WE Family Offices LLC

WE Family Offices is an independent, fee-only fiduciary firm dedicated to serving ultra-high-net-worth families and family offices. Their approach is rooted in decades of experience working with families, enabling them to offer a range of services including family advisory, investment strategy and oversight, and back office support. WE stands for Wealth Enterprise® and emphasizes the importance of managing family wealth as a business enterprise to ensure its longevity across generations.

The firm is a registered investment advisor with the SEC and a founding member of the Institute of the Fiduciary Standard, demonstrating their commitment to transparency and prioritizing clients' interests. They have a strong track record of success, serving over 80 families with approximately $14.1 billion in assets under advisement or reported on. WE Family Offices is recognized as a leading multi-family office, receiving numerous awards and accolades from industry publications and organizations for their client-focused approach and expertise.

WE Family Offices is an independent fiduciary firm committed to serving the unique needs of ultra-high-net-worth families and family offices. They aim to help families sustain their wealth across generations by providing a comprehensive suite of services that encompass investment strategy, estate and tax planning, family governance and education, risk management, and back-office support. Their mission is to create a "wealth enterprise" for each family, ensuring their financial and human capital thrive for the benefit of themselves, their communities, and future generations.

WE Family Offices promotes a culture of transparency, fiduciary responsibility, and client-centricity. They prioritize their clients' best interests above all else, and this is reflected in their fee-only business model, their commitment to transparency, and their emphasis on building long-term relationships. Their focus on ethical practices and client education fosters a culture of trust and integrity, ensuring that their clients feel confident in their guidance.