Families of Wealth and their Advisors
Benefit Summary - Accessed through your "WEH Dashboard"
Secure Access to all WEH Resources
- WE HUB Monthly Newsletter
- WE HUB Quarterly Journal
- Through regional WEH Chapters - Meetings, Social Events, etc.
- Spring and Fall National and Regional Gatherings
- Network with your peers as you choose.
- Forum announcements and Event sign-up within your "My WealthEngineeringTM Hub Dashboard"
Access to the Expert Sourcing Team - In coordination with Family Wealth Advisors
- Advise from carefully selected firms categorized by expertise summarized below:
• Trust Services
• Lifestyle Services
• Family Office Services
• Mergers & Acquisitions
• Risk Management
• Capital Sourcing
• Asset Protection
• Wealth Management
• Unified Governance
• Charitable Capital Planning - Philanthropy
• Investment Planning
• Strategic Business Engineering
• Estate Asset Migration
• Legal Affairs
• ESOP Services
• Human Resource Services
• Branding and Public Relations
- Education and Learning Podcasts
- White Papers
- Monthly WEH Newsletters