April 1, 2014In a ranking performed by BrightScope, WE Family Offices ranked number one among the Top 25 Registered Investment Advisor (RIA)…
March 7, 2014Ever wonder why your financial advisor makes the particular recommendations they provide? What incentives they might be getting based on…
January 13, 2014WE Family Offices was included in a shortlist of award finalists to win the Multi-Family Office of the Year (up…
December 20, 2013Managing Partner Michael Zeuner was quoted in article published in Financial Adviser Magazine that explored how firms should approach communication…
December 6, 2013Michael Zeuner and Jim Patrick of Institute for the Fiduciary Standard remain optimistic, tying John Bogle's 'investor-first' approach to the…
November 11, 2013Santiago Ulloa, WE Family Offices managing partner, was featured in an article published in FundsSociety.com on the desire of ultra-high…
November 6, 2013WE Family Offices Partner and Relationship Manager Julie Neitzel was elected to serve on the Board of Directors and Advisory…
October 4, 2013Santiago Ulloa, managing partner at WE Family Offices, was featured on Desde Wall Street discussing the Fed's decision not to…- September 23, 2013An article in RIA Biz explores a recent industry trend - UHNW client advisers leaving traditional firms in search of…
August 2, 2013Chief Executive Maria Elena Lagomasino was quoted in The New York Times. UHNW families are often bombarded with investment ideas…
