NEW YORK, March 12, 2018 (GLOBE NEWSWIRE) -- WE Family Offices, the independent, family-focused wealth management firm proudly announces today that Chief Executive Maria Elena (Mel) Lagomasino received the Lifetime Achievement Award from Family Wealth Report as part of the 2018 Family Wealth Report Awards. This award recognizes individuals who have dedicated their careers in wealth management to putting the needs of the families they serve first.
Since the beginning of her career, Mel has been a trailblazer in the private wealth industry, constantly working to understand and meet the needs of wealthy families from all over the world. When the private bank business model evolved to be focused on sales more than advice, she left to lead a large, national multi-family office. In 2013 she, along with co-founders Michael Zeuner and Santiago Ulloa, founded WE Family Offices. Since founding WE Family Offices, the firm has grown to serve nearly 70 families and oversee or report on more than $8 billion in assets.
“Serving and advising families is not only my vocation, it’s my passion” comments Mel. “I feel fortunate to have worked with and learned from so many wonderful families over the course of my career and to have had the pleasure of partnering with so many talented professionals in our industry. I am truly delighted and grateful that the Family Wealth Report has honored me with this award.”
Managing Partner Santiago Ulloa comments, “I have enjoyed working with Mel these past 10 years. She really understands that advice is different from selling products. The families with whom we work can see that, and that’s the reason for her success.”
WE Family Offices serves families in one of three ways:
- As an outsourced family office for an ultra-high net worth family
- As an extension of an existing single-family office
- Conducting special projects for single-family offices
Managing Partner Michael Zeuner comments, “For 20 years, I’ve been honored to work with Mel. She is truly dedicated to the families she serves and is an inspiring leader and executive. Mel has blazed the trail for a new family-focused wealth management business model, and in doing so, has sparked the evolution of the wealth management industry. I am pleased that Family Wealth Report has chosen to honor her with this award.”
About WE Family Offices
With offices in New York and Miami, WE Family Offices is an award-winning independent, family- focused wealth management firm, serving ultra-high net worth clients. The firm addresses the real-life challenges that deeply impact families so that clients are able to make the critical decisions necessary to manage, preserve and grow their wealth. WE is an independent advisory firm and has no interest in selling products, meaning there are no hidden sales agendas or conflicts of interest. To enhance the services WE provides to client families all over the world, WE Family Offices has formed an alliance with two international firms – Wren Investment Office and MdF Family Partners. The three firms are separate entities, but through their alliance, they leverage the investment capabilities, relationships and services of each firm, providing access to a global platform with servicing options in the UK, Europe and the United States. WE Family Offices was most recently named Multi-Family Office Team of the Year by Family Wealth Report, and was listed among the Financial Times' Top 300 Independent Advisors in the United States in 2017. As of August 31st, WE now advises on approximately $7.0 billion and reports on an additional $1.4 for a
total assets under advisement or reported of $8.4 billion. WE currently works with 68 families in the U.S. and abroad. Learn more at www.wefamilyoffices.com.
Contact:
Rosemary B. Denney, Wealth Matters Consulting
561.379.7673; RBD@WealthMattersConsulting.com
A photo accompanying this announcement is available at http://www.globenewswire.com/NewsRoom/AttachmentNg/4f175220-329c-4eda-8c5a-c17bbaab007c