Fede Ordóñez

Fede Ordóñez is a Partner at WMS Partners, now HB Family Office, based in Tacoma, WA, where he leads wealth management strategies for high-net-worth individuals and families. In his current role, he is responsible for advising clients on comprehensive financial planning, investment strategy, and legacy management, focusing on multi-generational family offices and private client services.

He specializes in structuring investment portfolios across equities, fixed income, and alternative assets, with particular attention to private markets and tax-efficient wealth transfer strategies. Fede brings extensive experience in portfolio construction and asset allocation for clients in diverse sectors, including technology entrepreneurs, closely held business owners, and legacy family enterprises.

Prior to joining HB Family Office, Fede held senior advisory positions at Heritage Financial Consultants and Homrich Berg, demonstrating a strong record in client development and holistic planning. He holds a Master's degree in Financial Planning and Services from the University of Wisconsin-Madison and a Bachelor of Business in Finance from Singapore Management University, reflecting his expertise in advanced financial modeling, investment management, and regulatory compliance.