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WE Family Offices and MdF Family Partners establish UHNWI wealth management alliance

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Independent, family-focused wealth advisors, WE Family Offices and MdF Family Partners, have established an alliance to broaden their capability to serve wealthy families from all over the world.

While the two firms will remain independent entities, the alliance agreement provides a path to share resources, networks and intellectual capital, giving both firms and their clients more breadth and depth of service. WE Family Offices, with offices in New York and Miami currently serves more than 65 families and advises on more than USD3.0 billion. MdF Family Partners, based in Madrid and with offices in Barcelona, Geneva and Mexico City, currently serves more than 20 families and advises on more than USD1.0 billion.

“Our priority first and foremost is on meeting the needs of our client families. As those families, investment opportunities and challenges all become increasingly global, we decided to strategically increase intellectual capital and expertise by forming the alliance with MdF,” says Maria Elena Lagomasino, Managing Partner and CEO of WE Family Offices.

“MdF and WE were both founded on the same principles of independence and trust, and both have built successful businesses based on providing independent, conflict free, boutique advisory services to a select group of wealthy families,” says Daniel de Fernando, Managing Partner of MdF Family Partners.

“Clients of each firm will continue to be advised as they always have, but will benefit from access to a deeper global investment platform and broader wealth planning services across multiple jurisdictions, including the United States, Latin America, The European Union, and Switzerland,” says. Lagomasino.

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