Alpha Academy · Part of Apex Master Expos
WE Family Offices: Invited Member
Precondition: Apex Participant · Complimentary · Includes 2 Ads
Invited Member — Apex Ecosystem

WE Family Offices

Apex Member Partner — Coral Gables, Florida

Apex Business Group Worldwide presents WE Family Offices — an award-winning independent multi-family office serving ultra-high-net-worth families. With $14.1 billion in assets under advisement and offices in Miami and New York, WE helps families manage their wealth as a business. Connecting visionary founders with the global Apex ecosystem across 80+ countries.

What Apex Is

Apex is a living ecosystem — one of its kind. A decentralized, member-owned global business platform across 80+ countries where preferred venture partners such as WE Family Offices can explore early-stage innovation quietly and selectively, while founders showcase on their MySite and gain clarity on what long-term investors truly seek. No middleman. By members, for members.

Invited Member
WE Family Offices

Founded in 2000 and re-established as an independent fee-only fiduciary firm in 2013, WE Family Offices is headquartered in Coral Gables, Florida with an additional office in New York. Founded by Santiago Ulloa, Maria Elena Lagomasino, and Michael Zeuner, WE serves over 80 families in the US, Latin America, and Europe.

WE Family Offices provides comprehensive wealth management including investments, financial planning, family governance and education, philanthropy, succession planning, and consolidated reporting. Their philosophy: WE stands for Wealth Enterprise — helping UHNW families manage their wealth as they would manage a well-run company.

With $10.2 billion in assets under advisement and an additional $3.9 billion reported on (totaling $14.1 billion), WE Family Offices has been named Best Multi-Family Office by Family Wealth Report (2022, 2023), listed among the FT's Top 300 Independent Advisors, and recognized on Barron's Top RIA firms ranking. The firm is also a Certified B Corporation.

Mission: We help ultra-high-net-worth families create a unique Wealth Enterprise to manage, preserve, and grow their wealth across generations.
www.wefamilyoffices.com · [email protected]
2811 Ponce de Leon Boulevard, Suite 840, Coral Gables, FL 33134
Key Figures
80+
Portfolio Companies
0
Unicorns Created
0
IPOs
0
M&A Exits
$14.1B
AUM
25+
Years Active
30
Team Members
Invited
Apex Role

"We help families create a unique Wealth Enterprise — managing wealth as they would manage a well-run company, preserving and growing it across generations."

— WE Family Offices
Startup Application

Apply to the Apex Startup Discovery Program

Aligned with WE Family Offices's investment focus. Precondition: You must be an Apex Participant to submit. Registration is complimentary and includes 2 Golden Ads. This project is part of Apex Master Expos.

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Precondition: You must be an Apex Participant to submit this application. Registration at myapex.me is complimentary and includes 2 Golden Ads.
Your unique Apex Participant ID. You receive this upon registration at myapex.me. Required to submit.
1. Founder & Company Information
Basic information about you and your startup.
Describe what your company does in one sentence.
"Managing wealth as a well-run Wealth Enterprise." — WE Family Offices
WE Family Offices values UHNW families seeking a holistic, independent approach to multi-generational wealth management.
2. Problem & Technology
What are you building and why does it matter?
What is the problem, why is it important, and who suffers from it?
"As a Certified B Corporation and Real Fiduciary, we balance profit with purpose." — WE Family Offices
WE Family Offices is deeply invested in AI and frontier technology. Describe how technology powers your offering.
3. Market & Traction
How big is the opportunity and what have you achieved so far?
Users, revenue, partnerships, pilots, LOIs, notable milestones.
4. Funding & Investment
WE Family Offices provides comprehensive advisory across all aspects of family wealth.
"From investments to governance to philanthropy — we serve as the trusted advisor for multi-generational wealth." — WE Family Offices
What specifically draws you to WE Family Offices's approach and expertise?
5. Additional Information
Important Disclaimer · Read Full Legal Notice →

Apex Business Group Worldwide SL (abc-worldwide.com/ecosystem) does not act as an investment broker, placement agent, or funding intermediary. Alpha Academy — Club Society Multiverses (abc-worldwide.com/alphaacademy) does not represent WE Family Offices or any investor. WE Family Offices is an invited member of the Apex Ecosystem. Submission does not guarantee review, response, or investment.

WE Family Offices may browse submitted applications at their sole discretion. All participation is voluntary and non-binding. Apex does not sell applicant data. This project is part of Apex Master Expos.

For questions: [email protected] · Book a call with an Apex Expert · View Schedule · Full Legal Disclaimer

Apex Ecosystem with Golden Ads

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Remember

Apex is a living ecosystem — one of its kind. A decentralized, member-owned global business platform across 80+ countries where preferred venture partners such as WE Family Offices can explore early-stage innovation quietly and selectively, while founders showcase on their MySite and gain clarity on what long-term investors truly seek. No middleman. By members, for members.

Join the Apex Ecosystem

Whether you are a founder with a breakthrough idea or an investor seeking early discovery — the Apex Ecosystem is built for you.

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Golden Ads — "Who I Am · What I Want" — Complimentary for Apex Participants (includes 2 Ads) · [email protected] · www.abc-worldwide.com