Miami, Florida –March 16, 2016– WE Family Offices, the independent, family-focused wealth management firm based in Miami, FL has been named Best Multi-Family Office in the $3-5B AUM/AUA category by Family Wealth Report as part of the 2016 Family Wealth Report Awards. The awards recognize high-quality service and achievement at both the individual and institutional level, as the family wealth management industry continues to evolve at an accelerating pace.
“Our focus is always on serving our clients and enhancing their wealth management experience, but it is nice to be recognized by our industry peers,” says Maria Elena Lagomasino, the firm’s managing partner and CEO. “People are beginning to understand the benefits of independent, conflict-free investment advice and transparent fees. Anything less has become unacceptable.”
WE Family Offices has gained attention for offering a different kind of wealth management advice that is independent and aligned with clients’ interests. In testament to the demand for this kind of independent, aligned advice, the firm has grown strongly since inception, as measured by assets under advisement, which have more than doubled to greater than $4 billion since the firm reclaimed its independence in 2013.
“The firm has grown significantly since 2013 in demonstration of an increasing need for a wealth management relationship built on trust. In our industry, unfortunately, it has become rare,” comments managing partner Santiago Ulloa.
Managing partner Michael Zeuner comments, “Over the years we’ve seen strong demand for true fiduciary advice – advice that puts the client’s interest first.. It’s no longer acceptable to investors to receive what purports to be advice, but is in fact nothing other than the sale of a product.”
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Important Disclosure: This material includes references to financial media firms and awards pertaining to third-party ratings and rankings of WE Family Offices LLC (“WE Family”), that may be public information in the ordinary course of its business, and such firms are not affiliated or related to WE Family. These firms may have independently provided WE Family with a questionnaire or survey as structured by the firms and used in the preparation of the third-party rating or ranking and not designed or prepared to produce any predetermined result. WE Family does not compensate directly or indirectly such firms in connection with obtaining or using the third-party rating or rankings. This rating was confirmed in March of 2016 based on data within a 12-month period. The Family Wealth Report Awards created and tabulated the rating; judging panels made decisions based on award-specific methodology.
