February 1, 2016In a recent article in South Florida Business & Wealth, WE’s Julie Neitzel discusses new tools for global investors. Over…
January 31, 2016WE Family Offices has been named a winner or finalist in three separate industry awards granted by leading personal wealth…
January 19, 2016In a recent article published by Family Wealth Report, WE Family Office’s Michael Zeuner, Mel Lagomasino, and Santiago Ulloa discuss…- January 1, 2016Many clients are diligent about conducting regular assessments around estate planning, investment allocations and tax strategies. But in the December…
December 31, 2015Most of us undergo an annual physical to assess our health, so it stands to reason that we should do…- November 15, 2015Attempts by the U.S. Department of Labor to impose a stricter fiduciary standard on retirement advisors who give financial advice…
November 12, 2015In a recent survey conducted by SEI (NASDAQ: SEIC) finds that lack of family engagement is one of the biggest…
November 5, 2015In a recent article published by Family Wealth Report (FWR), WE Family Office’s managing partner, Michael Zeuner, is cited among…
November 1, 2015In a recent article published by South Florida Business & Wealth (SFBW), WE Family Office’s partner and advisor, Julie Neitzel,…
September 30, 2015In a recent article published by Family Wealth Report (FWR), WE’s managing partner, Michael Zeuner, discusses the current debate surrounding…
