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Category:
Blog
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…
WE Family Offices Featured in the Journal of Wealth Management
December 16, 2014
WE Family Offices was featured in the winter 2014 issue of the Journal of Wealth Management. Managing Partners Michael Zeuner,…
Wealth Enterprise Approach to Planning
December 1, 2014
Planning for the transfer of family wealth is multi-dimensional and dynamic. The people, assets and circumstances that affect a family’s…
Campden FB Highlights WE Insight on Family Office Industry in Journal Of Wealth Management
October 28, 2014
Campden FB, the magazine for business-owning families with substantial wealth, discusses the WE Family Offices paper, A Family Office By…
WE Family Offices Featured in Wall Street Journal
October 3, 2014
WE Managing Partner Michael Zeuner was featured in an article published in the Wall Street Journal discussing the California Public…
WE Family Offices Partner Julie Neitzel Elected to the Board of HEICO
October 2, 2014
HEICO Corporation announced that its Board of Directors has unanimously elected Julie Neitzel to the Board effective immediately. The election of…
WE Family Offices CEO Maria Elena Lagomasino Featured in New York Times
September 25, 2014
The face of Latin American philanthropy is changing. Maria Elena Lagomasino explains how the culture is beginning to shift in…
Maria Elena Lagomasino, Santiago Ulloa and Michael Zeuner Lead a Discussion on Understanding the Family Office Landscape
September 23, 2014
[message_box title="Recorded Webinar" color="red"]To watch the recorded webinar, please click View Recorded Webinar [button color="#COLOR_CODE" background="#COLOR_CODE" size="large" target="_blank" src="https://www4.gotomeeting.com/register/169138927"]View Recorded…
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