WE Family Offices LLC
Legal Name: W.E. FAMILY OFFICES, LLC
Full Contact Details
WE Family Offices LLC
701 BRICKELL AVENUE, SUITE 2100, MIAMI, FL
305-825-2225
305-825-7790
Other Info
W.E. Family Offices LLC, a Florida-based limited liability company, has been providing financial advisory services since 2001. The firm currently boasts a team of 47 professionals, with 24 employees working in advisory roles. Although the number of clients served by the firm is unknown, it has been approved by the U.S. Securities and Exchange Commission and continues to operate successfully.
WE Family Offices - Building your Wealth Enterprise®
WE Family Offices is a different kind of wealth advisor. WE stands for Wealth Enterprise®, we work with UHNW families to manage their wealth as a business.
Direct Owners
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ALBERTO LUIS BEECK
DIRECTOR owns less than 5%
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EDWARD D. MCCUTCHEON
CHIEF COMPLIANCE OFFICER owns less than 5%
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MARIA ELENA LAGOMASINO
CEO, MANAGER, DIRECTOR owns less than 5%
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MYRON MICHAEL ZEUNER
MANAGER, DIRECTOR owns less than 5%
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SANTIAGO ULLOA
MANAGER, DIRECTOR owns less than 5%
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W.E. FAMILY OFFICES HOLDINGS, LLC
HOLDING COMPANY owns 75% or more