Maria Elena Lagomasino Recognized for a Lifetime of Putting Clients First
New York, NY – March 9, 2018– 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.
