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- Custodian
- Empower
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-14-2001
- Office Locations
- 5
Office Locations
About WE Family Offices
WE Family Offices partners with multigenerational families and single-family offices to organize and steward wealth, providing family wealth advisory plus investment strategy and ongoing oversight across market cycles. The firm emphasizes transparent, objective guidance and can support special projects or ongoing capabilities for in-house family offices, leveraging its network and buying power. It is an award-winning RIA and has been featured on Asset TV’s Meet the RIA.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Platform
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Owner & Executives
MARIA ELENA LAGOMASINO
Chief Executive Officer, Manager, Partner
- CRD
- #4596698
- Ownership
- Less than 5%
EDWARD D. MCCUTCHEON
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Daniela Maria Asturias-Reguera
Finance Associate
- CRD
- #6844722
NICOLAS BASCUNAN
--
- CRD
- #5977588
Showing 2 of 37 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $17,752,394,957 | $158,503,526 |
| Total | $17,752,394,957 | $158,503,526 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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