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Welara is an independent, multi-family office and wealth advisor designed to provide uncompromising excellence for first-generation wealth creators and their families around the world.
Established in 2023 in New York, London and Geneva, Welara was founded by a closely associated group of first-generation wealth creators who have historically cared about optimizing aspects of their lives, but didn’t find adequate solutions available in the marketplace. Facing the same challenges around optimization and finding traditional solutions lacking, we took matters into our own hands.
We decided to create a new platform that offers a 360° approach, adopting a holistic process to every facet of our clients' lives—encompassing wealth, assets and lifestyle. Like many wealth advisors, Welara bases its perspectives on rigorous research, considering the client’s investment objectives, risk profile, goals, challenges, priorities and interests. But we delve deeper. We embrace this uniqueness because our primary clientele, the first-generation wealth creators, often do not fit inside a traditional box (and we love that).
Rather than merely executing transactions, we foster genuine connections and build relationships. Our approach is adaptable, and our solutions are inventive. We uphold the fundamental belief that when existing systems falter or become obsolete, innovation is essential. We help first-generation wealth creators regain life’s most precious commodity: time.
Our extensive backgrounds span family offices, institutional investors and sovereign wealth funds. Bound by shared values, mutual curiosity and a unified mission, we're more than just colleagues; we're investors and friends. We are guided by integrity, curiosity, practicality, experience, discretion, transparency, reliability and excellence. It is our North Star. We are forever grateful and humbled by the opportunity to serve as stewards of capital for our clients.
Company Details
- Employees
- 13
- Founded
- -
- Address
- New York, New York, Us
- Industry
- Financial Services
- Website
- http://www.welara.com
- HQ
- New York, New York
Welara Questions
WELARA's website is http://www.welara.com
WELARA's LinkedIn profile is https://www.linkedin.com/company/welara
WELARA has
13 employees.
View email and phone details for 13
employees at WELARA.
WELARA's industry is
Financial Services
WELARA's top competitors are
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WELARA's categories are Financial Services
WELARA's founding year is 2023
Top WELARA Employees
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Philip G. Potter, CFA
Founder & Managing Partner At Welara
New York, New York, United States, United States -
Omar Divina
Chief Operating Officer At Welara
New York City Metropolitan Area, United States, United States6go-maestro.com, betterworks.com, badgeville.com, eigentech.com, gmail.com, hyperscience.com7 +164633XXXXX
-
Duncan Bossle
Full-Stack Developer At Welara
Lutherville-Timonium, Maryland, United States, United States3gmail.com, dlapiper.com, drivenmediagroup.com3 +141058XXXXX
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