WE Family Offices was listed as a Top Wealth Manager in a national ranking produced by Forbes magazine based on WE’s more than $2.7 billion in total assets under advisement. New to the Forbes Top Wealth Manager list, WE, a leading family office, is also recognized as one of the one the fastest growing firms on the list.
Founding partners Maria Elena Lagomasino, Santiago Ulloa and Michael Zeuner have dedicated their professional careers to identifying industry-wide conflicts of interest that can potentially harm investors. “We’ve realized that transparency and unbiased advice can often be difficult to find in the wealth management industry. We believe that families deserve to know who they can trust, and know that the advice they get is their best interests,” Lagomasino says. “When, as a firm, you embrace transparency, clients appreciate that and it deepens those relationships.”
“We are not a bank, we are not a broker, nor are we a trustee or money manager. We are hired by families to work with all those firms on behalf of our clients because it’s critical to ensure all are working towards the family’s best interests.” Lagomasino continues.
WE stands for Wealth Enterprise®. The company’s core beliefs and business practices are designed around the principle that great wealth should be managed like a business.
See More: http://www.forbes.com/sites/halahtouryalai/2014/04/16/top-ria-we-family-offices/
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 April of 2014 based on data within a 12-month period. Forbes created and tabulated the rating; judging panels made decisions based on award-specific methodology.
