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Category:
Press
Michael Zeuner Discusses Independent Wealth Models with Family Wealth Report
December 20, 2018
Family Wealth Report recently wrote an article to address certain questions many investors face about independent wealth models, such as…
InvestmentNews Features WE Family Offices
December 11, 2018
InvestmentNews recently featured WE Family Offices, an international multi-family office serving UHNW U.S. and international families, to discuss the firm’s…
Santiago Ulloa Featured on CNN: Insights into Global Market Volatility
December 6, 2018
In a recent appearance on CNN En Espanol's Globo Economia, Managing Partner of WE Family Offices Santiago Ulloa discussed the recent weeks…
WE Family Offices CEO Mel Lagomasino Featured in InvestmentNews
October 23, 2018
InvestmentNews recently published a story about WE Family Offices CEO and Managing Partner Mel Lagomasino as part of an ongoing…
WE Family Offices CEO Mel Lagomasino Speaks with Barron’s About the Bright Future of RIA Firms
October 4, 2018
After announcing its Top RIA Firms Ranking, which ranks the leading independent advisory firms, Barron’s selected a few executives from…
The Wall Street Journal Features WE Family Office CEO Mel Lagomasino to Discuss Industry Growth
October 4, 2018
The Wall Street Journal recently feautred a handful of executives whose firms have been named among Barron’s Top 40 Registered…
WE Family Offices Advisor Richard Zimmerman to Moderate Impact Investing Conference Panel
September 13, 2018
WE Family Offices Advisor Richard Zimmerman to Moderate Impact Investing Conference Panel WE Family Offices Advisor Richard Zimmerman will serve…
WE’s Head of Research Jim Ulseth a Panelist at CEO Power Breakfast
December 11, 2017
WE Family Offices’ Head of Research Jim Ulseth was recently a panelist at the CEO Power Breakfast event, hosted by…
WE Family Offices Advisor Richard Zimmerman to Moderate at Family Wealth Report Impact Investing Summit
October 17, 2017
WE Family Offices Advisor Richard Zimmerman will serve as a moderator at the upcoming Family Wealth Report Impact Summit: From…
Julie Neitzel Comments to Miami Today on Navigating the Stock Market Surge
September 14, 2017
The recent stock market surge is making headlines and has everyone asking: is this the top? And if not, how…
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