WE FAMILY OFFICES

we-family-offices-logo

WE Family Offices provides decades of working with families in many different capacities and enables us to share the buying power, network, and best practices The removes actual conflicts of interests ales agendas, and our interests are aligned.

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WE FAMILY OFFICES

Social Links:

Industry:
Insurance Service Industry Wealth Management

Founded:
2013-01-01

Address:
Miami, Florida, United States

Country:
United States

Website Url:
http://www.wefamilyoffices.com

Total Employee:
11+

Status:
Active

Contact:
+1 305 825 2225

Technology used in webpage:
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Current Employees Featured

julie-neitzel_image

Julie Neitzel
Julie Neitzel Partner @ WE Family Offices
Partner
2013-01-01

maria-lagomasino_image

Maria Lagomasino
Maria Lagomasino CEO & Managing Partner @ WE Family Offices
CEO & Managing Partner
2013-03-01

santiago-ulloa_image

Santiago Ulloa
Santiago Ulloa Founder & Managing Partner @ WE Family Offices
Founder & Managing Partner
2013-01-01

Founder


santiago-ulloa_image

Santiago Ulloa

Official Site Inspections

http://www.wefamilyoffices.com Semrush global rank: 1.63 M Semrush visits lastest month: 15.42 K

  • Host name: 104.26.15.61
  • IP address: 104.26.15.61
  • Location: United States
  • Latitude: 37.751
  • Longitude: -97.822
  • Timezone: America/Chicago

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WE Family Offices employs 47 employees. The WE Family Offices management team includes Santiago Ulloa (Founder and Managing Partner), Maria Lagomasino (CEO and Managing …See details»

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WE Family Offices provides decades of working with families in many different capacities and enables us to share the buying power, network, and best practices The removes actual …See details»

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Today, WE serves around 100 families in the U.S. and international markets. Our firm advises on approximately $13.9 billion and reports on an additional $2.4 billion for a total assets under …See details»

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Why WE Exist. 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 …See details»

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WE Family Offices | 10,677 followers on LinkedIn. WE Family Offices is a different kind of wealth advisor. WE stands for Wealth Enterprise. | With offices in New York and Miami, WE Family …See details»

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To enhance the services WE provides to global families, WE has formed an alliance with two international firms – Wren Investment Office in London and MdF Family Partners in Madrid. …See details»

WE Family Offices LLC - Certified B Corporation - B Lab Global

Www.wefamilyoffices.com. WE Family Offices was founded in 2000 as TBK Investments and was subsequently purchased by a major bank holding company. In 2013 the executive management team reclaimed the firm’s independence and created WE Family Offices, a new independent, fee-only fiduciary firm. As of Dec 31, 2017, WE Family Offices advises or ...See details»

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WE Family Offices provides decades of working with families in many different capacities and enables us to share the buying power, network, and best practices The removes actual …See details»

WE Family Offices Employee Directory, Headcount & Staff | LeadIQ

WE Family Offices Employee Directory . Financial Services Florida, United States 51-200 Employees. With offices in New York and Miami, WE Family Offices is an award-winning …See details»

WE Family Offices - Family Offices - finnotes.org

WE Family Offices is an award-winning independent family office firm serving single family offices and ultra-high net worth families. The firm works with each family to help create a unique …See details»

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Find company research, competitor information, contact details & financial data for WE FAMILY OFFICES of New York, NY. Get the latest business insights from Dun & Bradstreet.See details»

WE Family Offices Review 2025 - AdvisorSearch.org - investor.com

Feb 18, 2025 WE Family Offices, registered in 2001, serves 3 state(s) with a licensed staff of 32 advisors. WE Family Offices manages $15.4 billion and provides investment advisory services …See details»

Who We Serve - WE Family Offices

Who We Serve. WE serves families and existing family offices. By serving as a family office company, the mandate can be as limited or extensive as needed. With decades of experience …See details»

WE Family Offices Company Overview, Contact Details

Learn more at www.wefamilyoffices.com. WE stands for Wealth Enterprise. Sign up for free to view info. Email Format Employee directory . Company Overview. Headquarters 2811 Ponce …See details»

WE Family Offices | Simple

WE Family Offices, founded in 2000 and re-established as an independent, fee-only fiduciary firm in 2013, serves over 80 families in the US, Latin America, and Europe. Offering bespoke …See details»

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Sep 30, 2024 WE Family Offices General Information Description. WE Family Offices is a multi-family office based in Miami, Florida. Established in 2000, the firm provides complete family …See details»

What Can You Expect? - WE Family Offices

There is no one-size-fits-all and our strength lies in tailoring our services to fit your needs. Once we identify the areas of your wealth enterprise ® that need support, we work with you to create …See details»

B-Corp - WE Family Offices

Instead, it provides a way to validate what we have always known: Companies that effectively apply ethical, sustainable business practices perform better and become more successful over …See details»

Thought Leadership - WE Family Offices

Apr 21, 2025 New York. Rockefeller Center 1270 Avenue of The Americas 7th Floor, New York NY 10020. T +1-212-218-5100 F +1-212-218-5109See details»