Independent Firm Catches Industry Attention
WE Family Offices, the independent, family-focused wealth management firm has been named Family Office Team of the Year for 2015 by Family Office Review, a leading wealth management and family office industry publication. According to the magazine, the awards were “created to offer recognition for the individuals and institutions that are the driving forces behind the growth in the family office industry.”
“We set out to create a firm where we could put clients’ interests first,” said Maria Elena Lagomasino, managing partner and chief executive. “Effectively advising a wealthy family requires a team of multi-disciplinary professionals. Our team of advisors have a deep dedication to the clients we serve, and we are grateful to receive this award.”
Read the article: http://finance.yahoo.com/news/family-offices-wins-family-office-160000677.html;_ylt=AwrTWf0pldNUEmIA7eiTmYlQ
Founding partners and industry pioneers Maria Elena Lagomasino, Santiago Ulloa and Michael Zeuner believe that wealthy families need advisors who are aligned with their interests and independent, free from the conflicts associated with the sale of financial products and services. In testament to the demand for independent, client-aligned advice, the firm has grown strongly since inception, as measured by assets under advisement, which have doubled over the past two years.
About WE Family Offices
With offices in New York and Miami, WE Family Offices is an award-winning independent, family-focused wealth management firm, serving ultra-high net worth clients. The firm addresses the real-life challenges that deeply impact wealth so that clients are able to make the critical decisions necessary to manage, preserve and grow their wealth. WE is an independent advisory firm and has no interest in selling products, meaning there are no hidden sales agendas or conflicts of interest. As a result, the firm’s advisors are free to offer their clients independent advice and serve as their advocate for the long-term, focused only on their best interests. WE Family Offices was most recently named Multi-Family Office Team of the Year by Family Office Review, and was listed as #25 out of 100 Top Independent Advisors in the United States in 2015 by Financial Planning magazine. In 2014 the firm was listed as one of the Top 300 Registered Investment Advisors in the US by The Financial Times and as a Top 50 Wealth Manager by Forbes.
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 February of 2015 based on data within a 12-month period. Family Office Review created and tabulated the rating; judging panels made decisions based on award-specific methodology.
