November 27, 2019Firm’s Dedication to Families and Single-Family Offices Underscored by B-Corp Certification and Values-Aligned Investments New York, NY – November…
November 15, 2019Within the wealth management landscape, there are four distinct UHNW business models: commercial banks, broker-dealers, trust companies and registered investment…
November 15, 2019WE Family Offices Chief Executive Officer and Managing Partner Mel Lagomasino was recently interviewed by Jose Antonio Montenegro on the…
October 1, 2019South Florida is currently home to more startups values at $1 billion or more, known as unicorns, than ever before.…
October 1, 2019We are pleased to announce that WE Family Offices has earned a spot on Barron's Top 50 Registered Investment Advisor…
July 8, 2019By taking a greater interest in environmental, social and governance (ESG) issues, family offices and driving growth in ESG investing,…
June 7, 2019WE Family Offices Managing Partner Santiago Ulloa was recently interviewed by Jose Antonio Montenegro on the CNN Globo Economia program.…- June 7, 2019WE Family Offices Advisor Richard Zimmerman will be a featured speaker at the upcoming Barron's ESG Impact Summit: Investing with…
February 27, 2019Citywire recently published an article featuring WE Family Offices Founder and Managing Partner Santiago Ulloa, who shared an inside perspective on…
January 8, 2019Despite 2018 being an extremely volatile year for the stock market, many individuals still managed to build mega-fortunes. To help…
