an effort to ease yields, questions remain about how much influence those purchases can have over time. In the latest episode of The Wealth Enterprise Briefing , Managing Partner Michael Zeuner and Senior Investment Manager Sam Sudame examine th
Inside the Family Office: Why Do Family Values Matter to Long-Term Wealth? (opens the original)
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How can clearly defined family values help guide decision-making and support wealth across generations? According to Mel Lagomasino , CEO and Managing Partner at WE Family Offices, making family values explicit can help family members understand what drives their decisions, find common ground and address differences before they create conflict. In this episode of Inside the Family Office , Mel continues her conversation with fellow Managing Partner, Michael Zeuner , building on their earlier dis
AI Capital Spending: Will the Trillion-Dollar Investment Actually Deliver Returns? (opens the original)
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The scale of capital investment flowing into AI infrastructure has no recent precedent in absolute dollar terms. Yet when measured as a percentage of GDP, the current spending cycle sits at 1.5%, well below the peaks seen during past industrial booms like the railroad era or the telecom build-out. Understanding where this cycle fits in historical context, and whether current market volatility reflects genuine risk or the discomfort of absorbing massive earnings growth, matters for how investors
Reflationary Growth: What Does It Mean and Why Does It Matter for Capital Markets? (opens the original)
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The term "reflationary growth" describes an environment where economic growth is solid and inflation, while still above the Fed's target, is stable and well-supported by the underlying fundamentals. It is also, by the firm's assessment, the environment we are in today. In the latest episode of The Wealth Enterprise Briefing , Managing Partner Michael Zeuner and Senior Investment Manager Sam Sudame examine what that means in practice, how the current period differs from the two distinct economic
Can the Rally Continue After a Historic First Half of 2026? (opens the original)
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The first half of 2026 was historic by almost any measure. Markets absorbed a significant energy shock, navigated a stagflationary scare, and still delivered strong returns. The question now is what's underneath that resilience, and whether the conditions that produced it can carry into the second half of the year and beyond. In the latest episode of The Wealth Enterprise Briefing , Managing Partner Michael Zeuner and Senior Investment Manager Sam Sudame walk through WE Family Offices' second-ha
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