- Firm cites retainer-based fees and family office service structure as reason for growth
- WE Family Offices is also recognized as one of the one the fastest growing firms on the list
WE Family Offices was listed as a Top Wealth Manager in a national ranking produced by Forbes magazine based on WE’s more than $2.7 billion in total assets under advisement. New to the Forbes Top Wealth Manager list, WE, a leading family office, is also recognized as one of the one the fastest growing firms on the list.
“When, as a firm, you embrace transparency, clients appreciate that and it deepens those relationships.”
Founding partners Maria Elena Lagomasino, Santiago Ulloa and Michael Zeuner have dedicated their professional careers to advocating on behalf of wealthy families and helping them avoid harmful conflicts of interest. “We’ve realized that transparency and independent advice can often be difficult to find in the wealth management industry. We believe that families deserve to know who they can trust, and know that the advice they get is their best interests,” Lagomasino says. “When, as a firm, you embrace transparency, clients appreciate that and it deepens those relationships.”
“WE is hired by families to help them understand their whole picture, create their plan, and execute around that plan, day-to-day. WE ensures that a family has the right set of providers, at the right fee structure, working together to serve the family’s best interests,” Lagomasino continues.
WE stands for Wealth Enterprise. The company’s core beliefs and business practices are designed around the principle that great wealth should be managed like a business.
With offices in New York and Miami, WE Family Offices is a family-focused wealth management firm, catering to ultra-high net worth families. WE is not affiliated with any financial services company and is compensated only with client fees. As a result, WE’s advisors are free to offer their clients independent advice and serve as their advocate. WE’s services include: family advisory; investment strategy and oversight; and back office support. In 2013, WE Family Offices was ranked by Investment News as the number one RIA in Florida, by assets under advisement and, in 2014, was ranked among the Top 50 Wealth Managers in the U.S. by Forbes magazine.