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 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.

Investment Management

Finance Operations

Financial Support

Investment Management

About

Team members

Other teams at WE Family Offices

Finance Operations

Financial Support