Multi-Family OfficeRIA · CRD 109869SEC-Registered

Updated:

WE Family Offices

WE Family Offices was established in 2013 by Maria Elena Lagomasino, Santiago Ulloa and Michael Zeuner. The founders brought prior experience from private...

WE Family Offices logo

WE Family Offices

WE Family Offices was established in 2013 by Maria Elena Lagomasino, Santiago Ulloa and Michael Zeuner. The founders brought prior experience from private banking and investment management. Wealth originates from their careers in financial services. The firm pursues buyouts and venture capital alongside allocations to private credit, infrastructure, natural resources and secondaries. It maintains exposure to collectibles and philanthropic vehicles. Confirmed positions and co-investors are not publicly itemized. Geographic reach covers North America, Europe and South America. The team advises on assets reported at 15,365 million USD. Additional offices exist in New York. Strategic alliances include MdF Family Partners in Madrid and Wren Investment Office in London, where WE holds an ownership stake. Michael Zeuner co-founded the UHNW Institute. No operational events from the last 24 months appear in available records. The firm’s structure incorporates external alliances rather than a standalone platform. Lagomasino and Zeuner serve on boards including the Institute for the Fiduciary Standard. This setup separates advisory mandates from direct ownership stakes in partner offices.

General information

Firm type

Multi Family Office

Year founded

2013

Location

Region

North America

Country

United States

City

Coral Gables

Corporate office

Miami, NY, United States

Additional offices

New York, NY, United States

Principals

Santiago Ulloa

Managing Partner and President

Michael Zeuner

Managing Partner

Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.

Book a demo

Sector focus

ClimateTechEdTechEnergy Transition & RenewablesHealthcare ServicesPrivate EquityVenture CapitalReal Estate

Frequently asked questions

What is WE Family Offices?

WE Family Offices is a multi family office headquartered in Coral Gables, United States.

When was WE Family Offices founded?

WE Family Offices was founded in 2013.

Where is WE Family Offices headquartered?

WE Family Offices is headquartered in Coral Gables, United States, in the North America region.

What does Altss track for WE Family Offices?

Altss maintains an OSINT-verified profile of WE Family Offices covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is WE Family Offices's website?

WE Family Offices's public website is wefamilyoffices.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is WE Family Offices?

WE Family Offices is classified by Altss as a Multi Family Office, operating from United States within the North America region.

How does Altss source intelligence on WE Family Offices?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was WE Family Offices's Altss profile last updated?

WE Family Offices's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Coral Gables Multi Family Office profiles