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 couple’s life.
In her latest column for South Florida Business and Wealth, WE’s Julie Neitzel identifies a growing challenge for investors and their advisors:... 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.