WE Family Offices Ranks Number One Among Miami RIA Firms

Strong Growth in WE’s First Year Puts It On Top in Miami With $2.7B AUM

MIAMI--()--WE Family Offices, the family office serving UHNW individuals and families, ranked number one among Miami area independent registered investment adviser firms (RIAs) based on its more than $2.7 billion in total assets under management (AUM) at year end 2013. The ranking was produced by BrightScope, an independent financial information provider. WE reported AUM of $1.6 billion at year-end 2012.

“We’ve designed the firm to put clients’ interests first. Plain and simple,” says firm CEO Maria Elena Lagomasino. “This ranking is a reflection of our dedication to helping clients manage their wealth by sitting on their side of the table. Our entire service model is based on providing clients with transparency, knowledge and control over their wealth. Too often, financial advisors are focused on selling products and services instead of helping them choose the wealth management products or services that are right for them, at the right price,” adds Lagomasino.

As part of their mission to provide families with control, knowledge and resources to manage their wealth, WE Family Offices has released a series of articles titled “Cut Through The Clutter” to help investors and families understand the difference between advisors. These papers provide investors with information to help them understand the role or roles their advisor plays and determine if they are getting unbiased advice. The series is designed to answer the question: Does your advisor have incentives to provide you with unbiased advice, or incentives to sell you products and services?

About WE Family Offices

With offices in New York and Miami, WE Family Offices is a different kind of family office catering to ultra-high net worth clients. WE believes families should stay in control of their wealth, constantly learning and always engaged so that they are able to make the critical decisions necessary to manage, preserve and grow their wealth. WE is not affiliated with any financial services company and is compensated only with client fees. As a result, WE’s advisors are free to offer their clients independent advice and serve as their advocate, focused only on their best interests. WE Family Offices was most recently ranked by Investment News as the number one RIA in Florida, by assets under advisement.

Contacts

Wealth Matters Consulting
Rosemary B. Denney, 561-379-7673
RBD@WealthMattersConsulting.com

Release Summary

WE Family Offices Ranks Number One Among Miami RIA Firms

Sharing

Contacts

Wealth Matters Consulting
Rosemary B. Denney, 561-379-7673
RBD@WealthMattersConsulting.com