The Institute for the Fiduciary Standard

A resource site for investors, brokers, academics and the media.


Building a fiduciary culture of honesty, integrity, and expertise.

WE Family Offices LLC

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WE Family Offices LLC

701 Brickell Avenue, Suite 2100
Miami FL 33131

(305) 825-2225
Michael.Zeuner@wefamilyoffices.com
www.wefamilyoffices.com

Other Locations

ROCKEFELLER CENTER
1270 AVE OF THE AMERICAS | SUITE 2101
NEW YORK, NY 10020

Services

WE Family Offices offers investment advice and management.

Compensation methods accepted
% of assets advised
Fixed fee based on assets or financial circumstances.

Required education for senior advisors in the firm
None

Link to SEC/state registration:
https://adviserinfo.sec.gov/IAPD/IAPDFirmSummary.aspx?ORG_PK=109869

Dan Moisand

 

Dan Moisand is a nationally recognized fiduciary fee-only financial planner, an Institute Real Fiduciary™ Advisor and Chair-elect of the CFP Board.

The Institute has enshrined the ‘Moisand Rule’ on fiduciary practices. It is basic and is more important today than ever: “You have to avoid conflicts. If I avoid a conflict, I don’t worry about it.”

Watch the video of Moisand speaking here.

Bob Veres

 

Bob Veres is a long term observer of financial planning. His Newsletter, “Inside information” Is a staple of leading planners. In the May edition he writes about fiduciary and the Institute.

"But a much bigger point is that the fiduciary standard—as Knut Rostad of the Institute for the Fiduciary Standard has pointed out—has been determined by the Supreme Court (1963 ruling) to be at the very heart of the Investment Advisers Act of 1940. It is the foundation of what it means to be an RIA registered with the SEC instead of a tipster or a tout."

- Bob Veres, Parting Thoughts ... The SEC's Own Compliance Culture