@wefamilyoffices.com
WE Family Offices is a different kind of wealth advisor.
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About
Description
WE Family Offices is a unique wealth advisor that specializes in managing the wealth of ultra-high net worth families as a business. The company stands for Wealth Enterprise®, reflecting its dedication to helping families sustain and grow their wealth across multiple generations. As fiduciary advisors, WE Family Offices prioritizes the clients' interests and tailors its service offering to meet their specific needs.
They serve as an outsourced family office, an extension of existing family offices, or by managing special mandates and projects for families as required. Their services encompass a wide range of areas, including family advisory, investment strategy and oversight, and back-office support. With a focus on thought leadership, WE Family Offices has been recognized by industry publications and organizations.
The company is registered as an Investment Advisor with the U. S. Securities and Exchange Commission, demonstrating their commitment to transparency and client service.
In addition, they are now a certified B-Corp, exemplifying their dedication to supporting successful families and making a positive impact on communities and the world
Company Type
Privately Held
Company Size
11-50
Year Founded
2013
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