Rocio Ortega has worked in the wealth management industry for over a decade. She joined WE Family Offices in 2014, where she serves as a partner and associate advisor. Utilizing a holistic approach to wealth management, Rocio provides advice to client families in all aspects of managing their complex wealth enterprise®s, from helping families identify financial objectives, to designing and implementing investment portfolios, but also focusing on non-financial aspects of wealth management, such as family governance and next-gen engagement and education. Since joining WE, Rocio has become a subject matter expert in the areas of Values Aligned, ESG, and Impact Investing. Areas which align well