May 24, 2017The cognitive decline of an aging family member is an important, but often a difficult, topic to discuss. Despite its…
May 9, 2017In an interview on CNN En Espanol's Globo Economia, Santiago Ulloa discusses recent activity in the global investment markets, including…
May 9, 2017While many people are familiar with the concept of a trust, many don’t know that its origins go back to…
May 9, 2017Amid uncertainty about the future of the Department of Labor’s fiduciary rule, WE Family Offices, along with many other fiduciary…
May 9, 2017WE Family Office’s Julie Neitzel was recently a panelist on the Miami Finance Forum’s ‘Characteristics of Success: Perspectives of Accomplished…- February 28, 2017In her latest column for South Florida Business and Wealth, WE’s Julie Neitzel identifies a growing challenge for investors and…
- February 28, 2017It’s a common misconception that taking a values-based approach to investment activities means sacrificing potential returns. In her latest column…
February 20, 2017WE Family Offices Managing Partner and CEO Mel Lagomasino recently presented the keynote address at the Elite Summit 2016 in…
February 20, 2017WE Family Offices CEO Mel Lagomasino was recently profiled in the February edition of Real Assets Adviser magazine where she shared…- February 20, 2017Older Americans are increasingly becoming victims of financial crimes, often at the hands of those that are closest to them.…
