# W.E. FAMILY OFFICES, LLC

W.E. FAMILY OFFICES, LLC of CORAL GABLES, FL is an SEC-registered investment adviser.

## Registration

- CRD: 109869
- Type: SEC-registered investment adviser
- SEC file number: 801-60025
- Location: 2811 PONCE DE LEON BLVD, SUITE 840, CORAL GABLES, FL, 33134
- Phone: 305-825-2225
- Latest filing: 2026-04-21
- Regulatory AUM: $17.8B
- Non-discretionary AUM: $17.8B
- Clients: 65
- Accounts: 112

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (34)

_Showing 25 of 34 people._

| Name | Role | Location |
| --- | --- | --- |
| Kim Young | CHIEF FINANCIAL OFFICER; CONTROLLER | New York, NY |
| Donald K Scott | DIRECTOR | RALEIGH, NC |
| Maria Elena Lagomasino | CEO, MANAGER; CEO, MANAGER, DIRECTOR; MANAGER (+1 more) | Jupiter, FL |
| Donald Scott | DIRECTOR | San Jose, CA |
| Santiago Ulloa | MANAGER; MANAGER, DIRECTOR | — |
| Myron Michael Zeuner | MANAGER; MANAGER, DIRECTOR | — |
| Alberto Luis Beeck | DIRECTOR | — |
| Edward D Mccutcheon | CHIEF COMPLIANCE OFFICER | — |
| DIBARTOLO JOSEPH MAURICE | CHIEF COMPLIANCE OFFICER | — |
| PAPARELLI PATRICK ANTHONY | CHIEF COMPLIANCE OFFICER | — |
| ULLOA SANTIAGO | CHIEF EXECUTIVE OFFICER AND DIRECTOR; CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER AND DIRECTOR; ELECTED MANAGER (+6 more) | — |
| GOLDBERG LEONEL BARUCH | DIRECTOR; SHAREHOLDER | — |
| HOFFMAN PAUL ANTHONY | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER / COO; CHIEF OPERATING OFFICER (+1 more) | — |
| PACHON CESAR AUGUSTO | CHIEF FINANCIAL OFFICER; CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER | — |
| MANOTAS MANUEL ROBERTO | DIRECTOR | — |
| LAGOMASINO MARIA ELENA | CEO & ELECTED MANAGER; CEO, MANAGER, DIRECTOR; CHIEF EXECUTIVE OFFICER (+2 more) | — |
| ZEUNER MICHAEL | ELECTED MANAGER; MANAGER; MANAGER, DIRECTOR (+3 more) | — |
| HOLDEN MICHAEL JAMES | CHIEF OPERATING OFFICER; SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| NEAL GINNY RAE | SECRETARY | — |
| SABORIO ALVARO | DIRECTOR | — |
| TRISTAN MARCO VINICIO | DIRECTOR | — |
| SESSIONS NEAL BRADLEY | CHIEF FINANCIAL OFFICER | — |
| ELMES JOHN THOMAS | HEAD OF INVESTMENTS | — |
| BRUNEL JEAN LOUIS PIERRE | CHIEF INVESTMENT OFFICER | — |
| MOREY JORGE | CHIEF OPERATING OFFICER | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| NEW YORK | NY | 3 | (212) 218-5100 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109869/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109869/similar
- Related entities: https://search.stillhousedata.com/firm/109869/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109869

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.