June 29, 2021When a company is a Certified B Corporation, or B-Corp, it means they “meet the highest standard of verified social…
May 26, 2021Utilizing her decade-long experience in the wealth management industry, WE Family Offices Partner Rocio Ortega was recently a panelist during…
May 26, 2021We are pleased to announce that WE Family Offices has been named one of AdvisoryHQ’s 2021-2022 Top Financial Advisors in…- May 26, 2021We are pleased to announce that WE Family Offices Partner Richard Zimmerman has been awarded the certification of completion from…
May 26, 2021In the family office space, impact investing is growing rapidly as affluent families realize there is no time like the…
May 19, 2021Over the past 18 months, we have experienced the greatest health and economic crisis since the Second World War. Governments…
May 6, 2021We are pleased to announce that WE Family Offices has been named Best Multi-Family Office ($10 billion - $15 billion…
April 23, 2021Investors around the world are starting to build portfolios not solely around profits but also around impact through climate-aware investing.…
April 9, 2021Over the past year, Special Purpose Acquisition Companies, more commonly referred to as SPACs or “blank check” entities, have seemingly…- April 9, 2021As a family office company, one question we hear frequently from our family and friends is: “Should I form a…
