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Category:
Blog
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…
WE Family Offices is a Finalist for the ThinkAdvisor Luminaries Awards 2024
September 19, 2024
We're excited to announce that WE Family Offices has been honored as a finalist for the ThinkAdvisor Luminaries Awards 2024 in the Firm…
Mel Lagomasino has been named a finalist for the Investment News Women to Watch 2024 Executive Excellence Award
September 19, 2024
We are excited to announce that Mel Lagomasino, CEO and managing partner of WE Family Offices, has been named a finalist…
Santiago Ulloa on CNN: The Current and Future Dynamics of the U.S. Economy
September 3, 2024
WE Family Offices Managing Partner Santiago Ulloa was featured in an interview on CNN en Español‘s GloboEconomia, a Warner Bros Discovery…
Understanding the Corporate Transparency Act: A Conversation with Michael Zeuner & Joseph Kellogg
August 22, 2024
In the latest episode of The Wealth Enterprise Briefing, Michael Zeuner, Managing Partner at WE Family Offices, discusses with Joseph Kellogg,…
WE Family Offices Named Among America’s Top RIAs of 2024 by Financial Advisor Magazine
August 20, 2024
We are thrilled to share that Financial Advisor Magazine has once again honored WE Family Offices in its prestigious America's Top RIAs of…
Matt Farrell on 10X Capital Podcast: Insights into Ultra-High-Net-Worth Investing
August 20, 2024
In a recent episode of the 10X Capital Podcast, Matt Farrell, Senior Investment Manager at WE Family Offices, shared valuable insights on…
Market Update: Understanding the Latest Market Volatility
August 15, 2024
In this flash episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner at WE Family Offices, and Sam Sudame, senior investment manager, dissect recent…
Navigating Economic Transitions with Steady Market Positioning
August 8, 2024
Navigating Economic Transitions with Steady Market Positioning: A Conversation with Michael Zeuner & Sam Sudame In the latest episode of…
Equity Market Update
August 6, 2024
Summary Equity markets have become more volatile over the past few days. The market has become concerned that the US…
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