May 9, 2017WE Family Office’s Julie Neitzel was recently a panelist on the Miami Finance Forum’s ‘Characteristics of Success: Perspectives of Accomplished…
April 14, 2017WE Family Offices Managing Partner Santiago Ulloa named one of Barron’s Top 1,200 Advisors. Among advisors in Florida, Santiago placed…- April 7, 2017[column col="1/3"] CONSENSUS VIEW MIXED. GLOBAL EQUITIES GAINED. DOLLAR PEAK ON 1st DAY. OIL HIT A ROUGH PATCH. BOND…
March 9, 2017WE Family Offices Founder and Managing Partner Santiago Ulloa was recently named no. 19 on Barron’s Top Financial Advisors in…
March 9, 2017WE Family Offices has been named Best Multi-Family Office in the $3-5B AUM/AUA category by Family Wealth Report as part…
February 28, 2017In her latest column for South Florida Business and Wealth, WE’s Julie Neitzel identifies a growing challenge for investors and…- February 28, 2017It’s a common misconception that taking a values-based approach to investment activities means sacrificing potential returns. In her latest column…
February 20, 2017WE Family Offices Managing Partner and CEO Mel Lagomasino recently presented the keynote address at the Elite Summit 2016 in…
February 20, 2017WE Family Offices CEO Mel Lagomasino was recently profiled in the February edition of Real Assets Adviser magazine where she shared…- February 20, 2017Older Americans are increasingly becoming victims of financial crimes, often at the hands of those that are closest to them.…
