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Category:
Blog
WE Family Offices’ Julie Neitzel Shares Insights on Managing the Affairs of the Ultra Wealthy
February 20, 2015
In an article published by South Florida Business & Wealth Magazine, WE Family Offices’ partner and advisor, Julie Neitzel, shares…
WE’s Michael Zeuner Discusses Fiduciary Standard in the Wall Street Journal
February 16, 2015
WE’s managing partner Michael Zeuner was quoted in a recent article in the Wall Street Journal that explores whether or…
WE Family Offices Wins Family Office Team of the Year
February 4, 2015
Independent Firm Catches Industry Attention WE Family Offices, the independent, family-focused wealth management firm has been named Family Office Team…
WE’s CEO Maria Elena Lagomasino Cited Among “Independents” Refusing to Sell
February 4, 2015
In an article published in Financial Planning magazine, WE’s Chief Executive Maria Elena Lagomasino is cited among independent firms who,…
WE Family Offices Exposes Truth About Family Office Landscape
January 31, 2015
Firm Identifies How to Tell “Real” Family Offices From Imposters Miami, FL. –January 21, 2015 – WE Family Offices, the…
WE Managing Partner Michael Zeuner Interviewed On Family Wealth and the Role of the Family Office
January 30, 2015
In an interview with ACE Portal’s CEO, Peter Williams, Michael Zeuner, a managing partner at WE Family Offices, discusses the…
WE Family Offices Ranked By Financial Planning Magazine as Top RIA Leader: 2015
January 26, 2015
WE Family Offices was ranked #25 on Financial Planning magazine’s RIA Leaders: 2015 Ranking that was released in January 2015.…
New Alliance Established To Provide Independent Wealth Management To Global Families: WE Family Offices and MdF Family Partners
January 26, 2015
WE Family Offices and MdF Family Partners Form Transatlantic Relationship To Broaden Service Capabilities For Clients New York, NY. –…
2014 – A Year of Surprises
January 16, 2015
From U.S. Treasuries to crude oil prices, 2014 marked a year of surprises. Consensus is not always right, as last…
Q4 2014: Volatility Reigns
January 5, 2015
The storyline begins and ends with oil. Front and center from point-to-point, the price of crude oil dominated the market’s…
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