WE Family Offices is an award-winning family-focused wealth management firm, serving clients in the U.S., Latin-America and Europe. We are honored to receive recognition from our peers in the wealth management industry, and from prestigious national and international publications.
MARCH 2018, BARRON’S
WE Family Offices Managing Partner Santiago Ulloa named one of Barron’s Top 1,200 Advisors. Among advisors in Florida, Santiago placed #17 on the list for 2018.
JULY 2017, FINANCIAL ADVISOR MAGAZINE
Financial Advisor Magazine named WE Family Offices on its list of top Registered Investment Advisors, which is based on assets under management (AUM). The firm has also been ranked number 8 on the publication’s list of the firms serving the wealthiest clients, based on assets per client.
JUNE 2017, THE FINANCIAL TIMES
WE Family Offices has been named to the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S
APRIL 2017, BARRONS
WE Family Offices Managing Partner Santiago Ulloa named one of Barron’s Top 1,200 Advisors. Among advisors in Florida, Santiago placed #19 on the list.
MARCH 2017, FAMILY WEALTH REPORT
For the second year in a row, WE Family Offices was named Best MFO in the $3-5B category.
WE Family Offices Managing Partner Maria Elena (Mel) Lagomasino has been recognized by Private Asset Management as one of the 50 most influential women in private wealth for a second year in a row. View the article here.
Financial Advisor Magazine has included WE Family Offices on the list of top Registered Investment Advisors, which is based on assets under management (AUM). The firm has also been ranked among the publication’s list of the fastest growing firms with more than $200 million in AUM. To view the Top 50 Fastest Growing RIA Firms, click here. To view the Full RIA Ranking, click here.
January 2016, Family Wealth Report
As part of its 2016 Family Wealth Report Awards, includes WE Family Offices among the finalists of the Top Multi-Family Office in the $3-5B AUM category as well as the Outstanding Contribution to Wealth Management Thought Leadership categories
January 2016, Private Asset Management
The magazine has recognized WE in their 2016 PAM Awards, named as a finalist for Best Multi-Family Office Overall with AUM in excess of $2B, WE is part of an elite shortlist of seven firms
January 2016: Financial Planning magazine
The publication ranks WE #14 out of 150 in their annual list of largest independent RIAs, based on total assets under management
December 2015, Wealth & Finance International
As part of its 2015 Finance Awards names the WE Family Offices Best Family Wealth Management Firm in the New York region
June 2015, Financial Times
WE Family Offices was ranked among the Financial Times Top 300 Registered Investment Advisors. The 630 RIA firms that applied were then graded six criteria: AUM; AUM, growth rate; years in existence; advanced industry credentials; online accessibility; and compliance records.
May 2015, Barron’s
WE Family Offices was listed on Forbes Top 100 Wealth Managers of 2015. Candidates are evaluated on both qualitative and quantitative criteria, including assets under advisement.
February 2015, Barron’s
WE Family Offices Managing Partner Santiago Ulloa named one of Barron’s Top 1,200 Advisors. Among advisors in Florida, Santiago placed #25 on the list.
January 2015, Family Office Review
Named Best Family Office Team of the Year for 2015
January 2015, Financial Planning Magazine
WE Family Offices was ranked #25 on Financial Planning magazine’s RIA Leaders: 2015 and #22 on the Fastest Growing.
August 2014, Wealth Finance International
2014 Wealth & Money Management Awards, Most Family-focused Wealth Management Firm of the Year – New York, and Best Multi-Family Office – New York.
July 2014, Financial Advisor Magazine
Financial Advisor Magazine produced its annual national ranking of Top RIA and Fastest Growing RIAs in the U.S. This is the 9th publication of this list, and firms are ranked overall by Assets Under Management (AUM). To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients.
July 2014, Society of Trust & Estate Practitioners (STEP)
STEP Private Client Awards 2014/2015: Every year this prestigious society of legal professionals produces a list of who’s who in the wealth management community serving the private client segment of the financial market. The awards “highlight excellence among private client solicitors/attorneys, accountants, barristers, bankers, trust managers and financial advisors.” This year, WE Family Offices was shortlisted for Multi-Family Office Team of the Year.
June 2014, The Financial Times
FT 300 Top Registered Investment Advisors, The Financial Time produced the first ever FT 300 Top Registered Investment Advisors list. The FT’s methodology was both objective and quantifiable, and firms on the list were ranked based on a range of factors: Assets Under Advisement, Growth Rate, Years in Business, Compliance Record, Industry Certifications, and Online accessibility.
April 2014, Forbes Magazine
Top 50 Wealth Managers. The comprehensive, national list is based on total assets under management as of March 31 (end of year data). RIAs were included if their primary business was wealth management services primarily to high net worth individuals. RIAs were excluded if they own and/or manage a mutual fund, hedge fund or broker/dealer.
March 2014, BrightScope
Top 25 Miami Area Registered Investment Advisors list. The ranking of local, Miami-based firms focused on individual money management, with the greatest amount of assets under management.