WE Family Offices

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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 is an independent advisory firm and is also one of just 30 firms listed on the Institute for the Fiduciary Standard’s Real Fiduciary™ advisor Registry.

  • WE has become a Certified B Corporation, providing external validation of the firm’s commitment to balancing profit with purpose. 

  • To enhance the services the firm provides to global families, WE has formed an alliance with two international firms – Wren Investment Office in London and MdF Family Partners in Madrid.

  • 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