In an opinion article published in STEP Journal, Joseph Kellogg, WE Family Offices’ wealth planning executive and treasurer of the STEP USA Board... 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.