WE Family Offices is an award-winning independent, family office firm serving single family offices and ultra-high net worth families. With vast resources across a broad range of wealth management disciplines, WE works with each family to help create a unique wealth enterprise to manage their wealth as they would manage a well-run company. WE, which stands for Wealth Enterprise, provides coverage on the following services including investments, estate and tax planning, family governance and education, risk management and data aggregation and reporting. WE Family Offices was most recently recognized for Outstanding Contribution to Wealth Management Thought Leadership by Family Wealth Report, and was listed among the Financial Times’ Top 300 Independent Advisors in the United States in 2019.
WE has become a Certified B Corporation, providing external validation of the firm’s commitment to balancing profit with purpose.
As of June 30, 2019, WE now advises on approximately $8 billion and reports on an additional $1.3 billion for a total assets under advisement or reported of $9.3 billion, working with 72 families from all over the world.
WE Family Offices Awards & Rankings
Best Multi-Family Office from $10 billion to $15 billion AUM/AUA 2018–2021, Family Wealth Report
Second-largest RIA in the South 2021, InvestmentNews
Top 300 Registered Investment Advisers 2018–2020, Financial Times
Best Multi-Family-Office Client Service 2019, Private Asset Management Magazine