COVID 19: A Message From Our Managing Partners

To our clients, industry peers, and communities –

In these challenging and changing times, our top priority continues to be providing uninterrupted service for you, our client-families. Through calls with your advisors, market communications from our CIO, or directly with any of us, we will continue to keep you informed of the economic and market landscape, but more importantly, of the impact and eventual opportunities these can present for you and your wealth enterprise®.

It is not lost on us that the economic implication is only one of the many effects of this global health crisis, so we share with you the message we have been sharing with our WE Family: take care of your health, take care of your family, and keep in touch.

We are here.

WE Managing Partners

Mel, Michael and Santi
[email protected]
[email protected]
[email protected]

Our Business Continuity Plan

As the COVID-19 outbreak continues, WE Family Offices has implemented a business continuity plan (BCP) that allows our firm to manage operations remotely and avoid any disruptions to the service our client families expect. We have made significant investments in our technology and security capabilities, giving us the ability to conduct business remotely from home and do our part to protect the health and safety of our employees, clients and community.

We are continuously monitoring public health guidance to ensure we adapt our policies and recommendations as needed. If you have any questions about our business continuity plan and the resources we have in place, please do not hesitate to reach out to your advisor.

COVID-19 Insights

As news surrounding the COVID-19 pandemic evolves, we are committed to sharing our insights on the outbreak and its effect on the financial lives of those we serve. Check back here often for commentaries and market updates.


As always, please do not hesitate to contact us if you have any questions or concerns regarding COVID-19, market volatility and how it may affect your wealth enterprise®.