Our Approach

Our Approach

Our approach to building your wealth enterprise® has three phases:

Family Wealth
  • Holdings & Structures
  • Sources & Uses of Cash
  • Financial Provider Network
  • Structures & Wealth Transfer Plan
Family Dynamics
  • Family History
  • Communication Practices
  • Values
  • Governance & Decision-Making
  • Roles and Participation
  • Values Aligned Investment Goals
Family Wealth
  • Alignment of Investment Portfolio with Family Goals
  • Review Fee Structures from Outside Providers
  • Evaluate Risk
  • Work with your professional advisors to assess potential tax & estate planning issues
  • Enhance Provider Network Where Appropriate
Family Dynamics
  • Engage Family Members in Key Roles
  • Create Family Governance Structures
  • Enhance Financial Literacy
  • Establish/Enhance Communication Channels
  • Oversee Investment Strategy and Execution, Including Sourcing & Review of Managers
  • Consolidate Reporting, Cash Flow, Reporting, Review and Reconcile Transactions
  • Provide Family Governance Support to Help the Family Stay Engaged and Aligned
  • Engage Actively with network of providers
  • Re-evaluate and propose any necessary changes to estate plan
Contact WE Family Offices

Let us know if you'd like to know more about how WE can assist you.

Meet WE Family Offices

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