Who We Are
WE serves families as an outsourced family office, as an extension of their family office, or by managing special mandates and projects for families as needed. As fiduciary advisors, our clients’ interests come first, and our service offering is tailored to meet the specific needs of every family with whom we work.Talk with an advisor today
Over our decades of working with some of the world’s wealthiest families, we’ve observed the families who successfully sustain their wealth across multiple generations – that is, enjoy, grow and ensure it benefits family members – manage the family wealth as they would a business enterprise. Helping families do just that is so foundational to our firm that it is in our name: WE stands for wealth enterprise®.
Whether WE supports your single-family office for special projects, serves as an extension of your family office, or helps to start your family office, we can tailor our services to fit your needs. Generally, these engagements provide support for family offices in three areas:
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.see all awards + highlights
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.Read Our ADV Part 2A Brochure READ OUR FORM ADV PART 3 – CUSTOMER RELATIONSHIP SUMMARY (CRS)
Since the founding of our firm, our focus has been to support successful families and help them sustain both their financial and their human capital, helping them be successful for the benefit of themselves, their communities, and the world at large. To underscore this mission, we’ve recently been certified as a B-Corp.READ MORE