Family Offices Continue to See Increased Globalization of Wealth

Guía de Regalos

Award-Winning WE Family Offices Increases Resources To Serve Families

MIAMI–(BUSINESS WIRE)–Globalization
of wealth
continues as a prominent trend among family offices. In
demonstration of this trend, WE
Family Offices
, the independent, family-focused wealth management
firm, announces the hire of private wealth executives George Moscoso and
Manuel Cabielles to serve client families. Both will be based in the
Miami office and will use their extensive experience to help serve
global families from the United States and around the world.

“We are seeing the wealth industry becoming more globalized. Hiring
individuals with the experience and knowledge to serve complex,
multi-jurisdictional families is critical,” said Maria Elena Lagomasino,
managing partner and CEO of WE Family Offices.

Managing Partner Santiago Ulloa comments, “We are thrilled to welcome
Manuel and George to our team. With numerous years of experience serving
wealthy families, these two individuals will add critical value for our
clients who need advisors with a global perspective and family wealth
expertise.”

Manuel and George have combined more than 50 years of experience working
with families. As relationship managers, they will work with the firm’s
client families to enhance their family wealth management, and provide
them with guidance and advice regarding all of their financial and
non-financial needs.

About
Manuel Cabielles
.

Manuel Cabielles’ career in family wealth management spans more than
three decades. His career began at J.P. Morgan Chase Private Bank where
during the last seven years he served as senior private banker
responsible for client acquisition and advising ultra-high-net-worth
Latin American families from the Andean and Caribbean regions. In 2004
he joined Citi Private Bank to grow the firm’s Central American client
base. Contact
Manuel
.

About
George Moscoso.

George Moscoso has advised wealthy families, business owners and
entrepreneurs for more than two and a half decades. Beginning at Chase
Manhattan Bank in New York in 1990, George served as a private banker
based in Miami and then in Switzerland. He then joined Citibank in 1999
where he spent a decade developing the private banking business of Latin
American clients in Switzerland, New York, and Miami. From 2009 to 2012
George worked in Goldman Sachs’ Private Wealth Management Division as
managing director, managing the Latin American client business based in
Miami. Contact George.

About WE Family Offices

With offices in New York and Miami, WE Family Offices is an
award-winning independent, family-focused wealth management firm,
serving ultra-high net worth clients. The firm addresses the real-life
challenges that deeply impact wealth so that clients are able to make
the critical decisions necessary to manage, preserve and grow their
wealth. WE is an independent advisory firm and has no interest in
selling products, meaning there are no hidden sales agendas or conflicts
of interest. As a result, the firm’s advisors are free to offer their
clients independent advice and serve as their advocate for the
long-term. WE Family Offices was most recently named Best MFO $3-5B by
Family Wealth Report a Top
Wealth Manager
by Forbes and a Top
300 Registered Independent Advisor
by the Financial Times.
For more information, please visit www.wefamilyoffices.com
or call 305.825.2225.

Contacts

Wealth Matters Consulting
Rosemary B. Denney, 561-379-7673
RBD@WealthMattersConsulting.com