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.

Insurance

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WE Family Offices

WE Family Offices' headquarters in Miami, FL, United States

Maria Elena Lagomasino

Michael Zeuner

Joseph Kellogg

Andres Sanchez

Richard Zimmerman

Manuel Mora

Sueli Moussa

Santiago Castro Caicedo

Cfp® Rocio Ortega

Natalia Hoyos Cpa, Cfp®

The Finance Operations team at WE Family Offices is responsible for managing the financial health of client portfolios, ensuring accurate financial reporting, and performing reconciliations to maintain data integrity. This team collaborates closely with other departments to streamline processes, optimize cash flow, and support wealth management strategies tailored to the unique needs of families, aligning with the company's mission of fostering transparent and conflict-free financial partnerships.

Finance Operations

The Financial Support team at WE Family Offices is dedicated to providing comprehensive assistance with financial management and account reconciliation for families. Comprising associates and specialists, the team ensures accurate financial tracking, facilitates communication, and supports the seamless integration of financial strategies tailored to the unique needs of each family, all while maintaining the company's commitment to aligned interests and best practices.

Financial Support

The Investment Management team at WE Family Offices focuses on developing and implementing customized investment strategies for high-net-worth families. By leveraging their extensive network and industry expertise, team members conduct thorough market analyses, provide wealth planning guidance, and align investment opportunities with clients' financial goals, ensuring that all recommendations are free from conflicts of interest.

WE Family Offices

Org chart

Teams

Finance Operations

Financial Support

Investment Management

Offices

WE Family Offices

Org chart

Teams

Finance Operations

Financial Support

Investment Management

Offices

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