July 30, 2020As the COVID-19 pandemic causes older adults to face mortality, many are using this time to revisit their estate plans.…
July 30, 2020It is no secret that the COVID-19 pandemic is altering the world as we know it – and the wealth…
June 15, 2020In March 2020, WE Family Offices was named Best Multi-Family Office from $5 billion to $15 billion AUM/AUA at the…
June 15, 2020Known for his expertise in ESG and impact investing, WE Family Offices Advisor Richard Zimmerman will offer his insights at…
June 15, 2020On June 23, WE Family Offices Managing Partner Michael Zeuner will offer his wealth management expertise during EisnerAmper’s Live Webcast:…- June 10, 2020When thinking about B Corporations, also known as B Corps, we often think of consumer brands. Food companies like Ben…
April 8, 2020A cash flow statement is defined as how money (i.e. cash and cash equivalents) enters and exits a company. However,…
April 8, 2020We are pleased to announce that WE Family Offices has been named Best Multi-Family Office from $5 billion to $15…
February 4, 2020Our firm has worked with some of the world's wealthiest families for decades. Over the years, we have observed that…
December 27, 2019According to a new report by FundFire, investments in environmental, social and governance (ESG) strategies among high-net-worth investors will likely…
