Firm at a Glance
FIRM TYPE
Financial Planner / Adviser
LOCATION
New York, NY
Overview

Why WE Exist

WE Family Offices - Our Mission

Our firm is founded on a mission to change the family wealth industry by providing our clients with something unique: advice they can trust and information to know the difference between advice and sales.

We exist for four purposes:

  1. To respect, protect and nurture our clients’ private capital
  2. To help our clients manage their wealth as they would a business enterprise
  3. To keep our client families in control and continuously learning
  4. To serve as our clients’ advocate

Everything we do is centered around this mission and each firm activity is directed toward these four purposes.

Read more: http://www.wefamilyoffices.com/we-family-offices/mission
Leadership
Santiago Ulloa, WE FAMILY OFFICES
I have been working with wealthy families for more than two decades
Maria Elena Lagomasino, WE FAMILY OFFICES
CEO, WE Family Office. Three decades experience working with families.
Michael Zeuner, WE FAMILY OFFICES
I have been serving wealthy families for more than two decades
Disclosures
This communication contains our current opinions and commentary, and does not represent a recommendation of any particular security, strategy, investment product or manager. The viewsexpressed here are subject to change without notice. This commentary is distributed for educational purposes only and should not be considered as investment advice or an offer of any security or service for sale. Information contained herein has been obtained from sources we believe to be reliable, but we do not guarantee its completeness or accuracy. No part of this letter may be reproduced in any form, or referred to in any other publication, without WE’s written permission.
Disclaimer
This report is not a recommendation of any particular security, strategy, investment product or manager; it is distributed for informational purposes only, and should not be considered as investment advice or an offer of any security or service for sale.