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Category:
Featured
Richard Zimmerman Speaks at Impact Conferences
November 20, 2018
WE Family Offices Advisor Richard Zimmerman was recently a featured speaker at two conferences this Fall season to discuss a…
The Family Wealth Alliance Honors WE CEO Mel Lagomasino
October 29, 2018
WE Family Offices CEO and Managing Partner Mel Lagomasino, a leader and trailblazer in the private wealth industry for four…
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 Named Among Barron’s Top 40 Registered Investment Advisor Firms
October 3, 2018
WE Family Offices is pleased to announce that it has earned a spot on Barron’s 2018 Top 40 Registered Investment…
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 Family Offices Named Among the 2018 Financial Times Top 300
June 28, 2018
WE Family Offices is pleased to announce it has been named to the 2018 edition of the Financial Times Top…
Bloomberg Video: CEO Mel Lagomasino Discusses the Glass Ceiling in the Finance Industry
June 6, 2018
WE Family Offices CEO Mel Lagomasino recently participated in a panel discussion about women in the finance industry at the…
Rocio Ortega Discusses Engaging Next-Gen Clients with Citywire
June 6, 2018
Citywire recently asked “What steps should you be taking to engage with the next generation of clients?” WE Family Offices…
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