Thought Leadership

Categories

Joseph Kellogg Discusses Estate Planning During the Pandemic with The New York Times

WE Family Offices Named Among the 2020 Financial Times Top 300

Michael Zeuner in Family Wealth Report: Lessons from the Pandemic

Richard Zimmerman Speaks at ESG Investing Webinar

WE Family Offices CEO Mel Lagomasino Named A Featured Speaker at the Capgemini World Wealth Report Event

Institute for the Fiduciary Standard: Why Choose a Fee-Only Fiduciary Advisor?

Michael Zeuner in Family Wealth Report: How WE Sits on the Client’s Side of the Table

Richard Zimmerman Speaks at Virtual ESG Investment Forum

Michael Zeuner Discusses Capital Raising Considerations in Webcast

Mel Lagomasino in InvestmentNews: Why WE Family Offices Became a B Corp

Wealth Planning Opportunities

COVID-19 Next Steps

Julie Neitzel Discusses Cash Flow Statements with U.S. News & World Report

Family Wealth Report Awards Honors WE Family Offices for Fifth Consecutive Year

Estate Planning Opportunities

Values-Aligned Investing 101: The Questions We Hear Most Often from Families