WE Family Offices
WE Family Offices is a highly prominent, independent multi-family office that manages and consults on family wealth as a structured enterprise. The firm partners closely with each household to design and implement a customized wealth enterprise, providing affluent families with the operational infrastructure required to maintain full control over their multi-generational financial future. The firm differentiates itself within the institutional wealth management sector by operating under a strict fee-only fiduciary standard and maintaining an entirely non-custodial framework. WE Family Offices does not hold client assets directly, nor does it sell proprietary investment products or accept cross-boundary broker commissions. Instead, clients select their own independent third-party custodians, allowing the firm to serve as an uncompromised advocate. This framework is specifically engineered to eliminate the systemic conflicts of interest common in traditional private banking and broker-dealer environments.
ABOUT WE FAMILY OFFICES
WE Family Offices is an award-winning, independent, fee-only family office advisory firm serving single-family offices and ultra-high-net-worth (UHNW) families.
Headquartered in Miami, Florida, with a significant regional office in New York City, the firm manages and advises on a substantial asset base positioned within the $15 billion to $30 billion tier.
Led by highly recognized industry executives, including Chief Executive Officer Mel Lagomasino and Managing Partners Santiago Ulloa and Michael Zeuner, the firm specializes exclusively in serving ultra-high-net-worth individuals and multi-generational families who require an institutional approach to capital preservation.
By treating family wealth as a structured commercial enterprise, the firm establishes clear oversight frameworks that eliminate the historical inefficiencies of traditional private banking.
CORE SERVICES & SPECIALIZATIONS
Family Wealth Advisory & Governance: The firm designs multi-generational estate blueprints, operational family constitutions, and localized governance frameworks. This includes coordinating regular family assemblies and leadership transition workshops to prepare the next generation for complex wealth stewardship.
Investment Oversight and Strategy: Rather than managing simple, isolated asset portfolios, the firm establishes sophisticated investment policy statements, strategic asset allocations, and comprehensive risk parameters. This macroeconomic overlay helps families deploy capital across alternative investments, private credit, and institutional equity managers with absolute structural discipline.
WE for Single Family Offices: Recognizing the immense fixed overhead required to maintain an exclusive family office, the firm provides an outsourced infrastructure platform. Single-family offices utilize WE's back-office stack to handle portfolio stress-testing, manager underwriting, and deal sourcing without expanding internal headcounts.
Reconciliation and Quality Control: The firm utilizes a specialized, in-house tech stack to provide consolidated data reporting. By aggregating information across multiple external private banks, custodians, and alternative partnerships, they deliver clear tax-reconciliation metrics and audit-ready financial statements.