WE Family Offices Chief Executive Officer Maria Elena Lagomasino Featured On CNN

August 7, 2014

WE Family Offices Managing Partner and Chief Executive Officer Maria Elena Lagomasino was featured in a CNN interview on GloboEconomia. In the interview she discusses how families who have successfully created wealth can manage it in order to sustain and grow their wealth, rather than see it depleted over time. Creating wealth and sustaining wealth require very different strategies, and understanding those differences is crucial.

Mel discusses the importance of understanding the family’s wealth as a whole – what is owned, and how it is owned – and then setting an overall plan and wealth strategy to follow in the day to day execution. Viewing the family wealth as a business helps to overcome the many challenges of wealth preservation and wealth transfer.

Understanding the family’s wealth, and then setting financial objectives is critical to invest the wealth successfully. Once objectives are established, a family can invest their wealth to accomplish those short and long-term goals.

A few highlights from the interview:

Establishing liquidity and time constraints to choose the investment strategy is critical
Explore your risk tolerance to make appropriate investment decisions
Make sure you understand an investment before you make it

About GloboEconomía:

GloboEconomia, featured on CNN, brings a fresh, new perspective to the global financial markets. This program examines the events, global announcements and European and Asian negotiations and countries and their impact in the Americas.

GloboEconomía synthesizes the financial information from the popular Economía y Finanzas and the reports on personal finance from the well known En Efectivo, in one half-hour program that includes commentary, analysis and opinions on the main news headlines of Latin America, including what impact the have on GloboEconomia’s audience.

The show is hosted by Leticia Iglesias in Madrid; from the New York Stock Exchange on Wall Street, Jose Antonio Montenegro offers his analysis of the world markets.

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