January 1, 2016Many clients are diligent about conducting regular assessments around estate planning, investment allocations and tax strategies. But in the December…
December 31, 2015Most of us undergo an annual physical to assess our health, so it stands to reason that we should do…- November 15, 2015Attempts by the U.S. Department of Labor to impose a stricter fiduciary standard on retirement advisors who give financial advice…
November 12, 2015In a recent survey conducted by SEI (NASDAQ: SEIC) finds that lack of family engagement is one of the biggest…
November 5, 2015In a recent article published by Family Wealth Report (FWR), WE Family Office’s managing partner, Michael Zeuner, is cited among…
November 1, 2015In a recent article published by South Florida Business & Wealth (SFBW), WE Family Office’s partner and advisor, Julie Neitzel,…
October 21, 2015WE Family Offices has been awarded with the prestigious “Best Family Wealth Management Firm” awards for both Florida and New…
September 30, 2015In a recent article published by Family Wealth Report (FWR), WE’s managing partner, Michael Zeuner, discusses the current debate surrounding…
September 30, 2015WE Family Offices' managing partner, Michael Zeuner has co-authored a paper with the founder and president of Mack International, Linda…
September 29, 2015In a recent article published by Private Banker International (PBI), WE’s managing partner, Michael Zeuner, comments on the increasingly blurry…
