Family Offices Continue to See Increased Globalization of Wealth

Award-Winning WE Family Offices Increases Resources To Serve Families

MIAMI--()--Globalization of wealth continues as a prominent trend among family offices. In demonstration of this trend, WE Family Offices, the independent, family-focused wealth management firm, announces the hire of private wealth executives George Moscoso and Manuel Cabielles to serve client families. Both will be based in the Miami office and will use their extensive experience to help serve global families from the United States and around the world.

“We are seeing the wealth industry becoming more globalized. Hiring individuals with the experience and knowledge to serve complex, multi-jurisdictional families is critical,” said Maria Elena Lagomasino, managing partner and CEO of WE Family Offices.

Managing Partner Santiago Ulloa comments, “We are thrilled to welcome Manuel and George to our team. With numerous years of experience serving wealthy families, these two individuals will add critical value for our clients who need advisors with a global perspective and family wealth expertise.”

Manuel and George have combined more than 50 years of experience working with families. As relationship managers, they will work with the firm’s client families to enhance their family wealth management, and provide them with guidance and advice regarding all of their financial and non-financial needs.

About Manuel Cabielles.

Manuel Cabielles’ career in family wealth management spans more than three decades. His career began at J.P. Morgan Chase Private Bank where during the last seven years he served as senior private banker responsible for client acquisition and advising ultra-high-net-worth Latin American families from the Andean and Caribbean regions. In 2004 he joined Citi Private Bank to grow the firm’s Central American client base. Contact Manuel.

About George Moscoso.

George Moscoso has advised wealthy families, business owners and entrepreneurs for more than two and a half decades. Beginning at Chase Manhattan Bank in New York in 1990, George served as a private banker based in Miami and then in Switzerland. He then joined Citibank in 1999 where he spent a decade developing the private banking business of Latin American clients in Switzerland, New York, and Miami. From 2009 to 2012 George worked in Goldman Sachs’ Private Wealth Management Division as managing director, managing the Latin American client business based in Miami. Contact George.

About WE Family Offices

With offices in New York and Miami, WE Family Offices is an award-winning independent, family-focused wealth management firm, serving ultra-high net worth clients. The firm addresses the real-life challenges that deeply impact wealth so that clients are able to make the critical decisions necessary to manage, preserve and grow their wealth. WE is an independent advisory firm and has no interest in selling products, meaning there are no hidden sales agendas or conflicts of interest. As a result, the firm's advisors are free to offer their clients independent advice and serve as their advocate for the long-term. WE Family Offices was most recently named Best MFO $3-5B by Family Wealth Report a Top Wealth Manager by Forbes and a Top 300 Registered Independent Advisor by the Financial Times. For more information, please visit or call 305.825.2225.


Wealth Matters Consulting
Rosemary B. Denney, 561-379-7673

Release Summary

Family Offices Continue to See Increased Globalization of Wealth; Award-Winning WE Family Offices Increases Resources To Serve Families


Wealth Matters Consulting
Rosemary B. Denney, 561-379-7673