June 22, 2015In a recent article published by STEP Journal, WE Family Office’s wealth planning executive, Joseph Kellogg, discusses individual privacy in…
June 15, 2015In a recent article published by South Florida Business & Wealth (SFBW), Partner and Advisor Julie Neitzel, discusses mitigating the…
June 15, 2015Greece was once again the dominant topic this week. Amidst the talk of markets being readier for the possibility of…- June 1, 2015In a recent article published by Family Wealth Report (FWR), Joseph Kellogg, WE Family Offices’ wealth planning executive, discusses the…
May 31, 2015In an article published by South Florida Business & Wealth Magazine, WE Family Offices’ partner and advisor, Julie Neitzel, discusses…- May 2, 2015Once again ranked this year, WE Family Offices was listed on Forbes Top 100 Wealth Managers of 2015. The firms…
May 1, 2015In an article published by South Florida Business & Wealth Magazine, WE Family Offices’ partner and advisor, Julie Neitzel, discusses…
April 8, 2015The New Year opened with prices in freefall, and continued that pattern the better part of January. A review of…
April 1, 2015History may not repeat but it rhymes. So said Mark Twain a century ago. For U.S. equities, the first quarter…
March 9, 2015In a special interview on CNN's Globo Economia, Santiago Ulloa discusses with Jose Antonio Montenegro the opportunities and challenges investors…
