September 30, 2016Campden FB reported Sept. 19 on the launch of Wren Investment Office. “The firm announced it was catering to individuals…
September 30, 2016Every September since 2012, The Institute for the Fiduciary Standard recognizes "Fiduciary September" to raise investor awareness of the fiduciary…
September 8, 2016Over the last several years, investors fatigued by the public securities markets’ modest returns and high volatility have been turning…
August 12, 2016“You don’t need to be an expert in something to try it.” – Michael Bloomberg “In the end, we are…
July 26, 2016In an interview on Desde Wall Street on CNN en español (Time Warner Group), WE Managing Partner Santiago Ulloa discusses…
July 13, 2016WE Family Offices Managing Partner Maria Elena (Mel) Lagomasino has been recognized by Private Asset Management as one of the…- July 13, 2016Many investors are not aware that the financial services industry operates under two main standards of care: suitability and fiduciary.…
June 17, 2016WE Family Offices announced that it has been named to the Financial Times 300 Top Registered Investment Advisers, as of…
June 17, 2016In a recent article in South Florida Business & Wealth, WE’s Julie Neitzel explores the hype around hedge funds. Despite…
June 17, 2016Mack International Founder and President Linda Mack and WE Family Offices Managing Partner Michael Zeuner have teamed up to write…
