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
Joseph Kellogg
Partner, Wealth Planning Executive
Santiago Ulloa
Managing Partner
Felipe Castro
Associate Advisor
Maria Lagomasino
Chief Executive Officer
Joseph Maurice Dibartolo
CHIEF COMPLIANCE OFFICER
Alberto Luis Beeck
DIRECTOR
Myron Michael Zeuner
MANAGER
Maria Elena Lagomasino
MANAGER
Santiago Ulloa
MANAGER
Rocio Ortega
Partner, ESG and Impact Investing
Matt Farrell
Managing Partner
info@wefamilyoffices.com
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