New Alliance Established To Provide Independent Wealth Management To Global Families: WE Family Offices and MdF Family Partners

January 26, 2015

WE Family Offices and MdF Family Partners Form Transatlantic Relationship To Broaden Service Capabilities For Clients

New York, NY. – January 26, 2015 – As ultra-high net worth families from the US, Europe and Latin America face accelerating change and globalization in all aspects of their wealth management, and their demand increases for independent, conflict-free advice, two leading independent, family-focused wealth advisors have established an alliance to broaden their capability to serve wealthy families from all over the world.

Read the article: http://finance.yahoo.com/news/alliance-established-independent-wealth-management-160000984.html;_ylt=AwrTWf0pldNUEmIA9OiTmYlQ

The relationship between WE Family Offices and MdF Family Partners is effective January 21, 2015. While the two firms will remain independent entities, the alliance agreement provides a path to share resources, networks and intellectual capital, giving both firms and their clients more breadth and depth of service. WE Family Offices, with offices in New York and Miami currently serves more than 65 families and advises on more than $3.0 billion. MdF Family Partners, based in Madrid and with offices in Barcelona, Geneva and Mexico City, currently serves more than 20 families and advises on more than $1.0 billion.

“Our priority first and foremost is on meeting the needs of our client families. As those families, investment opportunities and challenges all become increasingly global, we decided to strategically increase intellectual capital and expertise by forming the alliance with MdF.” said Maria Elena Lagomasino, Managing Partner and CEO of WE Family Offices.

“MdF and WE were both founded on the same principles of independence and trust, and both have built successful businesses based on providing independent, conflict free, boutique advisory services to a select group of wealthy families” said Daniel de Fernando, Managing Partner of MdF Family Partners.

“Clients of each firm will continue to be advised as they always have, but will benefit from access to a deeper global investment platform and broader wealth planning services across multiple jurisdictions, including the United States, Latin America, The European Union, and Switzerland,” added Ms. Lagomasino.

“The Managing Partners of each firm – Mr. de Fernando, Ms. Lagomasino, José María Michavilla, Daniel Gómez, Javier de Muguiro, Michael Zeuner – and I are confident that the values, culture and vision of each of our firms are highly compatible and aligned. Through this strategic alliance, we can continue to provide excellent service to families from the US, Europe and Latin America, while meeting their increasingly global needs.” said Santiago Ulloa, Managing Partner of WE Family Offices.

About MdF Family Partners

With offices in Madrid, Barcelona, Geneva and Mexico City, MdF Family Partners is an independent firm, serving ultra-high net worth clients and families in their financial, wealth and family strategy consultancy needs. MdF advises and supports families in the fundamental process of dialogue and decision-making with financial institutions, custodians, depositaries, international managers and products, markets and segments. MdF imparts advice on the mission of a family’s wealth as well as monitoring its implementation; advising on fixed income, public or corporate debt, equity in any currency and market, in private equity, high yield, commodities, hedge funds or venture capital. MdF Family Partners operates upon a model of financial services of independent advice without any conflict of interest, neither direct nor indirect, aligned only with the interests of the families for whom we work. Our remuneration comes exclusively from these families, our dedication towards them and the execution of our fully independent principles. Our team of more than 20 people in three different countries enables us to track all these products in diverse global markets and we will advise each family of the most appropriate strategy, time and interest.