Awards

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WE Family Offices Named Among America’s Top RIAs of 2023 by Financial Advisor Magazine

WE Family Offices Receives Multi-Family Office Honor at the 2023 Family Wealth Report Awards

Mel Lagomasino on CNN: The Importance of Having Loyal Financial Advisors

WE Family Offices Shortlisted in Four Categories for the 2023 Family Wealth Report Awards

February 10, 2023

InvestmentNews Named WE Family Offices Among the Top Fee-Only RIAs in 2022

December 9, 2022

WE Family Offices Named Among Financial Planning’s RIA Leaders of 2022

October 24, 2022

WE Family Offices Named Among Barron’s Top RIA Firms for Fifth Consecutive Year

October 11, 2022

WE Family Offices Named Among America’s Top RIAs by Financial Advisor Magazine

Mel Lagomasino on Bloomberg: How to Prepare for a Paradigm Shift in the Markets

WE Family Offices: The Award-Winning Family Office Company

WE Family Offices Shortlisted in Two Categories for 2022 Family Wealth Report Awards

February 14, 2022

WE Family Offices Named Among Financial Planning’s RIA Leaders of 2021

September 30, 2021

WE Family Offices Named Among Barron’s Top RIA Firms of 2021

September 23, 2021

WE Family Offices Recognized in Financial Advisor Magazine’s 2021 RIA Ranking

WE Family Offices Named Among Top Financial Advisors in Coral Gables and Miami, Florida

Richard Zimmerman Awarded Certificate of Completion from the Climate Change and Investment Academy

Family Wealth Report Awards Honors WE Family Offices for Sixth Consecutive Year

Richard Zimmerman Speaks on Climate-Aware Investing at ESG Events

WE Family Offices Shortlisted in Three Categories for the 2021 Family Wealth Report Awards

February 1, 2021

WE Family Offices Recognized by InvestmentNews

January 7, 2021