Citywire recently asked “What steps should you be taking to engage with the next generation of clients?” WE Family Offices Advisor Rocio Ortega... 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 registered as an Investment Advisor with the U.S. Securities and Exchange Commission. We are committed to being clear and open about how we work with families, our unique business model, and our compensation structure. To learn more about us, take a look at our ADV brochure.