December 5, 2024WE Family Offices has earned a spot in Financial Planning's prestigious RIA Leaders 2024 ranking of the largest fee-only financial…- December 5, 2024WE Family Offices has been recognized in SmartAsset's RIAs With the Highest Account Values – 2024 Study, published in Nasdaq. This…
December 5, 2024In the latest episode of The Wealth Enterprise Briefing, WE Family Offices' Michael Zeuner and Sam Sudame examine the U.S. economy’s strong fundamentals as it…- 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…
