Awards and Rankings

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 be one of the top family offices and receive recognition from our peers in the wealth management industry, and from prestigious national and international publications.

AUGUST 2020, FINANCIAL ADVISOR MAGAZINE

WE Family Offices has been named among Financial Advisor Magazine’s top Registered Advisors of 2020, a list that ranks the most elite independent advisory firms based on a variety of factors.

 

JULY 2020, THE FINANCIAL TIMES

Financial Times has named WE Family Offices on its list of 300 Top Registered Investment Advisers. This marks the seventh consecutive year WE has been included on this list, which recognizes the top independent RIA firms across the U.S.

 

MARCH 2020, FAMILY WEALTH REPORT

WE Family Offices has been named Best Multi-Family Office from $5 billion to $15 billion AUM/AUA by the Family Wealth Report as part of the 2020 Family Wealth Report Awards.

 

SEPTEMBER 2019, BARRON’s

WE Family Offices has earned a spot on Barron’s Top 50 RIA Firms for the second consecutive year.

 

JULY 2019, FINANCIAL ADVISOR MAGAZINE

Financial Advisor Magazine named WE Family Offices among its top Registered Investment Advisors of 2019, a list that ranks firms based on assets under management.

 

JUNE 2019, THE FINANCIAL TIMES

WE Family Offices has been named to the 2019 edition of the Financial Times Top 300 Registered Investment Advisers list. This marks WE’s sixth consecutive appearance on the FT 300, which recognizes the top independent RIA firms across the U.S.

 

MARCH 2019, FAMILY WEALTH REPORT

WE Family Offices has been honored for Outstanding Contribution to Wealth Management Thought Leadership in the Multi-Family Office/Wealth Advisor/Manager category by the Family Wealth Report as part of the 2019 Family Wealth Report Awards.

 

FEBRUARY 2019, PRIVATE ASSET MANAGEMENT

Private Asset Management (PAM) Magazine named WE Family Offices Best Multi-Family Office – Client Service – Over $2 Billion as well as an Honorary Contender for Best Multi-Family Office – Overall – Over $2 Billion during the 2019 PAM Awards.

 

OCTOBER 2018, THE FAMILY WEALTH ALLIANCE

WE Family Offices CEO and Managing Partner Mel Lagomasino has been honored with the Lifetime Achievement Award during The Family Wealth Alliance’s Best in the Industry Awards.

 

SEPTEMBER 2018, BARRON’S

WE Family Offices has been named no. 19 on Barron’s 2018 Top 40 Registered Investment Advisor Firms. Read more here.

 

JULY 2018, 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).

 

JUNE 2018, 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.

 

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.

 

MARCH 2018, FAMILY WEALTH REPORT

WE Family Offices Managing Partner and CEO Maria Elena (Mel) Lagomasino received the Lifetime Achievement Award from Family Wealth Report as part of the 2018 Family Wealth Report Awards.

 

OCTOBER 2017, BARRON’S

WE Family Offices Founder Santiago Ulloa has been named to Barron’s Top 100 Independent Financial Advisors List. The annual list recognizes the most outstanding advisors from across the country based on several factors.

 

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, BARRON’S

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, making it one of the top family offices.

 

JULY 2016, PRIVATE ASSET MANAGEMENT

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.

 

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.

 

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, Forbes

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, beating many other top family offices.

 

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 among top family offices for Multi-Family Office Team of the Year.

 

June 2014, The Financial Times

FT 300 Top Registered Investment Advisors, The Financial Times 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.

 

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