Thought Leadership

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Richard Zimmerman Speaks on Climate-Aware Investing at ESG Events

WE Senior Investment Manager Discusses the Appeal of SPACs with Family Wealth Report

Kiplinger: Do I Need a Family Office?

WE’s Sam Sudame Discusses the Archegos Fallout with Family Wealth Report

What Is a SPAC and How Does It Fit in the Wealth Enterprise Investment Program?

WE Family Offices Supports Program That Gives Investors Access to Advisors Committed to the Fiduciary Standard

Julie Neitzel Discusses Women’s Philanthropy with The New York Times

Joseph Kellogg Partners with STEP for Rehabilitating Trusts Webinar and Private Client Awards

February 22, 2021

Should BDCs Be Part of the Investment Conversation?

February 12, 2021

WE Family Offices Shortlisted in Three Categories for the 2021 Family Wealth Report Awards

February 1, 2021

Richard Zimmerman Shares a Family Office Perspective on Impact Investing

January 25, 2021

WE Family Offices Recognized by InvestmentNews

January 7, 2021

WE Family Offices Shortlisted for 2021 PAM Awards

January 7, 2021

Michael Zeuner Discusses UHNW Wealth Transfer Challenges and Solutions with the Jewish Communal Fund

December 2, 2020

Family Business Investment Committee

October 14, 2020

Richard Zimmerman Speaks on Impact Investing Strategies at TBLI Conference

October 13, 2020