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

Services

WE Family Offices

Maria Elena Lagomasino

Sueli Moussa

Santiago Castro Caicedo

Cfp® Rocio Ortega

Natalia Hoyos Cpa, Cfp®

David Mejia

Sam Sudame Cfa, Caia

Matt Farrell Caia

Santiago Ulloa

Joseph Kellogg

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

Finance Operations

Investment Management

Financial Support

About

Team members

Other teams at WE Family Offices

Finance Operations

Investment Management