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Welara

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About Welara

Welara is a multi-family office and wealth advisory firm headquartered in New York, London, and Geneva. Established in 2023, it caters to first-generation wealth creators by providing a comprehensive and holistic approach to managing wealth, assets, and lifestyle. Through personalized relationships and innovative solutions, Welara focuses on understanding the unique challenges of its clients, emphasizing the importance of time in their lives. The firm's team brings extensive experience from family offices, institutional investing, and sovereign wealth funds, ensuring integrity and excellence in stewardship of clients' capital.

Recent News

Recent Deals

No recent deals for this company.

Key Team Members

Colette K. Young

Founder, Managing Partner, Chief Executive Officer

Philip G. Potter, CFA

Founder, Managing Partner, Chief Strategy Officer

Omar Divina

Chief Operating Officer

Jorge Velásquez Franco, LL.M

Chief Compliance Officer, Corporate Counsel

Ryan Mclaughlin

Founder, Managing Partner, Portfolio Manager

Key Facts

HQ Location

United States

Founded

2023

Employees

11 - 50

Status

Private

Website

https://welara.com