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Articles tagged "W. E. Family Offices"


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Michael Zeuner, Maria Elena "Mel" Lagomasino and Santiago Ulloa believe they're through the start-up phase of W.E. Family Offices.

GenSpring offshoot poaches four more as it reimagines the service model for UHNW families

With new talent from Bessemer, HSBC, the SEC and -- of course -- GenSpring, W.E. Family offices is betting that putting the client back in charge is really the way to go

September 23, 2013 at 6:29 PM

Maria Elena Lagomasino: The road to hell is paved with good intentions.

One special GenSpring spin-away (the old chief's new venture) is thriving as a $1.6-billion RIA and using a retrofitted stock broker's trick

Miami's Mel Lagomasino, former CEO of J.P. Morgan Private Bank, (and GenSpring) will be a family office that eschews asset-based fees, discretionary assets, commissions and even -- going forward -- its international emphasis

July 7, 2013 at 9:38 PM

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