WE Family Offices

What can interest rates tell us about the economy? In the latest episode of?The Wealth Enterprise Briefing, WE Family Offices'?Michael Zeuner?and?Sam Sudame, CFA, CAIA, CFP?discuss how investors can read market signals from the 10-year Treasury yield, the yield curve and real yields. They cover: - The 10-year Treasury yield's role in forecasting economic growth and inflation. - The significance of the yield curve steepening and its impact on recession risks. - How positive real yields support stronger investment opportunities. Listen to the full discussion here:?https://lnkd.in/epgz93bT #InterestRates #BondMarkets #InflationTrends #MarketSignals #EconomicGrowth #WealthEnterpriseBriefing ? Important Information: The Wealth Enterprise Briefing contains our current opinions and commentary, which are subject to change without notice. The Briefing is distributed for informational and educational purposes only and does not consider the specific investment objective, financial situation, or particular needs of any recipient. Information contained herein has been obtained from sources we believe to be reliable, but we do not guarantee its completeness or accuracy. The information in the Briefing is not a recommendation of any security or other type of asset, and should not be relied upon as investment, legal or tax advice.??Please consult with your investment, legal and tax advisors regarding any implications of the information presented.

We're proud to be recognized as a finalist for the 12th Annual?Family Wealth Report?Awards for the tenth consecutive year. This year, WE Family Offices has been shortlisted for seven categories: Multi-Family Office ($15 Billion AuM/AuA and Above) and Family Office Management Consultancy, as well as for individual honors:?Maria Elena Lagomasino?as Outstanding CEO and Women in Wealth Family Office (Individual) and?Michael Zeuner?as Leading Individual (MFO). The firm has also been recognized for Impact Investing (Advisory) and Outstanding Contribution to Wealth Management Thought Leadership (Company). The winners will be announced on May 8, 2025, at the Mandarin Oriental in New York City. Thank you to our clients, team and partners for your continued support! Learn more: https://lnkd.in/eJySK4_6 #FamilyWealthReport #WeFamilyOffices #WealthManagement #MultiFamilyOffice #ImpactInvesting #Leadership 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 February of 2025 based on data within a 12-month period. The Family Wealth Report Awards created and tabulated the rating; judging panels made decisions based on award-specific methodology.

Market fluctuations and policy uncertainty have prompted family offices to take a more careful approach to investing. In a recent?CNBC?article, WE Family Offices Managing Partner?Michael Zeuner?shared that instead of making quick decisions, families are holding steady, keeping liquidity high and waiting for clearer signals before moving forward with private investments. Read the full article to see how family offices are adjusting their investment approach. https://lnkd.in/eRMSK8qS #WEFamilyOffices #FamilyOfficeInvesting #MarketVolatility #WealthManagement Important Information: This interview contains our current opinions and commentary that are subject to change without notice. Our commentary is distributed for informational and educational purposes only and does?not consider the specific investment objective, financial situation, or needs of any recipient. The information contained herein does not constitute legal or tax advice to any person. Please consult with your tax advisor?regarding any taxation implications of the information presented in this presentation.

New tariffs are shaping economic expectations, leading to shifts in consumer confidence, business sentiment and investor positioning. In this flash episode of?The Wealth Enterprise Briefing,?Michael Zeuner?and?Sam Sudame, CFA, CAIA, CFP?discuss: - How tariffs are affecting consumer spending and corporate decision-making - The projected impact on inflation and economic growth - Market reactions and what recent investor sentiment surveys reveal - Steps to maintain financial stability in a period of heightened uncertainty Michael and Sam provide a straightforward look at the latest developments, offering clarity amid the noise. https://lnkd.in/ecJ2WNCX #MarketVolatility #InvestmentStrategy #EconomicOutlook #WEFamilyOffices Important Information: The Wealth Enterprise Briefing contains our current opinions and commentary, which are subject to change without notice. The Briefing is distributed for informational and educational purposes only and does not consider the specific investment objective, financial situation, or particular needs of any recipient. Information contained herein has been obtained from sources we believe to be reliable, but we do not guarantee its completeness or accuracy. The information in the Briefing is not a recommendation of any security or other type of asset, and should not be relied upon as investment, legal or tax advice.??Please consult with your investment, legal and tax advisors regarding any implications of the information presented.

Family offices are broadening their approach to private credit, with CLOs playing a growing role in portfolio construction. In a recent?9fin?interview,?Deputy CIO of WE Family Offices,?Matt Farrell, CAIA, explains why family offices are increasingly investing in CLOs, how they assess managers and the factors that make these investments appealing today. Read the full article to see how family offices are integrating CLOs into their investment strategies. https://lnkd.in/eayYZEem #WEFamilyOffices #PrivateCredit #StructuredCredit #AlternativeInvestments Important Information: This interview contains our current opinions and commentary that are subject to change without notice. Our commentary is distributed for informational and educational purposes only and does?not consider the specific investment objective, financial situation, or needs of any recipient. The information contained herein does not constitute legal or tax advice to any person. Please consult with your tax advisor?regarding any taxation implications of the information presented in this presentation.

Are lower return expectations changing how investors should allocate capital in 2025? In the latest episode of The Wealth Enterprise Briefing,?Michael Zeuner?and?Matt Farrell, CAIA?break down this year's capital market assumptions and what they mean for portfolio construction. Key topics include: - Why long-term return projections have declined across most asset classes - The role of alternative investments in a lower-return environment - Using capital market assumptions as a guide—not a guarantee This discussion provides a practical framework for thinking about risk, return and asset allocation in the current market environment. Listen here: https://lnkd.in/eiXxQ62h #InvestmentStrategy #PortfolioManagement #WealthManagement #CapitalMarkets #WealthEnterpriseBriefing Important Information: The Wealth Enterprise Briefing contains our current opinions and commentary, which are subject to change without notice. The Briefing is distributed for informational and educational purposes only and does not consider the specific investment objective, financial situation, or particular needs of any recipient. Information contained herein has been obtained from sources we believe to be reliable, but we do not guarantee its completeness or accuracy. The information in the Briefing is not a recommendation of any security or other type of asset, and should not be relied upon as investment, legal or tax advice.??Please consult with your investment, legal and tax advisors regarding any implications of the information presented.

We're proud to see?Santiago Ulloa, our founder and managing partner, take on a meaningful role with the Board of Directors at the?Pan American Development Foundation. His dedication to improving communities across Latin America and the Caribbean continues to inspire our work and commitment to a more sustainable future. #Leadership #CommunityImpact #WEFamilyOffices #PanAmericanDevelopmentFoundation

What keeps investors grounded when markets are unpredictable? In this Wealth Enterprise Briefing episode,?Michael Zeuner?and?Matt Farrell, CAIA?explain how the Investment Policy Statement (IPS) acts as a cornerstone for decision-making. They explore: - using an Investment Policy Statement (IPS) as a strategic roadmap for long-term planning - how strategic asset allocation with limits serves as a guardrail for asset class decisions - the importance of regular IPS reviews to stay aligned with family needs and market changes - and more Their conversation shares practical ways to approach investing during uncertain times. Listen now: https://lnkd.in/eyxGfisC #investmentplanning #longtermgoals #wealthmanagement?#WealthEnterpriseBriefing ? Important Information: The Wealth Enterprise Briefing contains our current opinions and commentary, which are subject to change without notice. The Briefing is distributed for informational and educational purposes only and does not consider the specific investment objective, financial situation, or particular needs of any recipient. Information contained herein has been obtained from sources we believe to be reliable, but we do not guarantee its completeness or accuracy. The information in the Briefing is not a recommendation of any security or other type of asset, and should not be relied upon as investment, legal or tax advice.??Please consult with your investment, legal and tax advisors regarding any implications of the information presented.

Higher interest rates may be here to stay. In the latest Wealth Enterprise Briefing episode, WE Family Offices'?Michael Zeuner?and?Sam Sudame, CFA, CAIA, CFP?discuss how rising bond yields and a shift in Federal Reserve language could shape investment strategies in 2025. Key topics from their conversation include: - Why term premiums are now a critical factor for both equity and fixed income markets. - The role of higher rates in portfolio planning. - Approaching the year ahead with flexibility and caution. Learn more about what these developments could mean for investors.?Listen to the full episode?here: https://lnkd.in/eJzrAcdb #InvestmentStrategy #TermPremiums #WealthEnterpriseBriefing Important Information: The Wealth Enterprise Briefing contains our current opinions and commentary, which are subject to change without notice. The Briefing is distributed for informational and educational purposes only and does not consider the specific investment objective, financial situation, or particular needs of any recipient. Information contained herein has been obtained from sources we believe to be reliable, but we do not guarantee its completeness or accuracy. The information in the Briefing is not a recommendation of any security or other type of asset, and should not be relied upon as investment, legal or tax advice.??Please consult with your investment, legal and tax advisors regarding any implications of the information presented.

The U.S. economy entered 2025 in a strong position, but global markets are facing headwinds from political uncertainty, tariffs and changing policies. In the latest episode of The Wealth Enterprise Briefing, WE Family Offices'?Michael Zeuner?and?Sam Sudame, CFA, CAIA, CFP?discuss the impact of these developments on portfolio strategies, including: - Challenges facing non-U.S. markets due to shifting policies. - The role of real assets like infrastructure and commodities in responding to inflation risks. - Why maintaining flexibility in portfolio positioning is critical as fiscal policies unfold. Understand how global conditions may shape portfolio planning in 2025 by listening to the full episode. https://lnkd.in/eQ9e_nXV #InvestmentStrategy #GlobalMarkets #RealAssets #WealthEnterpriseBriefing Important Information: The Wealth Enterprise Briefing contains our current opinions and commentary, which are subject to change without notice. The Briefing is distributed for informational and educational purposes only and does not consider the specific investment objective, financial situation, or particular needs of any recipient. Information contained herein has been obtained from sources we believe to be reliable, but we do not guarantee its completeness or accuracy. The information in the Briefing is not a recommendation of any security or other type of asset, and should not be relied upon as investment, legal or tax advice.??Please consult with your investment, legal and tax advisors regarding any implications of the information presented.