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Category:
Blog
Maria Elena Lagomasino Participates in FIBA Wealth Management Forum in Miami, Florida
September 22, 2014
In preparation for the FIBA Wealth Management Forum, held in Miami, Florida, FIBA interviewed WE CEO Maria Elena Lagomasino on…
WE Family Offices Chief Executive Officer Maria Elena Lagomasino Featured On CNN
August 7, 2014
WE Family Offices Managing Partner and Chief Executive Officer Maria Elena Lagomasino was featured in a CNN interview on GloboEconomia.…
WE Family Offices Impacts Industry With Prestigious Rankings
August 1, 2014
WE Family Offices impacts industry and celebrates its 18th month anniversary as an independent, family-focused wealth management firm with numerous…
Santiago Ulloa Was Featured in CNN Interview with Globo Economia
July 8, 2014
WE Family Offices Managing Partner Santiago Ulloa was featured in CNN interview on GloboEconomia. In the interview he gives an…
Raising a Sustainable Generation: How to Teach Financial Literacy to Your Next Gen
June 18, 2014
No one is born a financial expert – these concepts are learned, sometimes from a very early age, but sometimes…
Cut Through the Clutter! How to Read the Form ADV (Part 4)
June 7, 2014
Once a family evaluates all available wealth management options and decides they’d like to seek an independent financial advisor, there…
WE Family Offices’ Michael Zeuner Featured in Wall Street Journal On Benefits for Financial Advisors From Social Media
June 6, 2014
Managing Partner Michael Zeuner was featured in an article published in the Wall Street Journal exploring how social media can…
Wealth & Finance International Features Cut Through The Clutter as Critical Information for Investors
June 6, 2014
Wealth & Finance International published the first of WE Family Offices' new series of informational white papers in the May…
Cut Through the Clutter! How Independent is Your Advisor? (Part 3)
May 27, 2014
How Independent is Your Advisor? In this series of white papers, we have discussed how a family can “cut through…
Emerging Markets: Lessons Learned and Marching Forward
May 19, 2014
A GLANCE BACK As we look at 2013, we see it was not an ideal year to invest in developing…
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