January 25, 2021As the COVID-19 pandemic continues to accelerate the desire to make a difference, many affluent families and family offices are…
December 2, 2020While no two families are exactly alike, many ultra-high-net-worth families find common ground in their struggle to successfully transfer wealth…
October 13, 2020WE Family Offices Senior Advisor Richard Zimmerman recently lent his expertise on environmental, social and corporate governance (ESG) and impact…- October 2, 2020In an exclusive interview with Funds Society, WE Family Offices Managing Partner Santiago Ulloa provides an in-depth view into WE’s…
September 8, 2020U.S. large-cap stocks have a long history of beating out nearly all other sectors and markets. Now, however, thanks to…- August 31, 2020 Many investors have their eyes on U.S. markets, watching closely as the major indexes move on news of vaccines,…
August 31, 2020Private investments, unlike their public counterparts, often come with challenges associated with their ongoing management. WE Family Offices Managing Partner…
August 31, 2020WE Family Offices Senior Advisor Richard Zimmerman recently hosted a panel at Funds Society’s Virtual Investment Summit on Wednesday, August…- August 12, 2020WE Family Offices Senior Advisor Richard Zimmerman was a featured speaker at the Opal Group’s 2020 Virtual Family Office Investment…
July 30, 2020As the COVID-19 pandemic causes older adults to face mortality, many are using this time to revisit their estate plans.…
