WE Family Offices, founded in 2000 and re-established as an independent, fee-only fiduciary firm in 2013, serves over 80 families in the US, Latin America, and Europe. Offering bespoke services ranging from fully outsourced family offices to support for existing single-family offices, WE advises on approximately $10.2 billion and reports on an additional $3.9 billion, totalling $14.1 billion in assets under advisement or reported on. The firm is committed to delivering tailored wealth management solutions for their clients.
About WE Family Offices
With offices in New York and Miami, WE is an award-winning independent firm serving single family offices and ultra-high net worth families. They assist families in creating unique wealth enterprises, effectively managing, preserving, and growing their wealth.
Maria Elena Lagomasino (Co-Founder & Managing Partner), Santiago Ulloa (Co-Founder & Managing Partner), Michael Zeuner (Co-Founder & Managing Partner)
What sets WE Family Offices apart
WE Family Offices offers flexible services, catering to single-family offices for special projects, serving as an extension of an existing family office, or helping to start a new family office. With expertise across a wide range of wealth management disciplines, including investments, estate and tax planning, family governance, education, risk management, and data aggregation, WE Family Offices works closely with clients to identify areas needing support and provides cost-effective, efficient solutions that focus on both short-term and long-term goals.
In the media
In the media