People Moves
UHNW Family Office Advisory Firm Reinforces Its Presence In Florida, New York
WE Family
Offices, the global advisory firm for ultra high
net worth families, has made senior hires in Miami
and opened a new office in Manhattan,
NY.
Bruce Arella has joined as a partner and head of real estate
investing, responsible for serving US-based clients from the new
Manhattan office. He has also
joined the firm’s investment and implementation committees.
Meanwhile, Joseph Kellogg and Elaine King have stepped into
the Miami, FL, office.
Kellogg is the firm’s wealth planning executive, working
with clients and their external tax and estate planning
professionals, while
King is director of family education and governance.
Bruce was latterly president of the New York office at GenSpring
Family Offices.
Prior to GenSpring, he served as managing director and director
of manager
research at Orion Capital Management, a multi-strategy fund of
funds.
Kellogg previously provided wealth planning services for
international private clients of UBS AG (Miami)
and of HSBC Private Bank (Miami).
In 2002, he opened and managed the Miami
representative office for the Amicorp Group, providing corporate
and fiduciary
structures to corporate and private clients. Between 1997 and
2002, he worked with the Citco Group of companies, based in
Curacao,
Netherlands Antilles, and
later in the British Virgin Islands.
King was formerly vice president of Bessemer Trust’s $75
billion family office group, having previously served as managing
director of
LFG; director of Gibraltar Private Bank & Trust's wealth and
well-being planning
institute; investment manager of the Royal Bank of Scotland's
Coutts Latin America division;
and investment manager of Citigroup’s $13 billion advisory
service group.
WE Family Offices, which now has over $2 billion in assets under
management, was founded in January 2013 by Managing
Partners Maria Elena Lagomasino, Santiago Ulloa and Michael
Zeuner. Click here to view an interview with the firm on how it is
trying to change the landscape of high-end wealth management with
its offering focused on “wealth as an enterprise.”
