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Category:
Press
Rocio Ortega Speaks at Women in Finance Latin America Summit
May 26, 2021
Utilizing her decade-long experience in the wealth management industry, WE Family Offices Partner Rocio Ortega was recently a panelist during…
Richard Zimmerman Awarded Certificate of Completion from the Climate Change and Investment Academy
May 26, 2021
We are pleased to announce that WE Family Offices Partner Richard Zimmerman has been awarded the certification of completion from…
Richard Zimmerman Speaks on Values-Aligned Investing at Nobel Prize Summit
May 26, 2021
In the family office space, impact investing is growing rapidly as affluent families realize there is no time like the…
Richard Zimmerman Speaks on Climate-Aware Investing at ESG Events
April 23, 2021
Investors around the world are starting to build portfolios not solely around profits but also around impact through climate-aware investing.…
WE Senior Investment Manager Discusses the Appeal of SPACs with Family Wealth Report
April 9, 2021
Over the past year, Special Purpose Acquisition Companies, more commonly referred to as SPACs or “blank check” entities, have seemingly…
Kiplinger: Do I Need a Family Office?
April 9, 2021
As a family office company, one question we hear frequently from our family and friends is: “Should I form a…
WE’s Sam Sudame Discusses the Archegos Fallout with Family Wealth Report
April 9, 2021
Recently, Archegos Capital Management, a hedge fund structured family investment vehicle run by Tiger Management alumnus Bill Hwang, came under…
WE Family Offices Supports Program That Gives Investors Access to Advisors Committed to the Fiduciary Standard
March 10, 2021
Real Fiduciary™ Practices Affirmation Program Amid regulatory uncertainty WE Family Offices supports of the Real Fiduciary™ Practices Affirmation Program launched…
Julie Neitzel Discusses Women’s Philanthropy with The New York Times
March 8, 2021
Over the last year, affluent families have been increasing their interest in donating to charitable organizations that focus on helping…
Joseph Kellogg Partners with STEP for Rehabilitating Trusts Webinar and Private Client Awards
February 22, 2021
Over the past few years, trusts have begun to earn a reputation as a vehicle for wealthy families to ‘hide’…
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