WE Family Offices, founded in January of 2013 by Managing Partners Maria Elena Lagomasino, Santiago Ulloa and Michael Zeuner, announces the hiring of three industry experts to its team of professionals. Each brings extensive wealth management experience to the firm, which has recently surpassed $2 billion in assets under management.
Family office veteran Bruce Arella will join the global firm as a partner and head of real estate investing and will be responsible for serving US-based clients. He will join the firm’s Strategic Investment Committee and Implementation Committee and will be based in WE’s newly opened Manhattan office.
In addition, the firm has recently hired Joseph Kellogg and Elaine King to join its Miami office. Mr. Kellogg comes on board as the firm’s wealth planning executive to work with clients and their external tax and estate planning professionals. Ms. King joins as director of family education and governance to advise client families and develop educational programs, content and learning events on topics including succession planning, financial literacy, and mission and strategy.
New partner Bruce Arella echoes the firm’s commitment to providing independent advice to UHNW clients saying, “The unique business model and approach of WE Family Offices helps clients look at their wealth strategically, as they would any business or enterprise. They stay in control of their wealth, while we provide them with the support and services they need. The more transparent, retainer-based service model is something I looked long and hard to find and represents the leading edge in family wealth management.”
Managing Partner and CEO Maria Elena Lagomasino comments, “WE Family Offices’ mission is to serve as our clients’ advocate, providing independent advice without any regard to sales of product. Each of these individuals joins the firm with a long track record of advocating for and advising wealthy families, and we are fortunate to have them join our team».
WE Family Offices is a global advisory firm for ultra-high net worth families. WE is not affiliated with any financial service company and is compensated only with client fees