Three family office industry executives, Maria Elena Lagomasino, Santiago Ulloa and Michael Zeuner have formed a new independent advisory firm, WE Family Offices.
The firm, operating since 2000 through predecessor companies, recently reclaimed its independence in January 2013 with the help of the executive leadership team.
Go deeper with GlobalData
The global firm, with offices in New York and Miami, currently serves more than 60 clients from the US and other countries.
The firm celebrates its six-month anniversary as it passes the US$2 billion mark in assets under advisement.
Maria Elena Lagomasino, chief executive of the newly formed firm, said: "We founded WE Family Offices because we believe in independent advice uncoloured by an interest in sales-based fees and commissions.
"We believe families have a right to expect their financial adviser to be focused solely on their best interests at all times."
How well do you really know your competitors?
Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.
Thank you!
Your download email will arrive shortly
Not ready to buy yet? Download a free sample
We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form
By GlobalData
