August 31, 2020Private investments, unlike their public counterparts, often come with challenges associated with their ongoing management. WE Family Offices Managing Partner…
August 31, 2020WE Family Offices Senior Advisor Richard Zimmerman recently hosted a panel at Funds Society’s Virtual Investment Summit on Wednesday, August…
August 12, 2020WE Family Offices Senior Advisor Richard Zimmerman was a featured speaker at the Opal Group’s 2020 Virtual Family Office Investment…
August 12, 2020WE Family Offices is pleased to announce that it has been named among Financial Advisor Magazine’s top Registered Investment Advisors…
July 30, 2020As the COVID-19 pandemic causes older adults to face mortality, many are using this time to revisit their estate plans.…
July 30, 2020WE Family Offices is pleased to announce it has been named to the 2020 edition of the Financial Times 300…
July 30, 2020It is no secret that the COVID-19 pandemic is altering the world as we know it – and the wealth…
July 27, 2020The current COVID-19 pandemic is changing the risk management landscape with ESG allocators factoring the virus into their investment strategies.…
July 10, 2020WE Family Offices CEO Mel Lagomasino was a featured speaker at the Capgemini World Wealth Report 2020 LinkedIn Live event,…
June 25, 2020The Institute for the Fiduciary Standard, a non-profit organization whose purpose is to promote the importance of the fiduciary standard…
