WE Family Offices celebrates its six-month anniversary as it passes $2 billion AUM. The firm’s three founding partners, Maria Elena Lagomasino, Michael Zeuner and Santiago Ulloa, have set out to change the face of the wealth management industry, offering clients a totally different family office-type solution in a multi-family office structure.
Thought Leadership
July 22, 2013
WE Family Offices Passes $2 Billion AUM
Related Resources

November 25, 2025
WE Family Offices Included in Financial Planning’s RIA Leaders 2025

November 25, 2025
Understanding the Forces Behind Interest Rate Volatility

November 13, 2025
How Diligence and Discipline Shape Outcomes in Private Credit

October 30, 2025
Michael Zeuner Featured by CFA Institute: Balancing Emotion and Strategy in Private Market Investing

October 30, 2025
Inside the 2025 Allocation Outlook and Positioning for What’s Next

October 16, 2025
Rate Cuts, Resilient Growth and Rising Valuations: A Look Ahead to 2026

October 2, 2025
WE Family Offices Named to Barron’s 2025 Top 100 RIA Firms

October 2, 2025
The Fed’s Rate Cut: Implications for Portfolios and Markets

September 18, 2025