US-based WE Family Offices has formed an alliance with MdF Family Partners to expand their services to wealthy families across the world.
The partnership will provide a path to share resources, networks and intellectual capital offering more breadth and depth of service to both firms and their clients.
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Following the agreement, both the firms will continue to remain independent entities.
WE Family Offices managing partner and CEO Maria Elena Lagomasino said: "Clients of each firm will continue to be advised as they always have, but will benefit from access to a deeper global investment platform and broader wealth planning services across multiple jurisdictions, including the US, Latin America, The European Union, and Switzerland."
WE Family Offices managing partner Santiago Ulloa said: "Through this strategic alliance, we can continue to provide excellent service to families from the US, Europe and Latin America, while meeting their increasingly global needs."
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