WE Family Offices
Richard Zimmerman is a Partner at WE Family Offices, where responsibilities include advising ultra-high-net-worth client families on wealth management needs such as investments, tax and estate planning, and family office services. Additionally, Zimmerman provides guidance on ESG and impact investing and leads the firm's Values-Aligned Investing service. Concurrently, as the Executive Director of Foundation House since January 2020, Zimmerman oversees programs that drive systems change in Environmental, Community, and Mental Health sectors. Educational credentials include a Master of Science in Sustainability Management from Columbia University and a Bachelor of Arts in English Literature from the University of Virginia.
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WE Family Offices
WE Family Offices provides decades of working with families in many different capacities and enables us to share the buying power, network, and best practices The removes actual conflicts of interests ales agendas, and our interests are aligned.