March 4, 2020WE Family Offices Advisor Richard Zimmerman recently provided his sustainable investing expertise as a featured speaker at CleanTech IQ's ESG-IQ…
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…
December 6, 2019We are pleased to announce that WE Family Offices has been shortlisted in two categories for the 2020 Family Wealth…
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…
November 12, 2019WE Family Offices Partners Joseph Kellogg, Rocio Ortega and Julie Neitzel recently provided their ESG and impact investing expertise as…
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…
