Mel Lagomasino, CEO and Managing Partner, and Julie Neitzel, Partner, have been recognized on Citywealth’s Top 25 Florida Advisors and Managers 2026 list. The recognition reflects WE Family Offices’ expertise serving international families across cross-border estate planning, wealth structure transitions and integration of U.S. domestic trusts.
The recognition also reflects the complexity advisors must manage for international families, including changing tax and reporting requirements, digital asset treatment and coordination of advice across multiple jurisdictions and generations.
Click here to view the full list and learn more.
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 August of 2026 based on data within a 12-month period. Citywealth created and tabulated the rating; judging panels made decisions based on award-specific methodology.
