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Category:
Awards
WE Family Offices Included in Financial Planning’s RIA Leaders 2025
November 25, 2025
WE Family Offices has been included in Financial Planning's distinguished RIA Leaders 2025, an annual review of the nation's largest…
WE Family Offices Named to Barron’s 2025 Top 100 RIA Firms
October 2, 2025
WE Family Offices is proud to be included once again in Barron’s annual ranking of the nation's leading independent advisory…
WE Family Offices Recognized on America’s Top RIAs of 2025 by Financial Advisor Magazine
July 17, 2025
We are thrilled to share that WE Family Offices has been named to Financial Advisor Magazine's list of America's Top…
Michael Zeuner Honored at the 2025 Family Wealth Report Awards
May 12, 2025
We are proud to announce that Managing Partner of WE Family Offices, Michael Zeuner, has been honored at the Twelfth…
Market Update: Tariffs Spark Volatility – How to Approach the Road Ahead
April 7, 2025
In this flash episode of The Wealth Enterprise Briefing, WE Family Office's Michael Zeuner, managing partner, and Sam Sudame, senior investment manager, examine…
Mel Lagomasino named to the BoardProspects list of 100 Women Leaders in the Boardroom
April 3, 2025
We are proud to share that Mel Lagomasino, CEO and managing partner of WE Family Offices, has been named to…
WE Family Offices Recognized Among Top Fee-Only RIAs of 2024 by Financial Planning
December 5, 2024
WE Family Offices has earned a spot in Financial Planning's prestigious RIA Leaders 2024 ranking of the largest fee-only financial…
WE Family Offices Among RIAs With the Highest Account Values in 2024
December 5, 2024
WE Family Offices has been recognized in SmartAsset's RIAs With the Highest Account Values – 2024 Study, published in Nasdaq. This…
Mel Lagomasino on Bloomberg Technology: Perspectives on AI and a Sunny Outlook
November 7, 2024
In a recent appearance on Bloomberg Technology, Mel Lagomasino, CEO and managing partner at WE Family Offices, discussed how…
WE Family Offices Named Among Barron’s Top RIA Firms for Seventh Consecutive Year
October 10, 2024
We are honored to announce that WE Family Offices has been ranked among Barron's 2024 Top 100 RIA Firms. This marks…
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