June 17, 2016The Institute for the Fiduciary Standard has launched its Campaign for Investors in an effort to raise awareness of the…
April 21, 2016WE Family Offices Managing Partner Santiago Ulloa discusses how to invest in a changing financial market on CNN's GloboEconomia. In…
April 1, 2016Key executives from WE Family Offices will serve as featured panel or keynote speakers at industry events across the globe,…
March 16, 2016Miami, Florida –March 16, 2016– WE Family Offices, the independent, family-focused wealth management firm based in Miami, FL has been…
March 15, 2016Miami, Florida - March 15, 2016 – Globalization of wealth continues as a prominent trend among family offices. In demonstration…
February 28, 2016WE’s Julie Neitzel explores asset allocation in her monthly column for South Florida Business & Wealth. With recent market volatility,…
February 1, 2016In a recent article in South Florida Business & Wealth, WE’s Julie Neitzel discusses new tools for global investors. Over…
January 31, 2016WE Family Offices has been named a winner or finalist in three separate industry awards granted by leading personal wealth…
January 19, 2016In a recent article published by Family Wealth Report, WE Family Office’s Michael Zeuner, Mel Lagomasino, and Santiago Ulloa discuss…- January 1, 2016Many clients are diligent about conducting regular assessments around estate planning, investment allocations and tax strategies. But in the December…
