November 21, 2024In the latest episode of The Wealth Enterprise Briefing, WE Family Offices’ Michael Zeuner and Sam Sudame discuss insights from WE’s newly released Q3…
November 8, 2024With a change in Presidential administration combined with a likely unified Congress, new policy will be enacted. The magnitude of…
November 7, 2024In a recent appearance on Bloomberg Technology, Mel Lagomasino, CEO and managing partner at WE Family Offices, discussed how…- November 7, 2024In the most recent episode of The Wealth Enterprise Briefing, WE Family Offices’ Michael Zeuner and Matt Farrell explored the process of evaluating investment managers…
- October 10, 2024We are honored to announce that WE Family Offices has been ranked among Barron's 2024 Top 100 RIA Firms. This marks…
- September 19, 2024We're excited to announce that WE Family Offices has been honored as a finalist for the ThinkAdvisor Luminaries Awards 2024 in the Firm…
- September 19, 2024We are excited to announce that Mel Lagomasino, CEO and managing partner of WE Family Offices, has been named a finalist…
- September 3, 2024WE Family Offices Managing Partner Santiago Ulloa was featured in an interview on CNN en Español‘s GloboEconomia, a Warner Bros Discovery…
- August 22, 2024In the latest episode of The Wealth Enterprise Briefing, Michael Zeuner, Managing Partner at WE Family Offices, discusses with Joseph Kellogg,…
August 20, 2024We are thrilled to share that Financial Advisor Magazine has once again honored WE Family Offices in its prestigious America's Top RIAs of…
