In our experience working with wealthy families, it is not uncommon to find a situation in which
there is division of labor between husband and wife around the many different aspects of the
The Institute for the Fiduciary Standard has launched its Campaign for Investors in an effort to raise awareness of the Fiduciary Standard and in light of the recently passed DOL fiduciary rule on retirement plans.
WE Family Offices announced that it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 16, 2016. The list... Read More →
Awards and Rankings
Industry Recognition and Highlights
WE Family Offices is proud to have received recognition from industry publications and organizations. Though our focus is always first and foremost on our clients, we feel this recognition points to our commitment to client service and putting our client families first.
WE Family Offices is a different kind of wealth advisor. WE stands for Wealth Enterprise and the core of our work with clients like you is based on the simple tenet that families who are able to successfully manage their wealth do so as they would a business. They build Wealth Enterprises.