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Category:
Featured
The Resilience Overlay: Julie Neitzel’s South Florida Business and Wealth Column
December 11, 2017
WE Family Offices Partner Julie Neitzel focused her monthly column for South Florida Business and Wealth on the topic of…
Activists Are Knocking: Julie Neitzel’s South Florida Business and Wealth Column
December 11, 2017
In her monthly column for South Florida Business and Wealth, WE Family Offices Partner Julie Neitzel discusses the growth in…
Rocio Ortega and Richard Zimmerman Comment to CityWire on the Rise of Impact Investing
December 11, 2017
Environmental, social and governance impact investing is on the rise, with global assets in responsible strategies increasing 25% to $22.9…
Q4 2017: Opportunity Amid Global Uncertainty
November 3, 2017
WE Family Offices Managing Partner Santiago Ulloa was a featured guest on CNN en Espanol's Globo Economia discussing global wealth…
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…
WE Family Offices Managing Partner Michael Zeuner to Speak at Wealth Management Impact Forum
September 14, 2017
WE Family Offices Managing Partner Michael Zeuner will be a featured speaker at the RIA Institute’s Wealth Management Impact Investing…
WE Family Offices Recognized by Financial Advisor Magazine
July 14, 2017
WE Family Offices has been named to Financial Advisor magazine’s list of RIAs with the wealthiest clients, based on average…
BARRON’S
April 14, 2017
WE Family Offices Managing Partner Santiago Ulloa named one of Barron’s Top 1,200 Advisors. Among advisors in Florida, Santiago placed…
WE Family Offices Founder and Managing Partner Santiago Ulloa Among Barron’s Top Advisors
March 9, 2017
WE Family Offices Founder and Managing Partner Santiago Ulloa was recently named no. 19 on Barron’s Top Financial Advisors in…
Family Wealth Report Names WE Family Offices Best MFO For the Second Year in a Row
March 9, 2017
WE Family Offices has been named Best Multi-Family Office in the $3-5B AUM/AUA category by Family Wealth Report as part…
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