WE Managing Partner Santiago Ulloa Discusses Market Trends and the Wealth Management Industry with Funds Society

October 2, 2020

In an exclusive interview with Funds Society, WE Family Offices Managing Partner Santiago Ulloa provides an in-depth view into WE’s business model, culture of service and the wealth management industry in a post-COVID era. During the discussion, Ulloa explained that COVID-19 has led to some changes – realizing that travel is not essential to communicate, WE’s advisors have actually been able to increase communication with client families during these uncertain times with social distancing restrictions. Because WE is focused on organic growth with a limited number families, the firm has been able to continue service without any disruption.

The discussion also included the services WE provides for clients. Beyond investments, WE’s work focuses on helping clients make critical decisions about their wealth management. Many of WE’s families are international, and wealth protection is paramount. Aligning values with investment portfolios has also become a more prominent factor in WE’s work, and for the past five years, WE has helped families create portfolios that are impact and ESG oriented, according to each family’s preferences and values.

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Disclosure

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