WE Family Offices Named Best MFO By Family Wealth Report
WE Family Offices, the independent, family-focused wealth management firm based in Miami, FL has been named Best Multi-Family Office in the $3-5B AUM/AUA category by Family Wealth Report as part of the 2016 Family Wealth Report Awards. The awards recognize high-quality service and achievement at both the individual and institutional level, as the family wealth management industry continues to evolve at an accelerating pace.
“Our focus is always on serving our clients and enhancing their wealth management experience, but it is nice to be recognized by our industry peers,” says Maria Elena Lagomasino, the firm’s managing partner and CEO. “People are beginning to understand the benefits of independent, conflict-free investment advice and transparent fees. Anything less has become unacceptable.”
WE Family Offices has gained attention for offering a different kind of wealth management advice that is independent and aligned with clients’ interests. In testament to the demand for this kind of independent, aligned advice, the firm has grown strongly since inception, as measured by assets under advisement, which have more than doubled to greater than $4 billion since the firm reclaimed its independence in 2013.
“The firm has grown significantly since 2013 in demonstration of an increasing need for a wealth management relationship built on trust. In our industry, unfortunately, it has become rare,” comments managing partner Santiago Ulloa.
Managing partner Michael Zeuner comments, “Over the years we’ve seen strong demand for true fiduciary advice – advice that puts the client’s interest first.. It’s no longer acceptable to investors to receive what purports to be advice, but is in fact nothing other than the sale of a product.”
About WE Family Offices
With offices in New York and Miami, WE Family Offices is an award-winning independent, family-focused wealth management firm, serving ultra-high net worth clients. The firm addresses the real-life challenges that deeply impact wealth so that clients are able to make the critical decisions necessary to manage, preserve and grow their wealth. WE is an independent advisory firm and has no economic interest in selling financial products, and has no hidden sales agendas or conflicts of interest. As a result, the firm’s advisors are free to offer their clients independent advice and serve as their advocate for the long-term. WE Family Offices was most recently named Best MFO $3-5B by Family Wealth Report; ranked as #14 out of 150 in Financial Planning magazine’s 2016 RIA ranking; a Top Wealth Manager by Forbes and a Top 300 Registered Independent Advisor by theFinancial Times.