January 26, 2014Why a family office? Increasing wealth among the ultra-wealthy and rising globalization has led to rising numbers of family offices…
January 13, 2014WE Family Offices was included in a shortlist of award finalists to win the Multi-Family Office of the Year (up…
January 13, 2014What is a wealth enterprise®? Do you need one? This introductory white paper provides an introduction to the wealth enterprise®…
December 20, 2013Managing Partner Michael Zeuner was quoted in article published in Financial Adviser Magazine that explored how firms should approach communication…
December 13, 2013Is your family’s wealth management headed in the right direction? This brief worksheet outlines a few ideas to help you…
December 6, 2013Michael Zeuner and Jim Patrick of Institute for the Fiduciary Standard remain optimistic, tying John Bogle's 'investor-first' approach to the…
November 11, 2013Santiago Ulloa, WE Family Offices managing partner, was featured in an article published in FundsSociety.com on the desire of ultra-high…
November 6, 2013WE Family Offices Partner and Relationship Manager Julie Neitzel was elected to serve on the Board of Directors and Advisory…
October 4, 2013Santiago Ulloa, managing partner at WE Family Offices, was featured on Desde Wall Street discussing the Fed's decision not to…- September 23, 2013An article in RIA Biz explores a recent industry trend - UHNW client advisers leaving traditional firms in search of…
