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Category:
Blog
WE Family Offices Becomes Certified B Corp
May 22, 2019
Since the founding of our firm, our focus has been to support successful families and help them sustain both their…
Beyond Wealth Transition: Role Transition
April 12, 2019
By Maria Elena Lagomasino and Michael Zeuner, WE Family Offices In our experience working with wealthy families, it is not…
Q1 2019 RECAP
April 1, 2019
Q1 2019: THE S&P 500 RECORDS 3rd POSITIVE MONTH, UP 13% YTD. 10-YR T-NOTE AT 2.41%. FED’S 2nd MEETING AS…
Family Wealth Report Honors WE Family Offices for Wealth Management Thought Leadership
March 26, 2019
We are pleased to announce that WE Family Offices has been honored for Outstanding Contribution to Wealth Management Thought Leadership…
Citywire Features Santiago Ulloa to Discuss WE’s Wealth Management Philosophy
February 27, 2019
Citywire recently published an article featuring WE Family Offices Founder and Managing Partner Santiago Ulloa, who shared an inside perspective on…
PAM Names WE Family Offices the Best Multi-Family Office for Client Service
February 15, 2019
We are pleased to announce that WE Family Offices has been named Best Multi-Family Office – Client Service – Over $2 Billion…
Michael Zeuner Discusses Wealth Creation with Bloomberg
January 8, 2019
Despite 2018 being an extremely volatile year for the stock market, many individuals still managed to build mega-fortunes. To help…
Q4 2018 RECAP
January 7, 2019
4TH QUARTER: RISK-OFF ACROSS-THE-BOARD! U.S., GLOBAL EQUITIES RECORD DOUBLE-DIGIT DECLINES. THE TECH-HEAVY NASDAQ, OIL PRICES FALL INTO BEAR MARKETS, WTI…
Michael Zeuner Discusses Independent Wealth Models with Family Wealth Report
December 20, 2018
Family Wealth Report recently wrote an article to address certain questions many investors face about independent wealth models, such as…
WE Family Offices Shortlisted for the 2019 PAM Awards in Two Categories
December 20, 2018
We are pleased to announce that WE Family Offices has been shortlisted for the annual Private Asset Management (PAM) Awards in two…
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