Thought Leadership

August 31, 2020
Richard Zimmerman Hosts ESG Panel at a Virtual Investment Summit

August 12, 2020
Richard Zimmerman Speaks at Virtual Family Office Investment Symposium

August 12, 2020
WE Family Offices Recognized in Financial Advisor Magazine’s 2020 RIA Ranking

July 30, 2020
Joseph Kellogg Discusses Estate Planning During the Pandemic with The New York Times

July 30, 2020
WE Family Offices Named Among the 2020 Financial Times Top 300

July 30, 2020
Michael Zeuner in Family Wealth Report: Lessons from the Pandemic

July 27, 2020
Richard Zimmerman Speaks at ESG Investing Webinar

July 10, 2020
WE Family Offices CEO Mel Lagomasino Named A Featured Speaker at the Capgemini World Wealth Report Event

June 25, 2020