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A COMMITTED ADVOCATE FOR YOUR FAMILY’S LONG-TERM INTERESTS

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INDEPENDENT ADVICE MEANS NO SELLING PRODUCTS,

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NO HIDDEN SALES AGENDAS, OR CONFLICTS OF INTEREST

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ON YOUR FAMILY’S SIDE - NO ONE ELSE’S

WE Family Offices In The News

Number One among RIAs in Miami

Financial Times Ranks WE Family Offices As Top RIA

WE Family Offices has been named to the Financial Times 300 Top RIA (Registered Investment Advisers) list for 2015. This list recognizes top...
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Privacy

WE’s Joseph Kellogg Discuss Privacy in STEP Journal

In a recent article published by STEP Journal, WE Family Office’s wealth planning executive, Joseph Kellogg, discusses individual privacy in an...
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WE’s Julie Neitzel Discusses Tax Planning in South Florida Business & Wealth

In a recent article published by South Florida Business & Wealth (SFBW), Partner and Advisor Julie Neitzel, discusses mitigating the estate...
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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.