WE Family Offices

The yield curve has shifted from inverted to positively sloping, introducing a new dynamic for investors. In the latest episode of The Wealth Enterprise Briefing, we discuss the implications of a more normalized or steeper yield curve, particularly for fixed-income investors. Listen here: https://lnkd.in/etpUhfM4 #investmentstrategy #fixedincome #WEFamilyOffices

We are proud to announce that WE Family Offices has been named a finalist for the ThinkAdvisor Luminaries Awards 2024 in the Firm Award—Thought Leadership and Education category. This recognition highlights our podcast, The Wealth Enterprise Briefing, and honors our efforts in thought leadership and education. We are incredibly grateful to our clients and team members for their continued support, and we are honored to be recognized among industry leaders pushing the boundaries of financial services. Read more here: https://lnkd.in/e_QqVyeV #financialleadership #financialservices #WEFamilyOffices Important Disclosure: This material includes references to financial media firms and awards pertaining to third-party ratings and rankings of WE Family Offices LLC (“WE Family”), that may be public information in the ordinary course of its business, and such firms are not affiliated or related to WE Family. These firms may have independently provided WE Family with a questionnaire or survey as structured by the firms and used in the preparation of the third-party rating or ranking and not designed or prepared to produce any predetermined result. WE Family does not compensate directly or indirectly such firms in connection with obtaining or using the third-party rating or rankings. This rating was confirmed in September of 2024 based on data within a 12-month period. ThinkAdvisor created and tabulated the rating; judging panels made decisions based on award-specific methodology.

Michael Zeuner and Sam Sudame, CFA, CAIA, CFP are breaking down the more fundamental implications behind the Fed's recent 50 basis point rate cut. What did they actually signal in reducing rates? Why did they reduce rates? And most importantly, what message does that send to investors? Tune in to find out! Listen here: https://lnkd.in/e28EfkDU #MonetaryPolicy #InterestRates #WEFamilyOffices

We are proud to announce that Maria Elena Lagomasino, CEO and managing partner of WE Family Offices, has been named a finalist for the InvestmentNews Women to Watch 2024 Executive Excellence Award. This recognition highlights Mel’s outstanding leadership and her commitment to corporate values. Her dedication to fostering growth and inspiring others within the wealth management industry is what makes her truly exceptional. We are grateful for her leadership and honored to see her recognized among industry leaders. Read more here: https://lnkd.in/eTZ8sVBg #WomenToWatch #Leadership #WealthManagement #WEFamilyOffices Important Disclosure: This material includes references to financial media firms and awards pertaining to third-party ratings and rankings of WE Family Offices LLC (“WE Family”), that may be public information in the ordinary course of its business, and such firms are not affiliated or related to WE Family. These firms may have independently provided WE Family with a questionnaire or survey as structured by the firms and used in the preparation of the third-party rating or ranking and not designed or prepared to produce any predetermined result. WE Family does not compensate directly or indirectly such firms in connection with obtaining or using the third-party rating or rankings. This rating was confirmed in September of 2024 based on data within a 12-month period. Investment News created and tabulated the rating; judging panels made decisions based on award-specific methodology.

Investors who rely solely on IRRs and NAVs may overlook critical details about their private market portfolios. In the latest episode of The Wealth Enterprise Briefing, Michael Zeuner and Matt Farrell, CAIA offer a closer look at how to evaluate investments more thoroughly. Key points include: - The ongoing dip in venture capital returns and its effects on private investors. - Why looking at company-specific metrics, such as operating income, can - provide a more accurate understanding. - The importance of getting clear and comprehensive reports from fund managers to stay informed. Tune in to learn how these insights can help you navigate private market investments more effectively. Listen to the episode now: https://lnkd.in/enRBkwi4 #privatemarkets #investmentstrategy #financialplanning

In the latest episode of The Wealth Enterprise Briefing, Michael Zeuner and Sam Sudame, CFA, CAIA, CFP of WE Family Offices examine the critical role of interest rates in market valuations. They discuss: - Why every word from the Federal Reserve impacts markets - How interest rates affect asset prices and valuations - Predictions on future rate cuts and their economic implications - The importance of a "soft landing" for economic stability Learn how interest rates influence economic growth and investment opportunities. Tune in to the episode to find out more: https://lnkd.in/eeJ7b7X7 #investmentstrategy #interestrates #federalreserve #WEFamilyOffices

Santiago Ulloa, managing partner of WE Family Offices, was recently featured on CNN en Español's GloboEconomia, where he shared his positive outlook on the U.S. economy and discussed key strategies for managing market volatility. His insights cover interest rate trends, the impact of geopolitical uncertainties and emerging opportunities for investors and businesses. Explore Santiago's perspective on the evolving economic landscape and how to position your portfolio for growth. Watch the full interview here: https://lnkd.in/gXEFs66m #economicoutlook #investmentstrategies #WEFamilyOffices

In a recent 10X Capital Podcast, Matt Farrell, CAIA of WE Family Offices shared insights on managing $16 billion for ultra-high-net-worth families. He discussed portfolio construction, risk management and finding alpha in today's market. Discover how top-tier wealth is invested in this enlightening conversation. https://lnkd.in/e7UGdWQE #WEFamilyOffices #wealthmanagement #investmentstrategies

Are you prepared for the Corporate Transparency Act? In the latest episode of The Wealth Enterprise Briefing, Michael Zeuner and Joseph Kellogg of WE Family Offices break down this crucial new legislation. They discuss: - Who needs to report and what information is required - The complexities of identifying "ultimate beneficial owners" - Critical deadlines for existing and new entities - Potential penalties for non-compliance - Privacy considerations for reported information Whether you're a U.S. citizen or an international family with U.S. entities, this episode provides essential knowledge for navigating the CTA's requirements. Tune in for experienced insights on this important regulatory change and its impact on wealth structuring. https://lnkd.in/ed9WGwan #WealthPlanning #Compliance #WEFamilyOffices

We're honored to announce that WE Family Offices has been recognized in Financial Advisor Magazine's America's Top RIAs of 2024 for the eighth consecutive year. Our firm serves one of the highest average client sizes among the top RIAs, reflecting our dedication to exclusively serve ultra-high net worth families. Thank you to our clients and team for your continued trust and support! https://lnkd.in/ehjMavJ9 #WEFamilyOffices #TopRIA #WealthManagement Important Disclosure: This material includes references to financial media firms and awards pertaining to third-party ratings and rankings of WE Family Offices LLC (“WE Family”), that may be public information in the ordinary course of its business, and such firms are not affiliated or related to WE Family. These firms may have independently provided WE Family with a questionnaire or survey as structured by the firms and used in the preparation of the third-party rating or ranking and not designed or prepared to produce any predetermined result. WE Family does not compensate directly or indirectly such firms in connection with obtaining or using the third-party rating or rankings. This rating was confirmed in July of 2024 based on data within a 12-month period as of 12/31/23. The Financial Advisor Magazine created and tabulated the ranking.