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Category:
Featured
Santiago Ulloa Featured on CNN: How to Invest in Times Of Uncertainty
April 11, 2018
In a recent appearance on CNN En Espanol’s Globo Economia, Managing Partner of WE Family Offices Santiago Ulloa discussed the…
WE Family Offices Founder and Managing Partner Santiago Ulloa Named Among Barron’s Top Advisors
March 14, 2018
WE Family Offices Founder and Managing Partner Santiago Ulloa was recently named no. 17 on Barron’s Top Advisors in Florida,…
WE CEO Mel Lagomasino Receives Lifetime Achievement Award from Family Wealth Report
March 9, 2018
Maria Elena Lagomasino Recognized for a Lifetime of Putting Clients First New York, NY – March 9, 2018– WE Family…
WE Family Offices Speaks on Impact Investing at Upcoming Conferences
March 6, 2018
WE Family Offices Advisor Richard Zimmerman will be a featured speaker at two upcoming conferences this spring, focusing on a…
Are Markets Too Complacent About Inflation?
March 6, 2018
Signs of inflation are starting to appear, according to U.S. News & World Report, presenting both risk and opportunity for…
WE Family Offices Shortlisted for the 2018 PAM Awards in Two Categories
January 9, 2018
We are pleased to announce that WE Family Offices has been shortlisted for the annual Private Asset Management (PAM) Awards…
The Intelligence of Smart Beta
December 28, 2017
It is estimated that smart beta funds account for nearly $571 billion of the $4 trillion invested in the global…
Mel Lagomasino Comments to Real Assets on Families’ Growing Interest in Non-Traditional Assets
December 28, 2017
There’s no denying that the family office channel is growing at a rapid rate. The number of U.S. family offices…
WE Family Offices Shortlisted in Three Categories for the 2018 Family Wealth Report Awards
December 11, 2017
We are pleased to announce that WE Family Offices has been shortlisted in three categories for the Family Wealth Report…
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…
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