We Family Offices

We Family Offices (CRD# 109869) is a financial advisory firm headquartered in Coral Gables, FL. They manage $13,909,416,024 in 108 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    13,909
    MILLION
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $128,790,889
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, NY

Financial Advisors at We Family Offices
Showing 1 - 10 of 29 top financial advisors.
1
Daniela M. Asturias-Reguera
CRD#: 6844722
1270 Avenue Of The Americas, Ste. 2101, New York, NY 10020

Daniela Asturias-Reguera (CRD# 6844722) is an Investment Advisor Representative working at We Family Offices in New York, NY and has over 6 years of experience in the finance industry.

2
Nicolas Bascunan
CRD#: 5977588
2811 Ponce De Leon Blvd, Suite 840, Coral Gables, FL 33134

Nicolas Bascunan (CRD# 5977588) is an Investment Advisor Representative working at We Family Offices in Coral Gables, FL and has over 11 years of experience in the finance industry.

3
Santiago Castro
CRD#: 5895394
2811 Ponce De Leon Blvd, Suite 840, Coral Gables, FL 33134

Santiago Castro (CRD# 5895394) is an Investment Advisor Representative working at We Family Offices in Coral Gables, FL and has over 12 years of experience in the finance industry.

4
Pablo J. Ceballos
CRD#: 2741631
Greenwich, CT

Pablo Ceballos (CRD# 2741631) is an Investment Advisor Representative working at We Family Offices in Greenwich, CT and has over 27 years of experience in the finance industry.

5
Milagros C. Gomez
CRD#: 6602355
2811 Ponce De Leon Blvd, Suite 840, Coral Gables, FL 33134

Milagros Gomez (CRD# 6602355) is an Investment Advisor Representative working at We Family Offices in Coral Gables, FL and has over 5 years of experience in the finance industry.

6
Natalia Hoyos Mesa
CRD#: 6676574
2811 Ponce De Leon Blvd, Suite 840, Coral Gables, FL 33134

Natalia Hoyos Mesa (CRD# 6676574) is an Investment Advisor Representative working at We Family Offices in Coral Gables, FL and has over 7 years of experience in the finance industry.

7
Sven Huber
CRD#: 5662509
2811 Ponce De Leon Blvd, Suite 840, Coral Gables, FL 33134

Sven Huber (CRD# 5662509) is an Investment Advisor Representative working at We Family Offices in Coral Gables, FL and has over 14 years of experience in the finance industry.

8
Joseph C. Kellogg
CRD#: 4845384
2811 Ponce De Leon Blvd, Suite 840, Coral Gables, FL 33134

Joseph Kellogg (CRD# 4845384) is an Investment Advisor Representative working at We Family Offices in Coral Gables, FL and has over 10 years of experience in the finance industry.

9
Maria E. Lagomasino
CRD#: 4596698
2811 Ponce De Leon Blvd, Suite 840, Coral Gables, FL 33134

Maria Lagomasino (CRD# 4596698) is an Investment Advisor Representative working at We Family Offices in Coral Gables, FL and has over 10 years of experience in the finance industry.

10
César P. Maldonado
CRD#: 5859899
2811 Ponce De Leon Blvd, Suite 840, Coral Gables, FL 33134

César Maldonado (CRD# 5859899) is an Investment Advisor Representative working at We Family Offices in Coral Gables, FL and has over 12 years of experience in the finance industry.

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