WE Managing Partners Featured in Financial Times Article on Trends in Family Offices

June 28, 2015

In an article published in the Financial Times, Managing Partners Michael Zeuner and Maria Elena Lagomasino comment on complexities of serving ultra-high net worth, multi-generational families. In addition to the resources and time needed to serve these families, advisers must help families plan for multi-generational wealth, which is more complex and a less scalable endeavor. For example, WE Family Offices serves 70 families with about 50 staff members. The high-touch, personal service is a critical piece of helping families to successfully managing their wealth.

In addition to the long-term wealth planning, advisors working with ultra-high net worth families have to be able to investigate and research a very diverse set of investments, “all of which have to be knitted together to [meet] a specific investment objective of the family.”

Subscribers to the Financial Times can view the article here.

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