WE Family Offices Ranks Among Top Wealth Managers In Forbes

April 16, 2014

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.

Founding partners Maria Elena Lagomasino, Santiago Ulloa and Michael Zeuner have dedicated their professional careers to identifying industry-wide conflicts of interest that can potentially harm investors. “We’ve realized that transparency and unbiased 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 are not a bank, we are not a broker, nor are we a trustee or money manager. We are hired by families to work with all those firms on behalf of our clients because it’s critical to ensure all are working towards 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.

See More: http://www.forbes.com/sites/halahtouryalai/2014/04/16/top-ria-we-family-offices/