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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
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.
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Frequently asked questions
Who runs investment decisions at WE Family Offices?
Maria Elena Lagomasino serves as CEO and Managing Partner. Santiago Ulloa acts as Managing Partner and President. Michael Zeuner serves as Managing Partner.
How does WE Family Offices source proprietary deal flow?
The firm relies on founder networks from prior private banking roles and strategic alliances with MdF Family Partners and Wren Investment Office.
Is WE Family Offices structured as a single family office or does it operate more like a venture firm?
It operates as a multi-family office advising over 80 families. It combines direct investments with fund commitments across multiple asset classes.
Does WE Family Offices participate in fund commitments or only direct deals?
It uses both fund commitments and direct positions. Tactical asset allocation guides the mix of hedge funds, private equity and real assets.
What investment stages does WE Family Offices typically target?
The firm targets buyout and venture capital stages. It also allocates to secondaries and special situations.
Where does the underlying wealth come from?
Wealth originates from the founders’ careers in financial services and private banking.
Does WE Family Offices maintain philanthropic structures, and how are they separated?
The firm advises on philanthropic and mission-related investing. No separate foundation vehicles are disclosed in available records.
Profile maintained by Altss 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.
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