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Thought Leadership

August 2, 2013

Turning Down Investment Offers… From Friends and Family

Chief Executive Maria Elena Lagomasino was quoted in The New York Times. UHNW families are often bombarded with investment ideas for new business ventures and requests for funding from friends and family members. But how do you say ‘No’ without alienating your relations? Enter the family office. Directing all investment opportunities into the same vetting process that you do for all your investments can help sugarcoat the response when you have to tell them “my advisor is telling me I shouldn’t…”

Read the full article in The New York Times

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Fraud Alert

Impersonation fraud is becoming increasingly common across the financial industry, and we want to help our contacts stay alert.

WE Family Offices does not send unsolicited investment, partnership, or capital-deployment proposals. If you have received an email of this nature referencing our employees, it did not come from us. Our only official domain is wefamilyoffices.com.

Please do not reply, click any links, or share any information.