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Category:
Featured
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…
Investing in a Low-Rate Environment
May 19, 2021
Over the past 18 months, we have experienced the greatest health and economic crisis since the Second World War. Governments…
Family Wealth Report Awards Honors WE Family Offices for Sixth Consecutive Year
May 6, 2021
We are pleased to announce that WE Family Offices has been named Best Multi-Family Office ($10 billion - $15 billion…
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…
What Is a SPAC and How Does It Fit in the Wealth Enterprise Investment Program?
April 1, 2021
A Brief Overview As a family office company, we are often mandated to create customized investment strategies for families and…
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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