07/03/2014

Fine Tuning Family Wealth

“It’s up to the leading generation, who formerly were beneficiaries, to do an assessment of where they stand in relation to their family’s wealth

06/17/2014

WE Family Offices Adds to Investment Committee

WE’s Strategic Investment Committee considers macro-economic factors and makes strategic and tactical asset allocation decisions to be implemented at the client portfolio level.

05/28/2014

Family Offices Team Up Taking Page From Private Equity

The deal illustrates a recent trend among family offices, the little-known money managers that run the fortunes of the world’s richest individuals including computer maker Michael Dell and Microsoft Corp.