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WE RESPECT, PROTECT & NURTURE PRIVATE CAPITAL

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TO HELP YOU MANAGE YOUR WEALTH AS AN ENTERPRISE

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TO KEEP YOUR FAMILY IN CONTROL & CONTINUOUSLY LEARNING

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IN OTHER WORDS... TO SERVE AS YOUR ADVOCATE

WE Family Offices In The News

Santiago Ulloa Comments on Global Opportunities and Challenges in CNN Interview

In a special interview on CNN’s Globo Economia, Santiago Ulloa discusses with Jose Antonio Montenegro the opportunities and challenges...
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WE Family Offices’ Julie Neitzel Discusses Miami as Hub for Wealth Management

In a recent online documentary titled Downtown – A New State of Mind by Miami’s Downtown Development Authority, WE family Offices’ partner and...
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Joseph Kellog Wealth Planning Executive

WE Family Offices’ Wealth Planning Executive Joseph Kellogg Discusses the Need for ‘Cross-Shore’ Wealth Services in STEP Journal

In an opinion article published in STEP Journal, Joseph Kellogg, WE Family Offices’ wealth planning executive and treasurer of the STEP USA Board...
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Awards and Rankings

Industry Recognition and Highlights

WE Family Offices is proud to have received recognition from industry publications and organizations. Though our focus is always first and foremost on our clients, we feel this recognition points to our commitment to client service and putting our client families first.