Three family office industry executives, Maria Elena Lagomasino, Santiago Ulloa and Michael Zeuner have formed a new independent advisory firm, WE Family Offices.
The firm, operating since 2000 through predecessor companies, recently reclaimed its independence in January 2013 with the help of the executive leadership team.
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The global firm, with offices in New York and Miami, currently serves more than 60 clients from the US and other countries.
The firm celebrates its six-month anniversary as it passes the US$2 billion mark in assets under advisement.
Maria Elena Lagomasino, chief executive of the newly formed firm, said: "We founded WE Family Offices because we believe in independent advice uncoloured by an interest in sales-based fees and commissions.
"We believe families have a right to expect their financial adviser to be focused solely on their best interests at all times."
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