International Wealth Management Forum
Maria Elena Lagomasino
Managing Partner and CEO | WE FAMILY OFFICES
Speaker Presentation
DELIVERING A TRULY DIFFERENT EXPERIENCE TO UHNW FAMILIES: THE FAMILY OFFICE EXPERIENCE
"Family Office" has become a very popular label. Banks, brokerages, trust companies and asset management firms are all pitching "family office" solutions and capabilities to ultra-high-net-worth families. But what in fact is a family office experience; what makes it different and valuable to a UHNW family? Maria Elena Lagomasino and Michael Zeuner of WE Family Offices will talk about what makes a family office different, valuable and relevant for families. Ms. Lagomasino and Mr. Zeuner are uniquely positioned to compare and contrast the different wealth management offerings available to wealthy investors, as they collectively have more than 50 years of experience in the wealth management space, advising UHNW families around the globe and leading both traditional wealth management organizations as well as family office businesses.
Speaker Bio
Maria Elena (Mel) Lagomasino has worked with financially successful families for more than three decades. As CEO and Managing Partner of WE Family Offices, a global family office serving ultra-high-net-worth families, she engages client families to build their wealth enterprises and provides the support and control they need to manage their wealth as a business enterprise. She is a recognized leader in the wealth management industry, and is a founding member of the Institute for the Fiduciary Standard.
Before founding WE, Mel served as CEO of GenSpring Family Offices, a leading wealth management firm. Prior to that, she served as Chairman and Chief Executive Officer of JP Morgan Private Bank, an institution with more than $300 billion in client assets under supervision. Her career in banking began in 1977 at Citibank. She joined the Chase Manhattan Private Bank in 1983 and was named head of Chase’s worldwide private banking business in 1997. Following the Chase-JP Morgan merger, she became Chairman and Chief Executive Officer of JP Morgan Private Bank.
Mel serves on the boards of The Coca-Cola Company, Avon Products, Inc., and the Americas Society, and is a Trustee of the National Geographic Society. She is also a member of the Council on Foreign Relations. In 2012, Mel was named one of the Directorship 100 by the National Association of Corporate Directors and was named by American Banker one of 2012’s Top 25 Women in Finance. In September 2006, she was appointed by President Bush to help lead an effort to secure private sector funds to aid disaster victims in Central America.
A graduate of Manhattanville College (BA), Mel also earned graduate degrees at Columbia University (MS) and Fordham University (MBA).
Speaker Presentation
DELIVERING A TRULY DIFFERENT EXPERIENCE TO UHNW FAMILIES: THE FAMILY OFFICE EXPERIENCE
"Family Office" has become a very popular label. Banks, brokerages, trust companies and asset management firms are all pitching "family office" solutions and capabilities to ultra-high-net-worth families. But what in fact is a family office experience; what makes it different and valuable to a UHNW family? Maria Elena Lagomasino and Michael Zeuner of WE Family Offices will talk about what makes a family office different, valuable and relevant for families. Ms. Lagomasino and Mr. Zeuner are uniquely positioned to compare and contrast the different wealth management offerings available to wealthy investors, as they collectively have more than 50 years of experience in the wealth management space, advising UHNW families around the globe and leading both traditional wealth management organizations as well as family office businesses.
Speaker Bio
Maria Elena (Mel) Lagomasino has worked with financially successful families for more than three decades. As CEO and Managing Partner of WE Family Offices, a global family office serving ultra-high-net-worth families, she engages client families to build their wealth enterprises and provides the support and control they need to manage their wealth as a business enterprise. She is a recognized leader in the wealth management industry, and is a founding member of the Institute for the Fiduciary Standard.
Before founding WE, Mel served as CEO of GenSpring Family Offices, a leading wealth management firm. Prior to that, she served as Chairman and Chief Executive Officer of JP Morgan Private Bank, an institution with more than $300 billion in client assets under supervision. Her career in banking began in 1977 at Citibank. She joined the Chase Manhattan Private Bank in 1983 and was named head of Chase’s worldwide private banking business in 1997. Following the Chase-JP Morgan merger, she became Chairman and Chief Executive Officer of JP Morgan Private Bank.
Mel serves on the boards of The Coca-Cola Company, Avon Products, Inc., and the Americas Society, and is a Trustee of the National Geographic Society. She is also a member of the Council on Foreign Relations. In 2012, Mel was named one of the Directorship 100 by the National Association of Corporate Directors and was named by American Banker one of 2012’s Top 25 Women in Finance. In September 2006, she was appointed by President Bush to help lead an effort to secure private sector funds to aid disaster victims in Central America.
A graduate of Manhattanville College (BA), Mel also earned graduate degrees at Columbia University (MS) and Fordham University (MBA).