WE Family Offices

WE Family Offices is a different kind of wealth advisor. WE stands for Wealth Enterprise.

General Information
Company Name
WE Family Offices
Founded Year
2013
Location (Offices)
Coral Gables, United States +2
Founders / Decision Makers
Number of Employees
54
Industries
Insurance, Wealth Management
Funding Stage
-
Social Media

WE Family Offices - Company Profile

WE Family Offices is a unique wealth advisor firm with offices in New York and Miami. The company prides itself on addressing the real-life wealth challenges faced by single family offices and ultra-high net worth families. WE Family Offices works closely with each family to create a unique wealth enterprise designed to manage their wealth effectively, much like a well-run company. Their dedication to their clients' interests is highlighted by their presence on the Institute for the Fiduciary Standard’s Real Fiduciary™ Advisor Registry and their certification as a Certified B Corporation, demonstrating their commitment to balancing profit with purpose. The firm’s accolades include recognition for Outstanding Contribution to Wealth Management Thought Leadership by Family Wealth Report and a spot among the Financial Times’ Top 300 Independent Advisors in the United States in 2019. As of June 30, 2019, WE Family Offices advises on approximately $8 billion and reports on an additional $1.3 billion, amounting to a total of $9.3 billion in assets under advisement or reported and serving 72 families worldwide. The firm has further enhanced its global services through partnerships with international firms such as Wren Investment Office in London and MdF Family Partners in Madrid. For more information, visit www.wefamilyoffices.com.

Taxonomy: Wealth Management, Family Office, High Net Worth, Independent Advisory, Fiduciary Standard, Wealth Preservation, B Corporation, Thought Leadership, Global Families, Wealth Enterprise, Wealth Advisory, International Alliance

Funding Rounds & Investors of WE Family Offices (0)

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There is no investment information

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