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Category:
Press
WE Family Offices Honored With Multiple Industry Awards
January 31, 2016
WE Family Offices has been named a winner or finalist in three separate industry awards granted by leading personal wealth…
Why Demand Is Growing For Family Offices In Latin America
January 19, 2016
In a recent article published by Family Wealth Report, WE Family Office’s Michael Zeuner, Mel Lagomasino, and Santiago Ulloa discuss…
Health is Wealth
January 1, 2016
Many clients are diligent about conducting regular assessments around estate planning, investment allocations and tax strategies. But in the December…
Wealth Enterprise Reflections for the New Year
December 31, 2015
Most of us undergo an annual physical to assess our health, so it stands to reason that we should do…
What makes a fiduciary?
November 15, 2015
Attempts by the U.S. Department of Labor to impose a stricter fiduciary standard on retirement advisors who give financial advice…
SEI Survey Reveals Family Engagement is Vital to Achieving Financial Success
November 12, 2015
In a recent survey conducted by SEI (NASDAQ: SEIC) finds that lack of family engagement is one of the biggest…
WE’s Michael Zeuner Among Industry Experts Discussing Health In Wealth Management
November 5, 2015
In a recent article published by Family Wealth Report (FWR), WE Family Office’s managing partner, Michael Zeuner, is cited among…
WE’S Julie Neitzel Explores Millennial Wealth Transfer in South Florida Business & Wealth
November 1, 2015
In a recent article published by South Florida Business & Wealth (SFBW), WE Family Office’s partner and advisor, Julie Neitzel,…
WE’s Michael Zeuner Authors Piece on The Fiduciary Debate in Family Wealth Report
September 30, 2015
In a recent article published by Family Wealth Report (FWR), WE’s managing partner, Michael Zeuner, discusses the current debate surrounding…
WE’s Michael Zeuner Co-Author’s The Missing Link for Family Offices in Campden FB
September 30, 2015
WE Family Offices' managing partner, Michael Zeuner has co-authored a paper with the founder and president of Mack International, Linda…
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