Family Office
WE Family Offices
WE Family Offices was founded in 2000 as TBK Investments and was subsequently purchased by a major bank holding company. In 2013 the executive management team reclaimed the firm’s independence and created WE Family Offices, a new independent, fee-only fiduciary firm.
Headquarters
Coral Gables, FL
Website
www.wefamilyoffices.comAsset classes & sectors
Alternative InvestmentsFixed incomeHedge FundsPrivate EquityPrivate PlacementPublic EquityReal EstateVenture Capital
Decision-makers
Santiago Castro
Associate Advisor
Mel Lagomasino
Chief Executive Officer
Santiago Ulloa
Founder, Managing Partner
Joseph Kellogg
Partner, Wealth Planning Executive
Felipe Castro
Associate Advisor
Maria Lagomasino
Chief Executive Officer
Joseph Maurice Dibartolo
CHIEF COMPLIANCE OFFICER
Michael Zeuner
Managing Partner
Alberto Luis Beeck
DIRECTOR
Myron Michael Zeuner
MANAGER
Maria Elena Lagomasino
MANAGER
Santiago Ulloa
MANAGER
Members only
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